US May wholesale sales MoM due in 10 minutes.

Australia’s UniSuper (A$166bln, ~$115bln) will buy U.S. technology stocks on pullbacks and remains structurally overweight the sector, citing AI-driven capex that should support earnings growth. CIO John Pearce said the fund views large-cap tech as in an AI spending “sweet spot” and would add even after a 10% sector correction; international equities account for about 35% of its default option and NVIDIA, Microsoft and Apple are its largest holdings.

美国总统特朗普：任何军事行动一旦发生，都会迅速展开。