美国总统特朗普：将打电话给以色列总理内塔尼亚胡，要求他不要回击（伊朗）。 伊朗对以色列的打击没有伤害到任何人，希望以色列不要打击报复。 如果内塔尼亚胡回击，将重演过去47年、或者过去3000年的历史。 我们非常接近与伊朗达成一份协议，我可不想因为当前发生的事告吹。（Axios）

格隆汇6月8日｜当地时间7日晚，伊朗最高领袖军事顾问穆赫辛·雷扎伊表示，伊朗已多次声明，绝不容忍任何违反停火协议和侵略黎巴嫩的行为。雷扎伊称，当晚，侵略者遭到了应有的回应。雷扎伊称，此次回应是一次警告，要求侵略者停止敌对行动，否则伊朗将对任何新的敌对行动作出更强力的回应，让侵略者付出更沉重代价。

TSMC (NYSE:TSM) and Nvidia announced a wide-ranging partnership to apply AI and accelerated computing across TSMC's semiconductor manufacturing operations. The agreement covers areas such as lithography, defect detection, and factory and production optimization within TSMC's fabs. The partnership extends the existing customer supplier relationship into a broader collaboration focused on AI driven chipmaking processes. For you as an investor, this matters because TSMC is a key contract chip...

TSMC Nvidia AI Partnership Puts Factory Efficiency And Valuation In Focus Yahoo Finance

格隆汇6月8日｜伊拉克民航局宣布关闭伊拉克空域72小时。

The attack comes after Hezbollah struck Israel's military with fighter drones, according to Prime Minister Benjamin Netanyahu's office. (Image credit: AFP)

格隆汇6月8日｜美国总统特朗普：（关于以色列今天早些时候袭击贝鲁特）我对此并不满意。

在伊朗向以色列发射多轮导弹，以回应以军升级对黎巴嫩的军事行动后，美国总统特朗普在接受美国福克斯新闻采访时表示，“我对伊朗的建议是，你们已经发射了导弹，那就够了。接下来应该回到谈判桌，达成协议。”特朗普还称，“美军处于戒备状态。” (CCTV国际时讯)

Source: Bloomberg, 6:28

SEE (TRIPLE1GB.MX) 最新股票消息和頭條新聞 Yahoo 財經

格隆汇6月8日｜当地时间7日晚，伊拉克宣布临时关闭该国领空。当晚早些时候，以色列国防军称，监测到伊朗向以色列发射导弹。以色列北部多地拉响防空警报。

Juanmonino/iStock via Getty Images Iran launched multiple waves of missiles toward Israel on Sunday, raising fresh concerns about the stability of a fragile ceasefire that has largely held during the 100-day conflict involving Tehran, Israel and the United States. “At this time, the Israeli Air Force is operating to intercept and strike threats where necessary,” the Israeli Defense Forces said before warning of another round of incoming missiles. Israeli officials later said all of the missiles from the initial attacks were intercepted and that no injuries had been reported. Iran's Islamic Revolutionary Guard Corps said it had carried out a new missile strike against Israel, citing Israeli military actions in southern Lebanon, according to the semi-official Tasnim news agency. The statement also cautioned against further retaliation. The latest exchange highlights the growing risk that regional tensions could spill over into a broader conflict just as diplomatic efforts to extend the ceasefire appear stalled. For investors, renewed hostilities could increase volatility across energy markets, particularly if fighting threatens shipping routes in the Persian Gulf or delays negotiations over Iran's nuclear program and the possible reopening of the Strait of Hormuz, a key artery for global oil supplies. Air raid sirens sounded across several parts of Israel, prompting authorities to cancel school nationwide on Monday as a precaution. The missile launches follow the most serious deterioration in security conditions since the ceasefire took effect around April 8. Efforts by Washington and Tehran to extend the truce have become mired in disagreements over frozen Iranian assets and ongoing clashes between Israel and Hezbollah, the Iran-backed militant group in Lebanon. Cross-border fighting continued through the weekend. The Israeli military said it intercepted two projectiles fired from Lebanon on Sunday. Israel responded with an airstrike on two residential buildings in B...

Elon Musk's proposed TeraFab chip manufacturing facility in Texas, intended to support AI infrastructure expansion, is already drawing attention from chip-equipment supplier ASML (NASDAQ:ASML), according to Reuters. ASML CEO Christophe Fouquet warned that Musk's semiconductor ambitions tied to Tesla Inc.(NASDAQ:TSLA),...

