Iranian foreign ministry spokesman Baghaei said admitting mistakes can be a precondition for making correct decisions, but he questioned whether U.S. decision-makers have that courage.

Cantor Fitzgerald指出，市场谈AI半导体时，往往更关注GPU、HBM和光模块，但模拟芯片公司ADI也已明显受益于AI基础设施扩张。Cantor估算，截至2026年4月季度，ADI约19%—20%的收入已与AI相关，主要来自三部分：ATE测试约2.6亿美元、数据中心光学约2.15亿美元、数据中心电源约2.15亿美元。 这种受益不只是静态存量，ADI的光学控制器已切入NVIDIA Blackwell全系统方案，垂直供电方案也有望用于Google相关平台，两项design win在FY26预计各自带来约5000万美元增量收入。与此同时，ADI在7月完成Empower收购，补齐IVR和硅电容技术，也进一步扩大了其在AI加速器电源领域的覆盖范围。

Former US State Department acting director for Iran affairs Joey Hood said the current lull between Washington and Tehran is temporary, with both sides rearming, resupplying and preparing for further action. He called the June memorandum of understanding poorly drafted, saying it effectively lets Iran claim sovereignty over the Strait of Hormuz and influence over Lebanon, and said there are no signs the memorandum will be revived or replaced amid a stalemate. Hood identified Iran's demand for sovereignty over the Strait of Hormuz as the main obstacle to talks and predicted that if Iran restores free passage, President Trump would reciprocate by lifting a maritime blockade and removing oil sanctions.