According to BlockBeats, on July 22, based on BIT (bit.com) market data, AMD (SMCI) shares rose by 25%, marking the largest increase since 2024.

In terms of news, the company previously stated that its order backlog reached a record high at the end of fiscal year 2026, with new orders totaling over $60 billion in the fourth quarter. These new orders are expected to be delivered in the coming quarters.

According to BlockBeats, on July 22, citing Iranian military sources and reported by Iran's Tasnim News Agency, Iran warned that if the United States takes action against Iranian bridges or power plants, Tehran will retaliate by targeting infrastructure and bridges in the Middle East, including energy facilities with ties to the United States. This is a direct response from Iran to the latest threat from Trump, who previously warned Iran that for every ship attacked in the Strait of Hormuz, the United States would destroy a bridge or power plant.

The source stated, "If ships coordinate with Iran and follow its arrangements when passing through the Strait of Hormuz, then passage will be safe; otherwise, Iran will not relinquish its firm will to control the strait and believes this is in line with the long-term security of the strait." (Jin Shi)

According to BlockBeats, on July 22, based on BIT (bit.com) market data, the gains of Nvidia Challenger CBRS narrowed to 2.5%, after previously rising by more than 18%.

In terms of news, Cerebras Systems has partnered with cybersecurity company CrowdStrike, which will use Cerebras' inference infrastructure to power Falcon AI models, enabling AI detection and response on its inference platform. However, the contract amount has not been disclosed by either party.