US troops, families adjust to new normal of Iran war Reuters

格隆汇6月8日｜据约旦国家电视台：部分地区响起警报声。

Welcome to CFO Briefing, a newsletter dedicated to corporate finance and what leaders need to know. This week, we interview Robinhood’s CFO and take a look at what companies are doing to better monitor employee spending. Spending controls As finance departments tap every available source of capital to fund investments in artificial intelligence, they’re taking a closer look at the longstanding challenge of controlling how employees spend company money. Some 88% of companies agree their future growth depends on getting a better handle on employee expenditures, according to a survey by American Express Co. And 42% said they would like stronger controls over spending by staff. It’s a bit of a chicken-or-the-egg situation, in that tighter management of employee expenses can free up budget for technology that can help companies better manage employee expenses. “Expense management processes can be slow and manual,” said Eva Reda , executive vice president at American Express. They’re often a “pain point for both employees submitting expense reports and finance teams looking to reconcile expenses and close the books every month.” Finance teams are particularly concerned about spending on personal cards, which offer less visibility because companies don’t have access to transaction-level data. And two-thirds of companies surveyed said using multiple financial systems makes it harder to track expenses. More than 90% said they’re now focused on consolidating those platforms, and companies that use AI were twice as likely to say it’s very easy to see where their company is spending. Companies are most commonly using AI in expense management to detect fraud and errors, track spending and digitize receipts, according to the survey, which polled 513 corporate finance decision-makers. — Victor Swezey The number $1,500 The monthly maximum each employee of Uber Technologies Inc. can spend on tokens for certain coding tools. The per-tool cap was instituted after Uber used up its AI b...

格隆汇6月8日｜当地时间7日晚，伊朗最高领袖军事顾问雷扎伊表示，伊朗已多次声明，绝不容忍任何违反停火协议和侵略黎巴嫩的行为。雷扎伊称，当晚，侵略者遭到了应有的回应。这一回应是对侵略者的警告，任何新的行动都将招致更加严厉的报复和更沉重的代价。当晚早些时候，以色列军方发表声明称，监测到伊朗向以色列发射多轮导弹，以色列全国多地拉响防空警报。以色列国防军发言人表示，目前以军已拦截所有从伊朗发射的导弹。以色列方面消息称，根据目前向以领导层汇报的信息，截至目前，伊朗向以色列发射了约10枚导弹。

Key PointsGoogle and Anthropic are expected to soon start paying SpaceX nearly $2.2 billion per month in total for artificial intelligence-related compute capacity at SpaceX's data centers.

格隆汇6月8日｜美国总统特朗普：空袭不会有助于谈判成功。

格隆汇6月8日｜美国总统特朗普：美军已处于戒备状态。

格隆汇6月8日｜美国总统特朗普：我原本说和平协议会在周一、周二或周三签署，结果现在形势突然发生变化。

Etihad Airways CEO Antonoaldo Neves speaks at the International Air Transport Association (IATA) on EU carrier advantages, growing Asian traffic, and competition. (Source: Bloomberg)

The attack would be the first since a fragile ceasefire took effect in early April, complicating mediation efforts for a deal to end the war. (Image credit: Hassan Ammar)

During the interview, the president was repeatedly challenged on several points by the show's presenter Kristen Welker.

格隆汇6月8日｜美国总统特朗普：我给伊朗的建议是，你们的导弹已经发射了，足够了，现在需要回到谈判桌前，达成协议。

Strong Jobs Report Sends Nvidia (NASDAQ: NVDA), Intel (NASDAQ: INTC), Marvell (NASDAQ: MRVL) And Other AI Stocks Tumbling foreignpolicyjournal.com

Air New Zealand CEO Nikhil Ravishankar speaks at the International Air Transport Association (IATA) on "Sky Nest" bunk beds, a lie-flat sleeping pod which can be booked for four-hour sessions on long-haul flights. (Source: Bloomberg)

