Google DeepMind on July 30 introduced Gemini Robotics 2, a new intelligence layer for next-generation robots built around three separate models: Gemini Robotics 2, Gemini Robotics ER 2, and Gemini Robotics On-Device 2. The company said the system gives robots whole-body control, finer manipulation, and the ability to work together across multiple machines. DeepMind also said the platform can help robots adapt to unpredictable environments and transfer learned skills across different robot bodies. In the company’s demonstration, Apptronik’s Apollo 2 humanoid robot carried out a spoken instruction by walking to a table, picking up a watering can, and placing it into a green box on a lower shelf. The release also highlighted dexterous actions such as knot tying and sealing zipper bags with a 22-degree-of-freedom five-finger hand, along with complex packaging tasks using a standard two-finger parallel gripper. Gemini Robotics ER 2 is now available in Google AI Studio and has entered private preview on the Gemini Enterprise Agent Platform, while the VLA and on-device models remain limited to early partners.

A wide set of crypto, equity and AI developments shaped the July 27 news cycle. BitMart said it will wind down its exchange in phases, with new registrations, deposits and fresh orders already set to stop and all trading services ending on Aug. 26, 2026, while withdrawals remain open. Around the same time, Odos and Dango each published shutdown timetables, including read-only periods, trading cutoffs and fund withdrawal arrangements. Elsewhere, ChangXin Technology is set to list today at RMB 8.66 per share, with single-lot profit estimates ranging from roughly RMB 12,000 to RMB 20,200 based on different IPO gain benchmarks cited by Chinese media. Robinhood is also in talks with Crypto.com over a prediction-market partnership, according to The Wall Street Journal, and Binance Research said Gen Z is now the largest user group for its equity-linked products, contributing $80 billion in cumulative trading volume. The broader digest also covered Nvidia’s open-weight AI letter, OpenAI and Anthropic’s reported lobbying on open-source models, expected record earnings at SK hynix, Storj Labs’ Chapter 11 filing, a suspected security incident on WEMIX 3.0, and Fidelity’s call for the U.S. Senate to pass the CLARITY Act.

Get Style Money says it wants to reward users not just for purchases, but for the visibility and engagement created after a transaction. The project reports more than 350 brand connections as it moves toward rollout.

Get Style Money (GSM) is shifting from traditional cashback to a participation economy where users earn rewards for buying, sharing, and promoting. The ecosystem now integrates over 350 brands including Expedia, AliExpress, and TikTok Shop, with 2026 rollout milestones approaching.

Get Style Money is pitching a performance-based commerce model that ties token rewards to purchases, sharing, and campaign activity. The project says its presale is about 80% complete and its ecosystem now spans more than 350 brands.

Morgan Stanley’s latest take points to a tighter-than-expected NAND market over the next several years. The key message is straightforward: the NAND shortage could extend through 2027, and supply-side risks may still remain in 2028. At the same time, the bank reportedly raised its target price for SIMO to $400, signaling a more constructive view on the memory-related supply chain and the earnings outlook tied to structural demand shifts. The central driver behind this reassessment is AI server demand. Rather than being shaped mainly by traditional consumer electronics cycles, the NAND market is increasingly influenced by data center expansion and AI infrastructure spending. For the market, that changes how investors think about pricing power, supply discipline, and valuation across storage and controller names.

Morgan Stanley has turned more constructive on SIMO, raising its price target to $400 on the view that AI server demand is structurally changing the NAND industry cycle. According to the report cited by Odaily, the bank believes the current NAND shortage could persist through 2027, with supply-side risks still not fully resolved in 2028. The key takeaway is that NAND is no longer being driven only by traditional consumer electronics such as smartphones and PCs. Instead, ongoing investment in AI training and inference infrastructure is becoming a major driver of storage demand. This shift matters because it may soften the industry’s historical cyclicality and improve visibility for companies exposed to memory and storage controllers. For markets, the call suggests that the benefits of the AI buildout are spreading beyond compute chips into broader hardware segments, including the storage supply chain.

Morgan Stanley has raised its target price for SIMO to $400, arguing that the NAND market is being fundamentally repriced by the structural rise in AI server demand. The bank’s view suggests that the traditional memory-cycle framework is no longer sufficient to explain current supply and demand dynamics. Instead of being driven mainly by consumer electronics, the latest upcycle is increasingly linked to AI infrastructure buildout and the resulting need for higher-capacity, higher-performance storage. According to the note, NAND shortages may persist through 2027, while supply-side risks are still not expected to fully disappear in 2028. That outlook implies tighter industry conditions for longer than previously assumed, with potential implications for valuations across the storage and controller supply chain. The report specifically highlights SIMO as a beneficiary of this shift, reflecting a more constructive stance on companies exposed to NAND-related demand recovery and structurally stronger enterprise storage consumption.