Financial Times reports Google has limited Meta's access to Gemini, citing AI-driven pressure on compute capacity.

Schnabel warned that even if a U.S.-Iran peace deal reopens the Strait of Hormuz, price pressures could be stronger than expected. She said food, goods and services inflation face upside risks and an energy-price shock could spill over more broadly. While welcoming recent energy-price declines tied to peace prospects, she cautioned against complacency, saying uncertainty remains high even as an announced deal reduces the probability of a worst-case scenario, and that oil is likely to stay elevated as the strait reopens only gradually. Seen as the Governing Council’s most hawkish member, Schnabel reiterated she expects the ECB to raise rates further to bring inflation back to 2% in the medium term; consumer inflation expectations have risen but there are not yet signs of wage pressures.

On the 27th, Hezbollah deputy leader Naim Qassem condemned the US–Israel–Lebanon framework agreement, calling it a "serious mistake" by the Lebanese government and saying Hezbollah considers the pact invalid. He accused Lebanese authorities of using the "serious mistake" to legalize Israeli occupation.