An Israeli senior cabinet minister told Channel 12: "For us, Iran is Trump's problem; he has the right to seek a deal, but Lebanon is our problem, and we absolutely cannot accept the equation Iran has proposed, even at the cost of a serious confrontation with the United States."

Leveraged funds raised net short positions in the yen to over 115,000 contracts in the week to June 9, the largest level since November 2017, the U.S. Commodity Futures Trading Commission (CFTC) showed. The positioning build comes with the yen trading around JPY160 per dollar, keeping traders alert to government intervention risk, and occurs despite the prospect of Bank of Japan rate hikes — indicating carry-trade activity may be reviving.

TrendForce's latest silicon photonics research says rapid expansion in AI training and inference is driving data centers toward higher power, density and larger-scale clusters, boosting energy costs from data movement and prompting cloud service providers to elevate interconnect technology to strategic parity with compute. TrendForce warns interconnect architecture is now a key determinant of AI-factory expansion speed, energy efficiency and supply-chain control, and forecasts co-packaged optics (CPO) and near-package optics (NPO) market value to jump from roughly $100 mln in 2025 to more than $39 bln by 2030.