阿聯酋阿布扎比國家石油公司ADNOC表示，此項協議使魯韋斯液化天然氣項目的長期訂單量佔其總產能的90%以上，其中近23%的產能已承諾供應給日本客戶。

Morgan Stanley strategists led by Michael Wilson say U.S. equity flows are rotating out of chip stocks into previously lagging hyperscalers — including Microsoft, Amazon and Meta — driven by their strong core businesses and role in AI data‑center demand. The team warns momentum is fading among some large-cap names, leaving major U.S. indices under short-term pressure while sector rotation continues in a generally weak market. Wilson adds recent underperformance could begin to soften expectations for hyperscalers’ spending plans. Morgan Stanley sets an S&P 500 year‑end target of 8,000, implying roughly 7% upside from current levels.

SK Hynix plans to use IPO net proceeds for capital expenditures and EUV lithography scanners.