According to The New York Times, a confidential KPMG report shows the US government received more than $12 bln in the first nine months of this year from exports of Venezuelan natural resources and has disbursed the proceeds to relevant departments.

Ukraine National Security and Defense Council secretary Umerov said talks opened in Abu Dhabi, UAE. The opening session will include representatives from the UK, France, Germany, Italy, NATO and the European Commission; US presidential envoys Steve Witkoff and Jared Kushner will attend. Parties will exchange positions and coordinate ahead of next-phase negotiations. A trilateral meeting between Ukraine, the US and Russia will follow. Umerov said priorities are ending hostilities, securing reliable post-war security guarantees, advancing Ukraine’s economic recovery and development, and implementing humanitarian measures.

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。