据路透：海湾地区消息人士称，在该提案下，伊朗不会单独控制霍尔木兹海峡。

Morgan Stanley strategists say U.S. companies integrating AI are advantaged this earnings season and likely to deliver higher margins. The Wilson-led team says firms that treat AI as a core investment and have neutral-to-strong pricing power are seeing the most pronounced improvement in margin expectations; they project these companies’ net profit margins could rise roughly 100 bps by 2027 as AI is deployed.

Kremlin: Russian President Putin spoke by phone with Azerbaijani President Aliyev; the leaders confirmed a shared intent to further expand mutually beneficial cooperation.