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On June 24, spot silver dropped by $1 during the day, currently priced at $60.53 per ounce, a decrease of 1.63%.

[Spot Silver Falls Over 1%]On June 24, spot silver dropped by $1 during the day, currently priced at $60.53 per ounce, a decrease of 1.63%.

Spot Silver Falls Over 1%

On June 24, spot gold fell below $4,050 per ounce, declining by 1.47% during the day.

[Spot Gold Falls Below $4,050 per Ounce]On June 24, spot gold fell below $4,050 per ounce, declining by 1.47% during the day.

Spot Gold Falls Below $4,050 per Ounce

QCP Capital's latest macro weekly report indicates that global market risks are transitioning from geopolitical news easing to more complex execution risks. Despite the United States and Iran signing a memorandum of understanding and Brent crude oil prices falling below $80 per barrel, shipping through the Strait of Hormuz remains disrupted. Meanwhile, the U.S. Federal Reserve has signaled a stronger stance on maintaining high interest rates for a longer period, with the median interest rate forecast for 2026 rising to 3.8%. Additionally, Strategy continues to increase its Bitcoin holdings, but with spot prices below the cost of holdings, its financing pressures are further escalating. QCP believes that the market is currently moving from a phase of short-term sentiment recovery to a test of fundamental realization capabilities.

[QCP: Market Risks Shift from News-Driven to Execution Risk Phase]QCP Capital's latest macro weekly report indicates that global market risks are transitioning from geopolitical news easing to more complex execution risks. Despite the United States and Iran signing a memorandum of understanding and Brent crude oil prices falling below $80 per barrel, shipping through the Strait of Hormuz remains disrupted. Meanwhile, the U.S. Federal Reserve has signaled a stronger stance on maintaining high interest rates for a longer period, with the median interest rate forecast for 2026 rising to 3.8%. Additionally, Strategy continues to increase its Bitcoin holdings, but with spot prices below the cost of holdings, its financing pressures are further escalating. QCP believes that the market is currently moving from a phase of short-term sentiment recovery to a test of fundamental realization capabilities.

QCP: Market Risks Shift from News-Driven to Execution Risk Phase

On June 24, JPMorgan downgraded its outlook for Brent crude oil for the second half of 2026 and for 2027, predicting an average price of $86 per barrel in Q3 2026, $80 per barrel in Q4, $78 per barrel by the end of 2026, and an average price of $64 per barrel in 2027.

[JPMorgan Downgrades Brent Oil Outlook for H2 2026 and 2027]On June 24, JPMorgan downgraded its outlook for Brent crude oil for the second half of 2026 and for 2027, predicting an average price of $86 per barrel in Q3 2026, $80 per barrel in Q4, $78 per barrel by the end of 2026, and an average price of $64 per barrel in 2027.

JPMorgan Downgrades Brent Oil Outlook for H2 2026 and 2027

On June 24, the 2026 Shanghai World Mobile Communications Conference opened. KPMG released its "KPMG 2026 Global Technology Report" during the conference, which indicates that based on research data from 2,500 technology executives across 27 countries, 88% of surveyed companies have integrated agent-based AI into their systems. Additionally, 92% of respondents believe that managing intelligent agents will become one of the important skills for employees in the next five years. The surveyed technology executives expect that the proportion of digital employees in core technology teams will increase from 28% to 36% between 2025 and 2027.

[KPMG Report: 88% of Surveyed Companies Have Integrated Agent-Based AI into Their Systems]On June 24, the 2026 Shanghai World Mobile Communications Conference opened. KPMG released its "KPMG 2026 Global Technology Report" during the conference, which indicates that based on research data from 2,500 technology executives across 27 countries, 88% of surveyed companies have integrated agent-based AI into their systems. Additionally, 92% of respondents believe that managing intelligent agents will become one of the important skills for employees in the next five years. The surveyed technology executives expect that the proportion of digital employees in core technology teams will increase from 28% to 36% between 2025 and 2027.

KPMG Report: 88% of Surveyed Companies Have Integrated Agent-Based AI into Their Systems

