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According to an official announcement, the Chicago Board Options Exchange (CBOE) has launched the CBOE Predicts prediction platform, which will feature the first products in a new series of prediction markets.

[CBOE Launches CBOE Predicts Prediction Platform]According to an official announcement, the Chicago Board Options Exchange (CBOE) has launched the CBOE Predicts prediction platform, which will feature the first products in a new series of prediction markets.

CBOE Launches CBOE Predicts Prediction Platform

On June 24, Al Jazeera reported that Pakistani Prime Minister Shahbaz Sharif stated that the memorandum of understanding (MOU) between the U.S. and Iran did not mention ballistic missiles, as this issue was never included in the scope of discussions. Sharif warned against double standards, asserting that Tehran should not be restricted while other countries are free to possess ballistic missiles.

[Pakistani Prime Minister: Iranian Ballistic Missile Capability Not Addressed in Memorandum]On June 24, Al Jazeera reported that Pakistani Prime Minister Shahbaz Sharif stated that the memorandum of understanding (MOU) between the U.S. and Iran did not mention ballistic missiles, as this issue was never included in the scope of discussions. Sharif warned against double standards, asserting that Tehran should not be restricted while other countries are free to possess ballistic missiles.

Pakistani Prime Minister: Iranian Ballistic Missile Capability Not Addressed in Memorandum

On June 24, Al Jazeera reported that Pakistani Prime Minister Shehbaz Sharif warned that there are 'disruptors' trying to sabotage the US-Iran agreement and the progress made. Sharif stated, 'There are destroyers around the world who want to undermine this peace agreement.' He did not specify any particular countries or parties, adding, 'They do not want this great nation of Iran to rise from the ruins of war to reach glorious heights.'

[Pakistani Prime Minister: 'Disruptors' Attempting to Undermine US-Iran Negotiations]On June 24, Al Jazeera reported that Pakistani Prime Minister Shehbaz Sharif warned that there are 'disruptors' trying to sabotage the US-Iran agreement and the progress made. Sharif stated, 'There are destroyers around the world who want to undermine this peace agreement.' He did not specify any particular countries or parties, adding, 'They do not want this great nation of Iran to rise from the ruins of war to reach glorious heights.'

Pakistani Prime Minister: 'Disruptors' Attempting to Undermine US-Iran Negotiations

On June 24, local time, during a visit to Pakistan, Iranian President Ebrahim Raisi stated in an interview that the Iran-U.S. memorandum of understanding does not include missile issues and will not address them in the future. Raisi emphasized that Iran will never negotiate its defensive capabilities with anyone. (CCTV News)

[Iranian President: Iran-U.S. Memorandum of Understanding Does Not Involve Missile Issues]On June 24, local time, during a visit to Pakistan, Iranian President Ebrahim Raisi stated in an interview that the Iran-U.S. memorandum of understanding does not include missile issues and will not address them in the future. Raisi emphasized that Iran will never negotiate its defensive capabilities with anyone. (CCTV News)

Iranian President: Iran-U.S. Memorandum of Understanding Does Not Involve Missile Issues

On June 24, according to CNBC, as the selection process for the new president of the Atlanta Federal Reserve Bank enters its seventh month, this recruitment process is under close scrutiny. Observers hope to see how the new Fed Chair Waller will reshape the Federal Open Market Committee (FOMC), which is responsible for setting interest rate policies. As Waller begins to exert his personal influence at the Fed, the selection process has also changed. According to two individuals familiar with the hiring process, the Fed had originally been searching for candidates for the Atlanta Fed chair position during former Fed Chair Powell's tenure. However, to allow Waller to take the lead on this appointment, the selection process was temporarily paused. Since the search is still ongoing, both individuals requested anonymity. They noted that Michael Faulkender, who served as a senior official at the Treasury during President Trump’s administration, has also been included in the consideration list for the Atlanta Fed president position. It remains unclear whether Faulkender is still a candidate.

[How Waller is Reshaping the Fed: Atlanta Fed Chair Selection as a Window of Observation]On June 24, according to CNBC, as the selection process for the new president of the Atlanta Federal Reserve Bank enters its seventh month, this recruitment process is under close scrutiny. Observers hope to see how the new Fed Chair Waller will reshape the Federal Open Market Committee (FOMC), which is responsible for setting interest rate policies. As Waller begins to exert his personal influence at the Fed, the selection process has also changed. According to two individuals familiar with the hiring process, the Fed had originally been searching for candidates for the Atlanta Fed chair position during former Fed Chair Powell's tenure. However, to allow Waller to take the lead on this appointment, the selection process was temporarily paused. Since the search is still ongoing, both individuals requested anonymity. They noted that Michael Faulkender, who served as a senior official at the Treasury during President Trump’s administration, has also been included in the consideration list for the Atlanta Fed president position. It remains unclear whether Faulkender is still a candidate.

