Philadelphia Semiconductor Index opened more than 5% higher, led by Intel (INTC.O). Micron Technology (MU.O) rose 9.6%; ASML (ASML.O) gained 5.1%; Applied Materials (AMAT.O) climbed 5%.

FITCH raised its global oil & gas industry outlook to "Improving" citing higher oil prices. It expects Brent at $100–110/bbl in June–July if the Strait of Hormuz remains closed, easing to about $70/bbl by September. FITCH says oil infrastructure has not been materially damaged and production should recover to near-normal within weeks once the strait reopens. It forecasts a return to market oversupply by Q4 2026, which would pressure prices lower.

伊朗议会议长卡利巴夫：他们既不遵守停火，也不相信对话。通过实施海上封锁和违反与黎巴嫩达成的协议，他们已经表明自己只听得懂强权的语言。