克里姆林宮：（就黑海航運恢復是否列入阿布扎比會談議程）談判進行期間不會回答此類問題。

China International Capital Co said in a research note that the rollout of personal agents and world models, together with hardware launches from Apple, Meta and OpenAI, supports a potential re-rating of AI edge hardware as the primary interaction gateway. The firm expects a new hardware innovation cycle to begin in 2H26 and extend through 2027.

Utkarsh Ahuja, founder and managing partner of Moon Pursuit Capital, said persistently high inf could constrain the Fed's ability to provide policy support, even if tech stocks weaken. He pointed to recent remarks by San Francisco Fed President Mary Daly about possible further rate hikes as a reminder investors should not assume a near‑term Fed market backstop. Ahuja said: "For capital‑intensive AI projects, even if market demand meets expectations, higher financing costs and longer approval cycles can reduce project returns." He added firms with projects that are not yet cash‑flow positive and require new funding face execution risk and uncertainty over future financing conditions.