① Franco-German armaments manufacturer KNDS N.V. has announced the launch of IPO proceedings and plans to list in Frankfurt and Paris within the coming weeks. ② The IPO will easily rank among the largest listings in Europe in recent years, reshaping the shareholding structure of one of Europe’s most strategically significant defense companies. June 24
KNDS N.V. Launches IPO to List in Frankfurt and Paris Read More »
① U.S. technology investment as a share of GDP has risen to approximately 4.9%, cloud vendors’ capital expenditure expectations for this year continue to be significantly revised upward, and AI infrastructure demand remains in expansion. ② Corporate operating conditions have not yet repeated the imbalances of the late 1990s, and AI supply chain profitability still
① AI startup Anthropic has shut down access to its cutting-edge models Fable 5 and Mythos 5 in response to a US government export control order, sparking ongoing controversy. ② Anthropic customer Legion has sued the US government, claiming the ban has caused irreparable harm to its business. ③ Some experts are calling for the
① Oman and Iran have agreed to establish a joint working group to reach an agreement on the future navigation management of the Strait of Hormuz, ensuring navigational safety in the strait. ② The two sides will consult with other coastal states and stakeholders in the Persian Gulf on strait-related issues, emphasizing that all arrangements
① SK Hynix plans to issue ADRs in the US to raise $29 billion. ② Samsung may announce a share buyback worth 90 trillion Korean won for bonus payouts. ③ Apple is reported to begin mass production of its first foldable iPhone in late July. June 24 (Wednesday) — US stock index futures rose, with
① Following Goldman Sachs and Deutsche Bank, another international investment bank has lowered its gold price target. ② BMO Capital Markets expects gold to average about $4,625 per ounce in the second half of this year, a 5% downward revision from its previous forecast. ③ BMO noted that as the market begins to actively price
BMO Capital Markets Cuts Gold Price Target After Goldman Sachs and Deutsche Bank Read More »
① As multiple VLCCs and LNG carriers resume transiting the Strait of Hormuz, market confidence in the recovery of Middle East energy transportation continues to strengthen, with Brent crude falling below $75 for the first time since the outbreak of the Iran war. ② Although uncertainty remains over US-Iran negotiations, the recovery of shipping, expectations
OpenAI and Broadcom have jointly developed a custom AI chip named Jalapeño, which has now entered the testing phase. Early data indicates that its performance per watt is expected to significantly outperform current advanced levels, while achieving approximately 50% cost savings compared to typical AI GPUs. As the chip is set to be integrated into
OpenAI and Broadcom Unveil Custom AI Chip Jalapeño, Entering Testing Phase Read More »
① Gold prices have retreated more than 20% from their January record high, with several Wall Street institutions lowering their year-end and fourth-quarter target prices. ② Gold ETF outflows continue, while central bank gold purchases remain one of the few sources of demand with sustained support in the market. June 24 — On Wednesday, spot
U.S. President Donald Trump stated that revenue obtained by the United States from selling oil shipped out of Venezuela has exceeded 28 times the amount spent on military operations in that country in January 2026. In early January of this year, the United States launched an attack on Caracas, took control of Venezuelan President Maduro
Trump Says US Earned 28 Times Its Venezuela Military Operation Costs From Oil Sales Read More »
