FITCH expects Tesla (TSLA.O)'s battery-electric vehicle business to remain strongly profitable, but warns margins could decline over the next few years as the company rapidly scales significant investments in artificial intelligence.

California attorney general, in connection with the Paramount–Warner Bros. Discovery (WBD.O) transaction, is requiring Paramount to commit at least an additional $300 million per year and to move production operations back to the United States.

Barclays said its oil-price forecast is increasingly skewed to the upside amid Middle East developments and resilient demand. If the current situation persists, oil could rise roughly 50% from current levels before the market rebalances. Inventory and demand indicators point to significant upside before supply and demand normalize. Non‑OPEC supply response has been limited so far but may change in coming months due to production adjustment lags; excluding Brazil, non‑OPEC output growth has not materially exceeded expectations.