How Waller is Reshaping the Fed: Atlanta Fed Chair Selection as a Window of Observation

On June 24, opposition leader and former Prime Minister Naftali Bennett admitted during a public event in Jerusalem on June 23 that he had procured tens of thousands of Starlink receivers and smuggled them into Iran during his tenure as Prime Minister from 2021 to 2022, in an effort to assist anti-government protesters attempting to overthrow the Iranian regime. However, he claimed that the current Israeli government led by Netanyahu has failed to continue this initiative. (CCTV International News)

[Israel Confirms Smuggling Thousands of Starlink Devices to Iran]On June 24, opposition leader and former Prime Minister Naftali Bennett admitted during a public event in Jerusalem on June 23 that he had procured tens of thousands of Starlink receivers and smuggled them into Iran during his tenure as Prime Minister from 2021 to 2022, in an effort to assist anti-government protesters attempting to overthrow the Iranian regime. However, he claimed that the current Israeli government led by Netanyahu has failed to continue this initiative. (CCTV International News)

Israel Confirms Smuggling Thousands of Starlink Devices to Iran

On June 24, the dollar hit its highest level since November of last year on Tuesday, as traders solidified their views on the Federal Reserve raising interest rates this year. The Fed's policy outlook contrasts with that of other central banks globally. Traders currently expect the U.S. to implement nearly two rate hikes of 25 basis points each by early 2027. Jordan Rochester, a strategist at Mizuho International, stated, "The dollar has room to rise; it typically strengthens ahead of Fed rate hikes; currently, the market is buzzing about the potential start of the rate hike cycle in September." Meanwhile, the euro fell to its lowest point in a year, following comments from European Central Bank President Christine Lagarde that led traders to reduce bets on rate hikes in the region. The yen continued to be under pressure, as the market believes that the Bank of Japan's pace of rate hikes is insufficient to curb the yen's decline, keeping traders alert for possible foreign exchange intervention.

[Fed Rate Hike Bets Intensify, Dollar Reaches Highest Point Since November]On June 24, the dollar hit its highest level since November of last year on Tuesday, as traders solidified their views on the Federal Reserve raising interest rates this year. The Fed's policy outlook contrasts with that of other central banks globally. Traders currently expect the U.S. to implement nearly two rate hikes of 25 basis points each by early 2027. Jordan Rochester, a strategist at Mizuho International, stated, "The dollar has room to rise; it typically strengthens ahead of Fed rate hikes; currently, the market is buzzing about the potential start of the rate hike cycle in September." Meanwhile, the euro fell to its lowest point in a year, following comments from European Central Bank President Christine Lagarde that led traders to reduce bets on rate hikes in the region. The yen continued to be under pressure, as the market believes that the Bank of Japan's pace of rate hikes is insufficient to curb the yen's decline, keeping traders alert for possible foreign exchange intervention.

Fed Rate Hike Bets Intensify, Dollar Reaches Highest Point Since November

On June 24, a Reuters/Ipsos poll revealed that only a quarter of Americans believe the cost of war with Iran is justified, and most are concerned that a truce with Tehran will not last. The five-day poll, which concluded on Monday, also showed that this conflict has severely impacted Trump's approval rating, which has dropped to 34%, returning to the lowest level of his second term. This level was last seen in an April poll. The survey indicated that only 24% of Americans think the cost of war with Iran is worth it. Half of the respondents stated that the conflict is not worth the cost, while the rest expressed uncertainty. Approximately 63% of Americans believe that the agreement signed by Trump is unlikely to lead to lasting peace between the two countries.

[Trump's Approval Rating Falls to Lowest During Presidency, Half of Americans Believe War with Iran Not Worth It]On June 24, a Reuters/Ipsos poll revealed that only a quarter of Americans believe the cost of war with Iran is justified, and most are concerned that a truce with Tehran will not last. The five-day poll, which concluded on Monday, also showed that this conflict has severely impacted Trump's approval rating, which has dropped to 34%, returning to the lowest level of his second term. This level was last seen in an April poll. The survey indicated that only 24% of Americans think the cost of war with Iran is worth it. Half of the respondents stated that the conflict is not worth the cost, while the rest expressed uncertainty. Approximately 63% of Americans believe that the agreement signed by Trump is unlikely to lead to lasting peace between the two countries.

