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On June 25, Qualcomm's data center head announced that the third generation AI chip is planned for release in 2027, with a data center CPU set to launch in mid-2028 and a second generation HBC chip expected in 2028. Microsoft will deploy Qualcomm's high bandwidth computing chips in its Azure data centers. META plans to use the C1000 CPU in its data centers. Qualcomm stated that the data center segment is expected to generate billions in revenue in fiscal year 2027.

[Qualcomm Announces Third Generation AI Chip Set to Launch in 2027]On June 25, Qualcomm's data center head announced that the third generation AI chip is planned for release in 2027, with a data center CPU set to launch in mid-2028 and a second generation HBC chip expected in 2028. Microsoft will deploy Qualcomm's high bandwidth computing chips in its Azure data centers. META plans to use the C1000 CPU in its data centers. Qualcomm stated that the data center segment is expected to generate billions in revenue in fiscal year 2027.

Qualcomm Announces Third Generation AI Chip Set to Launch in 2027

On June 25, Google is expected to lose two more employees in the field of artificial intelligence, who will be joining Anthropic.

[Google Expected to Lose Two More AI Employees to Anthropic]On June 25, Google is expected to lose two more employees in the field of artificial intelligence, who will be joining Anthropic.

Google Expected to Lose Two More AI Employees to Anthropic

On June 25, the yield on the U.S. 7-year Treasury bond fell by 10 basis points to 4.27% during the day.

[U.S. 7-Year Treasury Yield Drops 10 Basis Points to 4.27%]On June 25, the yield on the U.S. 7-year Treasury bond fell by 10 basis points to 4.27% during the day.

U.S. 7-Year Treasury Yield Drops 10 Basis Points to 4.27%

On June 25, the usage of the Federal Reserve's overnight reverse repurchase agreement (RRP) on Wednesday was $4.534 billion (with 7 counterparties), compared to $6.484 billion on the previous trading day.

[Federal Reserve Overnight Reverse Repo Usage at $4.534 Billion]On June 25, the usage of the Federal Reserve's overnight reverse repurchase agreement (RRP) on Wednesday was $4.534 billion (with 7 counterparties), compared to $6.484 billion on the previous trading day.

Federal Reserve Overnight Reverse Repo Usage at $4.534 Billion

On June 25, JPMorgan analyst Rajat Gupta revised Tesla's Q2 vehicle delivery estimate from 430,500 to 420,000 units, citing mixed signals regarding recent electric vehicle demand. Due to the lowered delivery expectations, Gupta also reduced the Q2 earnings forecast from $0.44 to $0.42 per share and the 2026 earnings per share estimate from $1.95 to $1.90. Gupta stated, 'In the U.S., there is little evidence that rising gasoline prices have a substantial impact on electric vehicle demand.' JPMorgan maintains a neutral rating on Tesla with a target price of $475.

[JPMorgan Lowers Tesla's Q2 Vehicle Delivery Forecast]On June 25, JPMorgan analyst Rajat Gupta revised Tesla's Q2 vehicle delivery estimate from 430,500 to 420,000 units, citing mixed signals regarding recent electric vehicle demand. Due to the lowered delivery expectations, Gupta also reduced the Q2 earnings forecast from $0.44 to $0.42 per share and the 2026 earnings per share estimate from $1.95 to $1.90. Gupta stated, 'In the U.S., there is little evidence that rising gasoline prices have a substantial impact on electric vehicle demand.' JPMorgan maintains a neutral rating on Tesla with a target price of $475.

JPMorgan Lowers Tesla's Q2 Vehicle Delivery Forecast

On June 25, OpenAI launched the new GPT-5.5 Instant, which is available to paid users today and will be available to free users tomorrow.

[OpenAI Launches New GPT-5.5 Instant]On June 25, OpenAI launched the new GPT-5.5 Instant, which is available to paid users today and will be available to free users tomorrow.

OpenAI Launches New GPT-5.5 Instant

On June 25, the day after raising $25 billion in the bond market, most of SpaceX's bonds weakened, with long-term bonds leading the decline. Investors showed a preference for shorter-term bonds in the company's inaugural bond issuance. According to Trace data, as of 10:25 AM on Wednesday in New York, SpaceX's 30-year bonds were yielding 188 basis points higher than comparable U.S. Treasury yields, while the final pricing was set at 175 basis points above. The shortest-term 5-year bonds held steady. Investors in this round of investment-grade bond issuance leaned towards shorter-term, lower-risk bonds, which is uncommon in such large bond offerings. The final subscription orders for the two longest-term bonds in this issuance were over 40% lower than peak demand. This shift in demand comes as investors express concerns about SpaceX's cash flow. SpaceX continues to burn through cash, and according to S&P Global Ratings, it is likely to continue this trend in the coming years. Although SpaceX's revenue is expected to keep growing, its spending is projected to increase at a faster rate.

