英伟达(NVDA.O)：台积电(TSM.N)正在探索使用英伟达Omniverse库构建FabTwin虚拟晶圆厂环境，并使用英伟达Metropolis和TAO工具套件推进缺陷检测。

Israeli broadcaster i24News reported Iran's missile bases have been restored to operational use.

New York and LME copper rose on Monday as markets enter a month that could clarify the Trump administration’s import-tariff plans for metals. The US commerce secretary must submit recommendations on refined-copper tariffs to the president by June 30; ahead of any decision the US price premium versus the rest of the world has widened, drawing metal back to US ports and underpinning prices. Copper is up about 5% in May. Progress in US‑Iran ceasefire talks and spillover demand from AI-related assets have also supported the market. Goldman Sachs raised its LME year‑end 2026 copper target to $13,735/ton from $12,465, citing US stockpiling and weaker‑than‑expected mine supply keeping the market tight.