Bank of England Governor Bailey said he has not yet seen any impact from AI in macroeconomic data.

Goldman Sachs global head of equity strategy Peter Oppenheimer said global equities are likely to extend Q2’s strong rally into H2, with technology companies’ earnings growth the main driver. He said that if earnings remain healthy and breadth widens, markets should continue to rise in H2, though gains may be smaller than in H1. Oppenheimer added that tech profit growth should persist, with investor focus shifting from data‑center and cloud operators to semiconductors and equipment makers supporting the AI boom.

Several distributors confirmed Yageo has notified clients of immediate price increases across its full capacitor range — including tantalum, MLCC, aluminum electrolytic, solid aluminum, film capacitors and supercapacitors — covering roughly 50% of Yageo’s revenue and, for the first time, extending price adjustments to direct customers (EMS/OEM), signalling concurrent spot and contract price moves. Distributor sources said factory list prices rose about 50%, with spot-market increases larger; one source reported high-end capacitor prices have surged up to tenfold within a month. Distributors also reported frequent delivery delays since May across MLCC brands, not limited to Yageo.