美股盘前要闻一览：英伟达等数十家企业成立“开放AI安全联盟”；三星确认下一代HBM5将采用2纳米GAA工艺；“大空头”加码做空美光和英伟达
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US pre-market news highlights: EDA giants focus on AI chip design; SpaceX officially included in the Nasdaq 100 index; Analysts say AI computing power demand is far from peaking.
Mars Finance reports the following key financial news from the US stock market that investors should pay attention to: 1. US stock index futures showed mixed results. Dow Jones futures rose 0.29%, S&P 500 futures fell 0.15%, and Nasdaq 100 futures fell 0.94%. 2. International oil prices rose slightly. WTI crude oil futures rose 0.61% to $68.967 per barrel; Brent crude oil futures rose 0.74% to $72.526 per barrel. 3. International gold and silver spot prices fluctuated narrowly. Spot gold rose 0.03% to $4166.01 per ounce; spot silver fell 0.64% to $61.62 per ounce. 4. European stock indices all fell. The UK FTSE 100 rose 0.47%, the French CAC 40 rose 0.20%, and the German DAX 30 fell 0.63%. 5. EDA giant Synopsys informed more than 10 chip manufacturers, including Samsung Electronics and SK Hynix, in April and May that it would "suspend" some of its wafer fab manufacturing analysis software, shifting resources to the more profitable AI chip design business. 6. SpaceX, owned by Elon Musk, was officially included in the Nasdaq 100 index today, becoming the first company in the index with a space business at its core. JPMorgan Chase estimates its weight in the index at approximately 1.3%. Wall Street generally gave it an "initial bullish" rating, with a target price as high as $800. 7. Google invested over €400 million in Proxima Fusion, a European nuclear fusion "unicorn" company, with the aim of building a commercial fusion power plant by the 2030s. 8. Anthropic announced a 20-year AI data center lease agreement with AI data center operator TeraWulf. The project has a capacity of approximately 401 megawatts and is expected to be operational in the second half of 2027, reaching full capacity in early 2028. 9. A recent report from semiconductor research firm SemiAnalysis indicates that AI computing power demand is far from peaking. The firm predicts that Meta computing power procurement will accelerate, and capital expenditure may increase significantly next year. 10. Walmart and its Sam's Club announced price reductions on thousands of popular summer items and everyday essentials across the United States. 11. Microsoft raised its Microsoft 365 Enterprise subscription fee earlier this month, with increases ranging from 8% to 33%. Personal and Education versions are currently unaffected. (Cailian Press)
US pre-market news highlights: Nvidia GPU leasing prices continue to decline; Tesla's humanoid robot enters mass production preparation phase; SpaceX's market value may fall below $2 trillion.
Mars Finance reports the following key financial news from the US stock market that investors should pay close attention to: 1. US stock index futures continued to decline. Dow Jones futures fell 0.49%, S&P 500 futures fell 1.45%, and Nasdaq 100 futures fell 2.97%. 2. International oil prices fluctuated lower during the day. WTI crude oil futures fell 0.76% to $73.299 per barrel; Brent crude oil futures fell 0.79% to $76.906 per barrel. 3. International spot gold and silver prices fell across the board. Spot gold prices fell 1.69% to $4120.27 per ounce; spot silver prices fell 4.67% to $62.02 per ounce. 4. Major European stock indices all fell. The UK FTSE 100 fell 0.33%, the French CAC 40 fell 0.70%, and the German DAX 30 fell 0.91%. 5. Data from Ornn, a New York-based computing power data provider, shows that the hourly rental price of Nvidia's B200 chip has been declining since the end of May, reaching $4.22 by the end of last week. 6. Supply chain reports indicate that Tesla is accelerating its mass production plans for its humanoid robots. Production is expected to proceed simultaneously in California and Texas, with mass production scheduled to begin in the second half of 2026 or 2027. 7. Micron Technology announced on Monday a strategic cooperation agreement with Anthropic, covering memory and storage product supply and AI architecture design research. 8. SpaceX's pre-market decline narrowed to around 1.8%, after previously falling nearly 5%. Over the past three trading days, SpaceX has fallen by approximately 23%, wiping out over $600 billion in market capitalization, and may fall below $2 trillion tonight. (Cailian Press)
A summary of key pre-market news for US stocks: Trump says Apple will partner with Intel to develop chips; Cook says price increases for Apple products are "inevitable"; SK Hynix announces delivery of 12-layer HBM4E samples.
