Overnight Highlights on July 22nd

1. Iran's Hatame Ambya Central Command issued a statement saying that the United States has threatened to attack Iran's nuclear facilities and sensitive centers. If the US military takes such action, Iran will consider it an expansion of regional war, and all interests of the United States and its allies in the region will become targets of strong attacks by the Iranian armed forces. 2. US Secretary of Defense Hegeseth said that the US has spent $37.5 billion on the war with Iran so far, higher than previously estimated. 3. On July 21, international oil prices rose to their highest level in five weeks due to escalating mutual attacks between the US and Iran and the threat to blockade shipping from Yemen's Houthi armed forces affecting Saudi Arabian sea transport. WTI crude oil futures for August settled up 2.02%, while Brent crude oil futures for September settled up 2.01%. 4. US President Trump is set to impose new tariffs on dozens of countries as early as this week. US Trade Representative James Greer hinted in an interview that the US federal government will soon introduce new tariff policies to replace the expiring 10% global import tariffs. 5. Yemen's Houthi armed forces warned international shipping companies on the 20th that vessels involved in trade with Saudi ports may face military strikes, further expanding their previous announced ban on Saudi maritime traffic. 6. Canadian Prime Minister Mark Carney stated that he had spoken with US President Trump after the announcement of US tariffs. Carney also stated that if implemented, Canada will consider all response options. 7. US President Trump announced that the US will soon launch strikes on Iran's underground nuclear facility in the "Kashan" south of Natanz, and the strikes will be "very intense." He also said during a meeting with Lebanese President Aoun at the White House that the US will take action if the Houthi armed forces blockade the Red Sea. 8. OpenAI announced on July 21 that the combined weekly active user base of its AI agents Codex and the general-purpose tool ChatGPT Work has surpassed 10 million, nearly doubling earlier this month. 9. On Tuesday, NVIDIA officially released details of its data center CPU Vera, including chip specifications, benchmark data, and architecture information for potential customers to evaluate. A NVIDIA representative revealed that the Vera chip had already been delivered to customers in June, including OpenAI, Anthropic, and SpaceX. 10. Super Micro Computer stated on Tuesday that its profit margin for the quarter ending in June exceeded previous expectations and new orders surged. The expected gross margin and adjusted gross margin for the quarter are between 15% and 17%, significantly higher than the 8.2% to 8.4% range forecast management gave in May. 11. Approximately 911.5 million shares held by internal personnel of SpaceX will be unrestricted on August 6, totaling a market value of around $116 billion. SpaceX will gradually unlock the shares, and by the end of the year, the total number of shares available for trading will increase from approximately 639 million shares to 5.33 billion shares.