Industry analysts project that the cost of the iPhone 18 Pro will surge by nearly 40%, and Apple may adjust its gross margin strategy to ensure stable shipments. - Lookonchain

H100 (@H100Group) bought 2,455.37 $BTC($154.44M) at an average price of $62,900! H100 now holds 3,506.4 $BTC ($228.4M...

H100 (@H100Group) bought 2,455.37 $BTC($154.44M) at an average price of $62,900! H100 now holds 3,506.4 $BTC ($228.4M) with an average purchase price of $78,399.

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Tether just minted another 1B $USDT on #Tron! The total supply of $USDT on #Tron has now exceeded 91B.

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In US pre-market trading, the semiconductor, storage, and optical communication sectors posted modest gains, with AAOI rising more than 5%.

According to market data from BIT (bit.com), the semiconductor, storage, and optical communication sectors all posted slight gains in pre-market trading for US stocks on Monday. Semiconductor stocks rose broadly: Lam Research (LRCX) gained 2.14%, Intel (INTC) climbed 2.06%, Applied Materials (AMAT) advanced 2.26%, and Arm (ARM) rose 1.63%. The storage sector also moved higher, with SK Hynix (SKHY) up 0.51%, Micron Technology (MU) rising 1.35%, Western Digital (WDC) gaining 1.53%, SanDisk (SNDK) climbing 2.12%, and Seagate Technology (STX) up 0.82%. Optical communication concept stocks led the rally: Astera Labs (ALAB) up 1.89%, Applied Optoelectronics (AAOI) surging 5.23%, Coherent (COHR) advancing 4.23%, Credo (CRDO) rising 2.42%, and Lumentum (LITE) gaining 3.56%.

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Spokesperson for Iran's Ministry of Foreign Affairs: Reopening the Strait of Hormuz requires the United States to lift its blockade and provide compensation.

A spokesperson for Iran’s Foreign Ministry has stated that reopening the Strait of Hormuz requires the U.S. to lift sanctions and provide compensation. The Strait of Hormuz agreement reached with Oman includes provisions for collecting maritime service fees.

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Iranian Foreign Ministry Spokesperson: No negotiations are currently underway with Washington; instead, information is being exchanged with the U.S. side via intermediaries.

A spokesperson for Iran's Ministry of Foreign Affairs said, "We are not currently holding negotiations with Washington; instead, we are exchanging information with the U.S. through intermediaries."

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Yen depreciation benefits materialize, spurring a wave of upward earnings revisions by Japanese companies.

According to Japanese media reports, the weakening yen is delivering significant commercial benefits to Japanese multinational corporations, with many firms lifting their earnings forecasts in the latest earnings season. Despite recent intervention measures by the Japanese government, the market expects the yen will remain under pressure. As a result, companies with a large share of overseas operations—including Toyota Motor, Honda Motor, Sony, and Ryohin Keikaku Co., Ltd., the parent of Muji—have all raised their performance outlooks. Okasan Securities’ report shows that among roughly 1,600 TOPIX constituent companies, 159 have lifted their fiscal year earnings forecasts since July 1, while only 12 have cut theirs. The overall proportion of firms adjusting their performance forecasts stands at 86%, the highest level since fiscal 2016.

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