Bloomberg Publishes Full Draft of U.S.-Iran Peace Agreement: Immediate Lifting of Oil Sanctions, $300 Billion Reconstruction Fund, and Final Unfreezing of Assets
According to the final draft of the memorandum of understanding obtained by Bloomberg News, the United States will immediately allow Iran to resume oil exports upon signing the agreement, unfreeze its overseas assets, and work with regional partners to raise at least USD 300 billion for Iran’s reconstruction and development.
Lasertec surged sharply, buoyed by market reaction to a reported interview with an ASML executive.
Sharp rebound. Some television programs have reported interviews with executives from Dutch company ASML, who reportedly stated that there is 'very strong demand'—driven by the global AI development race—and that the company is expanding its production capacity. The company holds a dominant global market share in photomask inspection equipment and maintains particularly strong ties with ASML’s cutting-edge EUV lithography systems. Market sentiment appears to be buoyed by expectations that it will directly benefit from ASML’s production capacity expansion.
Illinois enacts the nation's strictest digital asset tax law
ChainCatcher reports that, according to a statement by the Crypto Council for Innovation, Illinois Governor Pritzker has signed into law a digital asset taxation bill widely regarded as the most punitive digital asset tax regime in the United States, which would impose a disproportionate tax burden on Illinois residents using digital assets. The Council strongly opposes this measure, warning that it will drive innovators and developers out of the state, and has issued a formal letter of opposition.
Jensen Huang appears with a shovel in hand! NVIDIA-backed indium phosphide plant breaks ground
① Currently, over 80% of indium phosphide demand comes from AI data centers; ② Surging AI computing power is driving strong demand for indium phosphide, prompting leading producers to aggressively expand capacity; ③ According to institutional analysts, domestic indium phosphide substrate manufacturers are poised for significant growth opportunities, driven by both supply-demand tightness and domestic substitution trends.
Cathie Wood Keeps Selling AMD: This Time Ark Dumps Another $12 Millions In Shares
It’s all about the hype! Wall Street asset managers have swiftly launched a new MANGOS tech stock ETF.
① SpaceX has performed strongly since its listing on the U.S. stock market, boosting investor interest in artificial intelligence company stocks; ② Two Wall Street asset management firms plan to launch ETFs linked to 'MANGOS' (Meta, Anthropic, NVIDIA, Google, OpenAI, and SpaceX).