Verizon Communications Inc. is in advanced talks to combine some of its international business with that of the UK’s BT Group Plc, according to people familiar with the matter, Bloomberg reported.

Anthropic PBC won US approval to restore some access to its Mythos 5 artificial intelligence model after resolving concerns from US President Donald Trump’s administration about potential national security threats, according to Bloomberg.

Chinese investors poured a record amount into an exchange-traded fund focusing on communication devices on Friday despite a global semiconductor selloff, underscoring resilient demand for the country’s hardware stocks, according to Bloomberg.

South Korea’s government on Monday announced major project plans focused on semiconductors, physical artificial intelligence, and AI data centers. According to Odaily, South Korean President Lee Jae-myung said the country needs to secure AI-related development faster than other nations and must complete chip production construction as soon as possible. Lee said the current factory site is nearing its limits in terms of water resources and other infrastructure. The government said the southwest region will invest between 5 trillion and 20 trillion won under the new projects, while Gwangju and Jeolla may invest 520 trillion won. In its detailed construction plan, the government said it expects to build four chip plants in the southwest, with investment of about 800 trillion won. Samsung Electronics and SK Hynix are each expected to build two new plants. The government said investment in the chip sector over the next 15 years is expected to reach at least 30 trillion won, including areas such as next-generation memory, edge AI, and defense. It also projected investment of 81 trillion won for a chip packaging cluster in the Chungcheong region. For AI data center construction, the government projected investment of about 550 trillion won. The government said it expects to double DRAM production capacity within five years and projected the global memory market will grow fourfold over the next five years. South Korea also said it is seeking to distribute growth benefits to the public.

South Korea’s KOSPI index reversed course to trade higher during the session after earlier falling more than 3%. According to Odaily, the benchmark had been down over 3% at one point before turning positive intraday.

Crypto-themed cartoon creator Bold said he does not want a token based on his “brand” and added that if he ever wanted one, he would create it himself. According to Foresight News, Bold wrote on social media that he would not hesitate to claim and sell any tokens sent to him, as well as any fees transferred to his name.

Bank of America raised its target price for Micron to $1,550 and reiterated a Buy rating in a midday roundup. According to NS3.AI, the roundup also said Robinhood’s prediction market revenue is expected to surpass its cryptocurrency revenue in Q2. The roundup did not provide additional figures or details supporting the revenue expectation or the target-price change.

BitMEXの創業者であるアーサー・ヘイズ氏が再びSYNトークンを推奨し、関連アドレスが616万枚のSYNトークンを購入したことで、市場でSYNへの注目が高まっている。6月15日以降、2週間足らずで、SYNの価格は最高で10倍以上に上昇した。

FRBが最も重視するインフレ指標が、「静かな改定」に直面している。

スペインの最高証券規制当局が、7月1日までに欧州連合（EU）の「暗号資産市場（MiCA）」枠組みへの準拠を果たせなかった暗号資産企業に対し、期限の延長は行われないことを確認したことを受け、バイナンスはまもなく欧州事業の一部を縮小せざるを得なくなる可能性がある。

ビットコインの価格が周期的な底値を付けたかどうかは、今後の触媒次第である

中国のAIが、ソフトウェアの脆弱性発見において米国のトップクラスに肩を並べた――しかも、世界中の誰でもこれをダウンロードできる。サイバー競争の差は、一気に縮まった。

アナリストの見解：ウォッシュ氏のタカ派的な姿勢は、単に綿密に練られた煙幕に過ぎない。長期金利の抑制、インフレ指標の再定義、中立金利に関する主導権争いを通じて、ウォッシュ氏は9月と10月の連続利下げに向けた地ならしを進めている可能性があり、その実施はちょうど中間選挙の直前に重なることになるだろう。

報道によると、MetaがGoogleが提供可能な範囲を超える計算能力を要求したことを受け、GoogleはMetaのGemini AIモデルへのアクセスを制限し、その結果、Metaの社内AIプロジェクトの一部が遅延したとのことだ。

人工知能（AI）業界は依然として急成長を続けており、その勢いが衰える気配は微塵もない。しかし、ブロックチェーンとAIを組み合わせた分野の状況はまったく異なる。なぜ、この分野は同等の注目を集めることができなかったのだろうか？

米国国税庁がAIを対象とした初の税務実務指針を発表、規制の境界線が引かれたが、投資機会はどこにあるのか？

米国株、人工知能、金、SpaceX、米国株の高バリュエーションと複数のリスクが重なる――2026年半ばの市場分析　金色財経、2026年半ばの資産市場分析。