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On June 2, the Oxford Institute for Energy Studies estimated that due to the impact of conflicts in the Middle East, oil supply losses in the Persian Gulf region could exceed 2 billion barrels by the end of the year. Bassam Fattouh, the director of the institute, stated at the S&P Global Middle East Oil and Gas Conference in London, 'According to our reference scenario, we estimate that supply losses may exceed 2 billion barrels by year-end.'

[Institution: Middle East Oil Supply Losses May Exceed 2 Billion Barrels by Year-End]On June 2, the Oxford Institute for Energy Studies estimated that due to the impact of conflicts in the Middle East, oil supply losses in the Persian Gulf region could exceed 2 billion barrels by the end of the year. Bassam Fattouh, the director of the institute, stated at the S&P Global Middle East Oil and Gas Conference in London, 'According to our reference scenario, we estimate that supply losses may exceed 2 billion barrels by year-end.'

Institution: Middle East Oil Supply Losses May Exceed 2 Billion Barrels by Year-End

In an interview with CNBC on June 1, SoftBank CEO Masayoshi Son stated that the scale of the current AI wave will be more than 50 times that of the internet bubble era, and that we are only at the beginning. He emphasized that the future profits and growth potential will be astonishing. He pointed out that although the internet experienced a bubble and a crash, it later reached new heights with real profits and a much larger scale, and AI will follow a similar trajectory. He believes that market corrections present good investment opportunities.

[SoftBank CEO Masayoshi Son: The Scale of the AI Wave Will Be 50 Times That of the Internet Bubble]In an interview with CNBC on June 1, SoftBank CEO Masayoshi Son stated that the scale of the current AI wave will be more than 50 times that of the internet bubble era, and that we are only at the beginning. He emphasized that the future profits and growth potential will be astonishing. He pointed out that although the internet experienced a bubble and a crash, it later reached new heights with real profits and a much larger scale, and AI will follow a similar trajectory. He believes that market corrections present good investment opportunities.

SoftBank CEO Masayoshi Son: The Scale of the AI Wave Will Be 50 Times That of the Internet Bubble

On June 2, data from the Shanghai Stock Exchange revealed that in May 2026, 2.7653 million new A-share accounts were opened, bringing the total number of new accounts opened in 2026 to 17.2967 million.

[New A-share Accounts Opened in May Reached 2.7653 Million]On June 2, data from the Shanghai Stock Exchange revealed that in May 2026, 2.7653 million new A-share accounts were opened, bringing the total number of new accounts opened in 2026 to 17.2967 million.

New A-share Accounts Opened in May Reached 2.7653 Million

On June 2, according to 21st Century Business Herald, on June 1 local time, Google's parent company Alphabet announced the initiation of an $80 billion equity financing, setting a record in the company's history. This includes a $10 billion private placement directed to Berkshire Hathaway. Berkshire's investment is divided into two parts: subscribing to $5 billion of Class A common stock at $351.81 per share, and $5 billion of Class C capital stock at $348.20 per share. Alphabet stated in its announcement that the financing consists of three parts: $30 billion for underwritten public offerings, $40 billion for market offerings (starting in Q3 2026), and the $10 billion private placement with Berkshire. This funding will be used to invest in world-class AI computing infrastructure to meet unprecedented customer demand. Previously, in the first quarter of 2026, Berkshire Hathaway's holding report attracted widespread attention: it increased its stake in Alphabet's Class A shares by 36.4 million shares (with a market value of $15.6 billion) and newly acquired 3.59 million shares of Class C stock, bringing the total market value of both classes of stock to $16.6 billion, making Alphabet the seventh largest holding and the second largest tech stock after Apple. Over the past year, Google's stock price has doubled. On June 1, Google closed at $376.37 per share, up over 120% in a year, with a market capitalization of $4.56 trillion, ranking second globally. The latest quarterly report shows that the company's revenue grew by 22% year-on-year, and net profit surged by 81%, with the AI business becoming the main growth engine.

