Mexico's President Sheinbaum said she may meet U.S. President Trump at Mar-a-Lago during the G20.

BAE Systems raised full-year free cash flow guidance by roughly 50%, updating its outlook from >£2bn to about £3bn (~$4bn), citing higher government defence spending in its core markets. The company reiterated expected full-year sales growth of 8–10% and said orders have strengthened as European nations accelerate equipment purchases to boost capabilities and reduce reliance on US suppliers, while ongoing Middle East conflicts are prompting defence upgrades by major regional customers. BAE added that strong year-to-date financial and operational performance and a large backlog improve near-term revenue visibility and support sustainable growth over the coming years.

當前投資者持謹慎態度，正在評估如果黃仁勳被免去英偉達首席執行官職務，可能對市場產生的影響。 Pepperstone Group Ltd.策略師Dilin Wu表示：“英偉達正成爲整個AI概念交易的一大難題。數十年來，黃仁勳一直是這家公司的代表人物，因此，有關董事會可能將其替換的報道令投資者感到不安，也就不足爲奇了，尤其是在距離公司公佈財報僅剩幾天之際。” 她進一步表示：“市場擔憂的不僅是誰來接替他，更在於沒有黃仁勳掌舵，英偉達能否維持原有的戰略方向、客戶關係和執行能力。對於一家在AI熱潮中佔據如此核心地位的公司而言，這是一個重大疑問。” 她補充說，如果英偉達的不確定性開始影響投資計劃、客戶訂單或盈利預期，亞洲市場將更難對此置之不理。