ECB policymaker Nagel: Middle East situation remains highly uncertain.

Amanda Ng, portfolio specialist at Pulaisi Group, said in a report the next phase of AI-related investment opportunities is more likely to sit further upstream in the supply chain rather than with headline AI platforms or chipmakers. She singled out advanced packaging, semiconductor substrates and high-end printed circuit boards (PCBs) as increasingly critical: although they account for a small share of AI bill-of-materials, they can become chokepoints. Ng added that modest price increases in these components could materially boost manufacturers’ margins while remaining affordable for end customers.

Following a US-mediated Lebanon-Israel framework agreement to end the war, President Aoun met with the army commander to discuss the military's forthcoming duties and reviewed the security situation in light of recent Lebanon–US–Israel talks. The commander reported on recent Turkey and UK visits focused on military cooperation. The framework ties a phased Israeli withdrawal from all occupied Lebanese territory—starting with two undisclosed pilot areas and with no set timetable—to the Lebanese army assuming full security responsibility in vacated areas and to the disarmament of armed groups.