On June 2, U.S. Secretary of State Rubio stated that we are negotiating with Iran. Iran may have agreed to discuss some aspects of its nuclear program that it previously refused to mention in negotiations. The Iran agreement may be reached today, tomorrow, or next week.

On June 2, Forbes' real-time billionaire rankings showed that Masayoshi Son, founder and CEO of SoftBank Group, saw his net worth rise to $100.7 billion, surpassing Indian billionaires Mukesh Ambani and Gautam Adani, reclaiming the title of Asia's richest person after more than a decade.

Market data shows that BTC has fallen below $68,000, currently priced at $67,971.12, with a 24-hour decline of 5.05%. The market is experiencing significant volatility, so please ensure proper risk management.

On June 2, Cisco's stock price increased by 5%, reaching a new record high, with its total market value surpassing $500 billion for the first time.

U.S. Secretary of State Rubio: We are negotiating with Iran. Iran may have agreed to discuss some aspects of its nuclear program that it previously refused to mention in negotiations.

On June 2, Bank of America stated that the construction of AI infrastructure is still in its early stages. As AI applications gradually spread from cloud computing vendors to enterprise customers, government agencies, and sovereign AI projects, global AI infrastructure investment is expected to grow from the current approximately $1 trillion to $3-4 trillion by 2030. Against this backdrop, the AI data center, memory, semiconductor equipment, and analog chip industries will welcome new growth opportunities. Bank of America believes that the memory industry is undergoing structural changes and is likely to break away from the traditional cycle model of 'big ups and downs.' The report points out that the current factors limiting the expansion of memory capacity include not only capital expenditure but also advanced packaging capabilities, cleanroom construction, power supply, and geopolitical factors.

On June 2, according to official news, Ondo Perps announced that it will launch on June 9. Ondo Perps is the first perpetual contract platform specifically built for real-world assets (RWA).

On June 2, SpaceX, owned by Elon Musk, is negotiating with Wall Street investment banks handling its IPO, aiming to pay a significantly reduced fee rate. However, even with a substantial reduction in fees, the banks responsible for this record-setting IPO are still expected to earn approximately $500 million from it. The aerospace and AI group plans to go public this month with a fundraising target of $75 billion. According to insiders, the company is currently trying to lower the underwriting fee rate to below 0.75%. Although this rate is much lower than the usual level, it will still become one of the most profitable IPOs in history for the Wall Street banks involved. As the lead underwriters for this IPO, Goldman Sachs and Morgan Stanley are expected to receive a larger share of the underwriting fees compared to the other 21 participating brokerages. Insiders noted that these figures only reflect the base underwriting fees paid by SpaceX and do not include any potential additional incentive fees. Due to the discussions being confidential, sources requested anonymity. Representatives for SpaceX, Goldman Sachs, and Morgan Stanley declined to comment.

Google A (GOOGL.US) fell over 4%, hitting a low of $359.7, marking a new one-month low. In the news, Google's parent company Alphabet announced plans to raise up to $80 billion through equity financing to support its large-scale AI infrastructure investments. The financing consists of three parts: a $30 billion concurrent underwritten public offering, a $40 billion at-the-market offering, and a $10 billion private investment from Berkshire Hathaway. Alphabet stated that AI is bringing the company 'an expansionary moment,' and this financing will help 'support significant growth opportunities in the future.' The company reiterated its capital expenditure plan of up to $190 billion for this year and expects this figure to 'increase significantly' by 2027, while its operating cash flow totaled $174 billion over the past year.

According to monitoring by Arkham, the bankrupt cryptocurrency exchange Mt. Gox transferred 10,422.65 bitcoins today from its cold wallet, valued at over $739 million. Most of the funds were sent to a new wallet, while 116.30 bitcoins were routed to Mt. Gox's known hot wallet. This transaction did not indicate that Mt. Gox sold any bitcoins or initiated a new round of creditor repayments. Due to the incomplete creditor process and processing delays, the liquidation trustee has extended the repayment deadline to October 31, 2026. Currently, Mt. Gox still has approximately 35,000 bitcoins awaiting distribution, worth about $2.4 billion.