CoreWeave shares jumped 22%; Nebius rose 18%.

IEA monthly report forecasts 2027 global oil demand will be 2.4 mln b/d higher than its earlier projection of 1.9 mln b/d.

Omdia says sustained AI demand outstripping global supply has driven strong DRAM and NAND growth and prompted it to lift its 2026 global semiconductor revenue forecast to +94.1% YoY. Memory ICs are expected to account for over 50% of total semiconductor revenue in 2026. Omdia warns AI demand already exceeds current chip fabrication and packaging capacity; bottlenecks in HBM, advanced packaging and leading‑edge process capacity are expected to persist at least through 2027.