J Studios/DigitalVision via Getty Images AI infrastructure company Cerebras Systems ( CBRS ) is significantly expanding its presence in Europe with plans to launch its first regional data center capacity by the end of 2026. According to a statement from the company cited by AFP , Cerebras plans to invest several billion dollars in Europe as part of the expansion. The company said it will rapidly build out infrastructure across France and the Nordic region, targeting 200 megawatts of total capacity by the end of 2027. A portion of that capacity is expected to support OpenAI ( OPENAI ) workloads under the companies' existing partnership. "We are contracting significant capacity for 2027, with data centers slated for Norway and Finland as we actively build across Europe," said Cerebras co-founder and CEO Andrew Feldman. “These deployments will enable us to move decisively on what our customers have been asking for: fast, high-performance AI compute located in Europe." Cerebras made a blockbuster Nasdaq debut in May, with shares opening at $350 after pricing its IPO at $185, marking one of the highest IPO prices on record. Sunnyvale, California-based Cerebras, which develops AI chips and AI infrastructure systems, sold 30M shares in the offering. The company claims its flagship Wafer-Scale Engine 3 (WSE-3) is the world's fastest commercially available AI processor. The company claims the chip is 58 times larger than the leading GPU and delivers AI inference up to 15 times faster than Nvidia's ( NVDA ) GPU-based systems while using a fraction of the power per unit of compute. Its current customers include many of the top AI companies in the world, such as OpenAI ( OPENAI ), Amazon Web Services ( AMZN ), Meta Platforms ( META ), and IBM ( IBM ). CBRS shares were up nearly +4% premarket. More on Cerebras Systems Inc. Cerebras Systems: OpenAI, AWS And The Case For A Buy Rating Cerebras: The Technology Is Real, But So Are The Risks Cerebras: Gets Appealing Below IPO Price Ce...

Source: Bloomberg, 26:39

Local media in Hengzhou report king ratsnakes and cobras among hundreds in flood waters caused by typhoon Maysak Hundreds of snakes, including cobras, have escaped from flooded breeding farms in southern China as severe storms continue to batter parts of the country. State media reported that a snake farm in Hengzhou, in Guangxi Zhuang autonomous region, was hit by flood waters after days of heavy rainfall caused by typhoon Maysak , prompting warnings for nearby residents. Continue reading...

gonin Columbus Circle Capital III ( CCCT ) priced its IPO of 20M units at $10.00 per unit, raising gross proceeds of $200M. Columbus Circle Capital III is a special purpose acquisition company (SPAC) that intends to pursue business combinations across North America, EMEA, and Latin America, focusing on sectors including AI and digital infrastructure, sports, media and entertainment, energy transition, mining, and cryptocurrency. The units are expected to begin trading on the Nasdaq under the ticker CCCTU. Each unit consists of one Class A ordinary share and one-third of one redeemable warrant. Each whole warrant entitles the holder to purchase one Class A ordinary share at an exercise price of $11.50. T he Class A ordinary shares and warrants are expected to be listed on Nasdaq under the symbols "CCCT" and "CCCTW," respectively. The underwriters have a 45-day option to purchase up to an additional 3M units. The closing of the offering is anticipated to take place on or about July 10, 2026. More on Columbus Circle Capital Corp III Financial information for Columbus Circle Capital Corp III

Arbitrage desks looking to trade SK Hynix Inc. ’s new American depository receipts are dusting off playbooks from Taiwan Semiconductor Manufacturing Co. But many say the comparison only goes so far. Unlike TSMC, whose ADRs have decades of trading history that provide investors with a sense of where the premium to local shares tends to settle, SK Hynix’s ADRs begin trading for the first time on Friday. That leaves arbitrage investors without a historical benchmark for what constitutes a normal premium, making it far harder to judge when a spread is attractive or stretched. The challenge extends beyond the lack of price history. SK Hynix has become one of Asia’s most volatile large-cap stocks, regularly posting outsize daily swings as investors pile into AI-linked memory names and leveraged products tied to the shares. Those sharp moves increase the gap risk — the danger that the ADR and Seoul-listed stock diverge significantly from the trend the arbitragers were betting on. “With SK Hynix’s volatility, the gap risk is much higher,” said Alex Au , managing director at Alphalex Capital Management HK Ltd., who traded TSMC’s ADR spread for years. “So for someone putting on this trade to capture the premium, you’d demand higher returns.” Another uncertainty is the extent to which Seoul-listed shares can be converted into American depository receipts. According to a July 6 filing, holders of the US instruments will be able to cancel them and receive the corresponding number of Seoul-traded shares. But investors may not be able to later exchange the common stock for ADRs as such a transaction could require approvals such as permission from Korean regulators. Read more: SK Hynix ADR Plans Leave Arb Traders Waiting on One Key Answer By comparison, traders have years of experience with TSMC’s partially fungible shares. Even though the spread has widened during the AI boom, investors have historical patterns to help assess when premiums become excessive and are likely to mean-r...

