Mizuho analysts say growing evidence suggests Uber could benefit from autonomous vehicle adoption, easing disruption fears. While Waymo shows strong product-market fit in San Francisco, a broader AV ecosystem is emerging as Uber partners with WeRide, Pony.ai and others. Continued expansion with non-Waymo partners should increase confidence in a multi-supplier AV ecosystem rather than winner-take-all.

South Korean shipper HMM faces earnings pressure as global container shipping faces worsening oversupply from 2027, per KB Securities. Fleet deliveries of 3.31 million TEUs in 2027, 5.25 million TEUs in 2028 and 3.78 million TEUs in 2029 could exceed cargo demand through 2029. KB expects HMM's operating profit to fall 23% this year.

Brent crude rose above $90 a barrel as peace deal prospects for the Strait of Hormuz fade. The benchmark traded at $91.04 while WTI gained to $84.95. President Trump showed little interest in extending the Iran agreement, while Houthi rebels escalate Red Sea attacks near the Bab al-Mandeb Strait.