美國法官阻止特朗普政府執行鍼對社交媒體虛假信息研究人員的簽證限制政策。

Visible Alpha projects ASML Q2 sales at €8.83 bln (~$10.08 bln), inside company guidance of €8.4–9.0 bln and above €7.69 bln a year ago. Strong semiconductor demand and tight supply have prompted expectations that ASML could lift full-year sales guidance a second time this year. UBS says ASML may move guidance to the top end of the range or slightly above it; JP Morgan’s Sandeep Deshpande points to robust DUV tool shipments as a reason for another upgrade. ASML CEO Christophe Fouquet has said AI infrastructure investment is driving chip demand beyond supply, tightening memory and storage and pushing costs higher; Micron executives have warned shortages could last past 2027. Investors will watch ASML management comments on AI-driven demand and the guidance outlook.

Al Arabiya reported Stolt Shipping Company said an oil tanker collided with an unknown object near Oman and caught fire.