Donald Trump wrote on Truth Social that major oil companies have not lowered retail gasoline prices in step with falling crude costs, calling it “gouging,” and said he directed the Justice Department to investigate. Traffic through the Strait of Hormuz remains only a small fraction of pre-war levels, disrupting roughly one-fifth of global oil shipments. U.S. crude prices are still about 25% higher than at the start of the year, while the national average gasoline price stands at $3.92 a gallon, up 21.7% from a year earlier. The episode underscores how prolonged geopolitical tensions and escalating policy intervention are jointly pressuring energy supply stability.

A sharp global selloff in technology stocks pushed Nasdaq 100 futures down 2.8%, while S&P 500 and Dow futures also fell. SpaceX extended its decline for a fourth session, including a $400 billion one-day market-value wipeout, as AI-linked chip and hardware names such as Nvidia, Tesla and Intel fell more than 5%. South Korea’s KOSPI slid 10%, with Samsung and SK Hynix down more than 12%. The moves were driven by fears that Iran war-related disruption around the Strait of Hormuz could lift inflation and interest-rate expectations, weighing on high-valuation growth stocks.

SpaceX股价较峰值下跌23%，连续三日走低，已跌破IPO首日收盘价；公司拟发行至少200亿美元债券，引发市场对其AI基础设施高杠杆融资的担忧。当日纳指跌1.3%，标普500跌0.43%，多只科技及消费股同步下挫。文中提及的Oil、Meta、Google、Amazon、S&P500、Nasdaq均为市场背景参照，无直接事件驱动关联。

Colombia’s presidential runoff ended with Trump-backed Abelardo de la Espriella ahead of Iván Cepeda, 49.7% to 48.7%, though election officials have not formally declared a winner. Cepeda, joined by outgoing President Gustavo Petro, said they will challenge results from more than 30,000 voting stations. The contest has centered on sharply different approaches to security and governance, with no new escalation in violence, sanctions, energy supply disruptions, or sovereign credit events reported.

Since Feb. 28, when the U.S. first struck Iran, the average national gasoline price has climbed 34%, reaching a weekly average of $4.63 per gallon in mid-May—one of the 10 highest weekly levels in the past decade. A Brown University estimate puts the added spending by Americans at $33 billion. The article links the surge in fuel costs to the escalation of the U.S.-Iran war and says a peace agreement has yet to be finalized, keeping geopolitical risks elevated.

U.S. oil inventories extended their slide as the Strategic Petroleum Reserve fell to its lowest level since 1983 and stockpiles at Cushing, Oklahoma dropped to 20 million barrels. Commercial crude inventories fell 8.3 million barrels in the second week of June, while 8.9 million barrels were withdrawn from the SPR, marking a tenth straight weekly decline, according to the Energy Information Administration. The Strait of Hormuz remained largely idle as no peace-deal text was released and shipping firms said reopening could take weeks. Oil prices briefly fell after President Donald Trump said a deal had been reached, but WTI rose 1% on Wednesday after the inventory data.

SpaceX shares began trading on the Nasdaq and rose more than 45% in three days, climbing from $150 to above $220 and lifting its market value to $2.94 trillion. The move pushed SpaceX past Amazon and Microsoft to become the world’s fourth-largest publicly traded company. Retail investors piled into SPCX, with one-day net buying close to last week’s total net buying across the entire U.S. stock market. Amazon and Microsoft had no negative news, but their relative performance lagged as money rotated into SPCX.