UK, Poland To Sign Defense-Security Pact In London; Starmer, TUSK To Finalize Wed; Pact To Co-Produce Next-Gen Medium-Range Air-Defence Missiles, Hold Large Joint Exercises, Accelerate Counter-Hybrid Ops (arson, cargo fires, cyberattacks, espionage)

Artificial Intelligence: 1. Kunlun Tech AI releases SkyClaw-v1.0: a million-context agent model for real-world workflows. 2. Mianbi Intelligence open-sources MiniCPM5-1B: outperforming all models with fewer than 2B parameters on the AA-Index, and capable of running on mobile phones and browsers. 3. Code Arena updated its rankings yesterday; Alibaba's flagship model Qwen3.7-Max scored 1541 points, second only to the Claude series, ranking second globally among major model vendors. Integrated Circuits (Chips): 1. Shannon Semiconductor: Expects significant revenue growth from customers such as Alibaba, Tencent, and ByteDance in 2026. 2. SmartSens and Unisoc announced a strategic partnership to jointly develop the MicroLED high-speed optical interconnect field, focusing on in-depth collaboration on optical interconnect chip design and system solution implementation. New Energy Vehicles: 1. HarmonyOS's M6 electric vehicle achieved over 20,000 deliveries in its first month on the market. 2. Xiaomi Group: In the first quarter of 2026, our new car deliveries reached 80,856 units, a year-on-year increase of 6.6%. Others: 1. my country successfully launched its communication technology test satellite, No. 24. 2. Japanese cloud service provider Sakura Internet plans to increase its capital expenditure by nearly six times in fiscal year 2026. 3. According to CNBC: Elon Musk discussed the possibility of merging Tesla and SpaceX with colleagues. 4. The first phase of the launch pad for Galactic Energy's Pallas series rockets was officially completed, with the goal of its maiden flight this year. 5. Haier released the world's lightest AI-powered exoskeleton robot: weighing only 1.75kg, with a maximum single-leg assist of 16 N·m. 6. SpaceX has won a $2.29 billion contract from the U.S. Air Force to build a space data network. 7. NASA: Awarded a $1.88 billion contract to Blue Origin to carry out two missions to send probes to the lunar south polar region. 8. NASA released a three-phase roadmap for its lunar base construction, further detailing the development goals and implementation path for building a long-term residential facility in the lunar south polar region. 9. FTSE Russell: Based on FTSE Russell's fast-track inclusion rules, SpaceX appears eligible for inclusion in the FTSE US Equity Index Series and the FTSE Global Equity Index Series.

Reserve Bank of New Zealand: Business contacts and surveys show weakening confidence and spending.