- Rhine River water levels rebound from record lows, doubling Germany’s shipping costs in two weeks
- Federal Reserve official Schmid suggests including food prices in core inflation indicators
- Nvidia (NVDA.US) CEO Jensen Huang: Kioxia is outstanding.
- Moldova plans to raise natural gas prices, prompting the opposition to prepare protests
- Citibank raises Goldman Sachs (GS.US) target price from $1,100 to $1,200.
- Islamic Revolutionary Guard Corps: If the US military makes a strategic mistake, then everyone must bid farewell to the region's energy.
- Spot platinum just broke through the $1660.00/ounce mark, now quoted at $1659.73/ounce, down 1.08% on the day; Nymex platinum futures main contract last quoted at $1671.5/ounce, up 1.82% on the day.
- Schmidt: Recent inflation data is encouraging, but it is too early to draw conclusions
- $5.4M UK crypto theft case ends with 11-year prison sentences
- Trump's longtime teleprompter operator accused of using insider knowledge to place bets on Kalshi: ABC News
- The main contract of Nymex US crude oil futures just broke through the $79.00 per barrel mark, now trading at $78.99 per barrel, down 0.77% on the day.
- Both Shanghai and Japanese rubber futures dropped by more than 1%, as Thailand's peak production season creates supply pressure, and oil price volatility increases market caution.
- UnitedHealth Q2 revenue was $112.032 billion, compared to $111.616 billion in the same period last year; adjusted earnings per share were $6.38, compared to $4.08 in the same period last year. The company plans to repurchase at least $5 billion in stock by 2026.
- Italy's trade surplus narrowed to 4.8 billion euros in May as both imports and exports increased
- The spot carbon emission allowance auction on the European Energy Exchange in the EU closed at 79.01 euros per ton.
- SAAB: Order value is approximately SEK 8.7 billion, and SAAB’s delivery to thyssenkrupp Marine Systems will take place between 2029 and 2032.
- South Korea Suspends New Single Stock Leveraged ETF Listings, Raises Minimum Deposit Threshold
- TSMC Chairman C.C. Wei stated that while TSMC will reflect its technological and manufacturing value in its pricing, it will not suddenly impose steep price hikes—such as increasing prices by four or five times at once—that would make it impossible for clients to survive in the market. He further emphasized that TSMC’s pricing principle is to achieve appropriate value while maintaining a gross profit margin sufficient to support long-term investments and continuous capacity expansion, which is
- Eurozone trade deficit reaches 7.8 billion euros in May, marking the largest gap since April 2023
- The UK Debt Management Office issued £4.25 billion of gilt maturing in 2036 with a coupon rate of 4.875%, achieving a bid-to-cover ratio of 3.13.
- According to sources, after the incident, crude oil transportation at all oil loading terminals in Iraq has been suspended.
- Total (TTE.US) Q2 Earnings Preview: Brent Crude's Quarterly Average Approaches $100, Boosting Upstream; LNG Business Becomes the Only Drag
- Brent crude oil fell by about $0.8 in the short term, hitting a low of $83.89 per barrel.
- Infineon Technologies AG is collaborating with Amazon Web Services (AWS) to accelerate microcontroller (MCU) evaluation, thereby shortening the automotive system development cycle. As part of this collaboration, Infineon has launched a cloud-based platform powered by AWS for the virtual evaluation of Infineon automotive microcontrollers. This new platform eliminates the reliance on physical hardware, helping to reduce the evaluation cycle from several weeks to just a few minutes, significantly
- Bernstein raises ASML (ASML.US) target price from $2,623 to $2,859.
- Spot platinum just broke through the $1,670.00/ounce mark, now quoted at $1,670.22/ounce, down 0.45% for the day; Nymex platinum futures main contract is now quoted at $1,678.2/ounce, up 2.22% for the day.
- Brent crude oil futures main contract has just broken through the $84.00/barrel mark, now quoted at $83.94/barrel, down 1.95% on the day.
- Fed's Mester: Rate Hike Needed to Tackle Inflation
- Spain issued three batches of government bonds on Thursday, raising nearly 6 billion euros in total, with long-term bond yields approaching 4.3%
- BlackRock CEO Larry Fink stated that he is no longer concerned about excessive leverage in the bitcoin and cryptocurrency markets, and expressed that he is "very optimistic" about the market outlook for the next 12 months.
- U.S. Department of Commerce: TSMC's investment will create a large number of construction and high-tech jobs, while driving billions of dollars in indirect economic output.
- Spot platinum just broke through the $1,660.00/oz mark, now quoted at $1,660.03/oz, down 1.06% on the day; Nymex platinum futures main contract is now quoted at $1,669.6/oz, up 1.70% on the day.
