Politico, citing eight people familiar with the discussions, reports the Trump administration is still considering a new round of sweeping tariffs on semiconductors despite warnings from tech companies that the move could jeopardize U.S. leadership in artificial intelligence.

Harmony Gold said FY2026 gold production was 44,464 kg (1,429,551 oz), in line with expectations.

Market consensus projects NVIDIA (NVDA.O) FY2027 revenue to January at $396bn; the CFO’s 70% growth guidance implies FY2028 revenue of about $673bn. That level would put NVIDIA ahead of Apple and Alphabet by revenue among U.S. tech firms, leaving it second only to Amazon (still primarily a retailer). CEO Jensen Huang has previously given multi-year AI chip sales cues, but NVIDIA has not before issued guidance this far into the future.