Interfax reports Kazakhstan's Tengiz oilfield has entered a production recovery phase following an accident.

Guotai Haitong maintains an overweight rating on the overseas AI compute and applications supply chain. The report says OpenAI and Anthropic’s rapid growth both validates expanding AI model capability and is lifting demand across the AI industry chain. Recommended focuses: (1) hardware suppliers supporting compute expansion — GPU/ASIC, CPU, storage, advanced process nodes and packaging, and semiconductor equipment; (2) cloud providers and infrastructure platforms hosting AI workloads and distributing models; (3) application companies able to deliver full-ecosystem, full-scenario deployments.

French President Macron said parties should continue talks to reach a comprehensive, durable agreement on remaining issues, notably the nuclear program, ballistic-missile program and regional stability.