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A new Morgan Stanley report highlights that AI cluster expansion is driving explosive demand for data transfer between GPUs, forcing optical modules to upgrade to 800G and beyond. This revolutionizes the internal PCBs, boosting their value. The AI optical module PCB market is projected to grow at a staggering 83% CAGR from 2025 to 2028, far outpacing the module segment.
Read MoreSpot silver surged 4% in a single trading day, decisively breaking above $70 per ounce. This dramatic move has ignited market excitement, with analysts suggesting it could signal a renewed bullish phase for precious metals, driven by a combination of macroeconomic factors.
Read MoreSatya Nadella argues future enterprises must build both Human Capital (skills, creativity) and Token Capital (AI capabilities). He asserts AI doesn't devalue human capital; human strategic guidance is key to unlocking their combined, exponential growth.
Read MoreSingapore's Deputy PM announced major financial upgrades. SGX will establish an OTC gold clearing system and explore physically-deliverable gold futures. The MAS will remove a 5% cap on precious metal investments and launch central bank-grade vaulting services by October, reinforcing Singapore's role as a key Asian gold and wealth management hub.
Read MoreJapan's Foreign Minister Toshimitsu Motegi emphasized the need to ensure free and safe navigation in the Strait of Hormuz, vowing to work towards Middle East stability through close international coordination, highlighting Japan's diplomatic engagement in regional security.
Read MoreIran has finalized the text of a memorandum of understanding with the United States to ease tensions, with signing scheduled this week. Officials hailed it as a strategic victory reflecting Tehran's key positions.
Read MoreZhipu AI's stock surged over 45% intraday on HKEX, settling around 29% higher. The rally followed its announcement to fully open-source its top-tier GLM-5.2 model under MIT license next week, a strategic move to attract global developers amid restricted access to rival models.
Read MoreOn-chain data reveals a crypto whale has amassed nearly $8 million in unrealized profits through leveraged positions. A single ZEC trade accounts for over $4.5 million, with additional gains from a diversified portfolio including NEAR and WLD, showcasing exceptional market timing.
Read MoreA senior U.S. official refuted claims that $12 billion in frozen Iranian assets would be released unconditionally before 60-day talks. He described the reports as a "misinterpretation," stating funds would only be unfrozen upon Iran's fulfillment of commitments, contrary to earlier draft reports.
Read MoreU.S. Treasuries rallied across the curve as news of an Iran deal eased geopolitical risks, prompting traders to dial back bets on aggressive Fed rate hikes. The shift in sentiment, coupled with a drop in oil prices, signals a recalibration of inflation and monetary policy expectations, impacting global financial markets.
Read MoreTurkey's Foreign Minister has praised the recent Iran-US agreement as a pivotal turning point for regional peace. He commended the mediating efforts and urged continued constructive dialogue to solidify this diplomatic breakthrough.
Read MoreRecent AI export controls aren't unprecedented. In 1999, Apple's Power Mac G4 was banned by the U.S. government for exceeding supercomputer benchmarks. Apple turned this restriction into a legendary marketing campaign, highlighting its raw computing power.
Read MoreVice President Vance indicated that former President Trump might travel to Geneva, Switzerland for an important international signing ceremony, sparking speculation about diplomatic developments.
Read MoreJapanese Prime Minister Sanae Takaichi emphasized the need for steady implementation of agreements to ensure safe navigation through the Hormuz Strait. She also expressed hope for a final resolution on Iran's nuclear issues, praising diplomatic efforts.
Read MoreOn June 15th, FTSE China A50 Index Futures opened higher and maintained strong upward momentum, closing with a gain exceeding 1%. This robust performance highlights renewed investor confidence in China's key market assets.
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