TRON (TRX) — Onchain News & Whale Tracking

Oil Price Plunges Over 10% on the 5th Day, Historical Data Suggests Strong Potential for US Stocks

June 17: Data from SentimenTrader shows that crude oil has fallen 10.31% cumulatively over the past five trading days, while the long-term U.S. Treasury bond ETF (TLT) has gained 1.30% in the same period. Historical records since 2008 indicate that when the market sees a similar mix—sharp declines in oil prices paired with rising long-term U.S. Treasuries—the S&P 500 index has an 85% probability of rising over the subsequent 12 months, with a median one-year gain of roughly 17.04%. This market dynamic typically signals rapidly easing inflationary pressure and more accommodative financial conditions.

Robotech disclosed that its subsidiary has partnered with NVIDIA to co-package the Optoelectronics Project. During the bidding phase, the stock price temporarily hit the daily limit up.

June 17: Roborock Technology (300757) announced that its wholly owned subsidiary FSG is collaborating with NVIDIA to co-develop manufacturing and testing solutions for next-generation Co-Packaged Optics (CPO) and optical interconnect technologies. The initiative aims to accelerate the industrialization of advanced silicon photonic devices and optical engines to support demand for AI deployments. In reaction to the news, Roborock’s stock climbed during the opening call auction at 9:23 a.m. local time, trading at 695 yuan—up 45 yuan, or 6.92%, from its previous close. The average opening price hit 650 yuan, giving the company a market capitalization of 116.49 billion yuan. At one point, the stock neared its 20% daily price limit of 780 yuan in the opening auction. However, the company flagged a critical risk in its announcement: The next-gen products and technologies are still in the co-development stage with customers, have not been commercialized, and Roborock currently holds no rela

Asian Stock Markets Open Lower, Samsung Electronics Drops 3%

According to Bitget market data, as of June 17, the Nikkei 225 Index opened lower today, falling 381.75 points, or 0.55%, to 69,022.75 points. The South Korean KOSPI Index opened with a 106.53-point decline, or 1.22%, at 8,620.07 points, and Samsung Electronics slid 3%.

Guangfa Bank Hong Kong: Short-term Volatility Increases in AI Hardware Chain, But Fundamentals Remain Strong

June 16 | Guotai Junan Hong Kong noted the global semiconductor sector has seen a sharp short-term rally, with investor profit-taking potentially triggering swifter rotation. Still, AI infrastructure, rising storage prices, and strong demand for advanced packaging will underpin the tech hardware market. In its June 16 Overseas Technology Monthly Report, analysts led by Jeff Pu pointed out the Philadelphia Semiconductor Index trades at roughly 32x earnings, facing near-term macroeconomic uncertainty and trading congestion. Yet semiconductor and AI fundamentals stay solid, supported by healthy inventories, better-than-expected PC demand, and a rebound in automotive and industrial sector demand. While platforms like Blackwell have cut per-token costs, agent-driven tasks are driving higher token consumption, pushing total AI spending higher, the report noted. Guotai Junan Hong Kong also highlighted that AI model firms like OpenAI and Anthropic boast strong Annual Recurring Revenue (ARR),

US Optoelectronics Sector Sees Mixed Pre-market Trading, AAOI Up 2.6%

On June 16, per Bitget market data, pre-market trading in the U.S. optical communications sector showed mixed performance: NOK slipped 0.34%, AAOI climbed 2.6%, LITE declined 0.75%, and MRVL fell 1.72%.

Munster: US-Iran agreement electronically signed on Sunday

June 15 (CNN) — U.S. Vice President JD Vance announced that the U.S.-Iran agreement was signed electronically over the weekend, making the deal effective immediately, and Iran will not receive any newly unfrozen funds. In an appearance on ABC TV, Vance said: “We signed the agreement electronically yesterday, and so far, no funds have been released. That will stay that way.” While there had been prior speculation about an electronic signature ahead of the full deal being finalized, that detail was only confirmed publicly now. Separately, former President Trump announced Sunday that the formal in-person signing ceremony for the agreement will take place in Switzerland this Friday. In his announcement of the deal, Trump noted: “As the strait reopens in conjunction with Friday’s agreement signing, it creates conditions for demining work, and oil will flow again from both ends of the strait to the region and beyond!”

