美银全球投资策略团队指出，AI基础设施投资正在挤压大型云服务商的股东回报，超大规模云厂商的股票回购规模显著收缩。美银图表显示，谷歌、Meta、亚马逊、微软和甲骨文五家公司季度回购金额曾于2021年第四季度达到约460亿美元的峰值，2024年至2025年仍维持较高水平，但2026年上半年累计回购仅约70亿美元，对应年化规模约140亿美元，较2024年全年约1050亿美元大幅下降。美银首席投资策略师Michael Hartnett认为，AI云巨头正在增加股权融资、削减股票回购，以保留更多资金支持数据中心建设。回购收缩意味着科技巨头这一长期股票买盘正在减弱，也减少了通过注销股份提升每股收益（EPS）的空间。

俄罗斯驻联合国代表涅边贾：俄罗斯不寻求与欧洲发生军事对抗，但如果欧洲主动挑起战争，局势可能迅速升级。

Bank of England deputy governor Sarah Breeden, who oversees financial stability, said on Tuesday the recent repricing of AI-related equity and debt appears orderly and does not pose an immediate risk. The Bank has for months warned that valuations needed adjusting; Breeden said corrections that bring prices closer to economic growth and profitability would be welcome, but the greater concern is that price adjustments could be amplified by market behaviour. The Bank is reviewing private markets broadly, not specifically targeting AI.