Sky News reports the Lebanese prime minister is meeting with the Iranian president in New York.

Swissquote senior analyst Ipek Ozkardeska said broad indices and pension funds are heavily tied to the AI theme: tech comprises roughly 40% of S&P 500 market cap, and three chipmakers account for more than 25% of MSCI Emerging Markets by market-cap weight. She called AI a market “core pillar” and warned that if the AI investment case falters it could trigger a marked equity correction. In the near term she expects the US rally to remain supported by seasonal factors and could extend through year-end, but downside risk would rise sharply if confidence in the AI story slips.

伊朗外交部：伊朗外長感謝巴基斯坦在美伊談判中發揮的建設性調解作用，同時表示，美國多次違背承諾損害了調解機制的地位。他強調，美國違反伊斯蘭堡諒解協議導致地區不安全和緊張局勢加劇，美國應對這一局勢持續產生的後果負責。