External headlines on July 16: The United States launches more air strikes against Iran. ASML sharply raises its 2026 performance forecast. Space X falls below the IPO price of US$135 for the first time
Global financial media last night and this morning The headlines of common concern include: US launches more airstrikes on Iran, Trump reiterates Tehran seeks talks On the second day of congressional testimony, Warsh said that the price effects caused by AI may not necessarily push up inflation. The listing is approaching. Anthropic is reported to be planning to hold an IPO investor meeting within a few weeks. Demand for AI chips surges ASML sharply raises 2026 performance forecast NVIDIA CEO Jensen Huang denies product delay theory, saying Vera Rubin will be delivered to customers as planned SpaceX shares fall below IPO price of $135 for first time The United States launched more air strikes against Iran on Wednesday. U.S. President Donald Trump has previously vowed to intensify bombing efforts until Iran stops attacking ships in the Strait of Hormuz and agrees to open the waterway. The U.S. military launched a 90-minute operation early Wednesday afternoon local time in Iran, targeting missile storage and launch facilities on Greater Tunb Island in the Persian Gulf, near the Strait of Hormuz. The U.S. Central Command said it launched a second round of strikes at 3 p.m. Eastern Time. This is the fifth consecutive day that the United States has launched attacks on Iran. The U.S. military struck multiple military targets on Tuesday night, prompting Iran to launch retaliatory attacks on U.S. military bases in the Gulf Arab states of Kuwait and Bahrain. Federal Reserve Chairman Kevin Warsh said that price increases brought about by the construction of artificial intelligence infrastructure will not necessarily stimulate inflation. When communicating with lawmakers about the impact of the artificial intelligence boom, Warsh said policymakers will debate the degree of inflation it will bring. He also admitted that related investment has pushed up the price of computer chips. “I don’t think a one-time price change will necessarily push inflation because the supply side responds," Warsh said in testimony before the Senate Banking Committee on Wednesday. "From that perspective, it's different from foreign conflicts and their possible effects, which tend to reduce the supply side of the economy. " Anthropic is arranging meetings with investors to prepare for a potential large-scale IPO, according to people familiar with the matter. Sources said the underwriting bank responsible for the IPO will arrange for investors to chat with Claude in the coming weeks. Developers meet. Previous reports suggested that Anthropic could launch an IPO as early as October. If it goes to market as planned, Anthropic will be ahead of rival OpenAI. OpenAI currently plans to launch in 2027, which is delayed from the previously considered launch time of fall 2026. Both companies have filed confidentially to go public. ASML, the world's leader in lithography machines, released its second quarter 2026 financial report on Wednesday. Benefiting from the continued explosion in demand for artificial intelligence chips, the company's revenue and net profit exceeded market expectations, and it significantly raised its full-year performance outlook. The financial report shows that ASML achieved net sales of 9.326 billion euros in the second quarter, a year-on-year increase of approximately 21%, higher than the company’s previous guidance of 8.4 billion to 9 billion euros; net profit was 2.918 billion euros, with a gross profit margin of 54%, both exceeding market expectations. The company's CEO, Christophe Fouquet, said that the continued advancement of AI-related investments is driving demand for advanced logic chips and memory chips, and customers continue to accelerate production capacity expansion plans, giving the company higher visibility into future market demand. In response to claims that manufacturing issues may lead to product delays, Nvidia founder and CEO Jensen Huang said that the company's next-generation artificial intelligence accelerated computing system has entered the production stage and will be delivered to customers as planned. Huang told reporters in Tokyo on Wednesday that Vera Rubin hardware is on track to achieve "large-scale" production, but did not disclose a specific timetable. Research firm SemiAnalysis reported earlier this month that the launch of Nvidia's next-generation AI server rack system will be delayed due to manufacturing difficulties with a specialized circuit board that connects electronic modules. SpaceX shares fell for a fourth consecutive day on Wednesday, falling below the IPO price of $135 per share for the first time since going public as market enthusiasm for the reusable rocket maker faded.
Shares have been volatile since the reusable rocket maker completed its historic IPO last month. The IPO raised a record US$86 billion, making its founder Elon Musk the world's first trillionaire. Shares fell about 1% on Wednesday to close at $135.27 per share.
Shares have been volatile since the reusable rocket maker completed its historic IPO last month. The IPO raised a record US$86 billion, making its founder Elon Musk the world's first trillionaire. Shares fell about 1% on Wednesday to close at $135.27 per share.