Mars Finance reports the following key financial news from the US stock market that investors should pay attention to: 1. US stock index futures rose across the board. Dow Jones futures rose 0.46%, S&P 500 futures rose 0.86%, and Nasdaq 100 futures rose 1.59%. 2. International oil prices continued their decline. WTI crude oil futures fell 2.25% to $74.303 per barrel; Brent crude oil futures fell 1.33% to $78.175 per barrel. 3. International spot gold and silver prices reversed course and fell during the day. Spot gold fell 0.17% to $4250.18 per ounce; spot silver fell 1.69% to $66.76 per ounce. 4. Major European stock indices showed mixed results. The UK FTSE 100 fell 0.95%, the French CAC 40 rose 0.05%, and the German DAX 30 rose 0.17%. 5. Trump announced that Apple has agreed to partner with Intel to design and manufacture its chips in the United States. Intel shares rose nearly 9% in pre-market trading following this announcement. 6. Cook stated that price increases for Apple products are "inevitable" to cope with soaring memory and storage chip costs. Research firm TechInsights estimates that the manufacturing cost of the next-generation iPhone Pro may increase by approximately $270. 7. Microsoft is reportedly considering introducing a tweaked version of DeepSeek V4 into its enterprise AI product Copilot as a low-cost alternative to OpenAI and Anthropic models. 8. SK Hynix announced that it has delivered 12-layer stacked samples of its HBM4E AI memory chip to major customers, aiming for timely mass production. 9. Amazon's senior vice president recently stated that the first "commercially usable" quantum computer will be available within the next five to seven years. 10. New Federal Reserve Chairman Warsh announced the establishment of a special task force to review the Fed's $6.7 trillion balance sheet. (Cailian Press)
US pre-market news highlights: SpaceX short selling continues to increase; Nvidia develops its own 800V HVDC rack.
Odaily Odaily the following are the key financial news items in the US stock market that investors should pay attention to today: 1. Futures for the three major U.S. stock indexes all rose. Dow Jones futures rose 0.32%, S&P 500 futures rose 0.85%, and Nasdaq 100 futures rose 2.40%. 2. International oil prices fluctuated downwards during the day. WTI crude oil futures prices fell 1.21% to $69.489 per barrel; Brent crude oil futures prices fell 0.80% to $73.279 per barrel. 3. International spot gold and silver prices rose briefly. Spot gold rose 0.33% to $4,012.04 per ounce; spot silver rose 1.38% to $58.20 per ounce. 4. IBM launched the world's first sub-1 nanometer (less than 1 nanometer) chip technology, which integrates nearly 100 billion transistors on a chip the size of a fingernail through a "nano stack" three-dimensional transistor architecture. The new chip design improves performance by up to 50%. 5. Nvidia is reportedly actively developing its own 800V HVDC Power Rack solution, aiming to complete inventory preparation in the third quarter of 2026, with large-scale adoption currently estimated to occur in 2028. 6. Qualcomm officially released its High Bandwidth Computing Architecture (HBC) for the AI data center market. The first-generation HBC is expected to begin commercial testing in mid-2027, with the second-generation HBC potentially launching in 2028. Qualcomm shares surged over 10% in pre-market trading. 7. Short selling bets on SpaceX are still increasing. 8. Apple has significantly raised prices due to memory shortages, with many Mac and iPad products seeing price increases of up to 20%. 9. The US core PCE index rose 3.4% year-on-year and 0.3% month-on-month in May, in line with market expectations. Traders reduced their bets on a Federal Reserve rate hike.