[SpaceX's $25 Billion Bond Weakens, Long-Term Bonds Lead Decline]On June 25, the day after raising $25 billion in the bond market, most of SpaceX's bonds weakened, with long-term bonds leading the decline. Investors showed a preference for shorter-term bonds in the company's inaugural bond issuance. According to Trace data, as of 10:25 AM on Wednesday in New York, SpaceX's 30-year bonds were yielding 188 basis points higher than comparable U.S. Treasury yields, while the final pricing was set at 175 basis points above. The shortest-term 5-year bonds held steady. Investors in this round of investment-grade bond issuance leaned towards shorter-term, lower-risk bonds, which is uncommon in such large bond offerings. The final subscription orders for the two longest-term bonds in this issuance were over 40% lower than peak demand. This shift in demand comes as investors express concerns about SpaceX's cash flow. SpaceX continues to burn through cash, and according to S&P Global Ratings, it is likely to continue this trend in the coming years. Although SpaceX's revenue is expected to keep growing, its spending is projected to increase at a faster rate.

SpaceX's $25 Billion Bond Weakens, Long-Term Bonds Lead Decline

On June 25, multiple foreign media outlets reported that US Secretary of State Rubio stated that the technical teams from the United States and Iran will continue discussions in Switzerland at the end of June. (Xinhua News Agency)

[Rubio: US and Iran to Continue Technical Consultations at the End of June]On June 25, multiple foreign media outlets reported that US Secretary of State Rubio stated that the technical teams from the United States and Iran will continue discussions in Switzerland at the end of June. (Xinhua News Agency)

Rubio: US and Iran to Continue Technical Consultations at the End of June

On June 25, Cathie Wood, founder of Ark Invest, stated in a post that during her roadshow in Asia and Europe, she noticed that investors still have strong concerns about inflation. However, she believes that inflation may drop significantly, and the reasons are not just due to falling oil prices. Measured by unit labor costs, U.S. inflation has decreased year-on-year to 0.5%. Cathie Wood noted that, as demonstrated in the 1980s and 1990s, productivity is a powerful force against inflation. In the first quarter, U.S. productivity grew approximately 3% year-on-year, while hourly wages increased by 3.5%, resulting in an 'underlying inflation' of 0.5%, indicating no cost-push inflation exists. The Truflation index, which tracks the prices of thousands of consumer goods and services in real-time, has fallen from 11% year-on-year in 2022 to 1.8%, with core Truflation dropping to 1.4%. Based on five studies commissioned by Kevin Warsh, she believes that Warsh not only understands the role of productivity in the decline of inflation but also recognizes the flaws in government inflation statistics. While others expect interest rates to rise earlier than a few months ago, Warsh will provide a masterclass in monetary policy for the financial markets.

[Cathie Wood: Inflation May Drop Significantly, 'Underlying Inflation' at Only 0.5%]On June 25, Cathie Wood, founder of Ark Invest, stated in a post that during her roadshow in Asia and Europe, she noticed that investors still have strong concerns about inflation. However, she believes that inflation may drop significantly, and the reasons are not just due to falling oil prices. Measured by unit labor costs, U.S. inflation has decreased year-on-year to 0.5%. Cathie Wood noted that, as demonstrated in the 1980s and 1990s, productivity is a powerful force against inflation. In the first quarter, U.S. productivity grew approximately 3% year-on-year, while hourly wages increased by 3.5%, resulting in an 'underlying inflation' of 0.5%, indicating no cost-push inflation exists. The Truflation index, which tracks the prices of thousands of consumer goods and services in real-time, has fallen from 11% year-on-year in 2022 to 1.8%, with core Truflation dropping to 1.4%. Based on five studies commissioned by Kevin Warsh, she believes that Warsh not only understands the role of productivity in the decline of inflation but also recognizes the flaws in government inflation statistics. While others expect interest rates to rise earlier than a few months ago, Warsh will provide a masterclass in monetary policy for the financial markets.

Cathie Wood: Inflation May Drop Significantly, 'Underlying Inflation' at Only 0.5%

火币HTX报道，6月13日，网络状况监测网站DownDetector：用户报告显示Robinhood(HOOD.O)存在问题。

【DownDetector：用户报告显示Robinhood(HOOD.O)存在问题】火币HTX报道，6月13日，网络状况监测网站DownDetector：用户报告显示Robinhood(HOOD.O)存在问题。

DownDetector：用户报告显示Robinhood(HOOD.O)存在问题

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'?

DownDetector：用户报告显示Robinhood(HOOD.O)存在问题

Disclaimer：Il contenuto di cui sopra non rappresenta le posizioni di HTX.，HTX non fornisce alcuna raccomandazione di trading.。

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