S&P 500 Falls Over 2%, AMD Drops Over 10%, INTC Plunges 9.5%
On June 10, Bitget market data reported that the S&P 500 plunged more than 2%. Top tech stocks dropped broadly, with notable declines across the group: Nvidia (NVDA) fell 3.84%, Tesla (TSLA) dropped 5.71%, Apple (AAPL) was down 4.41%, Alphabet (GOOG) declined 1.4%, AMD slid 10.1%, Marvell Technology (MRVL) dropped 14.9%, Micron Technology (MU) fell 9.5%, Intel (INTC) declined 9.5%, Microsoft (MSFT) was down 3%, and Oracle (ORCL) slid 5.9%.
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Anthropic has released Claude Fable 5 for public use.
June 10: Anthropic has released Claude Fable 5, the first universal large model in its Claude 5 series, for public use.
This new model shares the same underlying architecture as Claude Mythos 5 — which is restricted exclusively to controlled entities — but adds extra security safeguards for dual-use capabilities. Compared to the existing Claude series, Claude Fable 5 performs better on complex tasks such as long-context processing and multi-turn dialogues.
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The 25-year-old Wall Street AI Stock Market Wizard's Portfolio Plunges Across the Board, IREN Drops by 12.84%
June 10 — Bitget market data shows that holdings of Situational Awareness LP (SALP), run by 25-year-old Wall Street AI investing prodigy Leopold Aschenbrenner, posted broad declines per the firm’s Q1 13-F filing. Individual stock declines include BE down 3.82%, SNDK down 5.24%, CRWV down 7.76%, IREN down 12.84%, CORZ down 6.32%, APLD down 5.65%, RIOT down 6.5%, and CLSK down 7.87%.
SALP founder Leopold Aschenbrenner, a 25-year-old (born 2001/2002) German investment prodigy, previously worked at FTX Future Fund. In 2023, he joined OpenAI as a researcher but was fired in 2024 over alleged misconduct and refusal to cooperate with an investigation. In June 2024, he released a viral 165-page paper titled “Situational Awareness: The Decade Ahead,” outlining the imminent timeline and strategic importance of AGI. Following this, he launched his eponymous investment firm Situational Awareness LP, which focuses heavily on AI infrastructure—including power supply, data center computing power, se
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Prominent US Stock Market Influencer: CPO Currently Facing Severe Production Bottleneck and High Failure Rate
June 10th, Herman Jin (@ShanghaoJin), a KOL covering the US stock market, responded to the claim that "only Intel’s (INTC) EMIB packaging technology can truly achieve Co-Packaged Optics (CPO), while TSMC’s CoWoS technology cannot." Jin commented, "Currently, CPO faces severe capacity bottlenecks and widespread yield issues. Let’s stay level-headed for now and avoid being overly optimistic."
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Institutional Research Report Attributes U.S. Stock Market Optoelectronics Module Collapse: MRVL Dropped by 13.3%, AAOI Dropped by 16.4%
June 10: Per Bitget market data, the U.S. optoelectronic module sector suffered a broad sell-off today, with leading players’ shares plummeting: Marvell Technology (MRVL) dropped 13.3%, Applied Optoelectronics (AAOI) fell 16.4%, Nokia (NOK) declined 8.5%, Lumentum (LITE) slid 11.77%, and Coherent (COHR) dipped 15.2%.
BlockBeats previously reported that SemiAnalysis—an independent research firm focused on semiconductors, AI infrastructure, and data centers—published a new cross-vertical research note today. Its key conclusion directly flags significant delays in shipments for two critical technologies powering AI data centers: NVIDIA’s native 800VDC architecture, and the mass production delivery of Co-Packaged Optics (CPO).
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