AI Funding Push: Alphabet plans to raise up to $80bn via equity sales, including a $10bn Berkshire Hathaway investment, to expand AI compute as its capex outlook climbs to $180–$190bn—an aggressive bet that demand for AI infrastructure stays ahead of supply. Semiconductor Demand: STMicroelectronics doubled its 2026 data-centre revenue forecast to about $1bn and sees 2027 potentially doubling again, pointing to sustained AI infrastructure buildouts (including major hyperscaler demand). Labour Market Risk (UK): The British Chambers of Commerce warns UK unemployment could rise by 400,000+ by 2028, with youth unemployment forecast to jump as higher labour costs and AI reduce entry-level hiring. Energy Volatility: Oil prices dipped after US-Iran talk uncertainty, with markets still nervous about the Strait of Hormuz and regional escalation risk. IMF Milestone (Sri Lanka): The IMF completed reviews under its rescue program, unlocking $695m in cash support and bringing total disbursements since 2022 to $2.4bn, though vulnerabilities remain. Corporate Watch (Australia): ASIC’s case against Rex and former directors is nearing its close, with the defence arguing major gaps in how the board’s statements were assessed. Telecom Competition (Australia): Vodafone’s network-sharing expansion is said to make it a credible challenger, narrowing the coverage gap with Optus and Telstra. Healthcare Policy (US): AHA urged CMS to revise FY2027 inpatient rehab and skilled nursing payment proposals, warning that tighter rules and productivity adjustments could reduce clinical flexibility.