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BlockBeats News, June 9th, TD Securities expects that the upcoming US CPI report for May will confirm that inflation is slowing down but still stubbornly high. The institution expects the US May core CPI monthly rate to decrease to 0.23%, staying flat at 2.8% annually; the overall CPI monthly rate to drop to 0.4%, rising to 4.2% annually. Looking at the breakdown, it is anticipated that in May, commodity prices will rise by 0.13% month-on-month, in line with the three-month average. Among them, core goods excluding automobiles account for most of the increase, with categories such as household goods and clothing seeing rises. The expected further decline in used car prices is expected to partially offset this increase. Furthermore, the continued pass-through of oil price shocks and tariff effects will push core inflation to around 3.0% year-on-year in June. There is an upside risk if aviation fuel costs transmit to ticket prices to a greater extent than expected. Looking into the second half of 2026, it is anticipated that core inflation will not see a significant decline. Core goods prices excluding automobiles will continue to show strength, while housing costs will tend to normalize at a high level.

BlockBeats News, June 9th. According to Bitget market data, US optical communication stocks experienced a general decline. On May 28th, the newly listed FOTO ETF (Pure Photonic ETF) dropped by 3.01%. Among individual optical module stocks: George Huang's recommended stock, Marvell Technology (MRVL), fell by 6.69%. Huang had previously touted it as the next trillion-dollar market cap company; AAOI (Applied Optoelectronics) dropped by 7.13%. The company is a manufacturer of high-speed optical modules (800G/1.6T) focusing on AI data center transceivers; LITE (Lumentum Holdings) declined by 3.48%. The company is a key supplier of optical communication lasers and modules, serving as a major supplier to AI data centers; COHR (Coherent Corp.) fell by 7.02%. The company is a leader in lasers, optical components, and photonics solutions, with a presence in data centers and industrial sectors; CIEN (Ciena Corporation) dropped by 4.61%. The company produces high-speed SerDes and interconnect chips, focusing on low-power interconnects for AI data centers; FN (Fabrinet) fell by 2.95%. The company is a leading high-end optical module contract manufacturer, providing manufacturing services to multiple optical module companies; AXTI (AXT Inc.) declined by 4.16%. The company is a supplier of optical chip materials (InP, GaAs substrates), offering key raw materials for AI optical modules; NOK (Nokia) dropped by 3.63%. As a telecom equipment giant, Nokia has recently made significant efforts in optical networking and AI data center interconnects, positioning itself as a key player in optical modules and photonics concepts.

On June 9, according to Saudi Arabian television citing a White House official, negotiations regarding an agreement to prevent Iran from acquiring nuclear weapons are making positive progress. Spot gold briefly surged over $30, while both U.S. and Brent crude oil prices declined.