この日はチップ株にとって大ヒットの日だった。 Both Micron and Qualcomm soared on positive prospects, giving Micron the unlikely title of Wall Street’s new margin king, ahead of Nvidia and Meta.

しかし、新たな挑戦者がこの争いに参入する。 South Korea’s SK Hynix has applied to list on the Nasdaq ADR for a whopping $29.4 billion, making it the second-largest U.S. listing after SpaceX.

一方、米国とイラン間の緊張緩和に伴い、原油価格は下落を続けている。 However, Trump administration officials have maintained that Iran would use unfrozen assets to purchase U.S. goods, a claim that Iran has not confirmed or agreed to.

Memory chip maker Micron reported gross profit margin of 84.9% in its latest quarter, up from 74.9% in the previous quarter and 39% a year earlier, and its stock price rose 15% on Wednesday.

That’s the highest among major U.S. technology companies, ahead of social media giant Meta’s latest gross margin of 81.9% and Nvidia’s 75%.

Building out AI infrastructure continues to drive demand for high-bandwidth memory, allowing Micron to set records for profitability almost as quickly as customers can get chips.

Another company whose stock rose 15% was Qualcomm, which raised its fiscal 2029 non-mobile revenue forecast to $40 billion, nearly double the previous estimate of $22 billion.

The company has been aggressively expanding into data centers, announcing a data center central processing unit called the Dragonfly C1000, which Meta said it would use when production begins in 2028.

The new processor is designed for agent-like AI applications, with an emphasis on energy efficiency.

Another AI winner from across the Pacific will soon be heading to Wall Street.最近一時的にサムスン電子を抜き、ソウルで最も価値のある企業となった韓国のSKハイニックスは、最大294億ドル相当となる可能性があるナスダックADR上場を申請しており、伝えられるところによれば、スペースXに次いで2番目に大きな株式売却となる。 The company’s shares soared as much as 11% in Thursday trading.

Since the US and Iran agreed to open sea lanes, oil prices have fallen further after at least 20 oil tankers (35 million barrels) stranded in the Persian Gulf left the Strait of Hormuz.米原油先物は３月以来初めて７０ドルを下回った。

US President Donald Trump has claimed that Iran has told him that ships attempting to transit the strategic Strait of Hormuz will not be charged tolls, insurance or any other fees.

The letter, sent on June 10 to Sens. Tim Scott (South Carolina) and Elizabeth Warren (Massachusetts), said Alibaba had launched “the largest distillation attack ever known on Anthropic.”

Distillation is an AI training method that uses the output from an existing, more powerful model to build a smaller, less powerful model.