市场消息：伊朗外长阿拉格齐与突尼斯外交部长纳夫蒂通了电话。在通话中，阿拉格齐介绍了旨在缓解地区紧张局势、加强地区稳定的外交努力与举措，并与突尼斯外长就当前的地区局势及相关事态交换了意见。

Microsoft has stopped renewing its AI compute rental contract with Oracle and has been winding down rented capacity over recent months, people familiar with the matter said. Oracle supplied servers using older-generation NVIDIA GPUs that Microsoft says no longer meet its specifications. The parties struck the deal in 2023 to support the revamped Bing; financial terms were not disclosed. Oracle said demand for its AI infrastructure remains strong and that older GPUs still have a market. Microsoft is reassessing external AI compute partners and has committed more than $80 billion of compute rentals to emerging providers including CoreWeave, Nscale and Nebius. Microsoft executives have grown increasingly frustrated with high supplier costs and delivery delays, tightening data-center project reviews, exiting some higher-risk projects and reconsidering new compute agreements. Oracle’s cloud is expanding rapidly but heavy capex has pushed free cash flow negative, stoking investor concern over AI infrastructure returns; shares fell as much as 4.6% intraday after the report and were about 3% lower at the time of reporting after an earlier ~3.5% gain.

PBOC said China's foreign exchange reserves at end-October stood at $3.40518 tln, up $4.927 bln MoM.