The Information reports internal Meta Platforms (META.O) documents show the company has restricted employee use of Claude and Codex, citing concerns about model-distillation risk.

Huatai Securities research note: Escalating Middle East tensions are disrupting global oil and gas supply-demand, temporarily lifting oil prices and driving inventory draws; but high prices are already causing demand destruction, and as supply constraints ease marginally the oil-price midpoint could gradually return toward equilibrium. In bulk chemicals, capex growth has clearly turned since H2 2025; measures to curb redundant competition, dual-carbon control and the exit of backward overseas capacity are promoting optimization of existing capacity and point to a capacity-cycle inflection. In electronic chemicals, AI compute growth, advanced process nodes, advanced packaging and domestic substitution are lifting semiconductor-material demand, and overseas supply disruptions could boost spot conditions for electronic specialty gases and other critical materials.

Fox News on the 28th cited a White House official saying US-Iran technical talks will continue and vessels can exercise "freedom of navigation" in the Strait of Hormuz.