Nikkei 225 Index Reaches All-Time High

June 15 — Citrini Research, the institution behind the "AI Doomsday Report," has released its latest macroeconomic research note. The report shows the U.S. economy is solid but not overheating, inflation pressures are expected to ease, and stocks will keep rising with volatility—driven by the new Fed chair, lingering "echo effects" from the Iran conflict on oil markets, and maturing AI infrastructure. Citrini views the current market as stuck in an endless cycle of "thematic momentum and macro environment swings." "We’ll oscillate between periods of strong stock performance (fueled mostly by artificial intelligence) and short-lived volatility, at least apparently tied to macroeconomic concerns," the firm states. While interest rate volatility initially triggered the recent sell-off, Citrini says this pullback wasn’t surprising and had been long anticipated. The U.S. stock market had rallied for seven straight weeks before this correction, which was concentrated in the tech sector—espe

June 15: Per Bitget market data, shares of Hong Kong-listed SmartBrain surged as much as 45% during intraday trading, and are now up 29% as of press time. On the news front: Amid news that a top overseas competitor’s AI model has been globally banned due to government regulations, SmartBrain announced it will fully open-source its flagship GLM-5.2 model next week under the MIT license. This open strategy is aimed at attracting developers across the globe.

June 15: The so-called "White-Haired Stock God" revealed in a social media post that NVIDIA and Google will accelerate the rollout of their 800V High-Voltage Direct Current (HVDC) power architecture to Q3 2026, bringing forward the timeline for initial small-scale shipments. This power structure will support the Vera Rubin platform and Google’s next-generation AI data centers, responding to the surge in server power consumption from tens of kilowatts to the megawatt level. Key beneficiary firms in the supply chain include Delta Electronics (2308), Vertiv (VRT), Murata Precision (7788), and global giants like Schneider Electric, Eaton, and Siemens. The power management and data center infrastructure sectors are projected to receive significant boosts from this development.

June 15: On-chain analytics researcher Whale Ai (@ai_9684xtpa) announced that it monitored a whale opening an ETH short position approximately 3.5 hours ago. The whale withdrew $45.495 million in USDT from Binance, then used those funds as collateral on Aave to borrow an additional 10,000 ETH for short selling—valued at roughly $17.25 million. Currently, the whale has posted $156 million in total stablecoin collateral, with 35,388.4 ETH borrowed overall. Their average ETH sell price stands at $1,682.14, resulting in an unrealized loss of $1.098 million. The position will be liquidated if ETH’s price rises to $3,453.36.

June 15 — Per data from trade.xyz and Binance, AI stocks rallied broadly this morning, driven by positive momentum from the U.S.-Iran agreement. - Memory Sector: Micron jumped over 3% in early trading before pulling back to consolidate, currently changing hands at $1027. - Optical Communication Sector: LITE, AAOI, NOK, and GLW extended their weekend gains, with GLW leading the sector, up 4.26% over the past 24 hours. - Storage Sector: SNDK maintained its strong upward trend, trading at $2058.93 as of press time, a 3.09% 24-hour increase; STX is up 2.52%. - Notable newcomer: SPCX, which debuted on public markets last Friday, is trading at $167.33 at press time, holding a sideways pattern.

June 15. At the start of this week, the U.S.-Iran deal appeared to signal the continuation of the U.S. stock market’s bull run, with markets opening higher to welcome the positive news. However, midweek, the market will shift its focus to interest rate decisions from several major central banks, along with Fed Chair Powell’s first key speech since taking office. Investors expect him to deliver clear signals on the outlook for interest rate paths and reforms to the Fed’s communication framework. Below are the key points the market will watch in the new week (all times in Beijing time): Monday: 15:15 — ECB President Lagarde delivers a speech. Tuesday: (Time TBD) Bank of Japan announces its interest rate decision; at 14:30, Bank of Japan Deputy Governor Masayoshi Amamiya holds a monetary policy press conference. Tuesday, 20:15 — U.S. ADP Employment Change for the week ending May 30. Thursday: 02:00 — Fed FOMC announces interest rate decision and economic projections; at 02:30, Fed Chai