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Golden Ten Data reported on June 21 that, aside from the threat of a US-Iran war, stock investors are facing another significant risk: climate risk. This risk is prompting the market to reassess the positioning of multiple sectors, from agriculture to insurance. Ole Hansen, Head of Commodity Strategy at Saxo Bank, stated: “Heading into 2027, the probability of a ‘super El Niño’ event is quite high. This could lead to rising temperatures in parts of the world, surging electricity demand, reduced crop yields, and a renewed surge in inflationary pressures. This could complicate the outlook for central bank policies and pose risks to global stock markets, which are near historical highs. The main concern is that El Niño coincides with a particularly sensitive period. The global economy is still adjusting to the inflationary consequences of the Iran conflict, and supply chains remain fragile after months of disruptions.” El Niño is a climate pattern caused by sustained warming of Pacific Ocean surface temperatures, which can trigger shifts in high and low-pressure systems, leading to heavy rainfall and flooding in some regions and drought and low rainfall in others. The US Climate Prediction Center estimates there is a 63% chance that this could develop into an extremely strong El Niño event by 2027, known as a “super El Niño.”

According to statistics, all nine semiconductor equipment companies with a total U.S. stock market capitalization exceeding 10 billion USD have seen their stock prices increase by over 75% since the beginning of this year. Among them, seven stocks—Applied Materials, Lam Research, KLA Corporation, Teradyne, MKS Inc, Entegris, and Onto Innovation Inc—have doubled in price within the year. In terms of industry logic, various signs indicate that semiconductor equipment is ushering in what institutions refer to as a “seller’s market.”

Foresight News reported that Nick Tomaino, partner at 1confirmation, stated in a letter to LPs for Q2 2026 that the total fund cash distribution amounts to approximately $317 million. The company is currently incubating Grail.xyz, a firm focused on tokenizing real-world collectibles on-chain.