CoreWeave向投资者发出警告，若需从英伟达芯片转向其他芯片将面临困难，可能需要投入大量时间和资金。

Satellite images show the first VLCC in weeks docking at a terminal near Ras Tanura on Saudi Arabia’s Persian Gulf coast, suggesting Riyadh is working to maintain crude exports. Shipping at Saudi ports remains affected by Iran-related conflict, Strait of Hormuz tensions and Houthi threats. Riyadh has shifted some loadings to Red Sea port Yanbu and is exporting via the SUMED pipeline to the Mediterranean. Yanbu activity has declined from earlier levels; three tankers are currently berthed there with combined capacity of about 3.4 mln barrels. Market participants say Saudi export flows are moving away from traditional Hormuz-to-Asia routes toward northbound Red Sea/Suez alternatives to reduce security risk. Some tankers have switched off AIS and satellite monitoring has temporal gaps, so actual Saudi crude loadings remain hard to confirm.

Foxconn says capex continues to increase to strengthen its global manufacturing and automation footprint.