华盛顿中东研究所杰出外交研究员艾伦·艾尔表示，目前真正重要的谈判，是伊朗与阿曼围绕霍尔木兹海峡问题展开的磋商，而非美伊之间围绕和平协议的磋商。他解释称，伊朗已经决定，不值得再与美国进行直接谈判，因为伊朗无法相信美国所做出的任何承诺。艾尔表示：“事情并没有发生任何变化。特朗普总统已经五六次扬言要摧毁伊朗，但每次都在最后关头退缩。我认为，现在很难相信双方正在进行谈判，也很难相信特朗普正在就核问题或霍尔木兹海峡问题与伊朗达成协议。”

Amazon Web Services CEO Matt Garman said customers are shifting from using AWS to train large AI models toward embedding those models in their own workflows, driving increased demand for inference compute even as some companies continue to run large training clusters. He called the AI business potential "very large" and said Amazon will keep raising capital spending to meet demand. Amazon last week said it now expects 2026 capital expenditure of $220bn, up from a prior $200bn forecast; the higher plan reflects rising prices for storage chips and other data‑center components.

S&P 500 topped 7,600 for the first time since June 3, trading up 1.5% and roughly 20 points below its record high.