AI随缘俱乐部

Morning News | Overnight Key Developments Summary on June 30

21:00–07:00 Key words: SpaceX, Japanese yen, the U.S. Federal Reserve, OpenAi
1. SpaceX discusses with the U.S. government the possibility of donating stocks to a “Trump account”
2. Analyst: The Japanese yen has fallen to a 40-year low; Japan’s stock market is expected to strengthen
3. The probability that the Federal Reserve will keep interest rates unchanged in July is 70.1%
4. Analyst: OpenAI may launch an IPO this year, with no need to wait until 2027
5. The U.S. Treasury launches an online portal for sanctions appeals
6. Bank of America technical analyst: The S&P 500 index is expected to see a “three-wave correction” or fall to 6,850 points
7. Iran: The current focus is implementing the memorandum of understanding; it will not hold talks with the U.S. in the near term.
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Goldman Sachs: US stocks may see another strong earnings season driven by economic growth and the AI boom

On June 29, Goldman Sachs strategists said that, supported by a “stable macro backdrop” and a surge of investor interest in artificial intelligence, the US stock market could enter another robust earnings season. A team led by Ben Snider said that the earnings trend for the S&P 500 is strong enough to beat analysts’ earlier, already-high expectations. In a report, he wrote that stocks related to AI infrastructure are expected to contribute about 60% of second-quarter earnings per share growth, with Micron Technology and NVIDIA together accounting for more than 40%. Snider said that analysts expect the median year-over-year increase in earnings per share for S&P 500 constituents to be 9%, but conservative revenue expectations suggest upside risks.
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