Ukraine struck two Russian oil tankers in southern Russia with drones, hitting vessels in Taganrog Bay as Kyiv expands attacks on ships carrying fuel amid nationwide gasoline shortages. The Rostov region governor said both tankers caught fire and suffered "mechanical damage", with one blaze extinguished. Kyiv has intensified strikes on Russian energy infrastructure in recent weeks, including refineries, aiming to cut fuel production and pressure the Kremlin; several major refineries have been fo

NVIDIA has materially underperformed the broader chip sector year-to-date, but BofA calls the weakness a more attractive buy than a risk signal. Analyst Vivek Arya concedes real investor concerns — notably rising HBM costs — but says the market has overreacted and underestimated NVIDIA's pricing power, scale and roughly $119 bln of supply commitments. He expects next‑generation Rubin pricing could be meaningfully higher than current Blackwell products, allowing the company to offset higher HBM costs and sustain gross margins in the mid‑70s pct range. Arya also downplays custom‑chip competition (e.g., Google/Broadcom TPU), noting TPU has existed for >10 years while NVIDIA GPU revenue grew ~700x; he projects NVIDIA will capture about 65–70% of hyperscaler AI infrastructure spend over the long term. NVIDIA trades at a forward P/E of ~18.69x, roughly half its 10‑year average and near an 11‑year trough.

據CNN：美國海軍稱，截至週三，美軍在伊朗附近部署至少19艘軍艦。