HSBC Holdings Plc said a sharp rise in the dollar may emerge as one of the biggest “pain trades” in the second half of the year, according to Bloomberg.

The Dow Jones Industrial Average closed above 52,000 for the first time on Monday, June 29, rising 306.63 points, or 0.59%, to 52,182.74. Alphabet (GOOGL) climbed nearly 5% in its first session as a Dow member after replacing Verizon, according to BeInCrypto, while semiconductor stocks also rallied. The S&P 500 rose 1.18% to 7,440.43 and the Nasdaq Composite gained 2.07% to 25,820.14. The VanEck Semiconductor ETF rose more than 3%, led by Astera Labs, KLA and Applied Materials. The US and Iran agreed to pause hostilities and allow commercial vessels to transit the Strait of Hormuz freely.

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Polish companies are selling more shares on the secondary market than ever before, driven by increasingly active local investors, according to Bloomberg.

China’s factory activity improved more than forecast in June as exports boomed, with the official manufacturing purchasing managers’ index rising to 50.3, according to Bloomberg. A gauge of activity in construction and services also edged up to 50.2. Erica Tay, macro research director at Maybank, discussed China’s growth and said the war in the Middle East pushed China to diversify its energy usage in an interview on Bloomberg’s Horizons Middle East and Africa.

A unit of Mediterranean Shipping Co. will invest $1.4 billion to acquire a 49% stake in Adani Vizhinjam Port Pvt., marking one of the largest foreign commitments in India’s port infrastructure, according to Bloomberg.

Kimi, an AI company under Moonshot AI, has launched a new funding round with a pre-money valuation of $31.5 billion after completing settlement of its previous financing at a $20 billion valuation, according to a report by the Sci-Tech Innovation Board Daily. According to ChainCatcher, people close to Kimi said the company disclosed updated revenue figures during fundraising discussions, with annual recurring revenue exceeding $300 million. The sources said Kimi’s revenue growth in the round was mainly driven by model iterations that increased developer usage and boosted API revenue. API revenue reportedly accounts for more than 70% of Kimi’s total revenue and continues to rise. The sources also said Kimi’s revenue trajectory is showing characteristics similar to Anthropic’s early commercialization stage, including higher developer call volumes, a rising share of API revenue, and growth in overseas paying users, alongside model-driven upward adjustments to its pricing structure.

三星电子和SK海力士将投资约881万亿韩元（5760亿美元），在韩国西南部新建四家芯片工厂并扩建人工智能基础设施。韩国政府希望该计划能提振半导体产量，并满足全球对人工智能内存芯片日益增长的需求。

所有人都在预测最快2028年之后存储短缺就会过去，只不过权力结构一旦翻转，很难再回到原点。

OpenAI的新旗舰模型Sol在性能上可与最顶尖的网络安全AI模型媲美——而其代币成本仅为后者的三分之一。但华盛顿正在决定谁能率先获得使用权。

AI板块行情能够持续走牛的根本原因，绝非虚无缥缈的炒作概念。背后是实实在在的企业，在解决社会层面的重大难题。

欧盟具有里程碑意义的《加密资产市场》（MiCA）框架旨在建立一个覆盖全欧洲的统一加密资产市场。但随着注册截止日期的临近，该框架的实施似乎反倒导致监管格局趋于碎片化。

AI正在从一个“我向它提问的工具”，变成一个“我把整个生活持续接入的系统”。而它越强，我越确定一件事：所有这些信息，最后都得回到一个具体的人身上，才算数。

沃什的“修复计划”已经启动，其结果不仅将决定沃什本人的历史评价，更将重塑全球最具影响力的货币政策机构未来十年的运行逻辑。

以开发逼真的攻击模拟平台而闻名的网络安全培训公司Cyberbit，正关闭其以色列办事处并裁减当地员工。

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