SpaceX was officially included in the Nasdaq 100 index this week; historical warnings point to post-inclusion volatility. TeraWulf's Q1 HPC leasing revenue surpassed mining's high-margin annualized revenue of $630 million for the first time.
According to ChainCatcher and BBX data, the world's largest IPO completed its index inclusion milestone yesterday, marking a historic turning point in the valuation logic of mining companies' AI transformation. Key developments are as follows: SpaceX, Inc. (NASDAQ: $SPCX) was officially included in the Nasdaq 100 index this week, becoming the first company in history to have its largest single IPO ($75 billion) included in the Nasdaq 100. CoinDesk also issued a historic warning: "The previous two largest additions to the index—Palantir ($PLTR) in December 2024 and Strategy ($MSTR) in early 2025—both experienced a period of decline after inclusion, rather than initiating a new round of growth." Analysts pointed out that passive funds tracking the Nasdaq 100 completed a "forced buy" at the time of inclusion, and without new fundamental catalysts, the stock price often corrects after the technical buying subsides. SpaceX currently faces specific risks including: a net loss of approximately $4.27 billion in Q1 2026 (primarily due to xAI integration expenses), a $2 billion bond issuance plan, and a 3.4% equity dilution from the $60 billion acquisition of Cursor/Anysphere; Morningstar maintains its fair value estimate of $62 per share, implying a downside of approximately 70% from the current market price. For the market holding SpaceX Bitcoin (18,712 coins, approximately $1.2 billion, custodied in Coinbase Prime), Nasdaq 100 inclusion will trigger larger-scale SPCX holdings by passive funds, further narrowing the indirect exposure of traditional index investors to Bitcoin assets. According to the latest analysis, TeraWulf Inc. (NASDAQ: $WULF) reported $21 million in high-performance computing (HPC) leasing revenue in Q1 2026, accounting for approximately 62% of its total revenue of $34 million. This marks the first time TeraWulf has surpassed Bitcoin mining revenue—a historic reversal in revenue structure since its transformation into an AI/HPC infrastructure company. This represents a 117% increase compared to the $9.7 million in HPC revenue in Q4 2025. The company currently has AI/HPC leases totaling over 522 megawatts signed with Core42 and Fluidstack, with an expected annualized high-margin revenue of approximately $630 million. Its energy mix consists of nuclear power and hydropower, with an average electricity cost of approximately $0.035/kWh, among the lowest of its peers in the mining industry. The company is also developing a new campus in Kentucky, adding approximately 480 megawatts of grid connection capacity; analysts have significantly raised their target price range, with Keefe Bruyette & Woods from $23 to $37, and Clear...
A summary of key pre-market news for US stocks: SpaceX donates shares to the "Trump account," and SK Hynix initiates its roadshow for a US IPO.
According to Odaily Odaily, the following are key financial news items in the US stock market that investors should pay attention to: 1. US stock index futures are mixed. Dow Jones futures are down 0.13%, S&P 500 futures are up 0.41%, and Nasdaq 100 futures are up 1.17%. 2. International oil prices fluctuated narrowly. WTI crude oil futures fell 0.76% to $68.167 per barrel; Brent crude oil futures fell 0.71% to $71.605 per barrel. 3. International spot gold and silver prices both declined. Spot gold fell 0.69% to $4,145.79 per ounce; spot silver fell 0.66% to $61.95 per ounce. 4. Semi-analytical research firm SemiAnalysis has published a report indicating that NVIDIA's Kyber NVL144 rack architecture may face delays. The firm attributes this to "significant challenges remaining in the manufacturing process of the PCB midplane" and predicts that delivery will be postponed until 2028. 5. Broadcom will develop custom (ASIC) chips for Apple, and the two companies have agreed to expand their technological collaboration until 2031. Broadcom shares rose more than 4% in pre-market trading. 6. SpaceX President and Chief Operating Officer will donate a portion of SpaceX shares to the "Trump Account" as part of the "Invest in America" program. 7. SK Hynix has officially launched its roadshow for a US IPO. The offering size is approximately $28 billion, potentially making it one of the top three largest IPOs in global history.