JP Morgan raised its emerging-market currency rating to overweight from neutral.

蘋果軟件主管克雷格·費德里吉：蘋果的私有云將使用三款由蘋果自主研發的AI模型，這些模型是基於其與谷歌的合作開發的。

TD Securities expects US May CPI to show slowing inflation but remain stubbornly high. Forecasts: core CPI MoM 0.23%, YoY 2.8%; headline CPI MoM 0.4%, YoY 4.2%. Goods prices are seen rising 0.13% MoM, matching the three-month average, with non-auto core goods (furniture, apparel) providing most of the gain; used-car prices are expected to fall again, partly offsetting the rise. Continued pass-through from the oil shock and tariffs is projected to push core CPI toward about 3.0% YoY in June; upside risk if jet-fuel costs transmit to airfares more than expected. Looking to H2 2026, TD sees little scope for a meaningful decline in core inflation: non-auto core goods should stay firm while housing costs normalize at an elevated level.