A fresh US-Iran flare-up pushed oil prices higher, and investors this week raised expectations for Bank of England hikes in 2026, BofA strategists said. They flagged the UK’s continued high sensitivity to global oil-price shocks as prompting a repricing of rate expectations. London Stock Exchange Group data show the market now prices a total of 27bp of Bank of England hikes for 2026, up from 20bp a week earlier.

Xingyuan Zhuomei said controlling shareholder Ningbo Yuanxingxiong Holdings Co. plans to sell up to 1.68 million shares via block trades, about 1.5% of the company’s total share capital.

Tickmill Group analyst Patrick Munnelly said SK Hynix's $26.5 bln US depositary receipt sale should help fund its AI compute infrastructure investments. He said investors want concrete drivers in earnings season — financing, capacity expansion, data-centre demand and hardware bottlenecks — rather than abstract AI hype. Renewed buying of Hynix and other Korean chip names suggests the market treats the AI upswing as structural, not just momentum. Korea remains a key barometer of AI-hardware risk appetite, and the recent pullback has provided a clearer entry for investors who expect earnings to validate a capex cycle.