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BlockBeats reported that on June 16, in the latest episode of the BG2 podcast, Brad Gerstner described SpaceX as a "must buy, must hold" asset for institutional investors, reasoning that the company simultaneously sits at the forefront of both the space economy and the expansion of artificial intelligence computing power. BG2 is a Silicon Valley investment community podcast focused on technology, markets, investment, and capitalism. It is hosted by Altimeter founder and CEO Brad Gerstner and former Benchmark General Partner Bill Gurley. Gerstner himself is a technology growth stock investor who has long focused on cloud computing, AI, and high-growth technology companies. Gerstner stated that if investors believe in the direction of AGI, they must accept the premise that the scale of computing power required worldwide will far exceed current market expectations, and the economic value created by large models in the future will surpass most people's imagination. In his view, combining this assessment with SpaceX's core business makes it difficult to find another company or entrepreneur that offers a more direct future bet. Regarding disputes over the valuation of a potential IPO, Gerstner said that skeptics are focused on SpaceX’s revenue from last year and investment banks' forecasts of substantial revenue growth over the next three years, questioning whether many companies can achieve several-fold expansion in three to four years. However, he believes that if you break down the business using first principles, Starlink, ground-based AI computing power, and the model business after the Cursor acquisition all could support this growth trajectory. Gerstner also mentioned that after SpaceX signed new deals, its valuation multiple dropped from about 100 times past revenue to approximately 39 times, and noted that the company added about $29 billion in new orders within a month, which he considers extremely rare.

Jinse Finance reported that on June 16, after the Bank of Japan decided to raise interest rates, Japanese government bonds remained weak in terms of price. Masahiko Loo from State Street Global Advisors commented: "Despite (Governor) Kazuo Ueda's absence, the 7-to-1 voting result highlights strong momentum behind normalization and shows that the inflationary camp is clearly in the minority." The senior fixed income strategist stated, "The focus now shifts to (Deputy Governor) Shinichi Uchida's press conference, where even a slightly hawkish tone or any hints about an earlier rate hike in the September/October window will be closely scrutinized, although this is considered a low-probability outcome." State Street Global Advisors expects the Bank of Japan to raise rates at least one more time this year. The two-year Japanese government bond yield rose by 1.5 basis points to 1.410%, while the ten-year yield increased by 5 basis points to 2.625%.

According to Golden Ten Data on June 16, Daiwa Research Institute economist Kanako Nakamura stated that the Bank of Japan listed accelerated cost pass-through as one of the reasons for raising interest rates in its statement, emphasizing that the recent rise in import costs influenced by the Middle East situation, together with the existing wage-price cycle, is jointly driving up prices. Even if oil prices stabilize as peace negotiations progress, the cost increases have already spread from plastics and ethylene sectors to electricity, natural gas, and transportation, indicating that price pressures will persist. Against this backdrop, the market is focused on how hawkish the Bank of Japan will be in signaling further rate hikes. Given that the interest rate differential between Japan and the US continues to put depreciation pressure on the yen, it remains necessary to continue raising interest rates to prevent a further weakening of the yen.