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On June 12, ARM surged nearly 10%, reaching $376.18. According to a recent forecast by Vivek Arya, an analyst at Bank of America Global Research, the total addressable market (TAM) for server CPUs is expected to skyrocket from $35 billion in 2025 to over $170 billion by 2030. This significantly exceeds the bank's previous prediction of a $125 billion market size for server CPUs by 2030. Arya stated in the report, 'We believe the rise of agent-based AI is a powerful demand accelerator that not only expands the market opportunities for CPUs but also benefits Intel, AMD, and challengers based on Arm architecture.'

On June 12, Intel shares rose over 5%, reaching $123. According to a recent forecast by Vivek Arya, an analyst at Bank of America Global Research, the total addressable market (TAM) for server CPUs is expected to surge fourfold from $35 billion in 2025 to over $170 billion by 2030. This significantly exceeds the bank's previous prediction of a $125 billion server CPU market by 2030. In the report, Arya stated, 'We believe the rise of generative AI is a powerful demand accelerator that not only expands market opportunities for CPUs but also benefits Intel, AMD, and challengers based on Arm architecture.'

On June 12, AMD surged 5.5%, closing at $515.72. In news, Goldman Sachs upgraded AMD's rating to 'Buy' and significantly raised its target price from $240 to $450. Goldman Sachs analyst Schneider expressed optimism about the positive impact of agent-based AI on its server CPU business, as well as the upside potential for data center GPUs in 2027 and beyond.

On June 12, Musk spoke at the bell-ringing ceremony at Starbase on Friday morning. Reflecting on early investors who believed in SpaceX, he recalled, "At that time, I thought, you must have taken some good stuff because I felt this company was destined to fail." Dressed in his iconic leather jacket and a black SpaceX-themed T-shirt, Musk stood in front of a large Mars graphic with a group of employees between them. Musk stated, "SpaceX's goal is to send humans to the Moon, Mars, and ultimately to more distant interstellar destinations." After the bell-ringing ceremony, the Nasdaq live channel played Elton John's song 'Rocketman.'

Nasdaq: SpaceX (SPCX.O) is still in the pre-IPO phase. It is expected that SpaceX (SPCX.O) will be able to start trading soon.

On June 12, U.S. President Trump stated that the terms leaked by Iran to 'fake news' have nothing to do with the terms of the written agreement. What they are saying, including that weak and pathetic statement about reaching an agreement, is completely unrelated to the facts. These people are utterly despicable and cannot be negotiated with at all. Dealing with them is not about integrity. It's unbelievable! Additionally, the drone attack they launched against an Indian vessel departing the Strait of Hormuz last night was completely repelled; such actions are entirely unacceptable. They better get their act together, and quickly!

On June 12, Friday morning (Beijing time Friday evening), Gwynne Shotwell, President of SpaceX, and Brett Johnson, Chief Financial Officer, who were in New York, joined Elon Musk, who was in Texas, to ring the opening bell at the Nasdaq Stock Exchange. SpaceX shares are set to officially begin trading later that evening. Musk, along with many core supporters and company employees, participated in the ceremony from the Starbase in Texas, standing in front of a Nasdaq-branded podium to celebrate SpaceX's entry into the capital market.

According to the Wall Street Journal: Elon Musk's mother, Maye Musk, and SpaceX executives have arrived early at Nasdaq.

On June 12, according to market news, SBF has failed to successfully overturn his fraud conviction and 25-year prison sentence.