According to monitoring by Beating, U.S. government-supported chip manufacturing startup xLight is negotiating to raise $350 million in funding. Investment firms Boardman Bay Capital Management and Bain Capital are expected to lead this round of financing. The U.S. government has invested $150 million in xLight through the CHIPS and Science Act, potentially making it one of the major shareholders. xLight's total funding has reached approximately $200 million. Former Intel CEO Pat Gelsinger serves as the executive chairman of xLight. Gelsinger's venture capital firm, Playground Global, invested in xLight in 2025. xLight plans to lobby ASML, TSMC, Intel, and Micron Technology to participate in this financing round. The company is focused on developing alternative light sources for extreme ultraviolet (EUV) lithography technology to reduce the manufacturing time and costs of advanced server chips. ASML CEO Christophe Fouquet revealed that ASML is collaborating with xLight for a technology demonstration, but noted that it is still a long road ahead. xLight plans to build its first prototype site in Albany, New York, aiming to complete its first usable light source by 2028. The company has signed a non-binding project financing agreement worth $4.2 billion with lending institutions, intended for the construction of the first seven facilities. Another startup, Substrate, is also developing X-ray-based lithography technology, directly competing with ASML. Since early 2025, the U.S. government has made at least 12 equity investments in private companies, focusing on shifting key aspects of the AI server chip supply chain back to the U.S. This includes two semiconductor investments involving Intel and xLight.

[U.S. Government Invests in Former Intel CEO's Startup xLight, Aiming to Raise $350 Million]According to monitoring by Beating, U.S. government-supported chip manufacturing startup xLight is negotiating to raise $350 million in funding. Investment firms Boardman Bay Capital Management and Bain Capital are expected to lead this round of financing. The U.S. government has invested $150 million in xLight through the CHIPS and Science Act, potentially making it one of the major shareholders. xLight's total funding has reached approximately $200 million. Former Intel CEO Pat Gelsinger serves as the executive chairman of xLight. Gelsinger's venture capital firm, Playground Global, invested in xLight in 2025. xLight plans to lobby ASML, TSMC, Intel, and Micron Technology to participate in this financing round. The company is focused on developing alternative light sources for extreme ultraviolet (EUV) lithography technology to reduce the manufacturing time and costs of advanced server chips. ASML CEO Christophe Fouquet revealed that ASML is collaborating with xLight for a technology demonstration, but noted that it is still a long road ahead. xLight plans to build its first prototype site in Albany, New York, aiming to complete its first usable light source by 2028. The company has signed a non-binding project financing agreement worth $4.2 billion with lending institutions, intended for the construction of the first seven facilities. Another startup, Substrate, is also developing X-ray-based lithography technology, directly competing with ASML. Since early 2025, the U.S. government has made at least 12 equity investments in private companies, focusing on shifting key aspects of the AI server chip supply chain back to the U.S. This includes two semiconductor investments involving Intel and xLight.

U.S. Government Invests in Former Intel CEO's Startup xLight, Aiming to Raise $350 Million

On June 24, SMIC announced that it would issue 547 million shares to five shareholders of SMIC North, including the National Integrated Circuit Fund, to purchase their 49% stake in SMIC North at a price of 74.2 yuan per share. The newly issued shares were registered with the Shanghai branch of China Securities Depository and Clearing Co., Ltd. on June 23, 2026. The transfer procedures for the underlying assets were completed on June 12, 2026, and the 49% stake in SMIC North has been officially registered under SMIC.

[SMIC Issues 547 Million Shares to Acquire 49% Stake in SMIC North]On June 24, SMIC announced that it would issue 547 million shares to five shareholders of SMIC North, including the National Integrated Circuit Fund, to purchase their 49% stake in SMIC North at a price of 74.2 yuan per share. The newly issued shares were registered with the Shanghai branch of China Securities Depository and Clearing Co., Ltd. on June 23, 2026. The transfer procedures for the underlying assets were completed on June 12, 2026, and the 49% stake in SMIC North has been officially registered under SMIC.

SMIC Issues 547 Million Shares to Acquire 49% Stake in SMIC North

On June 24, it was reported that xLight, a chip manufacturing startup supported by the U.S. government, is negotiating to raise $350 million in funding. Investment firms Boardman Bay Capital Management and Bain Capital are expected to lead this round of financing. The U.S. government has invested $150 million in xLight through the CHIPS and Science Act, potentially making it one of the major shareholders. xLight's total funding has reached approximately $200 million.

Former Intel CEO Pat Gelsinger serves as the executive chairman of xLight. Gelsinger's venture capital firm, Playground Global, invested in xLight in 2025. xLight plans to lobby ASML, TSMC, Intel, and Micron Technology to participate in this financing round.

xLight is dedicated to developing alternative light sources for extreme ultraviolet (EUV) lithography technology to reduce the manufacturing time and costs of advanced server chips. ASML CEO Christophe Fouquet revealed that ASML is collaborating with xLight for technology demonstrations, but noted that it remains a long journey. xLight aims to build its first prototype site in Albany, New York, with the goal of completing its first usable light source by 2028.

The company has signed a non-binding project financing agreement worth $4.2 billion with lenders, intended for the construction of the first seven facilities. Another startup, Substrate, is also developing X-ray-based lithography technology, directly competing with ASML.

