Iranian state TV reports a US strike on roads and bridges in the Bandahamir area killed seven and wounded nine.

国际谷物理事会：将2026/27年度全球玉米产量预测下调400万吨至13.06亿吨。

Bernstein says TSMC (TSM.N) has reasonably increased its 2026 capex plan on the back of a solid demand base. Management reiterated on its recent earnings call it will not impose sudden large price hikes; with limited near-term price upside and shipments constrained by capacity, TSMC’s upward revenue revision suggests prior forecasts may have been too conservative. Bernstein states that, despite market volatility, sustainability of AI demand has improved over the past three months and that the recent market pullback should be viewed as an opportunity to add AI-related stocks.