The co‑leader of Germany's Choice party said the party secured a historic victory in the Saxony‑Anhalt election today and has a clear mandate to govern. The co‑leader said the party will open talks with all parties and offer cooperation to any willing partner, but will not abandon its values to gain power.

Morgan Stanley says Microsoft (MSFT.O) will implement a broad external reporting restructure effective FY2027, merging Productivity and Business Processes, Intelligent Cloud and More Personal Computing into two segments—Agents and Infra and Devices and Consumer—to align reporting with its integrated cloud+AI operating model. The firm views the changes as largely an accounting reclassification that does not alter underlying economics; Azure and Microsoft 365 reporting adjustments are mechanical. Morgan Stanley maintains its view that Azure will accelerate in H1 FY2027 versus H2 FY2026 and that Microsoft 365 commercial cloud growth will quicken in FY2027, and reiterates an Overweight rating with a PT of $600.

德黑兰战略研究中心分析人士阿里·阿克巴尔·达雷尼表示，美国袭击伊朗油轮是一个“重大问题”，伊朗不能让这种行为“得不到回应”。达雷尼表示：“这会让伊朗投降吗？不会。这反而会迫使伊朗采取行动，促使伊朗更加强硬地反击和报复。”他说，美国海上封锁加上制裁正在给伊朗造成严重压力，但伊朗已经制定了应对措施。达雷尼补充说：“伊朗无法容忍这种海上封锁继续下去，因此伊朗已经在为突破封锁做准备。与此同时，伊朗肯定也有自己的计划，确保油价将飙升至每桶100美元以上。”