Key News
1. Trump stated that the US and Iran have successfully signed a memorandum of understanding online, and negotiations for a US-Iran agreement have now entered the second phase, "which should be easier than the first phase."
Stock News
1. Meta Platforms (META.O): THREADS' monthly active users have reached 500 million.
2. SEC filings show that SpaceX (SPCX.O) will acquire Anysphere through a merger.
3. SEC filings show that Nvidia (NVDA.O) has filed for a seven-part note offering of up to $25 billion.
4. According to The Information: Qualcomm (QCOM.O) is in talks to acquire Tensorrent to expand its AI chip capabilities.
5. Novo Nordisk (NVO.N) CEO: Regulatory data protection for semaglutide will continue until the second quarter of next year, when generic versions are expected to begin entering the market.
6. Market News: Several studios within Microsoft's (MSFT.O) Xbox gaming division, such as Compulsion Games and Double Fine, are actively negotiating spin-offs.
7. Waterdrop Inc. (WDH.N): In the first quarter of 2026, the company's net operating revenue was RMB 1.242 billion, a year-on-year increase of 64.8%; net profit attributable to shareholders was RMB 98.37 million, achieving profitability for 17 consecutive quarters.
8. Amazon (AMZN.O) announced on Monday plans to invest billions of dollars in a new data center campus in Montgomery County, Missouri, further expanding its artificial intelligence and cloud computing footprint.
