Micron Technology (MU.O) CEO said he cannot predict when memory supply will catch up to demand and expects the tight supply-demand balance to persist beyond 2027.

Al Jazeera cited Iranian officials as saying Israel should be held responsible for "the problems of the entire region."

At NVIDIA's annual shareholder meeting, Jensen Huang told CNBC that questions about AI investment returns "already have answers." He described AI data centers as "token factories," saying tokens can become code, answers, designs, actions and services and that "each token is a unit of profit." Huang said NVIDIA's systems "may not be the cheapest, but produce tokens at the lowest cost, with the highest throughput and the most revenue." He flagged "physical AI"—robots, cars and factories that can sense, reason, plan and act—as the next growth wave, expressed optimism on long-term growth and ASIC competition, and said "this build-out will be measured in decades" with NVIDIA's infrastructure offering the "best inference economics."