WALLER said he favors publishing the Fed's dot plot the day after policy meetings end.

The Islamic Revolutionary Guard Corps said that, as it downgraded the US's ostensible objective at the start of US aggression to "reopening the Strait of Hormuz", it will respond to new hostile US actions by shaming and frustrating the US more than before and inflicting unprecedented humiliation.

Semiconductor sector shows intra-sector rotation: funds are exiting broad chip names and reallocating into specific supply‑chain nodes. Packaging/test stocks such as Tongfu Microelectronics and JCET Group logged net inflows, while memory and chip‑design names including GigaDevice, Huatian Technology, Beijing Junzheng, Baiwei Memory, Puran and Demingli saw large net outflows. Market takeaway: investors prefer packaging and advanced packaging as nearer‑term beneficiaries of AI compute expansion and onshore substitution order visibility, while memory and consumer‑electronics chains — after earlier gains and with remaining price‑cycle and demand uncertainty — are being taken down for profit.