Iran's supreme leader Mujtaba vowed to avenge "the blood of the martyred leader and all martyrs in the two wars" against "the shameful perpetrators who committed the crimes."

Morgan Stanley analysts wrote after an investor meeting with NVIDIA management that despite a large market cap and recent relative underperformance, NVIDIA is still their preferred semiconductor stock. They said AI hyperscale cloud providers—about half of current data‑center revenue—are exploring custom‑chip alternatives but NVIDIA "will retain a large portion of that business" and both standard and custom categories should still grow. Demand from Neocloud, industrial and sovereign data centers remains strong and the Vera Rubin chip is expected to ship on schedule. The analysts warned valuation multiples may be capped by NVIDIA's size and index weight but said they expect the valuation gap to close over time and wrote, "Our conviction remains strong."

Chas Freeman, a retired US diplomat and former assistant secretary of defense for international security affairs, said even with US production licenses Ukraine would be unable to assemble Patriot air-defense systems for several years. He said producing a complete Patriot system in the US takes about two years and that the US currently has no Patriots to supply Ukraine and will not have any for years. Freeman added, we expect the conflict will be over by then.