Trump's Approval Rating Falls to Lowest During Presidency, Half of Americans Believe War with Iran Not Worth It

On June 24, SEC filings revealed that SpaceX will issue $7 billion in 5.35% senior notes maturing in 2031, $6 billion in 5.65% senior notes maturing in 2033, $6 billion in 5.875% senior notes maturing in 2036, $2.5 billion in 6.6% senior notes maturing in 2046, and $3.5 billion in 6.65% senior notes maturing in 2056. The proceeds from this issuance will be used to repay bridge loans and for general corporate purposes, with completion expected by June 26, 2026.

[SpaceX to Issue $25 Billion in Bonds in Five Tranches with Maturities up to 30 Years]On June 24, SEC filings revealed that SpaceX will issue $7 billion in 5.35% senior notes maturing in 2031, $6 billion in 5.65% senior notes maturing in 2033, $6 billion in 5.875% senior notes maturing in 2036, $2.5 billion in 6.6% senior notes maturing in 2046, and $3.5 billion in 6.65% senior notes maturing in 2056. The proceeds from this issuance will be used to repay bridge loans and for general corporate purposes, with completion expected by June 26, 2026.

SpaceX to Issue $25 Billion in Bonds in Five Tranches with Maturities up to 30 Years

On June 23, 'White Hair' Serenity posted on social media: I believe the combination of photonics and the bottleneck of CW lasers is top-notch. It's like the market has short-term amnesia, forgetting how LITE has risen from $3 billion to over $65 billion from 2024 to now. This is due to NVDA causing an EML bottleneck and forcing architectural changes. We are indeed seeing the same situation now—AMD and other cloud service providers are aggressively buying up remaining shares through long-term agreements for large CW lasers and optical components. Goldman Sachs Research estimates that by 2028, the optical TAM will be approximately 9-10 times, reaching $154 billion; while the CPO TAM has grown from nearly zero to $91 billion in just two and a half years. Don't let a month's trading fluctuations make you disappear into thin air. AAOI has a market cap of about $13 billion, SIVE around $3 billion, and other CW laser players appear to be very valuable strategically. In the next 1-2 years, there may be some new small trends, such as microLED or quantum dots, and we will see the same thing replayed. I believe Sumitomo's predictions regarding CW laser shares and silicon photonics becoming mainstream/dominant architecture should be correct. Personally, I am just focused on that bottleneck, as you can see in stocks like SOI, SOI, TSEM, SIVE, and others.

[Serenity: Photonics and CW Lasers as Key Investment Themes for AI Infrastructure]On June 23, 'White Hair' Serenity posted on social media: I believe the combination of photonics and the bottleneck of CW lasers is top-notch. It's like the market has short-term amnesia, forgetting how LITE has risen from $3 billion to over $65 billion from 2024 to now. This is due to NVDA causing an EML bottleneck and forcing architectural changes. We are indeed seeing the same situation now—AMD and other cloud service providers are aggressively buying up remaining shares through long-term agreements for large CW lasers and optical components. Goldman Sachs Research estimates that by 2028, the optical TAM will be approximately 9-10 times, reaching $154 billion; while the CPO TAM has grown from nearly zero to $91 billion in just two and a half years. Don't let a month's trading fluctuations make you disappear into thin air. AAOI has a market cap of about $13 billion, SIVE around $3 billion, and other CW laser players appear to be very valuable strategically. In the next 1-2 years, there may be some new small trends, such as microLED or quantum dots, and we will see the same thing replayed. I believe Sumitomo's predictions regarding CW laser shares and silicon photonics becoming mainstream/dominant architecture should be correct. Personally, I am just focused on that bottleneck, as you can see in stocks like SOI, SOI, TSEM, SIVE, and others.

Serenity: Photonics and CW Lasers as Key Investment Themes for AI Infrastructure

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Article

Major European and U.S. Stock Index Futures Decline, Nasdaq 100 Futures Drop Over 1%

Serenity: Photonics and CW Lasers as Key Investment Themes for AI Infrastructure

Disclaimer：The content above does not represent HTX's positions.，HTX does not provide any trading recommendations.。

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