Morgan Stanley: Confidence in the Current Bull Market Remains Strong, U.S. Stock Rally to Further Broaden

June 15 – A Morgan Stanley strategist stated Tuesday that the U.S. stock market may get an extra lift from fund rotations into cyclical, economically sensitive sectors, which lagged during the Iran conflict. The strategist pointed out that rising traffic in the Strait of Hormuz, alongside signs of easing pressure from interest rates, oil prices, and the U.S. dollar on equities, are expected to push undervalued stocks to the forefront of the market’s leaders. Previously, the market rally has been heavily concentrated in high-growth tech stocks. The S&P 500 Index is currently roughly 2% away from its all-time high. The strategist also added that the recent pullback in the U.S. stock market has been led by semiconductor stocks, driven mainly by a slowdown in earnings momentum rather than worsening fundamentals. In a bull market fueled by earnings growth, such pullbacks after a stretch of strong gains are par for the course. “There may still be more volatility in the weeks ahead, but our

Japanese and South Korean Stock Markets Surge with Nikkei 225 Reaching New High, Samsung Electronics and SK Hynix See Significant Gains

June 15 – Per Bitget market data, Japan’s Nikkei 225 index closed up 3,297.46 points, a 4.99% jump, at 69,317.50 points, hitting a new all-time high. South Korea’s KOSPI index closed 419.8 points higher, a 5.17% increase, finishing at 8,543.42 points. Samsung Electronics rose 4.5% today, while SK Hynix rallied 6.42%.

US and South Korea Stock Price Outlook for Monday: US Stocks Expected to Slightly Rise in Pre-market Trading, Micron and Samsung Electronics Set to Open Higher

June 14 Amid this weekend’s closure of traditional stock markets, Trade.xyz’s "Nasdaq on Chain" perpetual contract offering has enabled continuous trading and real-time price discovery that traditional finance cannot match, delivering early pricing signals for Monday’s U.S. and South Korean stock markets. ### U.S. Stock Performance on Trade.xyz Popular U.S. stock targets traded on Trade.xyz are posting minor gains relative to Friday’s after-hours levels, signaling a slight upward trajectory in Monday’s pre-market trading. Weekend pricing for the top names: - SpaceX: $166.5 (vs. Friday after-hours: $166.85) - Micron Technology (MU): $1,003 (vs. Friday after-hours: $990) - SanDisk (SNDK): $2,004.4 (vs. Friday after-hours: $1,994.79) - NVIDIA: $206.74 (vs. Friday after-hours: $205.42) - Marvell Technology (MRVL): $283.61 (vs. Friday after-hours: $281.2) - Intel: $127.2 (vs. Friday after-hours: $125.4) - Alphabet (Google): $363.9 (vs. Friday after-hours: $359.2) - AM

Monday's South Korean Stocks SK Hynix and Samsung Electronics Set to Open Higher, Trade.xyz Pre-market Price Up Over 6%

June 14 — Hyperliquid’s Layer-1 perpetual decentralized exchange (DEX) Trade.xyz has priced in the pre-market movements of South Korean stocks Samsung Electronics and SK Hynix ahead of their Monday opening, according to data from Bitget. Samsung Electronics closed at roughly $212 this Friday, while its current price on Trade.xyz is $224.6, pointing to a projected 6% increase when South Korea’s stock market opens on Monday. For SK Hynix, its Friday closing price stood at about $1415; Trade.xyz’s current quote for the firm is $1520, reflecting a forecasted 7.4% jump at Monday’s opening bell.

The UAE Strongly Denies Media Reports of Transferring Funds to Iran

June 13 – The United Arab Emirates has strongly rejected reports from some media outlets alleging the UAE transferred funds to the Islamic Republic of Iran, including claims of a $30 billion sum. The UAE Ministry of Foreign Affairs stated in a release that these reports are entirely false and groundless. It explicitly made clear that no frozen Iranian funds have been unfrozen, transferred, or facilitated through the UAE. The ministry also called on media organizations to exercise caution, rely on official sources, and avoid publishing or circulating unconfirmed information and baseless reports. (FXStreet)

Daily transactions on #Tron surpassed 14.3M, setting a new all-time high!

Daily transactions on #Tron surpassed 14.3M, setting a new all-time high! The number of transactions on #Tron increased by 15% in the last 30 days.

The SpaceX IPO is approaching, and US space stocks are seeing a strong performance ahead of time, with Virgin Galactic up over 34% consecutively.

June 12: Ahead of SpaceX’s IPO tonight, U.S. space-related stocks rallied strongly on Thursday, continuing their ascent into after-hours trading across several key names. Key performance highlights included: Virgin Galactic (SPCE) closed up 21.66% in regular trading, then rose an additional 13.09% in after-hours trade; AST SpaceMobile (ASTS) notched an 11.73% gain at the session close, with post-market activity adding 6.46% more; Rocket Lab (RKLB) gained 9.26% during regular hours, extending that advance by 7.62% after the market shut; Destiny Tech100 (DXYZ)—a closed-end fund holding SpaceX shares—ended the day up 9.53%, seeing 7.32% more growth in after-hours trading. SpaceX will make its public debut Friday, launching trading after the U.S. stock market opens at an IPO price of $135 per share, which values the company at approximately $1.77 trillion under the ticker symbol SPCX.

