美国总统特朗普对特斯拉(TSLA.O)CEO马斯克表示感谢。

Bain says the global AI industry must reach roughly $6 tln in annual revenue by 2031 to justify current large‑scale capital spending on global data centers. Its annual global tech report issued Tuesday estimates consumer and enterprise AI services will contribute at most $1.8 tln, leaving an approximate $4.2 tln gap that would need to be filled by automation and robotics and new applications such as drug R&D, mental health and energy production. Bain's global TMT head and lead author David Crawford warned AI infrastructure build‑out is outpacing demand growth; sustainable financing would likely require global GDP growth about 1 percentage point higher than otherwise.

The U.S. Treasury selloff intensified, with the 30-year yield rising for a sixth straight session to 5.595%, the highest since 2002. The move is being driven by elevated energy prices adding inflationary pressure, heavier corporate new-issue supply, and stronger U.S. activity alongside concern about government debt—part of a months-long unwind in the roughly $32 trillion Treasury market. Global government bonds have broadly weakened as the Middle East conflict lifted oil, prompting investors to price in further rate hikes by major central banks including the Fed. CITIGROUP strategists call it an adjustment; Yardeni Research says unwinding of yen carry trades is amplifying the selling.