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US AI chip stocks rose in pre-market trading, with Qualcomm (QCOM.O) up over 2%, AMD (AMD.O) up 1.9%, and Broadcom (AVGO.O) up 1.5%.

SpaceX (SPCX.O) shares rose more than 1% in pre-market trading after the company was included in the Nasdaq 100 index, effective July 7.

On June 29th, SK Hynix stated that financing for its new factory construction will primarily rely on operating cash flow, with the financing scale and timing adjusted flexibly according to market conditions. The company is also exploring various financing options, including collaborations with global partners. The company stated that compliant chip factory locations outside of South Korea may also be considered. Furthermore, the company plans to complete the construction of cleanrooms for different chip factories in phases and stagger production start-up times.

SK Hynix: The location of a compliant chip factory outside of South Korea may also be taken into consideration.

According to the Islamic Republic News Agency (IRNA), Iranian President Pezehizian stated that $6 billion of the $12 billion in Iranian assets frozen by Qatar should be released.

SK Hynix: We are still exploring various financing options, including collaborations with global partners.

SK Hynix: We will flexibly adjust the scale and timing of financing according to market conditions.

On June 29th, Samsung Electronics and SK Hynix pledged massive investments at a government briefing, highlighting South Korea's commitment to artificial intelligence development. While investors are still digesting the impact of expanded capital expenditures on chipmaker profits, most believe the government's move and its determination to build AI infrastructure are good news for the entire industry. Uday Vikram, co-chief investment officer of Singapore's Klay Group, stated, "Memory chip companies are currently enjoying excess profits, and reinvesting these profits in capacity expansion is a positive factor for the South Korean economy and industrial base." Currently, the rapid development of global AI is driving continued strong demand for memory chips, making Samsung Electronics and SK Hynix core companies in the global technology supply chain. However, their significant gains also make their stock prices more susceptible to fluctuations in market sentiment regarding AI. Roy Lim, a stock sales trader at Seoul-based NH Investment & Securities, said, "Given the political importance of this project, the government is still likely to introduce broader policy packages, which is likely to be a key focus for investors going forward."

The Israel Defense Forces and the Israel Security Service: On Sunday, an attack in northern Gaza killed Zaher Brahim Khalil Abu Salim, a military operative of the Islamic Jihad group who had infiltrated Israeli territory during the October 7 operation.

ECB Governing Council member Kazak: The likelihood of a negative scenario has decreased significantly.

June 29th - According to Shenzhen Railway authorities, the 2026 summer railway transport season will officially begin on July 1st and end on August 31st, lasting 62 days. Shenzhen Railway expects to transport 19.7785 million passengers, a year-on-year increase of 3.2%.

Samsung Group will invest 56 trillion won to build HBM factories in Cheonan and Onyang.

STMicroelectronics' shares in Milan continued their upward trend, rising about 4% on the day.

SK Telecom: It will finance some of its artificial intelligence data center investments through major technology companies and foreign capital.

On June 29, Foreign Ministry Spokesperson Guo Jiakun held a regular press conference. A CCTV reporter asked, "Since the earthquake in Venezuela, the number of casualties has continued to rise. What assistance has China provided to Venezuela in earthquake relief?" Guo Jiakun stated that the Chinese government has decided to provide Venezuela with an additional 100 million yuan in emergency relief supplies, on top of the previous cash assistance, for earthquake relief and post-disaster reconstruction. These supplies will be delivered to Venezuela as soon as possible. China has also provided Venezuela with satellite images of the earthquake-stricken area to support its earthquake relief efforts.

On June 29, Foreign Ministry Spokesperson Guo Jia-kun held a regular press conference. An AFP reporter asked about the economic and security cooperation agreement signed today between Australia and Vanuatu, which prohibits the establishment of any foreign military bases on the Pacific island nation's territory. Australian officials had previously expressed concern that China was seeking to expand its security presence in the region, including Vanuatu. What is the Foreign Ministry's comment on this? Guo Jia-kun stated that China has always adhered to the principles of mutual respect, equality, mutual benefit, and openness and inclusiveness in carrying out pragmatic cooperation with Pacific island countries, including Vanuatu, in various fields. "We hope that relevant countries will cooperate with Pacific island countries in a way that truly benefits the development and stability of the island region, and that this cooperation should not target any third party, much less be used for geopolitical maneuvering."

June 29th - According to foreign media reports, although energy prices have declined since the US-Iran peace agreement, Spain's inflation rate is surprisingly still well above the European Central Bank's (ECB) 2% target. Data released on Monday showed that Spain's harmonized CPI annual rate remained at 3.6% in June, the same as in May. Electricity and natural gas costs were the main influencing factors, although gasoline prices somewhat curbed the increase in inflation. The Spanish inflation data is the first major inflation data released after the ECB's interest rate hike. Inflation data from other major economies will be released on Tuesday, and overall Eurozone inflation data will be released on Wednesday. The market generally expects the inflation rate to slow down and has recently reduced its bets on an ECB rate hike.

The German DAX 30 index opened 73.28 points higher, or 0.30%, at 24,755.00 on Monday, June 29th; the UK FTSE 100 index opened 18.52 points lower, or 0.18%, at 10,489.50; and the French CAC 40 index opened 10.60 points lower, or 0.13%, at 8,374.27. The Stoxx 50 index opened 4.50 points higher, or 0.07%, at 6226.05 on Monday, June 29; the Spanish IBEX 35 index opened 53.45 points lower, or 0.28%, at 19371.85 on Monday, June 29; and the Italian FTSE MIB index opened 47.15 points higher, or 0.09%, at 51312.50 on Monday, June 29.