On the 4th (local time), Iran's deputy foreign minister warned other countries against military action in the Strait of Hormuz, saying the waterway is not a stage for foreign powers to display force. He said security should be jointly maintained by coastal states and that any party creating a crisis would bear the consequences of its actions.

SemiAnalysis says memory (DRAM, NAND and HBM) share of hyperscale data-center capex in NVIDIA systems could exceed 30% by end-2026 and top 40% in 2027. The note follows debate after Micron results; some market participants pointed out memory is typically only low‑teens pct of a server BOM and questioned such high capex share. SemiAnalysis responded in May after prices rose faster than expected and expects the market to better appreciate the trend in coming months.

On March 3 Israel’s prime minister’s office denied US media reports that Israel planned to assassinate senior Iranian negotiators, calling the accounts false and fabricated. The New York Times reported on March 2 that US officials had earlier this year indirectly warned Iranian foreign ministry official Abbas Araghchi and parliament speaker Mohammad Bagher Ghalibaf that Israel might attempt to target them. US officials feared such an attempt could derail ceasefire talks and spark new conflict, and asked regional partners to pass the warning to Tehran. The report said Araghchi and Ghalibaf were listed as targets after a Feb. 28 US-Israel strike on Iran, and that two senior Iranian negotiators involved in the talks had previously been killed in Israeli strikes.