In this article .KS11 Follow your favorite stocks CREATE FREE ACCOUNT Currency dealers monitor exchange rates as an electronic screen (top) shows South Korea's benchmark stock index (KOSPI) in a foreign exchange dealing room at the Hana Bank headquarters in Seoul on June 23, 2026. Jade Gao | AFP | Getty Images South Korea's stock benchmark, Kospi , has gone from being the world's hottest equity market to entering bear territory within a few weeks, highlighting how investors have soured on artificial intelligence plays and underscoring concentration risks. The Kospi fell more than 5% on Wednesday, which brought it 20% below its June 19 record high, according to LSEG data. It closed slightly higher on Thursday in choppy trading. "South Korea's recent drawdown has been driven by heightened AI skepticism on the part of global investors, coupled with extreme market concentration," said Manishi Raychaudhuri, CEO of Emmer Capital. The speed of the reversal brings to light a central feature of this year's rally: South Korea's outsized dependence on the AI trade. Chipmakers Samsung Electronics and SK Hynix accounted for more than half of the Kospi's weighting as of June, data provided by Emmer Capital showed. That extreme reliance has both lifted and sunk the index. Stock Chart Icon Stock chart icon Kospi performance year-to-date "The correction has been driven more by positioning than by a deterioration in fundamentals," said Jung In Yun, founder of Fibonacci Asset Management Global. Korean equities had become "one of the most crowded AI trades globally after a very strong rally, so it did not take much to trigger profit taking," he added. Rising global uncertainty and concerns that earnings upgrades could moderate have also made investors more cautious, although he described the drop in Kospi as "a healthy reset rather than a fundamental change in the outlook." Peter Kim, head of research at KB Securities, argued that the move also reflects a broader shift in how modern ma...

格隆汇7月9日｜鸿路钢构(002541.SZ)公告称，公司近日与中建三局云采科技有限公司签订《武汉*新能源(二期)项目钢结构成品构件电商化采购合同》，合同暂定含税金额为5.08亿元，约占公司2025年度经审计主营业务收入的2.30%。合同履行将对公司2026年及2027年营收和利润产生积极影响。

格隆汇7月9日｜SMBC日兴证券经济学家丸山义正表示，鉴于周四日本央行分行行长会议的结果，日本央行可能仍有望在10月份再次加息。日本央行分行行长指出，尽管中东局势紧张，但生产仍具韧性，且存在进一步传导价格的潜力。丸山义正表示，“总体而言，这可视作朝着进一步加息迈出了一步。不过，日本央行的报告和分行行长的汇报并未传达出在下一次会议上立即加息的紧迫感。”

China NEV retail sales fell for a sixth straight month, dropping 9% year-over-year in June to 1.007 million units.

Next Labour leader, who is set to be elected unopposed, outlines foreign policy principles largely in line with Starmer Burnham promises he will not use party discipline to stifle debate Good morning. Andy Burnham is due to become Labour leader a week tomorrow and, as nominations open for a leadership election that will not happen because Burnham is set to be elected unopposed, we are learning a bit more about how he intends to lead his party and his country. Yesterday, in a letter to Labour MPs, Burnham told them he would never use party discipline to “stifle debate” and says they should raise problems and policy ideas “without fear or favour”. Jessica Elgot has the story here. Burnham says he wants a “more open” public debate and scrutiny of defence spending. He says: Doing politics differently means levelling with the public, engaging them in decisions and ensuring more social value in return for increased government spending. I want to be more open with the public about how and where defence funding is spent. For our biggest defence and infrastructure projects, I want to see more detailed, public progress updates, with more transparency and accountability to tackle cost overruns or delays before they spiral out of control. Our increased investment must be combined with an increase in scrutiny. Burnham confirms he will keep Jonathan Powell in place as national security adviser. He says national security will be his “first priority if I become prime minister”. He says he wants to use higher defence investment to boost economic growth. In response to the evolving threats we face, and as we meet our Nato commitments, it is right that we rebuild our hard power for a new era that is very different to the one in which much of our current military equipment was first designed. Crucially, as we do so, I want to ensure we back British workers and businesses. This means we must go much further than ever before through the defence investment plan in backing British resilien...

