美聯儲柯林斯：還存在一些不太樂觀的情景，包括由於人工智能建設導致的通脹上升和供應衝擊。

伊朗外交部副部長加里巴巴迪：如果美國推進對伊朗的新制裁，伊朗將公佈針對美國利益的新措施。

Options traders price an implied post-Q2 move for NVIDIA (NVDA.O) of ±5.4% for Thursday trading after Wednesday's after-hours results, down from the ~6.5% implied before May's report. At ±5.4% NVIDIA's market cap would swing roughly $280bn. ORATS data show the 5.4% figure is below the 12-quarter post-earnings average of 7.4%. ORATS founder Matt Amberson said the market has grown somewhat complacent and NVIDIA’s results have become more predictable. Susquehanna derivatives co-head Chris Murphy said the era of repeated, outsized earnings shocks—10–20% moves driven by large AI-era beats—has, to some extent, passed and the market does not broadly expect another large surprise.