AI server supply-chain sources say Amazon's AWS has notified suppliers it will boost Q3 2026 ASIC server shipments by about 20-30% versus prior plans, indicating stronger-than-expected demand for Trainium 3.

Goldman Sachs raised its target price on Huahong Hongli (01347.HK) to HK$333 from HK$174 and reiterated a Buy rating, citing stronger demand for AI chips and data-center power-management ICs as large-model capabilities improve (citing Meituan-W’s LongCat2.0). The bank expects generative AI to sustain demand, forecasts continued ramp-up of 12‑inch capacity and a product-mix shift toward 40nm and 28nm, and lifted net profit forecasts for FY2027–FY2029 by 1%–8%. Goldman projects operating margin to rise from 1% in FY2026 to 4%/8%/12% in FY2027/FY2028/FY2029, normalizing at 14%–17% in FY2030–FY2031.

Wall Street Journal reported NASA Administrator Jared Isaacman flew a vintage fighter at the Washington airshow despite opposition from the Federal Aviation Administration; flights he had offered to Treasury Secretary Bessent, White House deputy chief of staff Dan Scavino and senior adviser Chris LaCivita were canceled.