Federal Reserve semiannual report: M2 money supply growth was moderate and broadly similar to the typical pace seen in the 2010s.

Morgan Stanley analysts wrote after an investor meeting with NVIDIA management that despite a large market cap and recent relative underperformance, NVIDIA is still their preferred semiconductor stock. They said AI hyperscale cloud providers—about half of current data‑center revenue—are exploring custom‑chip alternatives but NVIDIA "will retain a large portion of that business" and both standard and custom categories should still grow. Demand from Neocloud, industrial and sovereign data centers remains strong and the Vera Rubin chip is expected to ship on schedule. The analysts warned valuation multiples may be capped by NVIDIA's size and index weight but said they expect the valuation gap to close over time and wrote, "Our conviction remains strong."

美国农业部：将阿根廷2025/2026年度玉米产量预期从之前的6100万吨上调至6300万吨，市场预期为6158万吨；维持巴西2025/2026年度玉米产量预期在1.38亿吨不变，市场预期为1.3824亿吨。