意大利油企埃尼集團：將2026財年全球天然氣與電力業務調整後息稅前利潤指引上調至超過14億歐元，較初始水平增長40%。

RBC raises Visa (V.N) PT to $412 from $395.

SK Hynix (SKHY.O) said on its Q2 earnings call that concerns AI infrastructure investment will slow amid big techs re-evaluating data center leasing and the rise of efficient AI models are misplaced. The company said those moves reflect higher utilization and faster monetization of large-scale AI infrastructure rather than cuts to AI spending, and that more efficient models are unlikely to reduce demand for infrastructure and memory because efficiency lets more users run multiple services on the same hardware, expanding adoption and raising overall utilization. In mid-to-long-term demand discussions with major customers, SK Hynix said it has confirmed sustainable AI investment and expects AI infrastructure spending to remain robust beyond next year.