Morgan Stanley: Raise the price target for Nvidia (NVDA.O) from $260 to $285. The advancement of the new architecture and rising input costs may bring pressure on gross margins, but strong supply visibility and continued AI demand momentum will offset this.

Morgan Stanley: Nvidia's (NVDA.O) performance growth is currently expected to accelerate, driven by AI data center demand and the Blackwell and Rubin product cycles.

Morgan Stanley: Nvidia (NVDA.O) is expected to once again have a quarter that "exceeds expectations and raises guidance", with revenue expected to be about $3 billion higher than expected and performance guidance raised by $4 billion.

Ukrainian President Zelensky: In just a few months this year, Russia's oil processing volume has been reduced by at least 10%.

Ukrainian President Zelensky: Ukraine’s Foreign Intelligence Service has obtained new Russian documents, which show that Russia has been forced to shut down about 400 oil wells. This is a considerable loss considering the peculiarities of Russian oil extraction, as restarting oil wells in Russia is far more complicated than in other oil-producing countries.

Polish Defense Minister: Poland seeks honest dialogue with the United States on troop levels.