Axios reports a senior U.S. official said the White House views Netanyahu’s statements on a Gaza plan as election-season political posturing and is unconcerned. The White House understands his domestic political pressures and will not object so long as Israel complies with U.S. requests—particularly to limit strikes on Gaza.

Guojin Securities warns markets have focused on macro tensions and may have overlooked AI supply‑chain shifts; while investors debate AI’s path, non‑AI real assets and export sectors could become the primary market driver. The firm says the commodity rebound is established and the energy+metals complex is shifting from the downtrend since March into a broad upswing. Preferred resource ranking: non‑ferrous metals (gold, copper, aluminium) first, then energy (coal, oil and petrochemicals). Watch construction machinery, power‑grid equipment and refining/petrochemical stocks as demand from southern markets aligns with Chinese manufacturing. High‑dividend, low‑volatility, stable cash‑flow dividend names are likely targets for absolute‑return investors’ reallocation.

Cyprus Energy Minister Michael Damianos told AP Cyprus could start exporting natural gas from East Mediterranean offshore fields to Europe as early as March 2028. He said the Ukraine crisis and Middle East conflict have unsettled global energy markets and accelerated European efforts to diversify supplies, bringing East Mediterranean fields into view as an alternative source.