CITI/YOUGOV survey: UK one-year-ahead inflation expectations were 3.8% in June, down from 4.7% in May.

UBS analysts say Micron's long-term customer contracts are sufficiently robust, with low minimum-price floors, to survive market weakness for the next few years. UBS estimates sufficient incremental supply to breach those floors and prompt customers to consider default is unlikely before 2029 and is more likely in 2030. Micron has also taken customer prepayments UBS estimates at roughly $40–50 billion, which would provide a substantial buffer against defaults if conditions worsen.

On June 26 Yantian district standing committee member and vice district mayor Luo Longxin said the district will prioritize AI, semiconductors and computing power, plan and build a smart industrial park and expand its science-and-technology cluster. The district pledged full support for local firms to deepen core businesses, maintain compliance and leverage capital markets for faster growth.