Iran's First Vice President: Iranian Officials Unified on Negotiation Plan

According to Iran's Tasnim News Agency, citing Iranian military sources, Iran has warned that if the U.S. targets Iranian bridges or power plants, Tehran will retaliate by striking infrastructure and bridges across the Middle East, including energy facilities with U.S. ties. This is a direct response to Donald Trump’s latest threat, in which the U.S. president warned Iran that for every vessel Iran attacks in the Strait of Hormuz, the U.S. would destroy one Iranian bridge or power plant. The source stated: "If vessels transiting the Strait of Hormuz coordinate with Iran and follow its arrangements, they can pass safely; otherwise, Iran will not abandon its firm will to control the strait, which it deems in the long-term interest of the strait’s security." (Jinshi)

According to market data from BIT (bit.com), Super Micro Computer (SMCI)’s gains expanded to 25%, marking its largest gain since 2024. On the news front, the company previously stated that its backlog orders hit an all-time high at the end of fiscal 2026, with new orders totaling over $60 billion in the fourth quarter. These new orders are expected to be delivered over the coming quarters. Gross margin for the fourth fiscal quarter is projected to reach 15% to 17%, nearly double its prior target of 8.2% to 8.4%.

According to market data from BIT (bit.com), shares of Cerebras Systems (ticker: CBRS), dubbed the "Nvidia challenger", have narrowed their gains to 2.5% after surging over 18% earlier. In related news, Cerebras Systems has partnered with cybersecurity firm CrowdStrike, which will use Cerebras’ inference infrastructure to power its Falcon AI model, enabling AI-powered detection and response on CrowdStrike’s inference platform. The two companies did not disclose the contract amount.

The Kobeissi Letter noted that tech stocks now hold a historic share of S&P 500 earnings growth. In the first quarter of 2026, Amazon, Alphabet, Meta, and Microsoft collectively contributed approximately 34% of the S&P 500’s year-over-year earnings per share growth, with semiconductor firms adding another 31%, and the rest of the index’s constituents combining for roughly 36%. Together, these two groups accounted for 65% of the S&P 500’s Q1 earnings growth—up from 52% in the year-ago period—indicating the index’s profit growth remains heavily concentrated in large tech companies and the semiconductor sector. Turning to the upcoming second-quarter earnings season, semiconductor firms’ contribution to S&P 500 earnings growth is forecast to jump 17 percentage points from Q1 to a record 48%, while the contribution from Amazon, Alphabet, Meta, and Microsoft is projected to fall 25 percentage points to around 9%. The S&P 500’s earnings growth leadership is shifting from large tech platform firms to the semiconductor industry.

U.S. SEC Commissioner Hester Peirce issued a statement noting that while many crypto assets and related activities are not subject to U.S. federal securities laws, this does not mean all crypto activities can be exempt from securities regulatory oversight. Shifting activities originally under the jurisdiction of securities laws onto the blockchain typically does not alter their legal nature. Peirce pointed out that crypto asset vaults usually use smart contracts to allocate user funds to yield strategies such as staking and lending. If a vault operator is responsible for selecting yield activities, reallocating assets, or designating decision-makers, their actions may implicate securities laws. Some vaults could be classified as common enterprises that rely on the operator’s efforts to generate profits, or fall under the regulatory purview of investment companies, unit investment trusts, and investment advisors. On-chain lending strategies may also run afoul of securities laws. Operators responsible for setting interest rates, supporting assets, loan-to-value (LTV) ratios, and liquidation thresholds should assess whether their activities are regulated; some on-chain loans may also be deemed securities-like notes based on specific factors such as transaction motives and distribution arrangements. Peirce added that the SEC welcomes vault and on-chain lending project teams to communicate with regulators. If existing rules hinder innovation, market participants can also propose amendments to strike a balance between protecting investors, maintaining market order, and facilitating capital formation.

，据市场消息，苹果正准备在今年秋季至明年期间，为其在售的所有 Mac 产品线推出新版本，包括台式机和笔记本电脑的更新。新电脑将包括搭载全新 M6 芯片的入门级 14 英寸 MacBook Pro、全新 iMac，以及采用全新设计和 OLED 触控屏的高端 14 英寸与 16 英寸 MacBook。苹果还计划更新 MacBook Air 和 MacBook Pro 产品线，并推出搭载升级芯片的新款 Mac mini 和 Mac Studio，尽管这些产品的发布时间可能会受到内存芯片供应挑战的影响。