Brazil Planning Minister Moretti said he does not expect the additional diesel subsidy of 0.35 reais per liter to be reinstated.

Morgan Stanley analyst Adam Jonas said Friday the recent selloff has pushed SpaceX’s stock to a level that effectively prices its AI business at zero. Jonas wrote investor pessimism appears disconnected from fundamentals and creates an attractive buying opportunity. He warned upcoming lock-up expirations next month could allow insider sales and potentially drive the share price as low as $100 — a level that would imply zero or negative value for the AI unit. Jonas assigns a $300 target price, with more than 50% of the valuation attributable to SpaceX’s AI business.

据香港经济日报：香港天文台改发三号强风信号，今晚9时至午夜12时可能发布更高级别风力信号。