市場消息：英國及歐洲多名高級官員正在參與特朗普特使與烏克蘭總統澤連斯基在基輔舉行的會談。 英國國家安全顧問喬納森·鮑威爾（Jonathan Powell）也參與了會談，其他歐洲國家的國家安全顧問同樣出席。

黎巴嫩總統：以色列的攻擊超出了停火協議和國家機構框架協議的範圍。

Morgan Stanley says Microsoft (MSFT.O) will implement a broad external reporting restructure effective FY2027, merging Productivity and Business Processes, Intelligent Cloud and More Personal Computing into two segments—Agents and Infra and Devices and Consumer—to align reporting with its integrated cloud+AI operating model. The firm views the changes as largely an accounting reclassification that does not alter underlying economics; Azure and Microsoft 365 reporting adjustments are mechanical. Morgan Stanley maintains its view that Azure will accelerate in H1 FY2027 versus H2 FY2026 and that Microsoft 365 commercial cloud growth will quicken in FY2027, and reiterates an Overweight rating with a PT of $600.