美国中央司令部：本周在协助海湾石油出口方面达到一个里程碑。

Refinitiv reported that after Thursday’s US close Amazon and Intel results intensified concern about the cost of the AI build-out. Amazon fell about 7% after-hours and Intel dropped about 18%. Selling spread to AI cloud providers, with CoreWeave, Nebius and Iren each off roughly 6–7% after-hours. Heavy data‑centre capex is turning formerly low‑debt firms into major borrowers: Alphabet and Meta recorded net cash outflows in the September quarter, while Microsoft—so far the only large tech not burning cash—launched a $25bn bond offering on Thursday. Large techs may sustain these outlays, but investors are increasingly cautious toward smaller AI cloud companies that have taken on substantial debt to meet backlog.

Bank of Japan Governor UEDA said the bank’s ultra-easy monetary policy has produced some positive effects but is insufficient to lift inf to 2% within two years as initially expected.