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Spider-Man Remastered, Spider-Man 2 and Miles Morales all get AMD FSR upgrades GamingOnLinux

This has been a year of history-making moments for Wall Street. We've watched the Dow Jones Industrial Average (DJINDICES: ^DJI) , S&P 500 (SNPINDEX: ^GSPC) , and Nasdaq Composite (NASDAQINDEX: ^IXIC) vault to record highs, witnessed the largest initial public offering in history, and saw an ultra-rare changing of the guard at the Federal Reserve. On May 22, President Trump's handpicked successor to Jerome Powell, Kevin Warsh, was officially sworn in as Fed chair. He's only the 17th head of the central bank since its founding in December 1913. Fed Chair Kevin Warsh at his White House swearing-in ceremony. Image source: Official White House Photo by Daniel Torok. Continue reading

AI需求的乐观预期再度压过中东局势与通胀担忧，芯片股反弹，不过韩国股市再次上演过山车行情。 周四，美股盘前，美股科技股反弹，美光科技涨超3%，英特尔涨超3%，康宁涨超5%。日经225指数收盘上涨924.80点，涨幅1.38%，报67743.85点。 韩国KOSPI指数收盘上涨36.32点，涨幅0.5%报7283.11点，结束三连跌。但值得注意的是韩股盘中一度涨超4%。 此轮反弹的直接导火索，是SK海力士在美国的上市认购数据——超额认购逾7倍，远超市场预期，带动其首尔上市股价单日涨6.6%，SK海力士盘中一度涨超9%。 现货黄金向上触及4100美元/盎司，日内涨0.55%。布伦特原油上涨1.2%，报每桶78.94美元，连续第三日上行。与此同时，美国军方对伊朗完成新一轮打击，伊朗批准的霍尔木兹海峡北部航线出现船只通行，而美国支持的阿曼走廊则陷入近乎停滞状态。受此影响，货币市场已将美联储下次加息时点从12月提前至10月，美国两年期国债收益率逼近年内高位，日本、澳大利亚和新西兰主权债券价格同步下跌。 美股盘前，美股科技股反弹，美光科技涨超3%，英特尔涨超3%，康宁涨超5%。 日经225指数收盘上涨924.80点，涨幅1.38%，报67743.85点。韩国KOSPI指数收盘上涨36.32点，涨幅0.5%，报7283.11点，此前该指数连续三个交易日录得收跌。 纳斯达克100指数期货此前一度下跌，随后转涨0.2%。 美国10年期国债收益率变化不大，为4.58% 日本10年期国债收益率上涨3个基点，至2.895% 日元几乎不变，为162.44美元 现货黄金向上触及4100美元/盎司，日内涨0.55%。 WTI原油上涨1.1%，至每桶74.33美元 比特币上涨0.3%，至62,230.48美元 芯片股剧烈波动 美股盘前，美股科技股反弹，美光科技涨超3%，英特尔涨超3%，康宁涨超5%。 日经225指数收盘上涨924.80点，涨幅1.38%，报67743.85点。韩国KOSPI指数收盘上涨36.32点，涨幅0.5%，报7283.11点，此前该指数连续三个交易日录得收跌。 野村证券高级策略师Takashi Ito表示："尽管中东局势仍是隐忧，但市场并不认为现在是全面撤出股市的时机。主流逻辑是，投资者可以继续持有AI和芯片股——这些领域的长期回报预期依然很高。" 彭博策略师Mark Cra...

