意大利總理梅洛尼：我們已與法國總統馬克龍達成一致，將組建一個聯盟，在聯合國駐黎巴嫩臨時部隊的任務結束後支持黎巴嫩。

Micron says roughly 40% of revenue, once supply agreements are completed, will come from contracts signed at fixed prices or price caps near current levels; those contracts include price floors, which Micron says will push gross margins "well above" prior cycle peaks. Futurum's chief market strategist said this is strong evidence for a memory supercycle but cautioned he would not permanently value Micron solely on annualized gross-margin peaks, adding the correct read is not that cyclicality has disappeared but that normalized profitability may have risen materially and the next downturn could be more protected than investors previously expected.

JP Morgan analysts said on Thursday that memory shortages are being driven by explosive demand for AI factory infrastructure, and that memory’s role as a strategic asset for artificial general intelligence (AGI) remains unchanged. They added there are few signs of demand destruction or of reductions in memory intensity that would relieve the current supply-demand imbalance.