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1Bitget UEX Daily | Hormuz Strait Closure Drives Sharp Oil Rebound; US Stocks Under Pressure with Tech Leading Declines; SpaceX IPO Pricing Announced2Oracle (ORCL) FY2026 Q4 Earnings Beat Expectations: Cloud Infrastructure Soars 93% to $5.8 Billion, Record RPO Hits $63.8 Billion, Raises 2027 EPS Guidance, But $20B Refinancing Sparks Stock Plunge3 Amazon trucking push sends freight carrier stocks lower
Flash
10:58
Samsung Office Raided Over Insider Trading Allegations On June 11, according to Yonhap News Agency, a Samsung office was raided due to allegations of insider trading.
10:25
Trump Claims He Likes Inflation as Analysts Warn of Escalating K-Shaped Economy Risks in the U.S. On June 11, according to CNBC, as the nominal inflation rate in the U.S. reached a three-year high year-over-year, Trump stated that he likes inflation. This remark has sparked controversy. Many analysts interviewed emphasized that the current 'K-shaped economy' issue in the U.S. needs to be taken seriously. The K-shaped economy refers to the diverging economic situations of different groups, resembling the two diverging lines of the letter K, where one segment continues to grow while the other continues to weaken. Recently, before fluctuations in chip stocks began, the U.S. stock market had been on an upward trend, seemingly indifferent to inflation. This has resulted in high-income individuals continuing to perform well, but the latest inflation data indicates that the cost of living pressure is further intensifying for a broader segment of middle- and low-income Americans.
10:04
「White-Haired Stock God」 Calls for Long on XFAB: European Silicon Photonics Foundry Positioning Core Technology, May Challenge TSEM and GFS, Commercialization Still in Early StageBlockBeats News, June 11th, "White Hair Stock God" Serenity posted stating that X-FAB Silicon Foundries SE (XFAB) is building Silicon Photonics foundry alternative capabilities, seen by some market participants as a potential long-term competitor to Tower Semiconductor and GlobalFoundries, and may be involved in Europe's layout in the CPO and photonics chip supply chain.
X-FAB has currently received some level of European industry support and has a certain association with NVIDIA's technology assessment system. Its development direction is interpreted as part of Europe's drive to advance packaging and silicon photonics supply chain independence.
In terms of timeline, the statement indicates that the project's R&D is still in the early stages, with development work expected to continue until around October 2026, then entering a gradual production ramp-up phase in 2027, and may only enter a larger-scale production phase around 2028, with its R&D starting point roughly traceable back to 2023.
Currently, the market generally still perceives it as a traditional industrial or automotive supply chain-related company. However, some believe that its potential long-term value in silicon photonics and CPO directions has not yet been fully priced in. Nevertheless, this logic still heavily relies on the actual progress of future technology commercialization, overall still in the early expectation-driven narrative, with high uncertainty.
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