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Samsung Electronics: Has begun shipping 12-layer HBM4E chip samples to major global customers.
Reserve Bank of New Zealand external member Hayley: Interest rates are "more likely to be raised sooner rather than later," but the pace and magnitude of any rate hike will depend on the data.
Dell (DELL.N) continued to rise in after-hours trading, with gains extending to 37%, after reporting first-quarter results that far exceeded expectations.
US Vice President Vance: The United States could still inflict a major setback on Tehran's nuclear program.
On May 29, local time, Wang Yi, member of the Political Bureau of the CPC Central Committee and Foreign Minister, attended a meeting of the "Friends of Global Governance Group" at the United Nations Headquarters in New York on May 28. He elaborated on the extensive discussions among members since the group's establishment regarding reforming and improving global governance, reaching five major consensuses: First, all members advocate promoting the democratization of international relations, believing that all countries, regardless of size, strength, or wealth, have the right to independently choose their social system and development path, and should participate, make decisions, and benefit equally in the global governance process. Second, all members advocate upholding the purposes and principles of the UN Charter, ensuring the equal and unified application of international law and rules, and opposing double standards and imposition on others. Third, all members advocate maintaining the core position of the United Nations, practicing multilateralism, strengthening multilateral mechanisms, and opposing unilateralism and power politics. Fourth, all members advocate improving global governance through reform, gradually narrowing the North-South divide, ensuring that the fruits of development are shared by all people, and leaving no country behind. Fifth, all members advocate addressing the most pressing practical issues of concern to the international community, creating visible results through concrete actions, and ensuring that global governance can withstand the test of time and the people.
U.S. officials said no U.S. aircraft were shot down near Bushehr, Iran.
Conflict Updates: 1. Three people were killed in an attack in the Donetsk region. 2. Russian Ministry of Defense: Russian troops have established control of Novovavasilevka in the Kharkiv region. 3. According to Interfax news agency, citing the local governor, Ukrainian drones attacked energy infrastructure in the Volgograd region. 4. General Staff of the Ukrainian Armed Forces: Ukrainian forces attacked the Tuapse oil refinery in the Krasnodar Krai region of southern Russia. 5. Russian Security Council Secretary Shoigu: Russian armed forces' strikes against the Ukrainian capital Kyiv are "ready to begin at any time." Other Updates: 1. The EU claims Russia interfered with GPS; Russia demands evidence. 2. The Ukrainian parliament approved a bill to receive a €90 billion loan from the EU. 3. Zelenskyy wrote to Trump and the US Congress, requesting US assistance in improving missile defense capabilities. 4. The Finnish Foreign Ministry summoned the Russian ambassador, demanding an explanation for Wednesday's alleged Russian violation of Finnish airspace. 5. The Ukrainian parliament website shows that President Zelenskyy submitted a draft law approving the loan agreement between Ukraine and the EU. 6. According to Interfax news agency: Kazakhstan stated that it is technically not feasible for Russia to resume oil transport through the Friendship Pipeline. 7. Canadian Prime Minister Carney: Russian military casualties in Ukraine are exceeding replenishment rates. Military forces are shifting in a direction favorable to Ukraine. 8. Russian Foreign Ministry spokeswoman Zakharova: (Regarding the US-Japan joint military exercises) US missile systems in Japan threaten Russia's eastern border. 9. Ukrainian President Zelensky: Sweden and Ukraine have launched a major defense agreement involving Griffin fighter jets. The first batch of Griffin fighter jets is expected to arrive between December and January.
US Vice President Vance: (Regarding Iran) No agreement has been reached yet, but we are very close.
On May 29, local time, Wang Yi, member of the Political Bureau of the CPC Central Committee and Foreign Minister, met with Pakistani Deputy Prime Minister and Foreign Minister Dar in New York on May 28. Wang Yi stated that China-Pakistan friendly cooperation is all-round, all-weather, and across all fields. The two countries have always trusted, united, and supported each other at the bilateral, regional, and international levels. This is the foundation of the ironclad friendship between China and Pakistan and the value of their strategic partnership. China is willing to work with Pakistan, guided by the important consensus reached by the leaders of the two countries, to maintain high-level exchanges, deepen political mutual trust, expand pragmatic cooperation, enhance Pakistan's capacity for independent development, and accelerate the building of a closer China-Pakistan community with a shared future in the new era.
Dell (DELL.N) shares surged 26% in after-hours trading.
On May 29th, Iranian media, citing the head of Jam district, reported that Iranian air defense forces shot down a hostile aircraft near Bushehr. According to Iran's Tasnim News Agency, citing military sources, Iran tracked a US drone near Bushehr and fired an anti-aircraft missile at it. Fars News Agency also reported that Iran's integrated air defense system near Jam and Kangan targeted a hostile aircraft over the Persian Gulf. The explosion heard in Jam was reportedly caused by the air defense system engaging a hostile aircraft. These reports have not yet been confirmed by the United States.
Dell (DELL.N) CFO: Excluding the impact of the AI portfolio, our gross margin outlook is better than the previous quarter; we expect gross margin to continue to expand throughout the year.
Dell (DELL.N) CFO: Customers continue to prioritize their IT infrastructure needs and are increasingly focused on ensuring supply; this behavior is expected to continue throughout the year.
Virgin Galactic (SPCE.N) shares rose as much as 8.8% in after-hours trading after the company announced it had received a settlement notice in a derivative lawsuit.
On May 29, U.S. Treasury Secretary Bessenter stated at a White House press conference on the 28th that whether the U.S. and Iran can reach a potential agreement depends on whether U.S. President Trump supports it. Earlier that day, U.S. media, citing U.S. officials, reported that U.S. and Iranian negotiators had reached a basic agreement on the terms of a memorandum of understanding, pending final approval from Trump. Bessenter did not directly answer several related questions at the press conference, instead stating that "both teams have been in constant communication and consultation," and emphasizing that "everything depends on what the president wants to do." Bessenter said that Trump has several clear "red lines": Iran must hand over its highly enriched uranium, Iran cannot develop nuclear weapons, and the Strait of Hormuz must remain open.
Dell (DELL.N) Chief Operating Officer Jeff Clark: The company's AI Factory has more than 5,000 customers, covering growth in new cloud, sovereign customers and enterprise customers.
Dell (DELL.N) Chief Operating Officer Jeff Clark: Demand continues to exceed supply, with memory being the main limiting factor.
Dell (DELL.N) Chief Operating Officer Jeff Clark: The company's artificial intelligence order backlog reached a record $51.3 billion at the end of this quarter.
Foreign central banks held $12.829 billion in U.S. Treasury securities in the week ending May 22, compared with a decrease of $20.238 billion in the previous week.
On May 29, it was reported that Pushilin, the Russian-appointed leader of the Donetsk region, posted on social media on the 28th that Ukrainian armed forces attacked a maintenance crew vehicle of a local water company, resulting in the deaths of three employees and serious injuries to one. Pushilin said that doctors were doing their best to save the seriously injured employee.
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