據阿拉比亞電視臺：巴基斯坦陸軍參謀長穆尼爾對伊朗表示，儘管直接攻擊已停止，但代理人的襲擊仍在繼續。

President Putin has authorized the government to temporarily take control of critical facilities judged unable to adequately defend against Ukrainian drone strikes, according to a presidential decree posted on the government website on Monday. The decree allows temporary management if a designated critical facility fails to implement required security measures or breaches drone-protection rules. Cited facility types include energy complexes, industrial plants, logistics hubs, and communications and utilities infrastructure. The government will end temporary management at the president’s direction.

CITIC Securities says the July 2026 pullback has increased the allocation case for the US semiconductor-equipment sector. The report expects the AI-driven equipment upcycle to continue at least through 2028 and warns of a persistent market expectation gap over large downstream customers’ capex for 2027–28. On supply, vendors and upstream suppliers are expanding capacity against orders, supporting equipment deliveries. The firm recommends focusing on equipment vendors with rising subsegment share, larger memory exposure, or distinctive demand drivers.