LG Electronics to Launch Advertising Business Blockchain on Arbitrum, ARB Surges Over 5% Within a Day

June 12 update: South Korea’s LG Electronics has selected Arbitrum as the underlying technology to launch a new blockchain network tailored exclusively for the advertising and media industry. The platform will handle ad placement, purchasing, selling, and management, plus track user interaction data related to ads. It will also serve as an advertising inventory sharing database to boost transparency and efficiency across the sector. This marks another major step in LG’s ongoing blockchain efforts. Previous projects from the company include enterprise-level Monachain, the Wallypto crypto wallet, and an operated NFT marketplace. The new chain—built by LG’s Blockchain Research Lab—already ran a pilot test with a Japanese advertising firm. It currently has no official name, and LG plans to assess its commercial potential later this year. Per HTX market data, ARB surged more than 5% in response to this announcement.

Iranian Armed Forces: Will Face Stronger Response If Attacked Again

June 12 — The commander of Iran’s Islamic Revolutionary Guard Corps’ Quds Force stated that the U.S. "talks big about agreements and negotiations on one hand, while carrying out malicious, ill-intentioned actions on the other." This sharp contradiction between America’s words and deeds is the core driver of regional instability, he argued, noting it has put trade security, the global economy, and the safety of all nations at risk—most critically the security of the Strait of Hormuz. The official went on to warn that if the U.S. launches another attack on Iran, it will face a far stiffer response than in past confrontations. The conflict would escalate further, becoming more widespread, and leave the entire region in a state of insecurity. Citing recent U.S. threats to target Iran’s oil infrastructure, he issued a formal declaration: "Either all nations have access to Iran’s oil and gas exports, or no nation does." (FXStreet)

Iran Responds to Trump's Threat: Will Retaliate More Strongly Against the US

June 11: The head of Iran’s Parliament’s National Security Committee responded to U.S. President Trump’s threat against Iran, stating that Trump will face a stronger, more painful counterstrike. [Forex]

OpenAI founder to visit Samsung Electronics to discuss AI applications

June 11 (Yonhap) — Sam Altman, founder of OpenAI, will visit Samsung Electronics to discuss applications of artificial intelligence (AI). Click the original article link below to join the Daxue BeatByte · Feishu AI News Channel, which monitors global AI trends and breaking news around the clock.

A-share Optoelectronic Module Core Target New Ease Prosperity Plans to List in Hong Kong

June 10, 2024 New Ease, a core A-share listed firm in China’s optical module sector, announced Wednesday that it plans to issue H shares and list on the main board of the Hong Kong Stock Exchange (HKEX). The move aims to boost its capital strength and expand its global footprint. This H-share issuance and listing remains subject to multiple approvals and filings: greenlighting from the company’s shareholders’ meeting, submission to the China Securities Regulatory Commission (CSRC), and final nods from HKEX and Hong Kong’s Securities and Futures Commission (SFC). A key optical module supplier to leading AI giants including NVIDIA and Microsoft, New Ease has reaped significant benefits from the surging demand for high-speed optical modules—such as 800G and 1.6T models—powering AI data centers.

Iran: Will Deliver 'Stronger Response' If US Continues Hostile Actions

June 10 – Iran’s top joint military command has announced it targeted several U.S. military bases in the region in response to what it calls the U.S.’s "aggression against southern Iran." The command warned that if the U.S. keeps up its hostile actions, it will deliver a harsher response. Source: FX168

Institutional Research Report Attributes U.S. Stock Market Optoelectronics Module Collapse: MRVL Dropped by 13.3%, AAOI Dropped by 16.4%

June 10: Per Bitget market data, the U.S. optoelectronic module sector suffered a broad sell-off today, with leading players’ shares plummeting: Marvell Technology (MRVL) dropped 13.3%, Applied Optoelectronics (AAOI) fell 16.4%, Nokia (NOK) declined 8.5%, Lumentum (LITE) slid 11.77%, and Coherent (COHR) dipped 15.2%. BlockBeats previously reported that SemiAnalysis—an independent research firm focused on semiconductors, AI infrastructure, and data centers—published a new cross-vertical research note today. Its key conclusion directly flags significant delays in shipments for two critical technologies powering AI data centers: NVIDIA’s native 800VDC architecture, and the mass production delivery of Co-Packaged Optics (CPO).

trade.xyz SK Hynix and Samsung Electronics Plunge Significantly, South Korean Stock Index Performance Not Optimistic

On June 10, as US stocks suffered a sharp sell-off, SK Hynix dropped 10.85% from its intraday high to $1,340 on trade.xyz, and Samsung Electronics declined 9.4% to $197.11 from its intraday high. Tradfi markets lack a "halted trading" mechanism. Their 24/7 continuous trading model serves as a reference for today’s actual stock market opening. The South Korean KOSPI index got off to a disappointing start at the opening.