magicmine Boehringer Ingelheim said its experimental obesity drug survodutide significantly reduced harmful abdominal and liver fat in two Phase III clinical trials, adding to evidence that the treatment could improve metabolic health beyond simply helping patients lose weight. The closely held German drugmaker presented detailed results Sunday at the American Diabetes Association's annual meeting, expanding on previously reported findings that survodutide helped patients lose up to 16.6% of their body weight over 76 weeks. The newly released analyses showed the drug reduced visceral fat, the fat that surrounds internal organs in the abdomen, by as much as 34% and lowered liver fat by up to 63.1% in patients with obesity or overweight. Researchers also found that most of the weight lost came from fat rather than muscle, a key consideration for physicians evaluating obesity treatments. Why it matters for investors The results strengthen Boehringer's position in the increasingly competitive obesity drug market, where companies are racing to demonstrate benefits that extend beyond weight reduction. Evidence that a therapy can improve liver health, reduce metabolically harmful fat and potentially address obesity-related diseases could help differentiate products from rivals and expand future commercial opportunities. The data are particularly important because obesity-related liver disease is emerging as one of the pharmaceutical industry's most closely watched growth markets. Survodutide belongs to a new class of medicines known as dual agonists. The drug activates both GLP-1 and glucagon receptors, two biological pathways involved in regulating appetite, metabolism and energy use. GLP-1 drugs, including Eli Lilly's ( LLY ) Zepbound and Novo Nordisk's ( NVO ) Wegovy, help patients feel fuller and eat less. Boehringer believes the glucagon component may provide additional benefits by directly reducing fat stored in the liver. The findings came from the Phase III SYNCHRO...

Brandon Moser/iStock Editorial via Getty Images Listen below or on the go via Apple Podcasts and Spotify SpaceX begins trading on the Nasdaq on Friday. Is valuation too much ? (0:17) May CPI expected to show renewed pressures as rate hike odds rise . (1:30) Oracle earnings spotlight AI cloud growth. (2:13) SpaceX ( SPCX ) is set to begin trading on the Nasdaq Friday after pricing what could be the largest IPO in history by valuation. Reuters reported that the company has already received about $150B in orders , more than double the roughly $75B it is seeking to raise. SpaceX is offering about 555.6M shares at $135 each, valuing the company at roughly $1.8T. While demand has been strong, not everyone agrees with the valuation. Aswath Damodaran, the NYU professor known as the "dean of valuation," estimates SpaceX's equity value at closer to $1.3T . Damodaran told The Wall Street Journal's Take On the Week podcast that a key point of disagreement is the company's assumptions about the size of its AI business, including xAI and Grok. He argued that SpaceX's projections for the AI market stretch the bounds of plausibility. Meanwhile, Apple ( AAPL ) kicks off its Worldwide Developers Conference on Monday, where investors will be looking for updates on Apple Intelligence, Siri and the company's broader AI strategy . Wedbush analyst Dan Ives said the eventual monetization of Siri and AI could add another $75 to $100 to Apple's share price and is "not being factored into the current multiple." Wedbush has an Outperform rating and a $400 price target on the stock. Looking to the economy, attention turns back to inflation after Friday's stronger-than-expected jobs report raised concerns about wage pressures. The May CPI report arrives Wednesday. Economists expect headline CPI to rise 0.3% in May, with the annual rate at 4.2%. Core CPI is expected to increase 0.5%, lifting the annual rate to 2.9%, still 90 basis points above the Fed's target. Wells Fargo said one area likely to...

NicoElNino/iStock via Getty Images By Magdalena Ocampo, Market Strategist Diversification is becoming harder to achieve This year’s unsettling macro events have reinforced diversification as a critical tool for managing volatility while still capturing thematic opportunities. In 2025, diversification proved essential as U.S. policy upheaval drove a rotation out of domestic assets and toward international markets, particularly those underpinned by supportive domestic policies and improving growth outlooks. This year, however, investors have gravitated back to the U.S., as the energy shock highlighted relative resilience at home while reinforcing structural advantages in areas like AI. Still, the S&P 500’s concentration remains a concern. Technology now accounts for nearly 40% of the index, leaving investors exposed if expectations for hyperscaler spending begin to soften. Moreover, given the global nature of tech supply chains, any slowdown in U.S. AI investment would likely have meaningful spillovers into regions whose earnings are closely tied to the AI cycle. As a result, diversification is becoming increasingly difficult to achieve. Shared exposure to AI and global energy dynamics are reducing regional differentiation, forcing investors to reassess where true diversification can still be found. South Korea and Taiwan: at the heart of the U.S. AI cycle South Korea and Taiwan are among the regions most exposed to the Middle East conflict, as a meaningful share of their crude oil and natural gas imports transits the Strait of Hormuz. Even so, the macro impact on those economies has been less severe than initially feared, enabling markets to sharply rebound following the initial March selloffs. Returns in the MSCI South Korea and Taiwan equity indices are now at roughly 117% and 63% year-to-date in USD terms, respectively, as of June 1. While policy measures, such as electricity price freezes and fuel price caps, have helped cushion households and corporations from t...