News

General Electric: The company has not yet seen high oil prices accelerate the retirement of older aircraft.

General Electric: Wide-body engine deliveries increased 30% year-on-year in the second quarter.

General Electric: Will support and is supporting Boeing's 787 production ramp-up.

British Prime Minister Starmer: The UK will provide 300 million euros in support, cooperate with Sweden, and provide 16 advanced aircraft to Ukraine to help with defense.

Russian security official: US actions against Iran and Venezuela are aimed at controlling energy markets.

Iranian Revolutionary Guards: Despite continued U.S. aggression, Iran will continue to confront U.S. intervention in the region while maintaining control of the Strait of Hormuz.

According to Netlist: The U.S. International Trade Commission voted to launch a second investigation into Samsung.

Iranian Revolutionary Guards: If the U.S. military makes a strategic mistake, everyone must say goodbye to the energy resources of this region.

Iranian Army Spokesperson: If the US President continues to pursue his risky and malicious policies that violate unilateral agreements, Iran will take countermeasures that are unexpected.

NVIDIA (NVDA.O) CEO Jensen Huang: I look forward to meeting the Japanese Prime Minister tomorrow.

Nvidia (NVDA.O) CEO Jensen Huang: We are at the beginning of the cycle.

Bernstein: Raise target price on Johnson & Johnson (JNJ.N) to $261 from $251.

NVIDIA (NVDA.O) CEO Jensen Huang: Kioxia is excellent.

London cocoa futures on the Intercontinental Exchange fell nearly 4% to 4,193 pounds per ton.

According to the British Financial Times: Chinese artificial intelligence startup Dark Side of the Moon plans to release Kimi K3 in the next few days. The model parameter scale will reach 2 trillion to 3 trillion, which will become China’s largest AI model to date.

According to the Financial Times: Chinese artificial intelligence startup Dark Side of the Moon will launch a new model to challenge Anthropic’s leading position.

Market news: The U.S. State Department approved an arms sales agreement to Saudi Arabia and a support plan for Kuwait, with a total value of approximately US$2.5 billion, on the grounds of supporting its own national security and the security of its allies in the Persian Gulf region.

Trump met with Iraqi Prime Minister Zaidi on the 14th. Trump stated that "the United States and Iraq will establish a large-scale new oil partnership." In this regard, commodity market observer Jack Prandelli interpreted this sentence to mean that Chevron is negotiating to acquire the oil field assets previously operated by Russia's Lukoil. HKN Energy plans to achieve a daily production target of 140,000 barrels in the Hamlin oil field. Halliburton manages the Bin Umar and Sinbad Oil Fields in the south. The official reason given is: In order to disperse risks in the Strait of Hormuz and get rid of Russia's dominant position in Iraq's energy field, it plans to build a new pipeline route to the Mediterranean via Turkey. Prandelli believes this is where the U.S. energy leverage theory is now manifesting in crude oil and infrastructure, not just natural gas.

New Zealand's National Emergency Management Agency: After a 6.3-magnitude earthquake occurred in the Fiordland region, a tsunami warning was issued for New Zealand's coastal areas.

Kremlin: The difficulties facing the Russian economy are not critical and macro stability is guaranteed.