Sunrun (RUN.O) shares rose about 5% premarket after the company said it will provide energy capacity to Voltus under an agreement for an AI hyperscale data‑center customer.

German and Italian experience suggests a sustained, significant drop in ultra-long JGB yields is unlikely. If market concern that the BOJ is behind the curve abates, 30-year JGB yields may fall, but such declines are likely temporary. Fiscal worries that widen JGB ASW spreads can push ultra-long yields back up. Even with stable inflation expectations and ASW, uncertainty over the terminal BOJ policy rate can prevent a sustained downtrend—European 30-year yields rose until ECB rates topped out. Near term, easing BOJ-behind-the-curve fears could shave yields briefly, but year-end debate on the next fiscal-year budget and relatively rich JGB ASW versus peers argue against a durable, trend decline in ultra-long JGB yields.

Geely Holding Group will coordinate group brands and external partners to co-invest, co-develop and share production capacity, local supply chains, talent, channels and service networks. Volvo’s European plant will be a key European base for Geely group’s high-end luxury models, slated to start production in 2028. The Proton plant in Malaysia acquired by Geely is being retooled into a Southeast Asia manufacturing hub with 500,000‑vehicle capacity. The Geely‑Ford JV plant in Spain will also produce Geely models with 500,000‑vehicle capacity, targeting 2028 start-up. Geely Automobile (00175.HK) raised its 2026 export target to 920,000 vehicles from 640,000 and said it will challenge a one‑million sales target.