「White Hair Stock God」 Investment Recommendation on JBL: The $1.6 Trillion Optoelectronic Module Business Has Not Yet Been Priced by the Market, and the Market Will Gradually Realize Its Value by 2027

June 9: The "White-Haired Stock God" Serenity Calls for Going Long on JBL Serenity views JBL (stock ticker: JeP), which carries a roughly $38 billion market capitalization, as a "highly compelling long-term buying opportunity." The market has yet to fully factor in JBL’s 1.6T LRO (Linear Receive Optical) pluggable optical module business. Critically, by the first half of 2027 (H1 2027), SIVE will act as a laser bottleneck—shifting supply-demand dynamics from questions of whether demand is sufficient to how much output can be met. JBL already has a mature supply chain in place and took over Intel’s pluggable production line. This model is far more scalable than AAOI’s capital-heavy strategy of expanding laser wafer fabs via market financing: SIVE and multiple foundries (including Win Semi) handle mass laser production, while JBL is responsible for backend assembly. This structure is essentially complementary to Innolight’s architecture, plus it qualifies for U.S. onshore manufacturing

Asian Stock Markets closed higher today, with SK Hynix surging 15.91% and Samsung Electronics jumping 8.97%.

June 9th — Bitget Market Data reports that Japan and South Korea’s stock markets closed higher on Thursday. The KOSPI index surged 8.18%, while the Nikkei 225 rose 2.17%. SK Hynix jumped 15.91%, and Samsung Electronics gained 8.97%.

Samsung Electronics and SK Hynix Soar, While a Whale Bets Against the Trend with a $13 million Short Position

June 9th. Per Hyperinsight Monitoring (https://t.me/HyperInsight), the South Korean stock market rallied midday, triggering a circuit breaker halt. Samsung Electronics climbed 7.5%, while SK Hynix led the sector’s gains with a 12.9% surge. SK Hynix’s rally was boosted by positive news of its collaboration with NVIDIA on developing next-generation memory, pushing its share price back above $1,400. Against this backdrop of strong market recovery, a crypto whale on the Hyperliquid platform entered a short squeeze trade, using 4x leverage to short sell SK Hynix and Samsung at their intraday peaks, with a total position size of $13 million. The specific short positions are as follows: - SK Hynix Short: Average entry price of $1,418, liquidation price of $1,628 - Samsung Short: Average entry price of $207.1, liquidation price of $246.8 This wallet address is currently the largest short seller of SK Hynix on the Hyperliquid platform, and as of press time, the trader is still expanding their

South Korea's KOSPI Index Surges 8% Intraday, Samsung Electronics Soars 12.4%

June 9: South Korea’s KOSPI index surged 8% intraday to 8,084.10 points as of press time, per Bitget Markets data. SK Hynix soared 12.4% and Samsung advanced 7.61%.

Metaplanet: Strongly Considering Stock Buyback When mNAV is Less Than 1, Bitcoin Yield is Key Performance Metric

**June 9 News Flash: Metaplanet CEO Details Capital Allocation Focus on BTC Yield in Social Media Post** Bitcoin treasury company Metaplanet’s CEO Simon Gerovich outlined the firm’s capital allocation priorities in a June 9 social media post, stating that maximizing BTC yield is its core performance metric for shareholders. Stock buybacks are a foundational part of Metaplanet’s capital allocation policy, which was formalized on October 28, 2025. Under this policy, Gerovich noted, the company will actively consider repurchasing common shares when its price-to-book (P/B) ratio drops below 1.0x—an move designed to lift BTC yield, with lower P/B levels tied to greater potential share price upside. Buybacks remain a key tool in the company’s allocation strategy, Gerovich added, though any repurchase activity must comply with applicable insider trading rules and disclosure requirements, including guidelines around material non-public information (MNPI) and monthly public disclosure man

Nvidia Rises 2.75% in Pre-market Trading, Company Collaborating with Samsung Electronics on ASIC Chip Development

June 8th — NVIDIA CEO Jensen Huang said the company is teaming up with Samsung Electronics to develop custom Application-Specific Integrated Circuit (ASIC) chips, a move that will further expand its AI infrastructure product lineup. ASIC chips, which are optimized for specific workloads, are widely viewed as a critical complement to GPUs. Last May, Goldman Sachs projected that demand for ASIC chips would match the size of the GPU market by 2027. As demand for AI computing power keeps surging, tech giants and cloud providers are ramping up investments in custom chips. This partnership with Samsung marks NVIDIA’s continued expansion in the AI chip ecosystem. As of press time, NVIDIA’s pre-market shares were trading 2.75% higher at $210.65.

