Cerebras公布2026年Q1财报：GAAP营收1.93亿美元，同比增94%；宣布与OpenAI达成超200亿美元、750MW算力交付协议；与AWS共建 disaggregated 推理架构；完成64亿美元半导体史上最大IPO。公司股票在纳斯达克上市（CBRS），其重大商业进展强化市场对AI基础设施高增长预期。

Cerebras在IPO后首次披露财报，Q1营收1.93亿美元、同比翻倍，调整后净亏损250万美元，优于预期；但毛利率承压，Q2指引毛利率36%-38%，虽高于预期，仍远低于NVIDIA等AI芯片 rivals。公司依赖OpenAI 200亿美元大单，但超大芯片制造良率与成本问题引发市场对其盈利模式担忧，盘后股价下跌7.8%。

U.S. stocks ended lower on Tuesday, with the Nasdaq and the S&P 500 closing at one-week lows as semiconductor shares sold off. The Philadelphia SE Semiconductor index and the S&P 500 information technology sector both declined, while Nvidia, AMD, Intel and Marvell weakened. Investors questioned whether debt-funded AI capital spending is sustainable and grew more cautious about the Fed potentially hiking rates again in December, pushing volatility to a one-week high.

ASML将于2026年7月15日盘前公布第二季度财报。此前Q1业绩超预期，营收达100亿美元，毛利率53%；管理层给出Q2营收指引84–90亿欧元，并上调全年销售展望至412–458亿美元。多家机构（如Wells Fargo、BofA）同步上调目标价至$2,200–$2,345，强调2027订单已基本锁定，强化增长确定性。

印度执法局（ED）对Rajesh Exports在班加罗尔和孟买共九处地点开展突击搜查，调查涉嫌外汇违规。调查显示其黄金库存实物比账面低约40%，并发现疑似代持股份及可疑贸易应收应付调整（约3000亿卢比）。证监会（Sebi）此前已认定该公司五年内虚增营收超15万亿卢比。事件直接冲击黄金贸易链可信度，但未涉及全球黄金供需基本面变动。

SpaceX is preparing an investment-grade bond sale that could exceed $20 billion, with proceeds largely aimed at refinancing a bridge loan tied to its xAI acquisition that matures in September 2027. Any additional funds would support expansion across Starlink, AI and its rocket business. As of March 31, 2026, the company reported $29.1 billion in long-term debt and about $15.9 billion in cash and equivalents.

Stellar’s compliance-focused technology stack is helping fuel rapid growth in real-world assets on the XLM network. Its RWA market has tripled, reaching $3 billion. The expansion reflects rising institutional adoption of tokenized products on Stellar.

标普500指数周二开盘下跌1.61%，报7352.61点，延续科技股主导的连续下跌。Alphabet跌5%，SpaceX跌16%，亚马逊、Meta、微软均显著下挫。Polymarket显示6月23日‘上涨’开盘概率仅2%。市场聚焦周四公布的PCE物价指数——美联储最青睐的通胀指标，此前美联储会议释放鹰派信号，强化年内再加息预期。