Iran's foreign ministry rejected French government allegations of Iranian involvement in cyber activity in France and condemned the repeated, outdated practice of accusing Iran.

美银全球投资策略团队指出，AI基础设施投资正在挤压大型云服务商的股东回报，超大规模云厂商的股票回购规模显著收缩。美银图表显示，谷歌、Meta、亚马逊、微软和甲骨文五家公司季度回购金额曾于2021年第四季度达到约460亿美元的峰值，2024年至2025年仍维持较高水平，但2026年上半年累计回购仅约70亿美元，对应年化规模约140亿美元，较2024年全年约1050亿美元大幅下降。美银首席投资策略师Michael Hartnett认为，AI云巨头正在增加股权融资、削减股票回购，以保留更多资金支持数据中心建设。回购收缩意味着科技巨头这一长期股票买盘正在减弱，也减少了通过注销股份提升每股收益（EPS）的空间。

CNBC reports NVIDIA’s board is investigating controversy involving CEO Jensen Huang, but prediction markets show low near-term exit odds. Kalshi prices Huang leaving by end-2027 at 17%, end-2028 at 30%, end-2029 at 35% and end-2031 at 75%. Polymarket places the probability of resignation or forced exit before end-March 2027 at roughly 25%. NVIDIA shares fell over 5% intraday on Monday while the Philadelphia Semiconductor Index (SOX) rose about 6.5%; NVIDIA was the only SOX component trading lower.