根據媒體報道，甲骨文在新墨西哥州的“木星計劃”大型AI數據中心啓動不可抗力條款，因爲遭到當地的強烈反對和監管阻礙。甲骨文方面正在積極採取措施，避免該項目累積財務風險。 雄心勃勃的“木星計劃”背後牽涉高達180億美元的專案融資與特殊目的實體（SPV）架構風險，連接了多家當今頂級金融巨頭。這再一次印證了一個觀點：AI超級週期如今取決於不斷加快的債務發行速度與持續擴張的債務規模。

Ben Powell, BlackRock’s chief investment strategist for the Middle East and Asia‑Pacific, said Kazakhstan and Uzbekistan are increasingly on global investors’ radar and are “indeed very attractive,” likening them to Gulf states and India as emerging capital-inflow destinations. He highlighted Kazakhstan’s pension and capital-market reforms as encouraging. Kazakhstan’s economy grew 4.1% YoY in the first eight months, led by manufacturing and construction; Uzbekistan expanded 8.5% in H1. Strong growth, ongoing reforms and rising interest in critical minerals are drawing capital — foreign investors have placed roughly $2bn into Kazakhstan’s tenge‑denominated bond market since the start of the year.

Al Arabiya TV cited an Israeli source saying a new round of strikes on Iran appears only a matter of time. The source said Iran is accelerating relocation and fortification of Natanz nuclear facilities. Israel assesses a US‑Iran agreement is unlikely and said Washington seeks to end the war with Iran either through a political deal or by a decisive strike to overthrow Iran’s regime. The source warned that if Iran crosses Israel’s red lines, Israel will strike Iranian nuclear sites again, with or without US participation.