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Iranian Ambassador to Russia: The martyrdom of Iran’s former supreme leader Ayatollah Ali Khamenei has set off a great awakening in regional geopolitics.
Morningstar analyst Chelsey Tam said China's data center construction for government and state-owned enterprise AI workloads may reduce demand for Alibaba's public sector computing systems. She lowered Alibaba's annual cloud revenue forecast by 10% starting in fiscal 2030, when the buildout is expected to be completed. Given that Alibaba has very little business in the United States, the impact of U.S. legislative threats against the company should be limited. Morningstar lowered its fair value estimate for Alibaba's ADRs by 7% to $241, but said the valuation was still low. It added that concerns about the loss of delivery business and rising computing power costs are exaggerated.
Chevron: We are aware of reports of an incident on a vessel en route to the Caspian Pipeline Consortium (CPC) loading facility. All crew members are safe and the vessel remains stable. The ship is heading to a safe port and we are coordinating with the ship operator and relevant authorities.
According to Business Insider: Amazon is developing a previously unreported Alexa project, codenamed "Moonraker", which is designed to help users handle more complex, multi-step tasks.
European Commission: We are still considering whether and how to integrate international carbon credits into the emissions trading system.
European Commission: Emissions trading system revisions will allow industry to continue emissions after 2039 and even into the 2040s.
EU High Representative for Foreign Policy: The exchange of fire between the United States and Iran has further complicated negotiations to end the war.
European Commission: We will propose that more national revenues from the EU emissions trading system be invested in industries that cover emissions trading costs.
European Commission: We will propose increasing the flexibility of the carbon emissions trading system, but will attach conditions to ensure that companies invest in Europe.
The Polish zloty fell 0.4% against the euro to 4.3165, its lowest level since November 2024.
ECB Governing Council member Escrivá: All options will be kept and decided meeting by meeting.
CNN analyst Kevin Liptak: Angry U.S. President Trump said the ceasefire agreement he signed with Iran three weeks ago is "over." What exactly this means in practice is unclear. Trump, who last month warned of an "economic disaster" if the war continued, remains under political pressure to end the conflict. The team led by US Vice President Vance was previously tasked with urging Iran to make technical concessions in limiting its nuclear ambitions within a 60-day deadline. However, progress in these negotiations has been slow, The main focus is on the implementation of the memorandum of understanding signed by Trump at the Palace of Versailles on June 17. The mediators, led by Pakistan and Qatar, will now almost certainly be racing against time to try to get the agreement back on track. But on the other hand, Israel will have a completely different interpretation of Trump's remarks. Israeli Prime Minister Benjamin Netanyahu has been highly skeptical of Trump's attempts at diplomacy with Iran; he may view Trump's remarks as an opportunity to continue operations against Hezbollah in Lebanon or directly launch military operations inside Iran.
Source: Chevron's "Asa Polar" oil tanker used for transportation in the Caspian Sea Pipeline Alliance was attacked by a drone on the Russian Black Sea coast.
US President Trump: Biden can be said to have no brains.
Ukrainian President Zelensky: Special operations troops also attacked an oil refinery in Tatarstan, Russia.
French antitrust agency: The practices adopted by Meta may cause serious and direct harm to the news industry.
French antitrust agency: Meta may have abused its dominant market position in negotiations with publishers over the use of content.
Mercedes-Benz: In the second quarter, car sales increased by 4% year-on-year in Europe and 10% year-on-year in the United States.
Market news: The French antitrust agency ordered Meta to provide remuneration-related information to French News Group within 15 days.
Shell rose 4.1% as oil prices rose as Trump said the ceasefire was over.