The US-Iran Negotiation is Still Ongoing, with Trump Continuing to Pressure Iran

June 10 – Per Bitget market data, U.S.-listed optical communication stocks broadly turned positive after the U.S. stock market opened, with the following moves: - The Pure Photonic ETF (FOTO) rose 1.25%. - Marvell Technology (MRVL), a stock recommended by Jensen Huang, slipped 0.4%. Earlier, Huang named it the next trillion-dollar market cap company. - AAOI (Applied Optoelectronics) surged 8.6%. The company manufactures high-speed optical modules (800G/1.6T), focusing on transceivers for AI data centers. - LITE (Lumentum Holdings) gained 3.68%. It is a leading supplier of optical communication lasers and modules, and a key player in AI data center development. - COHR (Coherent Corp.) added 0.17%. The firm is a top provider of lasers, optical components, and photonic solutions, covering both data center and industrial applications. - CIEN (Ciena Corporation) edged up 0.04%. It produces high-speed SerDes and connectivity chips, specializing in low-power interconnects for AI data centers.

On June 10th, per HTX market data, Bitcoin’s price topped $62,000, with its 24-hour price decrease narrowing to 0.21%.

June 10 — Market data from Bitget shows that stocks in the semiconductor and storage sectors of the U.S. stock market saw broad declines in early trading, with individual stock movements as follows: Advanced Micro Devices (AMD) down 1.3%; Qualcomm (QCOM) down 1.4%; Seagate Technology (STX) down 3.1%; Western Digital (WDC) down 3.3%; SanDisk (SNDK) up 0.5%; and Micron Technology (MU) down 1.7%.

June 10: Bloomberg ETF analyst Eric Balchunas revealed that BlackRock has submitted the fourth and possibly final version of its S-1 filing for the new iShares Bitcoin Premium Income ETF (BITA). For the first time, the fund’s 0.65% management fee was disclosed— a rate higher than fees for comparable products such as BlackRock’s own spot Bitcoin ETF, IBIT. BITA is designed to deliver income-enhanced returns through a strategy that combines holding direct Bitcoin exposure with selling call options on the cryptocurrency. The product is widely anticipated to secure regulatory approval and launch on exchanges imminently.

June 10 – Data from Bitget Markets shows U.S. stocks opened lower: the Dow Jones Industrial Average slipped 0.22%, the S&P 500 dipped 0.4%, and the Nasdaq Composite retreated 0.6%. Oracle (ORCL) fell 2% ahead of its fourth-quarter fiscal 2026 earnings, scheduled to release after today’s market close. Wall Street’s consensus forecast calls for Oracle to generate roughly $19.1 billion in quarterly revenue, with adjusted earnings per share (EPS) of $1.96. Amid ongoing surging demand for AI infrastructure, investors are zeroing in on three key areas for clues: Oracle Cloud Infrastructure (OCI) growth, AI-related order backlog and changes in remaining performance obligations (RPO), plus management’s latest outlook for fiscal 2027 growth. As a leading global cloud infrastructure provider, Oracle has ramped up investments in AI data center construction in recent years and is deeply involved in major AI infrastructure projects like OpenAI’s Stargate initiative. Markets expect the AI-related

June 10 — U.S. Senate Democratic Caucus Vice Chair Elizabeth Warren has formally sent an open letter to SEC Chair Paul Atkins, urging a delay in SpaceX’s upcoming initial public offering (IPO), citing a range of investor protection and market integrity concerns, CNN’s Matt Egan reported. Warren’s stated reasons for requesting an IPO delay include: - Significant doubts over SpaceX’s valuation, which she argues is likely severely inflated; - Flawed corporate governance structures that leave investors inadequately protected; - Recent changes to index fund rules that will automatically add SpaceX to major indices immediately post-listing, forcing passive funds to buy shares at potentially overpriced levels; - Such index inclusion would systematically transmit SpaceX’s valuation risks to millions of retirement savings accounts; - The IPO carries substantial risks for ordinary individual investors and retirement savings; - The company’s IPO structure disproportionately benefits SpaceX insid