Iran: Current priority is implementing the memorandum of understanding, with no negotiations with the US in the near term.

According to Reuters, GameStop says it will continue advancing its acquisition of eBay, even after the e-commerce giant rejected its roughly $56 billion all-cash and stock offer. GameStop CEO Ryan Cohen’s May proposal to acquire eBay took Wall Street by surprise. Cohen argued the combined entity would be a stronger competitor to Amazon, and stated he would oversee its operations. eBay rejected the offer that same month. GameStop noted it remains committed to the acquisition plan, but did not disclose the deal’s rationale or next steps. Separately, in a brief regulatory filing, GameStop projected its adjusted EBITDA for fiscal 2026 will exceed $600 million, up from the $345.4 million reported for fiscal 2025.

According to data from Bitget, depreciation pressure on the Japanese yen continues to intensify, with the USD/JPY exchange rate breaching the 162 threshold for the first time since December 1986.

According to Lookonchain’s monitoring, crypto KOL Ansem has airdropped 67.38 million ANSEM tokens to over 700 addresses, valued at $9.43 million. Of the total, 49.89 million ANSEM (worth $6.98 million) went to seven addresses. These seven addresses have sold 38.29 million ANSEM, generating $1.29 million in proceeds, and currently hold 11.6 million ANSEM, valued at $1.62 million.

According to Bitget data, South Korea’s KOSPI index has extended its decline to 2%, with Samsung Electronics down 0.4% and SK Hynix down 3%.

Serenity stated in a post that it favors robotics firms Unitree and Agility Robotics, adding that its largest position in the humanoid robot space is currently concentrated in Agility Robotics, as it personally prefers U.S.-based humanoid robot companies. Regarding exposure to upstream components, Serenity said it currently holds Harmonic Drive (6324), noting that harmonic reducers and related parts account for a large share of the bill of materials. It also holds Vishay Precision, citing its sensor business and potential to become a candidate supplier for Tesla Optimus. It also expresses optimism about LeaderDrive (688017) and Schaeffler, though it does not hold positions in these firms. In other AI data center-related companies, it also gains indirect exposure to robotics through areas like storage. Serenity emphasized that it does not advise anyone to replicate its positions, noting it is only sharing its personal holdings and views. Serenity said the humanoid robot industry is large, citing a Goldman Sachs report that states, "South Korean companies will directly and indirectly account for 30% of global humanoid robot output." It noted that there are numerous players globally, and related companies continue to appear in Goldman Sachs' institutional reports and coverage. Currently, Agility Robotics is its most favored company.

Independent semiconductor and AI research institute SemiAnalysis noted in a report that one of the most underrated ways to contribute to AI semiconductor development may not be the chips themselves, but materials. As the industry accelerates production of more advanced semiconductors, demand growth is not limited to GPUs and foundry equipment, but also extends to the critical materials underpinning modern chip manufacturing. Taking tungsten as an example, the report points out that tungsten is one of the most critical materials in semiconductor manufacturing, valued for its high-temperature stability and resistance to electrical wear. Foundries rely on chemical vapor deposition (CVD) to fill deep, high-aspect-ratio vertical vias connecting multi-layer chip architectures, and use physical vapor deposition (PVD) to deposit ultra-thin structural barrier layers around them. Because tungsten is used in both core deposition processes, it is irreplaceable in advanced chip production. Tungsten supplies appear to be increasingly constrained. High-purity tungsten metal powder is the primary raw material for manufacturing tungsten hexafluoride (WF6), a gas used in CVD. Japan hosts key tungsten hexafluoride suppliers including SK Materials and Shin-Etsu Chemical, but is facing sharp price hikes and a significant drop in tungsten raw material imports, making it nearly impossible to continue producing this critical material. This price pressure is also reflected in South Korea’s tungsten hexafluoride import prices, which have surged by 151% year-to-date. As semiconductor complexity and AI demand rise, bottlenecks may emerge not only in chips or equipment, but also in the critical materials at the base of the entire supply chain.