伊朗議員阿拉丁·布魯傑迪表示，特朗普、以色列總理內塔尼亞胡及其“代理人”應預料到“自由的世界人民”將實施“神聖的復仇之手”，並稱“世界上沒有任何地方——即便是白宮——對他們而言會是安全的”。

Storage-chip names have tumbled more than 20% in recent weeks after peaking in late June, industry participants said. Meta’s sale of compute capacity stoked fears of excess compute and triggered a sectorwide pullback; SanDisk, Micron, Seagate and Western Digital are among leaders down over 20%. Traders note the industry’s long-standing cycle—capacity broadside expansion in booms, price collapses and industrywide losses, then capex retrenchment and eventual recovery—remains intact. Analysts say the key variable now is whether technical gaps between AI large models continue to narrow, which would materially affect incremental storage demand. Separately, commercial dynamics are shifting: cloud providers and AI data centers are increasingly signing three- to five-year supply agreements with price bands, minimum purchase commitments and customer deposits to secure critical supply, replacing shorter-term, spot or quarterly contracting.

A Wall Street Journal survey showed the probability of a US recession fell to 25% from 33% in April.