[Google Launches Largest Financing in History; Buffett's Successor Increases Stake]On June 2, according to 21st Century Business Herald, on June 1 local time, Google's parent company Alphabet announced the initiation of an $80 billion equity financing, setting a record in the company's history. This includes a $10 billion private placement directed to Berkshire Hathaway. Berkshire's investment is divided into two parts: subscribing to $5 billion of Class A common stock at $351.81 per share, and $5 billion of Class C capital stock at $348.20 per share. Alphabet stated in its announcement that the financing consists of three parts: $30 billion for underwritten public offerings, $40 billion for market offerings (starting in Q3 2026), and the $10 billion private placement with Berkshire. This funding will be used to invest in world-class AI computing infrastructure to meet unprecedented customer demand. Previously, in the first quarter of 2026, Berkshire Hathaway's holding report attracted widespread attention: it increased its stake in Alphabet's Class A shares by 36.4 million shares (with a market value of $15.6 billion) and newly acquired 3.59 million shares of Class C stock, bringing the total market value of both classes of stock to $16.6 billion, making Alphabet the seventh largest holding and the second largest tech stock after Apple. Over the past year, Google's stock price has doubled. On June 1, Google closed at $376.37 per share, up over 120% in a year, with a market capitalization of $4.56 trillion, ranking second globally. The latest quarterly report shows that the company's revenue grew by 22% year-on-year, and net profit surged by 81%, with the AI business becoming the main growth engine.

Google Launches Largest Financing in History; Buffett's Successor Increases Stake

On June 2, according to documents disclosed by the U.S. Securities and Exchange Commission (SEC), Google's parent company Alphabet has applied to issue up to 150 million Series B depositary shares, with a total planned issuance of $15 billion in Class A common stock and Class C capital stock.

[Alphabet Plans to Issue $15 Billion in Class A and Class C Shares]On June 2, according to documents disclosed by the U.S. Securities and Exchange Commission (SEC), Google's parent company Alphabet has applied to issue up to 150 million Series B depositary shares, with a total planned issuance of $15 billion in Class A common stock and Class C capital stock.

Alphabet Plans to Issue $15 Billion in Class A and Class C Shares

Arm's CEO stated that due to demand exceeding expectations from the artificial intelligence boom, the company is likely to achieve its goal of $15 billion in self-developed chip sales sooner than anticipated. CEO Rene Haas expressed that he is 'very confident' in reaching this target by the end of the decade, but there are also signs that it may be achieved even earlier. Arm's announcement to sell self-developed chips marks a significant strategic shift for the company. Meta Platforms has become the first major customer for the chips (AGI CPU).

[Arm Expected to Achieve $15 Billion AI Chip Revenue Target Ahead of Schedule]Arm's CEO stated that due to demand exceeding expectations from the artificial intelligence boom, the company is likely to achieve its goal of $15 billion in self-developed chip sales sooner than anticipated. CEO Rene Haas expressed that he is 'very confident' in reaching this target by the end of the decade, but there are also signs that it may be achieved even earlier. Arm's announcement to sell self-developed chips marks a significant strategic shift for the company. Meta Platforms has become the first major customer for the chips (AGI CPU).

Arm Expected to Achieve $15 Billion AI Chip Revenue Target Ahead of Schedule

According to the official website of the Shanghai Stock Exchange, the IPO review status of Yushu Technology Co., Ltd. has been changed to submitted for registration.

[Yushu Technology Co., Ltd. IPO Review Status Changed to Submitted for Registration]According to the official website of the Shanghai Stock Exchange, the IPO review status of Yushu Technology Co., Ltd. has been changed to submitted for registration.

Yushu Technology Co., Ltd. IPO Review Status Changed to Submitted for Registration

On June 2, Marvell Technology CEO Matt Murphy shared the stage with Jensen Huang. The core consensus between the two CEOs is that the next decisive battleground for AI infrastructure is not computing power or memory, but connectivity. Huang emphasized that as AI-generated tokens enter profitability, distributed 'intelligent' computing has ignited a massive demand for high-speed interconnects. His strategic framework was straightforward: 'Use copper cables wherever possible, and only use optical devices where necessary.' Murphy pointed out that due to physical laws, the 'copper cable boundary' is shrinking towards the interior of racks, leading to an explosion in optical interconnect and CPO technology. On the same day, Marvell officially launched a new 100T Ethernet switch designed for AI data centers, featuring the industry's lowest power consumption, and showcased a 51.2T switch based on CPO technology, which completely eliminates copper wiring at the board level.

