US 10-year Treasury yield rose to 5.234%, the highest since mid-2007. The 30-year Treasury yield climbed to 5.542%, the highest since 2004.

Axios reports AI companies, private equity firms and unions have created a multi‑million‑dollar coalition, the American Infrastructure Alliance, to push 'responsible growth' for data centers from 2026 onward. The group intends to work with state and local officials to draft standards and regulatory guidelines for data‑center construction ahead of 2027 and to prevent bans on new projects. Initial activity will target Texas, Georgia, Ohio, Iowa, Pennsylvania, Indiana and South Carolina. Backers include Blackstone, OpenAI, QTS, SoftBank and the International Brotherhood of Electrical Workers (IBEW).

交易員：印度央行可能正在出售美元以限制盧比貶值。