UK Nationwide house price index, May: MoM -0.6% (consensus -0.2%), prior +0.4%.

Iran's Government Information Committee chairman Hazrati said President PEZESHKIAN is fully focused on state affairs, rejecting reports he has resigned.

Guotai Haitong maintains an overweight rating on the overseas AI compute and applications supply chain. The report says OpenAI and Anthropic’s rapid growth both validates expanding AI model capability and is lifting demand across the AI industry chain. Recommended focuses: (1) hardware suppliers supporting compute expansion — GPU/ASIC, CPU, storage, advanced process nodes and packaging, and semiconductor equipment; (2) cloud providers and infrastructure platforms hosting AI workloads and distributing models; (3) application companies able to deliver full-ecosystem, full-scenario deployments.