NVIDIA CFO expects supply will remain a constraint on growth through at least fiscal 2028; memory prices are extremely elevated.

Spot gold rose above $4,630/oz, up 0.78% intraday. Spot silver surged more than 2.0%, trading at $69.48/oz.

China's foreign minister Wang Yi met Uzbekistan presidential administration head Mirziyoyeva in Beijing on the 26th. Wang relayed President Xi's greetings, said China‑Uzbek relations have advanced under the leaders' strategic guidance, described China as a reliable partner and said he expects Uzbekistan to continue firm support on issues involving China's core interests; China is willing to deepen bilateral cooperation. Mirziyoyeva relayed President Mirziyoyev's greetings and said Uzbekistan seeks sustained high‑level engagement and deeper practical cooperation with China.