- The Federal Reserve accepted $125 million in its fixed-rate reverse repurchase operations.
- Logan: Downside risks to employment have eased, with inflation risks mainly tilted to the upside
- Federal Reserve's Logan says inflation has not sustainably declined to 2%
- The U.S. stock market sell-off drags down Bitcoin, while Micron falls more than 30% from its all-time high.
- Silicon photonics wins, InP sells better: Why UMC and Tower Semiconductor expand 300mm production capacity on the same day
- Logan: Moderately raising interest rates would better balance prospects and risks
- An Unexpected Claim from One of the Crypto Market’s Most Well-Known Figures: “If This Altcoin Delivers on Its Promises, It Could Rise 10–15x”
- ONDO ranks fifth on the 24-hour trending search list, with market attention continuing to rise.
- SEC Filing Shows Viral $71 Million XRP ETF Claim Is Off by 1,000x
- U.S. storage concept stocks mostly fell in pre-market trading: SK Hynix dropped over 5%, SanDisk and Western Digital fell more than 4%, and Micron fell nearly 2%. TSMC dropped nearly 3% as its Q2 net profit exceeded expectations, prompting an upward revision of its annual growth forecast and an increase in capital expenditure. Popular Chinese concept stocks generally rose, with Kingsoft Cloud and XPeng up more than 4%. AST SpaceMobile plunged over 10% as the company plans to issue $1 billion in
- US Department of Commerce: During the Trump administration, TSMC secured an additional $100 billion in semiconductor manufacturing investment, bringing the total to $265 billion.
- Market News: Nvidia and Noetra to Launch Vera Rubin AI Factory Equipped with 13,750 Vera CPUs and 27,500 Rubin GPUs.
- Japanese startup Noetra: Plans to build AI computing infrastructure equipped with approximately 27,500 Nvidia Rubin GPUs.
- The Central Bank of Turkey conducted a traditional one-week gold-for-lira sell-side swap auction for 10 tons.
- Spot silver's intraday decline reached 2.07%, trading at $56.56 per ounce; the main COMEX silver futures contract is currently at $56.97 per ounce, down 0.81% on the day.
- Market News: Nvidia states that related initiatives have received support from the Japanese Ministry of Economy, Trade and Industry.
- Uber (UBER.US) acquires Delivery Hero for $14.8 billion! The food delivery market accelerates toward a “three-way rivalry”
- Wall Street Reassesses the Value of AI Infrastructure Assets? Data Center Operator Csquare (CSQR.US) IPO Priced Below Guidance Range
- U.S. nuclear fuel developer Standard Nuclear (STDN.US) reduces IPO size by 58%, plans to raise $150 million
- Bitcoin price dips on US stocks sell-off as Micron losses pass 30%
- Hormuz Strait traffic drops sharply, US crude oil may rise to 87 dollars, market focuses on new risks in Bab el-Mandeb Strait
- TotalEnergies Q2 Outlook: Oil Trading Remains Strong, LNG Business Under Significant Pressure
- Cooling rate hike expectations weigh on the US dollar, while the Australian and New Zealand dollars hover near multi-week highs
- Driven by a surge in wafer foundry orders and internal engineering workforce pressures, Samsung Electronics is considering outsourcing the back-end design business of Google's 2nm Tensor Processing Unit (TPU) I/O Die to external partners. Multiple industry sources revealed that Samsung has recently approached its Design Solution Partners (DSPs) to inquire about their interest in taking on the back-end design business for Google's 10th generation TPU I/O Die. This TPU, codenamed "Icefish," will
- Middle East conflict fuels inflation concerns, gold prices fall under pressure
- Swiss Central Bank: If passage through the Strait of Hormuz is affected for an extended period, the situation in the energy market may intensify.
- Market News: Japan to purchase 27,500 Nvidia (NVDA.US) RUBIN chips to build robotics AI systems.
- According to Yonhap News Agency: South Korea has strengthened the margin requirements for single stock leveraged trading, raising the minimum margin from 10 million KRW to 30 million KRW, and now only cash is accepted as margin.
- The Korean Financial Services Commission announces regulatory measures for single-stock leveraged ETFs: raising the minimum margin requirement for chip leveraged ETFs and banning the listing of new single-stock leveraged products.
- Market News: A data center supported by Japan and equipped with Nvidia Rubin GPUs is scheduled to begin operations in June 2028.
- Swiss National Bank: GDP growth expected to be about 1% in 2026 and about 1.5% in 2027.
