TRUMP unlocked 40 million tokens 5 hours ago, equivalent to around 300 million US dollars

According to Al Jazeera, Iranian Foreign Minister Araghchi stated during a visit to Iraq that Iran will have full control over the Strait of Hormuz within the next 30 days. "I have briefed Iraq’s foreign minister on the latest outcomes of the war imposed on Iran, as well as progress related to the memorandum of understanding (MoU) signed between Iran and the United States. Within the coming 30 days, the Strait of Hormuz will remain under Iran’s full supervision and management. Once all obstacles are removed, the waterway’s full navigational capacity will be restored. This is exactly what we are working toward. Iran bears this responsibility. No other party or country is involved in this matter. This is clearly stipulated in the MoU. Any intervention or unilateral action will lead to a deterioration of the situation and delay the strait’s reopening."

Critini Research analyst Jukan has refuted bearish views on Micron’s future on X. Jukan noted that while Micron is not NVIDIA, it could be more important than NVIDIA in the future. Currently, AI inference is directly tied to profitability, but the problem is that simply ramping up NVIDIA GPU volumes does not improve inference performance, as GPUs often sit idle due to memory bottlenecks. In the AI inference phase, increasing memory is more valuable than adding GPUs, and the return on investment for inference ultimately depends on memory rather than GPUs. Therefore, investors should not evaluate Micron using the framework applied to NVIDIA, but instead focus on a broader truth: inference is memory. Jukan argues that in the later stages of the AI era, memory—especially high-bandwidth memory (HBM)—will become a more critical bottleneck and value source than GPUs, meaning Micron’s strategic position could exceed current market expectations.

According to Lookonchain's monitoring, Wang Chun, co-founder of F2Pool, has once again withdrawn 4,950 ETH from Binance, valued at approximately $7.74 million. Since May 26, Wang Chun's address has cumulatively withdrawn 91,945 ETH (worth around $159.9 million) and 973 WBTC (valued at about $60.72 million) from Binance.

Serenity’s report states that Google allegedly restricted Meta’s computing capacity in March 2026 due to tight computing power resources, a move that may explain why Meta signed a large-scale cooperation agreement with AI Neocloud service providers such as NBIS at the time, and also imposed certain limitations on the Gemini model’s capabilities. Serenity notes that Google’s CEO previously disclosed during an earnings call that insufficient computing power resources limited Google Cloud’s ability to take on more customer demand, with related order backlogs nearly doubling from the prior quarter. Serenity believes this situation further illustrates that computing power supply from hyperscalers remains far below market demand, and even these large cloud providers are unable to supplement each other’s resources. In the long run, this will continue to underpin the logic driving AI data center construction and capital expenditure expansion.

According to The Korea Times, South Korea’s presidential office stated Sunday that Samsung Electronics and SK Hynix will unveil major investment plans at a meeting chaired by President Lee Jae-myung on Monday. The investments will be announced at a briefing held at Cheong Wa Dae at 2 p.m. KST (1 p.m. Beijing Time) Monday, as part of the government’s push to advance its "three mega projects" aimed at balanced regional development. A presidential spokesperson added that the initiative is jointly driven by the ministries of trade, science and technology, transport, and energy. Samsung Electronics Chairman Lee Jae-yong and SK Group Chairman Choi Tae-won will attend the event and participate in discussions with other attendees. Industry observers expect the two chipmakers to invest over 1,000 trillion won (approximately $650 billion) over the next decade, with potential plans to develop a semiconductor industrial cluster in the southwestern Honam region. Lee Jae-myung called the investment a "historic achievement" and a policy initiative that could transform South Korea’s fate during a Saturday address.

The Israel Defense Forces (IDF) issued a statement on the 28th, saying its troops killed several Hezbollah fighters in southern Lebanon on the 27th. The statement added that IDF forces spotted several Hezbollah fighters carrying rockets in the Nabatieh region of southern Lebanon that day, then launched an attack on them, killing the fighters and destroying their operational site. Separately, the IDF destroyed a Hezbollah rocket launcher in another strike. The statement noted that the incident site is adjacent to the "security zone" where IDF soldiers are carrying out missions, and the IDF will continue operations to "eliminate threats".