Bitget has launched perpetual contracts for 7 popular Japanese and Korean stocks, including Kamen Rider, Tokyo Electronics, and Doosan Energy.

June 8 — Per an official announcement, Bitget’s stock contracts have now listed seven popular Japanese and Korean stock targets: KIOXIA (formerly Toshiba Memory), TOKYOEL (Tokyo Electronics), SUMIELEC (Sumitomo Electric), ADVANTEST, LASERTEC, DOOSBOT, and DOOSENER. These contracts cover semiconductor equipment, optical applications, and energy solutions sectors, supporting up to 20 times leverage. For further details, refer to Bitget’s official platform.

Israel and Gaza Resume Fire, Trump Busy with Damage Control, Hwang's Pre-Market Optimism Fails to Rescue South Korean Stock Market, Bitcoin Shows Strong Rebound

June 8: Overnight, Iran fired multiple missiles at Israel in retaliation for Israeli military actions in Lebanon. This marks Iran’s first direct missile strike since the April 8 ceasefire. U.S.-Iran negotiations have hit another roadblock, with former President Donald Trump emerging as their most vocal critic. Trump advised Iran, “You’ve already launched your missiles—that’s more than enough. It’s time to return to the negotiating table and reach a deal.” He added that he plans to call Israeli Prime Minister Benjamin Netanyahu immediately to urge him “not to retaliate.” Separately, Nvidia moved quickly to announce a multi-year technology partnership with South Korea’s SK Hynix ahead of the Seoul stock market’s opening bell. However, market analysts noted the deal announcement lacked specific details and binding commitments, raising doubts about the partnership’s sincerity. The market did not respond positively to the so-called “positive” news. Data from Bitget shows the South Korean s

Goldman Sachs: No Longer Expects Fed to Cut Rates This Year Due to Strong Labor Market

June 8 – A Goldman Sachs economist said the U.S. Federal Reserve is no longer expected to cut interest rates this year, citing the stronger-than-projected labor market. The Wall Street firm has pushed back its forecasts for the Fed’s final two rate hikes? Wait no, rate cuts: yes, cuts, so: they now anticipate rate cuts in June 2027 and December 2027, compared to its prior call for reductions in December 2026 and March 2027. Goldman’s Chief U.S. Economist Mericle noted that inflation appears unlikely to become self-sustaining, keeping the prospect of Fed rate hikes slim but on the table. May’s blockbuster jobs report, which beat all estimates, underscored the labor market’s resilience and lifted market bets on additional central bank tightening. While Goldman still sees a rate hike as a low-probability scenario, it has raised the odds of a modest increase from 10% to 20%. The bank’s baseline forecast still calls for two 25-basis-point rate cuts next year, though the likelihood of that

Huang Renxun Visits South Korea to Deepen Cooperation, Meets with Executives from SK Hynix, Samsung Electronics, and Other Tech Companies

**June 7** — NVIDIA (NVDA.O) CEO Jensen Huang revealed that the company’s upcoming Vera central processing unit (CPU) will use storage chips from SK Hynix, with the two tech giants eyeing expanded collaborations next year. Huang told reporters in Seoul on Sunday that he’d dined with SK’s top leadership that same day: SK Group Chairman Choi Tae-won, SK Hynix CEO Lee Seok-Hee, and executives from SK Telecom. “Our partnership with SK Hynix is already running at a large scale this year,” he stated. “We’re also preparing for even bigger joint projects in the second half of 2024 and next year. The Vera CPU—our revolutionary new central processor—will rely on SK Hynix’s DRAM memory as well.” Vera marks NVIDIA’s first independent data center microprocessor, built to compete with offerings like Intel’s Xeon line, AMD’s EPYC chips, and custom silicon from major players such as Amazon’s Graviton. Huang arrived in Korea on Friday to visit partners and suppliers. He’s set to meet with Samsung El

Tom Lee: U.S. Stock Market Bull Run Still Strong, Cryptocurrency the Only Tokenization Avenue

June 7 Tom Lee, Chairman of BitMine—the world’s largest Ethereum treasury—stated that people should avoid being misled by false information, noting the current stock market bull market remains firmly going strong. Additionally, Lee emphasized that cryptocurrency is the only viable path to achieving tokenization, and it will play a pivotal role in the future AI-driven landscape of machine-to-machine interactions.

