Sources say the U.S. government is close to reaching an agreement to secure long-term access to Venezuela's oil reserves.

英偉達第二財季營收達到962億美元，同比增長106%，其中數據中心收入 890億美元，同比增長117%，均非常強勁。但財報公佈後，股價一度下跌約3%， 說明市場原本的預期已經非常高——“超預期”本身已經不足以成爲新的催化劑。 真正讓股價重新轉漲的是CFO Colette Kress在電話會上的表態：2028財年營收預計增長約70%。市場此前對這一年度的增長預期大約只有44%—45%，因此相當於把長期增長預期一次性大幅上修。更重要的是： 70%其實不是需求增速，而是“供應約束下的可實現增速”。這句話是整條消息中最值得關注的。客戶需求增長 ≈ 接近100%——英偉達目前受制於供應鏈，只能滿足其中一部分——因此公司目前給出的2028財年營收增長目標 ≈ 70%。也就是說：英偉達不是擔心需求不夠，而是擔心產能不夠。

The Islamic Revolutionary Guard Corps (IRGC) said monitoring of political, economic and social threats and military moves over the past 60 days shows adversaries, having recognized their limits and Iran's advantages, are shifting toward cognitive and intelligence operations and pursuing measures to: weaken the Strait of Hormuz's role in Iran's national security; prevent Iran from again initiating regional wars; limit the "resistance front"'s regional capabilities; impose maritime blockades; undermine "sacred unity" by stoking discontent and polarization; exaggerate and exploit domestic governance weaknesses, shortages and constraints; and provoke street-level unrest.