高盛：若60天的谈判持续且伊朗石油豁免得以恢复，预计波斯湾原油供应量将在7月底前恢复；这将需要霍尔木兹海峡的原油供应量增加660万桶/日。

EKHBARIYA reported Bahraini authorities said the danger had been lifted.

NVIDIA CEO Jensen Huang said AI has reduced engineers' time spent typing code; they are now focused on building intelligent agents, developing benchmarks and putting safety guardrails in place. He said his software engineers "would rather build agents than write Python code," and that agents should handle tedious tasks, a shift that requires imagination, creativity and substantial technical support. Huang rejected the idea that AI merely replaces workers, saying bringing AI into the world requires an enormous amount of work, which in turn creates many new jobs and roles.