美國財長貝森特：與伊朗的任何經濟往來都將使相關責任人面臨“美國力量的全面制裁”。

Deutsche Bank says NVIDIA earnings have become macro events on par with nonfarm payrolls and CPI, but markets are growing less sensitive to “demand continuing to beat expectations.” Recent quarters’ upside surprises have been smaller than in 2023–24, and NVIDIA shares fell the next day after each of the past four reports. Bloomberg reports some large NVIDIA customers were told servers using its AI chips will face price increases. Deutsche Bank views that as further evidence AI could be inflationary: AI capex can raise productivity and supply capacity, yet surging compute demand may generate cost pressure through higher capital-goods (server) prices. As a result, investor focus for upcoming NVIDIA results should broaden from order strength to pricing, costs and industry profit allocation. Continued AI capex growth still validates demand, but sustained server price rises would prompt markets to reassess corporate cost and inflation implications.

日本首相高市早苗：美國對國際刑事法院的制裁與日本的立場不符。