SpaceX has signed a $6.3 billion computing-services agreement with open-source AI startup Reflection AI. The deal comes as SpaceX shares slid sharply, erasing more than $600 billion in market value over three trading days. Investors have focused on plans for a first-ever $20 billion corporate bond issue, a 2025 net loss of $4.9 billion, a further $4.28 billion loss in Q1 2026, and a $60 billion all-stock bid for Cursor that has fuelled expansion concerns. MSCI has assigned SpaceX a CCC ESG rating, keeping attention on financial sustainability rather than the company’s longer-term narrative.

印度管道制造商Welspun Corp FY26营收1677亿卢比（+20%），EBITDA 237亿卢比（+41%），调整后净利润增长42%；订单总额2535亿卢比，约三分之二来自美国市场，主要受益于LNG出口基础设施、数据中心配套燃气电力管道及油管更新需求。公司同时在沙特推进产能建设，FY27指引营收2000亿卢比、EBITDA 285亿卢比。该文属公司基本面进展报道，不构成对LNG、Oil或natgas等大宗商品的直接价格催化剂。

SpaceX股价单日下跌10.44%，延续IPO后回调，已基本回吐上市初期全部涨幅。公司确认启动首笔未披露规模的高级无担保票据发行（市场预期约200亿美元），用于偿还桥贷；同时，多轮 insider 股份解锁将于8–9月集中释放，潜在可售股份达总股本44%，而当前自由流通股仅占4.2%。尽管获Reflection AI 63亿美元AI算力订单及指数纳入预期，但供给冲击主导短期定价。

Goldman Sachs has lowered its second-half gold forecast after shifting its view on US monetary policy, with the bank now expecting the final two rate cuts to be delayed until 2027 and the Federal Reserve dropping forward guidance. The call also reflects a reduced outlook for inflows into gold-backed ETFs, while a 60-day US-Iran path to a final peace deal has eased geopolitical risk and softened safe-haven demand, according to Bloomberg. Central-bank buying remains supportive, with the World Gold Council estimating purchases of 244 tonnes in Q1 2026, but the bank said the new rate path is weighing on prices.

US-Iran negotiations in Switzerland were paused after Iran protested Israel’s military operations in Lebanon and objected to Trump’s remarks about Hormuz, prompting Brent crude to rise more than 2% in early trading. Expert Dicker warned that if no firm deal is reached and inventories keep shrinking—down 143 million barrels in May alone—prices could jump from around $75 to as high as $135 within a month. The International Energy Agency, however, projects a large supply surplus by 2027, a scenario it ties to easing conflict and a recovery in output and exports. The split underscores a near-term risk narrative versus a longer-term outlook.

DSP Mutual Fund CEO Kalpen Parekh said a breakthrough in West Asia reduces India’s oil-price risk, easing pressure on the current account, inflation and the rupee. He added that gold has fallen about 18% from its early-year peak and now sits in a fair-value range rather than at a discount. On that basis, he said investors should avoid chasing the move higher or selling aggressively. The comments were framed as a macro assessment without citing specific oil-price levels or giving gold trading signals.

Sundar Pichai says a key habit behind his rise to Google and Alphabet CEO has been deliberately putting himself in rooms where he doesn’t feel like the smartest person. He described repeatedly seeking that discomfort as a way to accelerate learning and personal growth. Pichai tied the idea to his own career path, from product management roles to leading one of the world’s most valuable companies.

The Fed’s June 17, 2026 FOMC “dot plot” signaled at least one rate hike later in 2026, while new Chair Kevin Warsh struck a hawkish tone and dropped forward guidance. The dollar index moved back above 100 and is up 2.6% year-to-date. Gold has fallen 28% from its January high of $5,602 to a June low of around $4,000 and was last near $4,144. Oil has dropped nearly 15% after a US-Iran Strait of Hormuz deal, but higher-rate expectations are weighing on bullion.

India’s central bank kept its policy rate unchanged at 5.25% but raised its FY27 inflation forecast to 5.1% from 4.6%, based on an assumption of $95 per barrel average crude prices alongside geopolitical and potential El Niño risks. The RBI said core inflation remained contained, while flagging high oil prices as a key upside risk to inflation. The stance strengthens expectations that energy costs could keep inflation pressures persistent, offering fundamental support for crude.