- Spot platinum just broke through the $1,650.00/oz mark, last at $1,649.99/oz, down 1.66% on the day; Nymex platinum futures main contract last at $1,662.0/oz, up 1.24% on the day.
- AI infrastructure dividends continue to be realized! TSMC (TSM.US) Q2 net profit surges 77% to a new high; raises full-year capital expenditure and revenue guidance
- Assays hint at size, depth of Onyx Gold’s Argus system
- House of Representatives Member Says This Trump Statement Is Bullish for XRP
- TSMC (TSM.US): The most important things are technology, manufacturing, and customer trust.
- TSMC (TSM.US): A13 and A12 process technologies will enter mass production in 2029.
- TSMC (TSM.US): Development of A14 process is progressing smoothly.
- TSMC (TSM.US) Chairman: A14 process chips are expected to begin mass production in 2028.
- Earnings Preview | Netflix (NFLX.US) Q2 Results Approaching: User Engagement and Advertising Business in Market Spotlight
- TSMC (TSM.US): Capital expenditures for the next three years will be significantly higher than in the past three years.
- TSMC (TSM.US): Many new players have emerged in the AI industry.
- TSMC (TSM.US): There will be many factories in Arizona, and possibly four more will be built.
- TSMC (TSM.US): No definite timetable yet for new US investment.
- TSMC (TSM.US): Demand will remain very strong until 2030, with a highly stable growth trend.
- Crypto equities gained 23% while crypto tokens fell 36% this year – Is value shifting?
- Ethics in crypto market structure ‘really not our concern,’ says Blockchain Association CEO
- Market News: US officials say TSMC will add $100 billion to its investment in the United States.
- TSMC: Estimated Q3 2024 revenue is expected to be $44.6 to $45.8 billion (Q3 2025 revenue was $33.1 billion).
- TSMC (TSM.US): Revenue growth in USD is expected to be slightly above 40% in 2026 (previously forecasted to be above 30%).
- TSMC (TSM.US): Capital expenditures in 2026 are expected to be between $60 billion and $64 billion (previously forecasted at the high end of the $52 billion to $56 billion range).
- TSMC (TSM.US): Capacity expansion plans are not expected to encounter bottlenecks.
- TSMC: Third quarter gross margin is expected to be 65%–67% (second quarter was 67.7%).
- TotalEnergies: Due to the lackluster performance of its natural gas trading business against the backdrop of a broadly flat to declining European market, the company's overall cash flow and performance in liquefied natural gas (LNG) are expected to decline significantly.
- TSMC expects full-year capital expenditure to be $60 billion to $64 billion, previously expected to be $52 billion to $56 billion; third-quarter revenue is expected to be $44.6 billion to $45.8 billion, market expectation was $43.11 billion; third-quarter gross margin is expected to be 65% to 67%, market expectation was 65.9%.
- TSMC (TSM.US): Market demand for our advanced technology is very strong.
- TSMC (TSM.US): Our clients and our clients' clients have provided us with very strong signals and outlooks.
- TSMC (TSM.US): We are doing our utmost to fully support all our customers.
- TSMC: Third quarter operating profit margin expected to be 56%–58% (compared to 60.3% in the second quarter).
- Citigroup (C.US) stated that its Indian corporate clients generally expect the Indian rupee to continue depreciating in the future and are seeking financial products that can profit from exchange rate fluctuations. Vandana Bhatter, Head of Corporate FX Sales for Asia Pacific at Citi, said: “Clients widely believe that from a medium- to long-term perspective, the rupee will continue to depreciate in line with interest rate spread trends. This expectation has prompted corporates to turn to produc
- Base Ecosystem Fund opens applications, focusing on supporting stablecoins, credit, and prediction markets
- Central Nevada Gold looks to revive Mule Canyon mine
- Japan enacts crypto law, reclassifies digital assets under FIEA with crypto ETF path
- The world’s largest semiconductor foundry, TSMC (TSM.US), announced on Thursday that boosted by surging global demand for artificial intelligence processors, its second-quarter net profit rose by 77% year-on-year, hitting a historic high and beating market expectations. TSMC’s clients include Nvidia and Apple. The company reported net profit for April to June rose to 706.6 billion New Taiwan dollars (approximately 21.99 billion USD), significantly surpassing LSEG SmartEstimate’s market expectat
- TSMC's revenue from high performance computing business grew 20% quarter-over-quarter in Q2.
- Fidelity International plans to strategically increase its holdings of gold, with long-term momentum remaining strong
- TSMC (TSM.US) reports a Q2 gross margin of 67.7%, up 9.1 percentage points year-over-year.
- Technical Analysis: Spot gold is hindered by a descending trendline and is likely to retest the $3,983 support in the short term.
