OPEC+ said it made no changes to oil production quotas at its Sunday meeting.

Iran's Supreme National Security Council secretary said Iran reserves the right to respond to a U.S. military strike on a wedding in Kuhestak and warned that Americans should understand this.

Citrini Research semiconductor analyst Jukan has shifted to a positive stance on DRAM after issuing a bearish report on July 3. He says DRAM fundamentals are solid: US hyperscalers’ DRAM inventories are already low with further drawdown potential. Citrini expects DRAM blended contract prices to rise about 10% QoQ in 2026 Q4 (after high-double-digit QoQ gains in Q3). NAND fundamentals are weaker; despite high-double-digit QoQ price gains in 2026 Q3, soft smartphone demand and elevated inventories should cut Q4 gains to low-single-digit QoQ.