Since early 2025, the U.S. government has made at least 12 equity investments in private companies, focusing on shifting key links in the supply chain for AI server chips back to the U.S. This includes two semiconductor investments involving Intel and xLight.

[U.S. Government Invests in Former Intel CEO's Chip Manufacturing Startup xLight, Plans to Raise $350 Million]On June 24, it was reported that xLight, a chip manufacturing startup supported by the U.S. government, is negotiating to raise $350 million in funding. Investment firms Boardman Bay Capital Management and Bain Capital are expected to lead this round of financing. The U.S. government has invested $150 million in xLight through the CHIPS and Science Act, potentially making it one of the major shareholders. xLight's total funding has reached approximately $200 million.

Former Intel CEO Pat Gelsinger serves as the executive chairman of xLight. Gelsinger's venture capital firm, Playground Global, invested in xLight in 2025. xLight plans to lobby ASML, TSMC, Intel, and Micron Technology to participate in this financing round.

xLight is dedicated to developing alternative light sources for extreme ultraviolet (EUV) lithography technology to reduce the manufacturing time and costs of advanced server chips. ASML CEO Christophe Fouquet revealed that ASML is collaborating with xLight for technology demonstrations, but noted that it remains a long journey. xLight aims to build its first prototype site in Albany, New York, with the goal of completing its first usable light source by 2028.

The company has signed a non-binding project financing agreement worth $4.2 billion with lenders, intended for the construction of the first seven facilities. Another startup, Substrate, is also developing X-ray-based lithography technology, directly competing with ASML.

Since early 2025, the U.S. government has made at least 12 equity investments in private companies, focusing on shifting key links in the supply chain for AI server chips back to the U.S. This includes two semiconductor investments involving Intel and xLight.

U.S. Government Invests in Former Intel CEO's Chip Manufacturing Startup xLight, Plans to Raise $350 Million

Market data shows that TAO has fallen below $220, currently priced at $219.9, with a 24-hour increase of 0.18%. The market is experiencing significant fluctuations, so please ensure proper risk management.

[TAO Falls Below $220]Market data shows that TAO has fallen below $220, currently priced at $219.9, with a 24-hour increase of 0.18%. The market is experiencing significant fluctuations, so please ensure proper risk management.

TAO Falls Below $220

According to on-chain analyst @ai_9684xtpa, Hyperliquid trader yixie10 (@yixie10) went long on 1,760 shares of SNDK at a low of $665.45 (approximately $2.61 million) and is now up $1.446 million, making it the account with the highest unrealized gains for this US stock token on Hyperliquid. Additionally, they have also gone long on Advanced Micro Devices (AMD) and Micron Technology (MU), with unrealized gains of $3.81 million, just shy of Intel, bringing the total account unrealized gains to over $5.256 million.

[Hyperliquid Trader yixie10 Goes Long on 1,760 Shares of SNDK, Currently Up $1.446 Million]According to on-chain analyst @ai_9684xtpa, Hyperliquid trader yixie10 (@yixie10) went long on 1,760 shares of SNDK at a low of $665.45 (approximately $2.61 million) and is now up $1.446 million, making it the account with the highest unrealized gains for this US stock token on Hyperliquid. Additionally, they have also gone long on Advanced Micro Devices (AMD) and Micron Technology (MU), with unrealized gains of $3.81 million, just shy of Intel, bringing the total account unrealized gains to over $5.256 million.

Hyperliquid Trader yixie10 Goes Long on 1,760 Shares of SNDK, Currently Up $1.446 Million

3B Small Model's Programming Scores Rival Opus 4.5, Mysterious Model Sparks Heated Discussion, Turns Out to be Domestic

Breaking: Google Gemini Co-Head Poached by OpenAI

Ethereum 2026 Q1 Review: On-Chain Activity Hits Record Highs, Tokenized Assets Lead the Industry

SK Hynix Stock Price Hits New High: Delivers HBM4E Samples, Reinforcing Its Leading Position in AI Memory

Ethereum Q1 Report: On-chain Activity Hits Record High, Tokenized Assets Lead the Industry

Intel CEO Liwu Chen's First Podcast Interview: Our Goal is '10x in 5-10 Years', Betting on Advanced Packaging, Glass Substrate, and Synthetic Diamond

Optical Chips: Collective Capacity Expansion

Google's AI Talent Loss: A Stress Test or a Prelude to an 'Obituary'?

Hyperliquid Trader yixie10 Goes Long on 1,760 Shares of SNDK, Currently Up $1.446 Million

Clause de non-responsabilité：Le contenu ci-dessus ne représente pas les positions de HTX.，HTX ne fournit pas de recommandations de trading.。

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