This Week's Macro Highlights: Strong Non-Farm Payrolls Boost Rate Hike Expectations, US Tech Stocks Lose Over $1 Trillion in Market Cap in a Single Day

June 6. The U.S. May non-farm payrolls added 172,000 jobs, handily beating the market consensus of 85,000, triggering a full repricing of the Federal Reserve’s policy trajectory. The odds of a December rate hike now stand at 63%, with multiple Fed officials adopting hawkish stances. That pushed the U.S. Dollar Index back above the 100 threshold, gold sinking for a fourth straight week, and U.S. tech stocks tumbling sharply on Friday: the Philadelphia Semiconductor Index crashed 10% in a single day, wiping more than $1 trillion off its market cap. This week, Middle East tensions remain elevated. U.S.-Iran talks have stalled over asset unfreezing, with Iran warning it will expand its attack scope if the conflict escalates. A draft management framework for the Strait of Hormuz is now under review, while Lebanon’s crisis continues to flare. In capital markets, SpaceX plans to debut on the Nasdaq on June 12, with an initial offering price of $135 per share, targeting $75 billion in procee

Cathie Wood: Market Misread Strong Non-Farm Payrolls, AI-Driven Productivity Gains to Dampen Inflation

June 6: Cathie Wood, founder of Ark Invest, stated in a recent post that the latest U.S. jobs report shows strong results—but the market is misinterpreting them. Non-farm payrolls rose by 172,000, far exceeding the consensus forecast of 88,000, yet the market still sold off following the data release. Wood explains the market is assuming stronger-than-expected employment and economic growth will speed up inflation, but historical trends don’t back this view. Currently, U.S. productivity growth is near 3%, while unit labor costs sit around 0.5%—this isn’t a sign of inflationary overheating, she notes, but rather healthy growth driven by productivity gains that will ultimately reduce inflation over the long term. Despite oil prices rising roughly 55% year-over-year (on a three-month moving average basis), the yield curve remains flat. Wood says the bond market is pricing in a more powerful force: deflationary pressures from technological innovation, especially AI, which is now boosting

Trump on Non-Farm Payrolls: Strong Jobs Report, Stock Market Should Rally

June 5: U.S. President Donald Trump stated that the newly released jobs report is extremely strong, noting the stock market should rally instead of decline, adding that’s been the consistent pattern over the past 200 years and that economic growth does not necessarily lead to inflation.

Amid Ceasefire in Lebanon, Netanyahu's Northern Stronghold Wavers, Likud Support Plummets

June 4 — Following the Lebanon ceasefire agreement, Israeli Prime Minister Benjamin Netanyahu is facing fierce backlash from voters in the north, where support for his Likud party has plummeted, per a new Reuters poll. Many northern voters are demanding tougher military action against Hezbollah, blaming Netanyahu for pushing through a rushed ceasefire under U.S. pressure. Poll data shows Likud’s expected vote share in the northern region has fallen to 23%, down sharply from the 35% it won in the 2022 general election. The northern voter loss rate is roughly three times the national average, and nearly 70% of respondents disapprove of the government’s handling of the Lebanon conflict. With Israeli elections set for no later than October, the opposition is intensifying its focus on the northern stronghold. Former IDF Chief of Staff and prime ministerial candidate Gadi Eisenkot has been campaigning aggressively in border areas, advocating for continued strikes against Hezbollah targets

Bitget Launches Stock Contracts for Samsung Electronics, SK Hynix, Hyundai Motor

As of June 2nd, market data shows that SK Hynix—previously surging on AI-related hype—plunged over 10% within three hours during today’s early trading. Amid intensifying bull-and-bear battles in the market, Bitget has rolled out stock contracts for three top Korean stocks: Samsung, SK Hynix, and Hyundai, spanning the semiconductor memory, consumer electronics, and autonomous driving sectors respectively. All these contracts are settled in USDT, support up to 20x leverage, and allow investors to flexibly capitalize on market opportunities. For full details, please visit Bitget’s official platform.

Latest Research Report Overview on the US Stock AI Sector: Storage/Memory Remains the Strongest Theme, Institutional Target Prices Raised Across the Board

June 2 update: Over the weekend leading into today, multiple top investment banks released new research on AI infrastructure, categorizing AI computing power expansion’s “second-order bottlenecks” in priority order: Storage/Memory > SSD Controllers > Data Center Power & Liquid Cooling > GPUs/Cloud Platforms > MLCCs > AI Security. AI data centers are no longer reliant on GPUs alone—they now require robust backend storage, power supplies, and cooling systems, per the reports. This wide supply-demand gap has prompted institutions to sharply raise price targets and ratings for related assets, a trend aligned with last week’s trillion-dollar market cap milestones for memory giants Micron (MU) and SK Hynix, plus strong after-hours gains for tech stocks broadly. Key highlights from institutional research notes: - SNDK (SanDisk): Susquehanna and GF Securities assigned Positive/Buy ratings, setting target prices of $3,250 and $1,277 respectively. Catalysts include a severe NAND and enterprise

