Iran's foreign ministry said historical records show the maritime traffic separation scheme (TSS) has largely lain within Omani territorial waters since 1968 and that Iran never objected. It said that after US and Israeli attacks on Iran, Tehran considers itself obliged to take necessary measures to prevent a recurrence of attacks and regional insecurity.

Korea Investment & Securities estimates SK Hynix Q2 revenue at 80.9 trln won and operating profit at 60.4 trln won, up 264% and 556% YoY respectively, but about 8% below the 65 trln won market consensus. Analyst Chae Min-suk said SK Hynix’s higher share of high-bandwidth memory (HBM), whose ASP gains have lagged the market, caps company-level ASP increases; with HBM4 entering full production and sales from Q3, ASP growth should align with the market. KIS estimates Q2 DRAM and NAND ASPs rose roughly 30% and 50% QoQ. The broker cut its operating-profit forecasts for this year and 2027 by 9% and 11%, saying the revisions reflect more realistic price assumptions tied to signed long-term contracts. Chae added that as the memory industry shifts toward 3–5 year contract structures, company value will depend on how long higher profitability persists rather than quarterly ASP growth rates.

加拿大皇家银行：英镑兑欧元短期内可能扩大涨幅，但随着2026年晚些时候财政担忧再次浮现，英镑或将回落。