Key Points Before U.S. Stock Market Opens | Anthropic Secretly Files for IPO Ahead of OpenAI, Microsoft Build Developer Conference Opens Today

Glonghui June 2｜1. The three major US stock index futures fell slightly, with Nasdaq futures down 0.11%, S&P 500 index futures down 0.16%, and Dow futures down 0.41%. 2. Major European stock indices all rose, with Germany’s DAX index up 0.75%, UK’s FTSE 100 index up 0.15%, France’s CAC index up 0.55%, and the Euro Stoxx 50 index up 1.02%. 3. US President Trump: An agreement with Iran will be reached “within the next week” to extend the ceasefire and reopen the Strait of Hormuz. 4. Anthropic has secretly submitted its IPO prospectus to the US SEC, striving to go public as early as this autumn, with its latest funding round valuing it at $965 billion. 5. The US further adjusted its import tariff regime on aluminum, steel, and copper, with a 15% low tariff now applying to items including agricultural equipment. 6. NVIDIA released a new PC super chip RTX Spark (N1X), Jensen Huang: N2X and N3X are under development. 7. NVIDIA’s Spectrum-X silicon photonics Ethernet technology is now in full mass production, improving network energy efficiency by 5 times compared to traditional transceivers. 8. Jensen Huang stated that Marvell Technology will become the next trillion-dollar company, and the two companies are strengthening their partnership. 9. Microsoft Build 2026 Developer Conference is scheduled for June 2-3 in San Francisco, with AI Agent as the core topic. 10. Google’s parent company Alphabet is raising $80 billion by issuing shares, with Berkshire Hathaway co-investing $10 billion. 11. Tesla China delivered 85,982 electric vehicles in May, setting a new monthly record for this year, up 39.4% year-on-year and 8% month-on-month. 12. Berkshire Hathaway’s $6.8 billion acquisition of Taylor Morrison Home is seen as a vote of confidence in the US housing market. 13. Supermicro has launched a range of new computing platforms in cooperation with Arm, featuring Arm AGI processors. 14. STMicroelectronics expects its data center business revenue to reach about $1 billion in 2026, nearly doubling its previous guidance. 15. Alibaba’s Qwen3.7 series multimodal large model, Qwen3.7-Plus, has achieved a new breakthrough in multimodal hybrid agents. 16. Tiger Brokers: Starting June 12, all existing investor accounts will be suspended for new or additional trades of all product types within mainland China.Earnings Announcements: 1. HPE’s Q2 revenue rose 40% year-on-year to $10.7 billion, beating expectations, with a net profit of $624 million, turning profitable year-on-year; annual guidance was significantly raised. 2. Tiger Brokers’ Q1 revenue grew 26.3% year-on-year to $155 million, recording a net loss of approximately $26.9 million, with client assets growing steadily.Key events to watch in US trading hours: 22:00 US April JOLTs job openings (Glonghui)