UK Maritime Transport Office: A report of suspicious activity was received. The captain of an oil tanker reported hearing explosions while sailing in the southern Red Sea. The report confirms that the crew and ship are safe. No reports of environmental damage were received. Vessels are advised to sail with caution.

British Prime Minister Burnham: Football does not belong to capital investors. (FIFA previously decided to introduce external capital)

Shares of General Dynamics (GD.N) rose 1.3% on increased trading volume after reports that the United States approved next-generation submarines.

Market news: The United States approves a next-generation submarine deal with General Dynamics.

According to The Information, Google (GOOG.O) last week agreed to backstop up to $44 billion of third‑party data‑center lease payments if tenants default. The amount is up from about $6.5 billion as of end‑September and reflects support for selling Google's TPUs as an alternative to NVIDIA chips to customers including Anthropic. Sources said Alphabet has provided lease guarantees for roughly 2.4 GW of capacity across about ten projects; those sites are unfinished and the guarantees are not yet active. Company executives said they expect TPU revenue to exceed the financial obligations created by these guarantees.

French builder Saint-Gobain has signed a framework agreement with Microsoft to further consolidate its leadership in artificial intelligence in the construction field.