Foxconn reported June sales of TWD 821.8 billion, up 52.1% YoY; Q2 revenue rose 39.83% YoY. The firm said AI server-rack shipments are expected to continue rising in Q3 and overall operating performance is forecast to increase both QoQ and YoY, while it will monitor the impact of volatile global political and economic conditions.

Craig Shapiro, senior macro strategist and cross-asset trader at Ninja Trader Live, says Fed chair Kevin Warsh sounded optimistic on growth—largely citing AI—while falling oil has pushed down inflation breakevens. Shapiro adds that although the bar for further hikes may be higher than markets expect, the bar for cuts is even higher; with Warsh hinting that balance-sheet reduction may take longer, meaningful labor-market deterioration would likely be required to trigger easing. He cautions that if evidence of a labor slowdown mounts while the Fed delays policy easing amid still-elevated inflation, risk assets would likely come under pressure, making rotations from AI into higher-beta cyclical names or small caps harder and favoring defensive sectors and possibly gold.

據英國金融時報：法國將英國排除在歐盟國防開支之外的努力將適得其反。