A White House spokesperson said regarding Iran that the U.S. can strike anywhere, at any time.

Kevin Warsh said controlling inf over the medium term is the Fed's responsibility.

JP Morgan analysts say ASML's plan to raise lithography equipment output by about 30% in 2027 and a further 30% in 2028 implies 2028 EPS potential well above market consensus; JP Morgan estimates 2028 EPS could exceed €65. Analysts note ASML's Q2 results and Q3 outlook beat expectations, and after the company raised full-year guidance consensus 2026 EPS forecasts are likely to be revised up by roughly 25%.