Short Selling Firm Citron Research Founder Found Guilty of Securities Fraud

LOS ANGELES, Calif. — June 2nd. Andrew Left, founder of short-selling research firm Citron Research and one of the world’s most prominent figures in the short-selling space, was found guilty of securities fraud by a U.S. federal jury on Monday following a landmark trial. The three-week trial centered on allegations that Left manipulated the stock prices of public companies via social media posts. After closing arguments, the jury deliberated in private for two full days before delivering the guilty verdict. Left faced charges that he illegally influenced the share prices of dozens of companies using what prosecutors called "explosive" tweets, then profited from the resulting market moves. Prosecutors detailed that between 2018 and 2023, Left earned approximately $20 million in illegal profits from these trading activities. For the U.S. Department of Justice, this ruling represents a key win in a white-collar crime case brought during the tenure of former President Donald Trump, thoug

Binance to List Samsung Electronics, SK Hynix, and Hyundai Motor Stock Perpetual Contracts

On June 1, Binance announced that Binance Futures will launch three USDT-margined traditional finance (TradFi) perpetual contracts on June 2: SKHYNIXUSDT, SAMSUNGUSDT, and HYUNDAIUSDT, each tied to South Korean-listed firms SK Hynix, Samsung Electronics, and Hyundai Motor respectively. Launch timelines (all UTC): - SKHYNIXUSDT: June 2, 03:00 - SAMSUNGUSDT: June 2, 03:10 - HYUNDAIUSDT: June 2, 03:20 Key product specifications: The contracts track underlying stock prices, settle in USDT, offer up to 20x leverage, support 24/7 trading, and are compatible with Binance’s Multi-Assets Mode. Funding settlements occur every 8 hours, with funding rate limits set at ±2%.

Tron's stablecoin market cap surpassed $90B, while revenue led all chains in May.

In May, the total stablecoin mcap on #Tron surpassed $90B, up 3.63% from the previous month. #Tron's revenue reached $32.23M in May, up 5.6% from the previous month and far ahead of other chains.

Virgin Galactic Soars 23% at Market Open, Extending Last Week's Strong Performance

June 1st, Bitget market data shows Virgin Galactic (SPCE) opened with a 23% surge, following a 36% rally last Friday to push its short-term gains over 200%. The key drivers behind this move are as follows: - SpaceX IPO Hype: Reports of a SpaceX IPO at an enormous valuation have been swirling in recent sessions. Retail investors are treating SPCE as a de facto "SpaceX concept stock," sparking a meme-driven buying spree. - Company-Specific Catalyst: The VSS Unity spacecraft recently completed a successful glide test, clearing the path for commercial space trips in 2026. This marks a major milestone for Virgin Galactic, which had been grounded for two full years prior to this test. - Frenzied Trading Activity: Last Friday, SPCE’s trading volume spiked to nearly 180 million shares—well above its daily average. Retail investor enthusiasm has reached a fever pitch, fueling the recent price surge. As a reminder, Virgin Galactic is the only publicly traded pure-play commercial space tourism c

HYPE TWAP Net Buy Volume Shows Strong Rebound, with Net Buy Volume Surpassing $14.8 Million in the Next 24 Hours

On June 1st, HYPE briefly crossed $74 this morning, notching another new all-time high. Data from hl.eco shows that HYPE’s TWAP (Time-Weighted Average Price) net buying volume has seen a notable rebound, with over $14.8 million in net buying activity recorded in the next 24-hour period. BlockBeats Note: The TWAP (Time-Weighted Average Price) strategy splits large orders evenly over time into many smaller orders, executing them gradually at fixed intervals within a preset time window. It is a common algorithmic trading approach primarily used to reduce the market price impact of large order executions.

Goldman Sachs Raises Price Targets for Micron, Samsung Electronics, and NVIDIA: Valuation Framework Shifts from P/B to P/E

June 1 – Goldman Sachs released a comprehensive global semiconductor storage industry report, significantly lifting target prices for three key players: SK Hynix, Samsung Electronics, and Kioxia. Specifically, SK Hynix’s target price was hiked to 3.3–3.5 million South Korean won (implying ~53% upside), Samsung Electronics’ target jumped to 480,000 South Korean won (~60% upside), and Kioxia was upgraded to a "Buy" rating with a 12-month target price of 93,000 Japanese yen. Goldman’s revisions hinge on a historic shift in the storage sector’s valuation framework: The firm cites AI-driven sustained demand, supply constraints, and widespread long-term agreements (LTAs) as core drivers moving the industry from a highly cyclical commodity track to an AI infrastructure segment with predictable profitability. The sector’s benchmark valuation has officially switched from Price-to-Book (P/B) to Price-to-Earnings (P/E), currently anchored at roughly 9x P/E. The report also drastically re

Trump Calls for Single Stock IBM to Extend Strong Performance, Overnight Session Continues Surge of Over 11%

