At the U.S. open, the Dow fell 0.7%, the S&P 500 fell 0.1% and the Nasdaq rose 0.08%. Qualcomm (QCOM.O) jumped 5% after announcing a multi-generation product collaboration with Amazon (AMZN.O). Intel (INTC.O) rose 6% on reports it will raise CPU prices by about 10%. ASML (ASML.O) gained 3.8% and TSMC (TSM.N) added 2.4% after the companies launched cooperation on high-NA EUV photomasks.

伦铜突破每吨14500美元后，市场通常将上涨归因于AI、电网与电气化需求，但更深层的矛盾来自上游资源品位下降。BHP在2026财年前九个月创下Escondida矿山采矿量和选矿处理量纪录，铜产量却下降3%，主要因为入选矿石品位由1.05%降至0.91%。 这意味着矿企需要处理更多矿石、消耗更多能源和材料，才能维持相近产量。 供应补充同样缓慢。IEA数据显示，全球铜矿平均品位较1991年下降40%，现有矿山扩建的资本强度自2020年以来上升65%；过去35年发现的铜资源中，仅5%来自最近十年，新项目从发现到投产平均需要约17年。2026年铜精矿年度加工费已降至零，现货加工费更跌至负值，反映冶炼产能充足、可供加工的精矿不足。

Tasnim reported First Vice President Mohammad Reza Aref said the government will gradually phase out subsidies on imported gasoline; only about 15% of gasoline consumption is currently subject to the new pricing. The government has arranged for public transport vehicles to access gasoline at appropriate prices and approved a resolution prioritizing the retirement of aging vehicles and replacement with dual‑fuel and electric vehicles.