Eric Balchunas: SpaceX Leveraged ETF with a turnover of over 3 billion US dollars

According to The Block data, since the start of the World Cup, the daily trading volume of the Polymarket sports market has increased from less than 130 million US dollars to nearly 300 million US dollars, and the daily trading volume of the football market has grown fourfold.

According to Jinshi data on June 17, Jeff Buchbinder, chief equity strategist of LPL Financial, said that investors were concerned about the views of Kevin Walsh, the chairman of the Federal Reserve, on inflation, unemployment and economic prospects. At present, the yield of the US 10-year treasury bond bond fluctuates at 4.43%. Kevin Walsh, the chairman of the Federal Reserve, did not want to see the yield of the 10-year US treasury bond rise sharply. It is crucial for the market to keep the yield of the 10-year US treasury bond below 4.5%. The Federal Reserve will not take action quickly.

Goldman Sachs has released a report stating that the world is entering a capital expenditure super cycle driven by AI and geopolitics, and future investment returns will rely more on active stock selection rather than valuation expansion. Goldman Sachs expects Amazon Meta、 Google, Microsoft, and Oracle will have a total capital expenditure of approximately 75.5 billion US dollars in 2026, which is expected to rise to approximately 92 billion US dollars in 2027. Capital expenditure momentum is spreading from data centers to energy, industry, and infrastructure sectors. Goldman Sachs recommends four thematic investment baskets: artificial intelligence, defense spending, electricity and electrification, and HALO.

Sharon AI announced the issuance of convertible senior notes to raise $700 million to support its computing agreement with Nvidia.

At the opening of the US stock market, the Dow Jones Industrial Average rose 37 points, the Nasdaq rose 118 points, and the S&P 500 index rose 0.13%.