Iranian semi-official Tasnim stated that several explosions were heard in the southwestern Iranian ports of Mahshahr and Imam Khomeini.

[Public Funds' Q2 Reports Debate on AI: Valuation Bubble or Continued Industry Prosperity] (1) With the release of public funds' Q2 2026 reports, whether there is a bubble in the artificial intelligence (AI) sector has become one of the most discussed topics among fund managers. (2) Looking back at the first half of the year, the global economy and capital markets showed extreme K-shaped divergence. Reflected on AI investment, fund managers' views were also clearly opposed: one side believed that the valuation of some AI assets had overdrawn the future, and the characteristics of local bubbles were becoming more and more obvious; the other side believed that this round of AI market was supported by real industrial demand and orders, which was fundamentally different from the historical technology bubble, and the industry prosperity was expected to continue. (3) Under the divergence, the actual portfolio adjustments of fund managers also showed significant differences: some chose to realize profits and reduce positions, while others continued to increase their investment in core tracks such as computing power and chips, and the investment game around the AI industry chain further heated up.

According to Iran's Press TV, there are reports that the United States has launched an attack on the Iranian city of Tabriz.

Russian Foreign Ministry spokeswoman Maria Zakharova said that the attack on Iran's nuclear power plant under construction, and the exaggeration of Iran's peaceful use of atomic energy as a threat, are all attempts to cover up a plan to provoke a new round of bloodshed.

The Kuwaiti military claims it intercepted an Iranian drone attack.

U.S. Central Command: A new round of strikes against Iran was launched at 7 p.m. Eastern Time today, marking the ninth consecutive night of such operations. This strike will further weaken Iran's military capabilities following its previous attacks on merchant ships and civilian sailors transiting the Strait of Hormuz.