Group 1: Economic Indicators - In May, the US PPI increased by 2.6% year-on-year, matching expectations, while the core PPI rose by 3%, slightly below expectations [1] - The US fiscal deficit for the current fiscal year has reached $1.36 trillion, a 14% increase year-on-year, with May's deficit at $316 billion [3] - The interest expenditure on debt has become a significant threat to US fiscal health, with May's interest payments reaching $92 billion [3] Group 2: Company Performance - Oracle expects its cloud infrastructure sales to grow over 70% in the 2026 fiscal year, driven by strong AI computing demand, with total revenue projected to reach at least $67 billion [5][6] - Chime Financial's IPO saw its stock rise by 37.44%, with a market valuation of $13.5 billion, despite a significant drop from its 2021 valuation of $25 billion [7][8] - Silver prices have recently stabilized above $35 per ounce, with analysts predicting potential challenges to the historical high of $50 per ounce by year-end [9]
华尔街到陆家嘴精选丨算力需求炸裂 甲骨文股价大涨;美国“穷人支付宝”Chime上市大涨;银价将挑战历史高点?