乌克兰基辅当局称，俄罗斯空袭造成五人死亡，二十三人受伤。

AT&T says open models now account for about 25% of its AI usage and could climb to 70–80%. In some applications switching from closed proprietary models to open models has cut costs by 80–90%. Goldman Sachs reports enterprises are adopting model tiering: lower-inference tasks shift to lower-cost open models while the most complex tasks remain on higher-capability proprietary models. As Chinese domestic open models increasingly substitute for U.S. models, Goldman-tracked AI-token costs have fallen 49% since May, making model calls cheaper and supporting broader enterprise AI adoption. Goldman warns cheaper calls will pressure base-model vendors’ per-unit pricing and margins; cost efficiency is rising as a competitive axis alongside model capability in the next phase of AI commercialization.

Goldman’s trading desk says the internal structure of the US equity momentum factor is shifting. Overlap between 12-month and 3-month winners has dropped to multi-year lows, while overlap of 12-month winners with 3-month losers is near multi-year highs, causing the 3-month momentum portfolio to diverge from the 12-month portfolio. Sector weights illustrate the shift: software is the biggest weight on the 3-month momentum long side and the biggest weight on the 12-month momentum short side. On the same trading day, semiconductors fell about 6.5% while software rose about 1%, underscoring a reassessment of short-term winners within tech.