2026 FOMC voting member and Dallas Fed President Logan to speak in 10 minutes.

Meta Platforms CEO Mark Zuckerberg said the company needs as much compute as possible and is considering leasing portions of its AI infrastructure to external firms amid tight supply of compute for AI development. Reports earlier this month said Meta is drafting a cloud-business plan to directly monetize data centers and other compute partnerships. Zuckerberg added there is potential to build a cloud business if the company chooses to, and denied Meta has excess capacity, saying he does not know anyone in the industry who believes they have surplus compute and that Meta is fully utilizing its resources.

France HICP final for June: MoM -0.3% (consensus -0.3%, prior -0.3%).