鸿路钢构公告，公司与中建三局云采科技有限公司签订《武汉***新能源（二期）项目钢结构成品构件电商化采购合同》，合同暂定含税金额为5.08亿元人民币。

Indonesia imported Russian crude oil for the first time since a deal struck between the two nations in April, a sign of how Moscow has taken advantage of the Iran conflict to grow its customers. Just under 770,000 barrels was delivered to Indonesia’s Balikpapan port on June 29, valued at about $75 million, according to customs data compiled by Big Trade Data. The port of loading listed was Kozmino in Russia, and the oil was carried on the tanker Sierra . Purchases of Russian crude have drawn scrutiny ever since the invasion of Ukraine in early 2022, which prompted countries from Europe to the US to impose restrictions in a bid to curb Moscow’s revenues and bring the war to an end. The surge in prices due to the Iran war has been a boon to Russia in that regard. The shipment to the Southeast Asian nation is the first since a supply deal for up to 150 million barrels was agreed following a visit to Moscow by Indonesian President Prabowo Subianto. Indonesia has imported Russian crude in the past. Tanker tracking data shows sporadic flows earlier this year and last. These have tended to come from the country’s eastern coast, which produces grades like Sakhalin and ESPO Blend. Major Importer The country is a major oil importer and has faced a steep rise in fuel costs since the Iran conflict snarled shipments through the Strait of Hormuz. The hefty procurement bill helped drive the rupiah to a record low against the dollar last month, while increases in local gasoline and diesel prices have galvanized protests against the government. Unusually, the Russian cargo was bought by a government entity known as Lemigas, whose primary responsibility is fuel testing. Indonesia’s energy imports are mostly handled by PT Pertamina, the national oil company. Indonesia’s energy ministry, which administers Lemigas, didn’t respond to request for comment. The exporter of the shipment was a Singapore-based company, Silkroute Shipping & Chartering Pte, according to the customs data. The com...

格隆汇7月9日丨英国电网运营商罕见地发布了夏季电力供应预警，称由于酷热天气导致欧洲各地能源系统紧张，电力供应趋紧。英国国家能源系统运营公司预计9日晚间用电高峰期将出现约1.2吉瓦的电力缺口，并已发布电力余量通知，要求发电企业和灵活性电力提供商提供额外的电力容量。

Key opportunities in the generative AI in material science market include accelerated AI-led material discovery, integration with digital twins, and growth in cloud-based simulations. Rising AI investments and demand for sustainable materials further drive innovation, particularly in fast-growing regions like Asia-Pacific. Generative AI in Material Science Market Generative AI in Material Science Market Dublin, July 09, 2026 (GLOBE NEWSWIRE) -- The "Generative AI in Material Science Market Repor

Companies that consistently increase their sales, margins, or returns on capital are usually rewarded with the best returns, and those that can do all three for years on end are almost always the legendary stocks that return 100 times your money.

Key PointsMost of Tesla's gains in its first decade were made in its latter years.

Why Palantir Technologies Stock Popped on Friday AOL.com

知名做空投资者吉姆・查诺斯指出， 摩根士丹利 一份看多埃隆・马斯克旗下太空探索技术公司（SpaceX）的最新研报中，暗藏一条极具警示意味的关键观点。 尽管摩根士丹利给予该公司 “增持” 评级，但其在报告中披露，这家航天与人工智能巨头面临长达数年的“融资风险”，总额接近7000亿美元，且预计到2035年之前不会出现正向自由现金流。 查诺斯在社交平台 X 发文，指出该行给予SpaceX 300 美元乐观目标价，与其背后暗藏的财务隐忧形成巨大矛盾。 查诺斯写到：“我知道今年才过去一半，但本周某承销商针对SPCX 发布的一份标配买入评级报告里，有段论述堪称年度‘名场面’，很难再有内容能盖过它。” 他称这份股票研报披露的内容实在 “耐人寻味”。． 6720 亿美元资金缺口 查诺斯分享的这段研报内容，揭露了SpaceX扩张实体基础设施所需的巨额成本。摩根士丹利分析师在报告专门设立的 “资金风险” 板块中写道：“我们预测，2035 年之前该公司无法实现正向自由现金流；2027 至 2034 年间，年均外部资金需求约 840 亿美元。” 在这八年时间里，公司合计需要约 6720 亿美元外部融资。摩根士丹利明确警示，若债券市场无法承接这笔规模惊人的融资需求，SpaceX 或将被迫 “增发股票、缩减成长性投资或是放缓项目落地进度”。 摩根士丹利指出，该公司的资金支出需求庞大，预计 2031 年年度资本支出将达到 3000 亿美元，能否顺利获取外部资金是 “影响我们业绩预测的最大风险之一”。 摩根士丹利的基准情景预测，基于其将开拓规模庞大的长期潜在市场，预计到 2040 年 SpaceX 营收将暴涨至 3.3 万亿美元。 但公司短期落地运营风险依旧突出。该行给出的估值区间刻意设置得十分宽泛，悲观情景估值仅每股 75 美元，乐观情景估值则高达 600 美元，综合考量了该公司独有的技术优势，以及如今暴露出来的巨大资本门槛。 责任编辑：于健 SF069

