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BlockBeats News, June 13th, according to CNBC, Wolfe Research initiated coverage on SpaceX in a report on Friday, giving it an "Outperform" rating with a target price of $175. This target price represents nearly a 30% upside from SpaceX's IPO price of $135. Wolfe Research stated that despite SpaceX's $1.77 trillion valuation, which has puzzled many on Wall Street, its leading position in the launch business supported this massive valuation. The firm noted that the launch business is SpaceX's core and provides an "attractive unit economics" for other ventures. A 2025 report from Georgetown University's Center for Security and Emerging Technology revealed that SpaceX accounts for five out of every six U.S. space launches. Wolfe Research believes that the rocket's reusability gives SpaceX a cost advantage and helps maintain its dominance. Walton stated that the successful reusability of Starship is the "most critical value unlock." He also mentioned that while they do not expect SpaceX to surpass Anthropic or OpenAI on the modeling side, they anticipate SpaceX to establish a cost advantage in the final computational competition through vertical integration and space access capabilities.

BlockBeats News, June 13th, in response to the U.S. government's request to suspend foreign national access to Fable 5 and Mythos 5, the "Oracle of White Hair Stocks" Serenity stated, "The AI Supremacy War has already begun. Countries implementing mutual export controls may lead to significant upstream supply chain bottlenecks, such as AXTI, and will bring some interesting opportunities in the near future." However, similar measures do help maintain the United States' leadership position in the AI field by keeping the most advanced models on domestic soil. It is not believed that superintelligence should be globally accessible, as the industry is beginning to venture into unknown territory."

On June 13, Japanese media reported that the Bank of Japan may raise its policy rate from the current 0.75% to 1.0% during its monetary policy meeting scheduled for June 15-16. Kato, president of the Tokyo Research Institute, believes that the rate hike will put pressure on small and medium-sized enterprises and the lives of ordinary Japanese families, and its impact on the yen's exchange rate remains to be observed. For a long time, the core reason for the yen's depreciation has been the significant interest rate differential between Japan and the U.S., leading to the prevalence of 'yen carry trades' where low-interest yen is used to buy high-yield assets. However, following the announcement of the impending rate hike by the Bank of Japan, there has been no significant appreciation of the yen. Kato believes that the market is concerned that the Bank of Japan's future rate hikes will be slow and lag behind.