路透調查顯示，超過一半的日本企業計劃在近期增加人工智能預算，31%的企業尚未決定。

CITIC Securities said in a research note that July US CPI met expectations, core inflation remained mild and second‑round effects were weak, easing inflation risks. The firm judges US inflation is not highly sticky and expects headline CPI YoY to continue moderating through Q3, trough in September, rebound slightly in Q4 and then fall rapidly by March next year. CITIC still forecasts the Fed will keep policy unchanged this year and sees further room for derivatives to reprice lower on rate‑hike expectations.

CoreWeave warned investors that migrating workloads from NVIDIA chips to alternative processors would be difficult and could require substantial time and capital investment.