Cyber chaos, AI moves & Trillion-Dollar milestones

Hello, Market Reader’s

Microsoft has uncovered a critical zero‑day breach in its SharePoint server software nicknamed CVE‑2025‑53770 now actively exploited across tens of thousands of on‑premise servers, including those at U.S. agencies, universities, energy firms, telecoms, and government bodies. Attackers are managing to install web shells and siphon off cryptographic keys potentially retaining access even after patches are applied. Microsoft has urgently released a patch for one version and advised admins to disconnect vulnerable servers or enable advanced malware protection while fixes are underway.

Today’s Global Menu

• Focal Point

• World Markets

• Frontier News

• Crypto World

Focal Point

🔌Huawei’s ‘All-in-One’ Strategy: China’s rising AI superpower

In a race dominated by NVIDIA and U.S. cloud giants, Huawei is quietly building a “jack-of-all-trades” AI empire and it’s working.

CNBC’s latest piece sheds light on how Huawei’s Ascend ecosystem from chips (Penghu) to cloud (Pangu), hardware, and telecom is positioning it as a one-stop AI powerhouse.

Why it matters?

▪️ Hardware-software synergy: Huawei isn’t just producing chips; it’s creating an entire AI supply chain in-house.

▪️ Self-reliance in semiconductors: As U.S. sanctions intensify, Huawei is accelerating China’s push for tech independence.

▪️ Ascend 910B vs. NVIDIA: While not yet a global threat, Ascend chips are gaining local traction fast.

The vision? Control the full AI stack from silicon to software to services across industries.

This isn’t just about market share. It’s about geopolitical resilience, AI sovereignty, and building a vertically integrated AI ecosystem that doesn’t rely on the West.

China may not beat NVIDIA globally tomorrow. But Huawei is building an AI empire from the ground up exactly how dominance starts.

World Markets

1. Steady: Asian markets found calm despite Japan’s upper-house election shakeup, which fell largely priced in. The yen and stocks held firm as investors shifted focus to big-tech earnings from Alphabet and Tesla this week.

2. Poised: U.S. futures for the Dow, S&P 500, and Nasdaq inched higher (about +0.1%) ahead of a critical earnings slate and the looming August 1 U.S.–EU tariff deadline. With momentum in AI stocks and potential trade catalysts, is this calm before the storm or the start of a fresh rally?

FRONTIER NEWS

1. Surge: China’s exports of rare-earth magnets to the U.S. skyrocketed by 660% in June, jumping to 353 tons, a sharp rebound following resolution of export licensing snags. These critical components power EVs, wind turbines, and defense tech.

2. Milestone: TSMC has officially joined the exclusive $1 trillion market-cap club after smashing Q2 expectations profit soared by 61%, and it raised its full-year sales outlook to ~30% in dollars. Fueled by surging AI chip demand, this “AI backbone” for the modern world cements TSMC’s dominance.

3. Titan: China has broken ground on what’s set to be the world’s largest hydropower dam in Tibet, a colossal $167 billion cascade on the Yarlung Zangbo/Brahmaputra, expected online in the 2030s. With massive clean-energy payoff, it’s also charged with geopolitical suspense: downstream nations like India and Bangladesh are watching closely.

Crypto World

🛡️$44M gone in seconds: What the CoinDCX hack teaches us?

India’s crypto ecosystem just faced one of its biggest shocks, CoinDCX, one of the country’s leading exchanges, was hacked for $44 million in a high-profile cyberattack.

What happened?

▪️ Hot wallet breach: The attack targeted CoinDCX’s hot wallets, exposing critical vulnerabilities.

▪️ Prompt response: CoinDCX halted operations, began damage control, and assured users of reimbursements.

▪️ Industry-wide alarm: The incident triggered calls for tighter security norms and regulatory oversight.

Why this matters?

👉 India’s crypto market is booming, but security infrastructure hasn’t scaled at the same pace.
👉 As user adoption grows, so does the attack surface and bad actors know it.

For founders and investors in the Web3 space, the takeaway is clear:

✅ Security isn’t a feature, it’s the product.
✅ Cold storage, regular audits, and transparent incident protocols are non-negotiable.
✅ Trust is the only currency that matters long-term.

The future of crypto in India hinges not just on innovation but on how well we protect what we build.

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Thanks for reading.

Until tomorrow!

Hanoomaan Global Markets team

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