Benchmark：將AMD(AMD.O)目標價從485美元上調至685美元。

消息人士：嘉能可計劃從倫敦金屬交易所（LME）倉庫中大量提取鉛。

The Financial Times reports Prime Minister Takaichi agreed in March to fund and provide industrial cooperation to build next‑generation small modular reactors in Tennessee and Alabama, part of Tokyo’s $550bn investment pledge tied to U.S. tariff concessions under Trump’s “liberation day” policy. Four sources said Tokyo and Washington remain in talks after Japan raised concerns about potential liability for a nuclear accident. The U.S. Commerce Department has given a verbal assurance that the Japan Bank for International Cooperation (JBIC) and other Japanese institutions would not bear accident liability, but that guarantee is not yet written into legal documents and could require months or years of regulatory negotiation to finalize. The impasse is the latest hurdle to delivering Tokyo’s investment pledge; several Japanese industrial groups have declined to lead U.S. projects.