Fed Chair Kevin Warsh is expected to back the Fed's first rate hike at the upcoming policy decision. Up to 30 mln barrels of Middle East oil shipments are at risk. US diesel prices have jumped 80% as the peak demand season begins. Corporate earnings are in one of the strongest growth periods on record. Major tech CEOs have united in support of AI regulation, while Trump has rejected their calls.

ANTHROPIC called to slow development of advanced AI models; Elon Musk and other industry figures signaled support. Zheshang Securities analysts say the move will weigh on AI hardware suppliers and large-model developers in the short term, but is medium- to long-term positive for AI application providers and AI terminal/endpoint vendors. Analysts expect continued expansion of AI compute capacity, an unchanged trend toward domestic Chinese compute, and explosive growth in global token usage, which should sharply lift demand for inference compute.

據伊通社（IRNA）援引也門薩巴通訊社稱，沙特阿拉伯繼續對也門發動軍事行動，襲擊了也門北部焦夫省胡布沙阿夫縣的一處市場。