[Jensen Huang and Marvell CEO Discuss Future of AI: It's About Connectivity, Not Just Computing Power]On June 2, Marvell Technology CEO Matt Murphy shared the stage with Jensen Huang. The core consensus between the two CEOs is that the next decisive battleground for AI infrastructure is not computing power or memory, but connectivity. Huang emphasized that as AI-generated tokens enter profitability, distributed 'intelligent' computing has ignited a massive demand for high-speed interconnects. His strategic framework was straightforward: 'Use copper cables wherever possible, and only use optical devices where necessary.' Murphy pointed out that due to physical laws, the 'copper cable boundary' is shrinking towards the interior of racks, leading to an explosion in optical interconnect and CPO technology. On the same day, Marvell officially launched a new 100T Ethernet switch designed for AI data centers, featuring the industry's lowest power consumption, and showcased a 51.2T switch based on CPO technology, which completely eliminates copper wiring at the board level.

Jensen Huang and Marvell CEO Discuss Future of AI: It's About Connectivity, Not Just Computing Power

On June 2, Sivers Semiconductors (SIVE), a leader in Co-Packaged Optics (CPO) heavily invested by 'New Stock God' Serenity, saw its stock price surge over 56% to reach 95.45 Swedish Krona. Serenity stated today that SIVE's announcement of a strategic partnership with GlobalFoundries (GFS) marks the most decisive event in its history. SIVE's lasers have become the functional industry standard for CPO, Pluggables, and SiPH (Silicon Photonics), directly benefiting AI chip giants using related foundries, including NVDA, AVGO, AMD, and MRVL. Following today's announcement of the strategic partnership with GFS, SIVE's laser arrays will be integrated into GF's silicon photonics platform and SCALE optical engine reference designs, supporting AI data center optical interconnect solutions such as CPO and LPO, with a target of a $25 billion pluggable optics market by 2030. This move positions Sivers lasers as the default light source in the GlobalFoundries silicon photonics ecosystem, significantly enhancing bandwidth density and energy efficiency, and providing standardized high-performance laser solutions for downstream AI chip manufacturers.

[New Stock God Serenity's Bet Validated as SIVE Laser Becomes Default Light Source for Silicon Photonics, Surging Over 56%]On June 2, Sivers Semiconductors (SIVE), a leader in Co-Packaged Optics (CPO) heavily invested by 'New Stock God' Serenity, saw its stock price surge over 56% to reach 95.45 Swedish Krona. Serenity stated today that SIVE's announcement of a strategic partnership with GlobalFoundries (GFS) marks the most decisive event in its history. SIVE's lasers have become the functional industry standard for CPO, Pluggables, and SiPH (Silicon Photonics), directly benefiting AI chip giants using related foundries, including NVDA, AVGO, AMD, and MRVL. Following today's announcement of the strategic partnership with GFS, SIVE's laser arrays will be integrated into GF's silicon photonics platform and SCALE optical engine reference designs, supporting AI data center optical interconnect solutions such as CPO and LPO, with a target of a $25 billion pluggable optics market by 2030. This move positions Sivers lasers as the default light source in the GlobalFoundries silicon photonics ecosystem, significantly enhancing bandwidth density and energy efficiency, and providing standardized high-performance laser solutions for downstream AI chip manufacturers.

New Stock God Serenity's Bet Validated as SIVE Laser Becomes Default Light Source for Silicon Photonics, Surging Over 56%

HTX data monitoring shows that BTC has fallen below 72,000 USDT, currently reported at 71,935.48 USDT, with a 24H decline of 2.76%.

【BTC drops below 72000 USDT】HTX data monitoring shows that BTC has fallen below 72,000 USDT, currently reported at 71,935.48 USDT, with a 24H decline of 2.76%.

BTC drops below 72000 USDT

TechFlow Intelligence Report: Xiaomi Announces 200 Billion HKD Stock Buyback Plan, Spot Gold Falls Nearly 1%

CEO's Unexpected Passing: Will ONDO's 'Tokenization Narrative' Change?

4 Years After Terra’s Collapse, Hodlnaut’s Former CEO Faces Fraud Charges In Singapore Court

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Retail Investors' 'Lead Brother' Serenity vs. Newly Minted Stock God Leopold: How Are the Two Top Hunters Mining AI's 'Physical Limits'?

One Article Deconstructs the Investment Methodology of 'Stock God Serenity'

Sharplink CEO: Ethereum's Future Is Playing Out Now

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Weekly Token Unlocks: HYPE Unlocks $650M Worth of Tokens

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BTC drops below 71000 USDT

BTC drops below 72000 USDT

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