Key News
1. The first round of talks between the US and Iran at Bilgen Hill concluded, with both sides establishing a technical negotiation mechanism. Iran released five key points of the agreement reached in the first round of talks.
2. British Prime Minister Keir Starmer announced his resignation. The nomination process for the new leader of the ruling Labour Party will begin on July 9, with the new leader taking office in September.
3. The Governor of the Central Bank of Iran, Hemmati, stated that significant progress was made in the recent negotiations regarding the unfreezing of frozen Iranian assets, and relevant documents were signed during this round of talks.
4. According to the US Treasury Department website, a general license was issued authorizing the production, delivery, and sale of crude oil, petrochemical products, and petroleum products originating from Iran until August 21, 2026.
Stock News
1. Micron Technology (MU.O) shares rose 5% in pre-market trading; the company and Anthropic announced a strategic agreement to expand next-generation artificial intelligence infrastructure.
2. SpaceX (SPCX.O) began its first offering of senior unsecured bonds, which will use net proceeds to repay outstanding debt. The offering is reportedly expected to raise at least $20 billion. 3. Microsoft (MSFT.O) signed a 20-year power agreement with Chevron to supply natural gas power to its Texas data center. This data center is expected to become one of the largest projects in the US.
4. Nvidia (NVDA.O): Released "Halos for Robotics," the industry's first full-stack security system for physical artificial intelligence.
5. Apple (AAPL.O) iOS 27 leverages Apple Intelligence to take over the user experience.
6. Meta Platforms (META.O) appointed KUNAL SHAH from CRED as the new head of WhatsApp.
7. Market news: Google Cloud and Nokia (NOK.N) announced a collaboration to integrate Alphabet's (GOOG.O) Gemini model into Nokia Assurance Centers.
8. S&P Dow Jones Indices previously announced that Marvell Technology (MRVL.O) and Flextronics will be officially included in the S&P 500 Index on June 22. 9. Nippon Sanso announced that it will raise the prices of all helium products in the Japanese market across the board starting in July 2026, including helium products used in key areas such as wafer cooling in semiconductor front-end processes and medical-grade magnetic resonance imaging equipment, with an average increase of more than 30%.
