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On June 30, The New York Times reported that several informed officials and diplomats revealed that Oman has submitted a formal proposal to the United States and Western allies to jointly charge a toll on vessels passing through the Strait of Hormuz, aimed at supporting the safety and management of the waterway. The proposal reportedly draws on operational models from the Strait of Malacca and the Singapore Strait. Regional diplomats indicated that the fees would be voluntary, but Iranian officials claimed that payment would be mandatory. Currently, the U.S. has received Oman's proposal and expressed concerns about the arrangement, stating it will continue consultations with Oman. U.S. Secretary of State Marco Rubio previously stated that the U.S. opposes any form of charges for navigation through the Strait of Hormuz, including fees, tolls, or donations, arguing that the pre-war status of free navigation should be restored. The report notes that future management arrangements for the Strait of Hormuz remain a significant topic in U.S.-Iran peace negotiations. Iranian Deputy Foreign Minister Kazem Gharibabadi stated that Iran will soon initiate talks with Oman to discuss matters including the fee mechanism and route adjustments.

Castle Securities analyst Scott Rubner highlighted that retail investors have been buying the dip at a record pace this year. Data shows that on days when the S&P 500 index declines, retail investors' buying volume is 3.5 times the daily average; dip buying has become the preferred strategy for retail investors in the first half of 2026. This activity surpasses the scale seen during the meme stock frenzy of 2021 and marks the strongest dip buying observed by Castle Securities since it began tracking data in 2020.

Gelonghui, June 30 – Applied Materials rose over 2% to $708.76; Lam Research gained 3.3% to $424.39. According to Korean media reports, Samsung Electronics is accelerating the development of its 1.4nm (SF1.4) process node. The advanced manufacturing process was originally planned for mass production in 2027, but due to a strategic shift in wafer foundry business priorities, mass production has been delayed to 2029. The reports noted that Samsung Electronics recently shared the SF1.4 process plans with leading semiconductor equipment companies such as Applied Materials and Lam Research, aiming to achieve upstream and downstream collaboration and accelerate the development of the most suitable equipment portfolio for this node, including customized versions of standard equipment.