耐克(NKE.N)下跌約1%，此前貝倫貝格將其評級下調至“賣出”。

AMD CEO Lisa Su said the overall CPU market will grow sharply in 2026. AMD has raised supply and capacity but “demand remains greater than supply,” and memory-chip availability remains tight. The company plans to continue expanding supply and expects to sharply increase shipments in 2027. AMD said its capacity planning horizon with suppliers has lengthened from 1–2 years to 3–5 years. Su said she met today with partners Acer, Asus, Foxconn and Quanta and will meet TSMC this afternoon. She added that AI is beneficial and will not harm humans, cooperation among leading US AI firms is important, and the US “Superintelligence Working Group” is a meaningful step for safety innovation.

Vitol CEO says tenders to be announced in the coming weeks will specify how much oil will be released and from which locations.