Microsoft (MSFT.O) expects first fiscal quarter revenue of $89.85–90.95 billion. FY2027 capital expenditure is forecast to rise YoY; including lease-accounting adjustments capex is expected at $175 billion. The company expects positive free cash flow in FY2027.

The Wall Street Journal reports that last week on Air Force One at a Delaware tarmac President Trump held emergency talks with top war advisers — Chairman of the Joint Chiefs Gen. Dan Kane, Defense Secretary Hegseth, and CENTCOM commander Adm. Brad Cooper. Cooper drafted a punitive air campaign of up to two weeks; after Iran’s missile attack on Tuesday Trump has pledged retaliation but is weighing approval of Cooper’s 10–14 day intensive strikes aimed at crippling Iran’s missile capability — a plan the military says would reduce U.S. reliance on defensive munitions but comes amid warnings that air‑defense ammunition stocks are running low — versus narrower strikes to preserve diplomatic space. The WSJ says Cooper’s high‑intensity option is designed to sharply escalate and break the previous tit‑for‑tat airstrike stalemate.

澳大利亚6月季调私营营建许可年率 0.4%，前值13.2%。