UK to provide additional defensive military assistance to Saudi Arabia.

巴克萊：（關於石油）如果當前形勢持續，價格可能在現有水平基礎上再上漲50%，才能實現市場的自然平衡。

UBS strategists Gerry Fowler and Sutanya Chedda say European mining stocks are undervalued and stand to gain from an expansion in AI infrastructure. They flag companies supplying base metals needed for AI-related equipment as buy candidates after analyzing market trends, earnings, valuations and sentiment, citing copper- and iron-focused Anglo American as a prime example. UBS has upgraded its mining sector rating to overweight.