Oklo and U.S. Centrus Energy signed a multiyear supply agreement for high-assay low-enriched uranium (HALEU).

市場消息：伯恩斯坦將英偉達股票評級從“跑贏大盤”下調至“與大盤持平”，目標價從400美元下調至200美元。

UN Secretary‑General Guterres told COP31 in Antalya that energy firms’ conflict‑linked profits are “morally indefensible” and should face extra taxation to fund climate response and relief. He said nine major oil and gas producers recorded $95bn of combined profits last quarter and that proceeds from such levies should be directed to help disaster‑hit populations. Guterres has discussed windfall taxes with multiple governments and said mechanisms to tax excess profits exist; implementation is a political, not a technical, decision.