英偉達CEO黃仁勳：未來十年內要跟上基礎設施的建設速度將會非常困難。

英國石油公司惠廷煉油廠：仍對富有成效的對話抱有希望，但對工會選擇在未進行實質性討論的情況下離開談判桌感到失望。

Morgan Stanley strategists led by Mike Wilson warned that a global bond selloff could trigger a significant equity correction if long-term yields keep rising. They cited inflation pressures from elevated energy prices linked to the Iran war and a hawkish Fed tone as drivers of higher rates. The S&P 500 pulled back from a record high, while futures pointed to further declines. Wilson said bond markets may need a lasting resolution to the conflict before yields stabilize and equities recover.