June 1 update: Bitget market data shows IBM Corp (IBM.US) extended its rally in U.S. after-hours trading, jumping more than 11% following a nearly 13% gain in the prior regular session. The stock’s strong performance is driven by two key catalysts: a resurfaced endorsement from former President Donald Trump, often referred to as a "stock guru," and a major U.S. government subsidy. A circulated video from a December White House meeting captures Trump praising IBM CEO Arvind Krishna, noting IBM’s stock had risen from low levels to a "decent point" and predicting further upside for the shares. Separately, IBM secured a $1 billion CHIPS Act subsidy from the U.S. Department of Commerce on May 21 to build a quantum chip manufacturing facility—news that has pushed IBM’s stock higher for a week, bringing it close to its all-time high. Notably, Trump took action beyond verbal praise: his trust quietly purchased a small stake in IBM. A recently disclosed U.S. Office of Government Ethics (O

Current mainstream CEX and DEX funding rates are rising, with BTC seeing stronger bullish sentiment than ETH

May 31, per HTX market data, Bitcoin is trading at $73,951.23, with a 24-hour gain of 0.38%. Ethereum currently stands at $2,024.25, up 0.32% over the past day, reclaiming the key psychological $2,000 level. Mainstream centralized exchange (CEX) funding rates show Bitcoin sentiment has improved significantly compared to the prior two days, with most platforms hovering near the 0.01% benchmark—indicating gathering bullish momentum. Ethereum’s overall sentiment remains neutral: while some bearish pressure has eased, it has not yet formed clear bullish signals, and its sentiment recovery is weaker than Bitcoin’s. BlockBeats Note: Funding rates are a mechanism used by cryptocurrency exchanges to keep perpetual contract prices aligned with the underlying asset’s price. It is a system where funds are exchanged between long and short traders; platforms do not collect this fee. The rate adjusts the costs or profits for traders holding contracts to ensure contract prices stay close to the und

IDF Captures Southern Lebanon Stronghold

May 31 (Reuters) — The Israeli military has confirmed it captured Beaufort Castle in southern Lebanon.

BNB and HYPE Lead Cryptocurrency Market in Strong Recovery, Bitcoin Surges Above $74,000 Again, BSC Ecosystem Tokens Gain

May 31, overnight and into this morning, the news that Binance is adding stock trading sparked excitement across the crypto market, sending BNB prices surging steadily. This morning, that news got official confirmation, extending the rally as Bitcoin punched through the $74,000 mark once again. Notably, rival token HYPE dipped briefly overnight but bounced back this morning, inching closer to the $70 level. Per HTX market data: - Bitcoin is currently trading at $74,182, up 0.35% in 24 hours; - BNB is priced at $725.86, with a 24-hour gain of 4.60%; - HYPE is at $69.168, up 5.96% over the past day. Additional gains are also seen among Binance ecosystem tokens: “Binance Life” jumped over 17% in 24 hours, ASTER rose more than 10%, and CAKE added 9.2% in the same period.

「Stock God」 Serenity Interprets SIVE Earnings Call: Photonics Pipeline Sees Rapid Growth, Capacity Expansion, and Strong Order Backlog

On May 30, self-proclaimed "Stock God" Serenity published an article with a significantly bullish take on Sivers Semiconductors’ earnings call, claiming the company’s growth trajectory is shifting from customer validation to a phase centered on capacity and supply constraints. When it comes to clients and orders, the post highlighted that Sivers’ plug-and-play collaboration with Jabil is fueling greater demand for optical transceiver modules, with Innolight, Eoptolink, and other optical module manufacturers marked as potential winners. For capacity and the supply chain, the article noted that beyond its partnership with Win Semiconductor, Sivers is also ramping up laser diode capacity and exploring new collaborations. Citing management’s statement that they will share more details with the market “when the time is right,” Serenity speculated that capacity constraints could ease further down the line. On customer order momentum, the post pointed to “volume production orders coming fr

Jim Cramer: Dell's Strong Earnings Report Once Again Validates AI Demand, NVIDIA Still the Best Play in AI

May 30 — Former hedge fund manager and CNBC host Jim Cramer says Dell’s latest financial results have reaffirmed his bullish outlook on Nvidia. Fueled by strong demand for AI servers and data center infrastructure, Dell’s stock surged 30% on Friday, putting it on track for its best single-day performance ever. Cramer calls Nvidia a key partner in Dell’s AI strategy and the most attractive investment play in the current AI infrastructure boom. “This is the stock to buy,” he stated. He adds that Nvidia remains the best way to bet on AI development, and expects next week’s Taipei Computer Show (Computex) will bring further signals about next-generation AI demand from industry leaders like Nvidia’s Jensen Huang.