NVIDIA (NVDA.O) CEO Jensen Huang unveiled the RTX Spark PC chip developed in collaboration with MediaTek.

Kuwait's military said on June 1 its air defense forces are responding to 'enemy' missile and drone attacks, and warned that any explosions heard would be caused by its air defense system intercepting the attacks.

Huatai Securities said domestic electrification is accelerating and may be underpriced by markets. Since April the AI supply chain has led performance, but domestic and external catalysts for electrification-related sectors may not be fully reflected in prices. Investors may be underestimating the addressable electrification opportunity by focusing on incremental penetration while ignoring replacement demand in the existing installed base and blind spots in electrification use cases. Policy shifts—from last year’s push against internal competition to this year’s compute‑power coordination—are repricing input costs and industry scope, likely supporting continued improvement in sector momentum and earnings. Recommended exposures: lithium batteries/energy storage, mining machinery, forklifts, commercial vehicles and shipbuilding.