MEXC, a pioneer in 0-fee digital asset trading, has published new data on individual stock futures activity during the latest U.S. tech earnings season. In the window from July 20 to August 7, 2026, when six major U.S. technology companies reported results, storage and memory stocks accounted for 67.3% of trading on the platform, up from 57.5% over the preceding 19 days. By contrast, the combined share of Alphabet, Tesla, Meta, Microsoft, Apple, and Amazon barely moved, edging from 2.6% to 2.7%.

That means storage and memory stocks carried nearly 25 times the trading share of the six major technology companies. Chip design and manufacturing — the group that includes NVIDIA — also stayed almost flat at 5.4%, versus 5.3% before the period; NVIDIA had not yet reported at that time. The tilt toward memory names reflects the sector's central role in the AI buildout: HBM, server DRAM, and enterprise SSDs are core components of AI data center infrastructure, and the companies named in the report — SK Hynix, Samsung, Micron, and SanDisk — are the major suppliers in those product lines.

The data shows that a single company's results moved activity across related assets. On July 29, SK Hynix reported a 257% year-over-year increase in second-quarter revenue and a 557% jump in operating profit, attributing the growth to AI server demand, rising memory prices, and long-term supply agreements. On the same day, MEXC trading volume rose 140% for Micron and 110% for the Roundhill Memory ETF. Samsung volume climbed 272% ahead of its own results the following day, while the Direxion Daily South Korea Bull 3X Shares ETF (KORU) and the Direxion Daily Semiconductor Bull 3X Shares ETF (SOXL) gained 116% and 25%, respectively.

On July 30, Samsung projected stronger demand for server DRAM, enterprise SSDs, and HBM in the second half of the year and indicated that supply could remain tight. MEXC volume subsequently rose 20% for Micron, 19% for SanDisk, 34% for KORU, and 15% for SOXL.

"Storage manufacturers share the same demand, pricing, and supply conditions, so one earnings report updates the picture for all of them," said Vugar Usi, Chief Executive Officer at MEXC. "Our users acted on that. They traded peer manufacturers and sector products on days when those assets had no results of their own."

Among the 10 key assets examined in the report — the six technology companies plus Intel, SanDisk, SK Hynix, and Samsung — 60% reached their highest trading volume outside of earnings day itself: 50% peaked after earnings and 10% before the release. The remaining 40% hit their peak on earnings day. That pattern suggests activity on the platform was driven by follow-on industry developments — such as supply announcements and capacity investment news — rather than earnings releases alone.

SK Hynix's futures product tracking its Korean-listed shares reached its trading-window peak on August 11, 13 calendar days after the earnings release, at roughly 1.5 times its earnings-day volume. Four days earlier, the company had approved approximately KRW 54 trillion for new DRAM and NAND production facilities. That scale of capacity spending — comparable to the multi-billion-dollar fab investments previously announced across the memory industry — is a further indicator of how suppliers are positioning for sustained AI-driven memory demand, and further capacity and supply updates from memory makers are a key variable for the sector going forward.

Trading activity also responded to industry news while traditional equity markets were closed. Average Sunday trading volume for MEXC Stock Futures stood at 25.4% of the Tuesday-to-Friday daily average. On Sunday, August 9, platform-wide individual stock volume fell 40.3% from the previous day, while the SK Hynix product rose approximately 228% following news of the company's factory investment plan. Because these futures trade around the clock, they let participants react to news that breaks outside regular U.S. and Korean equity market hours — a gap traditional stock exchanges do not fill.

The full report, covering sector concentration, cross-asset reactions, peak timing, and activity outside traditional market hours, is available on the MEXC blog.

About MEXC

MEXC describes itself as the world's fastest-growing cryptocurrency exchange, serving more than 40 million users across more than 170 markets. Built on a user-first philosophy, the platform offers 0-fee trading and access to over 3,000 digital assets. MEXC provides a single venue where users can trade cryptocurrencies alongside tokenized assets, including stocks, ETFs, commodities, and precious metals.

For media inquiries, contact the MEXC PR team at media@mexc.com.

Source: Metaverse Post