英特尔美股盘前涨超4%，现报114.69美元。

Dmitry Vinogradov Stock index futures were higher before the opening bell on Thursday as investors shrugged off rising tensions in the Middle East. Nasdaq 100 futures ( US100:IND ) rose 0.43%, S&P 500 futures ( SPX ) gained 0.29%, and Dow Jones Industrial Average futures ( INDU ) edged up 0.10%. The U.S. military began launching fresh strikes on Iran hours after President Donald Trump declared the eight-week ceasefire was "over." The latest attacks, the second round in 24 hours, signaled that efforts to secure a lasting peace agreement were breaking down. Investors also looked ahead to initial jobless claims data and the Federal Reserve's balance sheet release. U.S. Treasury yields eased as demand for government bonds increased. The 10-year Treasury yield ( US10Y ) slipped 1 basis point to 4.57%, while the 2-year yield ( US2Y ) fell about 3 basis points to 4.20%. The 30-year Treasury yield ( US30Y ) edged down to 5.07%. Top gainers in premarket trading included Leidos ( LDOS ) +3.56%, Mid-America Apartment Communities ( MAA ) +1.98%, and CRH ( CRH ) +1.97%. Decliners included Regions Financial ( RF ) -3.42%, Cincinnati Financial ( CINF ) -2.69%, and United Rentals ( URI ) -1.72%. More on markets Summer Rally Signals: Why NDX Outperformance Points To Options Opportunities The 9,500 S&P 500 Dream Is Dead 'A Waste Of Time': Trump Declares Iran MoU Over - What This Means For Investors At a glance: stocks gapping up premarket AM Need to Know: OpenAI stake talks, Google antitrust setback & more

力鼎光电公告，预计2026年半年度实现归属于母公司所有者的净利润为1.72亿元到1.97亿元，与上年同期相比，将增加4302.05万元到6802.05万元，同比增加33.35%到52.74%；预计2026年半年度实现归属于母公司所有者的扣除非经常性损益的净利润为1.6亿元到1.85亿元，与上年同期相比，将增加3720.25万元到6220.25万元，同比增加30.19%到50.48%。2026年上半年度，公司主营光学产品产销量均有较大提升，安防监控、专业消费类等应用领域订单均有所增加，特别是在低空经济领域，依托公司多年精准研发布局以及产品影响力不断扩大，公司在中高端行业无人机光学产品市场的批量客户及订单数量均实现增长，带动公司整体营收规模、盈利质量的提升。

Investors say that another bout of political uncertainty will force the UK to scale back planned sales of long-dated debt. Following the resignation of Keir Starmer, Royal London Asset Management Ltd, Insight Investments and Barclays Plc. do not expect the government to sell this year’s full slate of £22.4 billion ($30 billion) of long-dated debt. Three months into the fiscal year, the Debt Management Office has not attempted to sell any bonds that mature in 15 or more years. Investors contend there won’t be enough policy certainty to start sales until the new prime minister and chancellor lay out their budget in the autumn. “The DMO have got no choice but to change what they’re planning with longer dated syndications,” said Ben Nicholl , senior fund manager at Royal London Asset Management Ltd. The risk is that if there are no changes to the agency’s remit, investors may demand higher premiums in return for absorbing a wave of issuance. That would make borrowing more expensive for the cash-strapped government, and it could drive already-elevated yields on outstanding bonds higher. “The long end of the gilt market has been very much in focus because yields are really high,” said April LaRusse , head of investment specialists at Insight Investments. “If it does go ahead and there are three long syndications, the market could struggle to take that down very easily.” The DMO said that it does not comment on any changes to its remit until they are announced. The remit states that the agency may vary “both the split of issuance and the mix of distribution methods,” and that it takes market feedback into account. Yields on 30-year UK government bonds, among the most sensitive to fiscal policy, started the year around 5.2% before reaching a 28-year peak of 5.86% in May. Yields have come down since, but remain volatile, jumping to 5.7% on Wednesday after President Donald Trump said the US truce with Iran was “over.” Read more: Investors Warm to Burnham But Say Long-End Gilt...