An Iranian industry association chief told state news agency IRNA that despite a US maritime blockade Iran has no domestic commodity shortages, but is facing sharply higher prices driven by logistics disruptions and longer, costlier rail and road routes. He said the war has placed heavy strain on the economy. Washington’s new round of sanctions announced on Monday pushed the rial to a record low against the US dollar.

Mizuho analyst Vijay Rakesh said a Q2 earnings beat for NVIDIA (NVDA.O) is largely priced in and the market will focus on guidance for AI capital spending and next‑year AI revenue. He models adjusted EPS of $2.08 and revenue of $92.0 bln but expects actuals to be materially higher, and he retains an Outperform rating with a $300 PT. Rakesh called Wall Street's $550 bln next‑year AI revenue estimate conservative, saying NVIDIA's recent financing with a Wall Street consortium and SpaceX's plan for an ~10 GW solar plant in Austin could together add an incremental $400–500 bln of AI revenue.

【蘋果北京時間9月10日凌晨將發佈首款摺疊屏iPhone】蘋果(AAPL.O)將於美國太平洋時間9月9日上午10點（北京時間次日凌晨1點）在庫比蒂諾總部舉行今年規模最大的產品發佈會，這也是約翰·特努斯出任CEO後首次主導大型新品發佈。蘋果預計將推出首款摺疊屏iPhone，設備大小約爲一本標準護照，展開後屏幕尺寸接近小型iPad，這將是iPhone問世近20年來外觀最大的一次改變。蘋果還計劃發佈iPhone18 Pro和Pro Max，搭載更快芯片、提升續航並大幅升級相機，至少較大機型將配備機械光圈。第二代iPhoneAir和標準版iPhone18則將推遲至明年春季。新款Apple Watch也可能同期亮相。卸任CEO蒂姆·庫克將繼續留任執行董事長。