UK Labour's Andy Burnham said the party will present a shared vision that investors can support.

Nomura reiterated a buy on Lenovo Group (00992.HK) and raised its target price to HK$35 from HK$16, based on 20x FY2027 EPS, implying about 46% upside. The broker said momentum in Lenovo’s general server business may exceed expectations; despite the stock rallying more than 100% since May, Nomura expects further upside because the market has not fully priced the server opportunity, its FY2027/28 earnings forecasts run roughly 10% above consensus, and Lenovo is in a re-rating phase with peers such as Dell trading near 30x one-year forward P/E. Nomura lifted its FY2027/28 EPS forecasts by 12%.

South Korea plans to build 18.4 GW of AI data-center capacity by 2035, foreign media reported. Phase one: SK Group, GS Group and Naver will invest 550 tln won to build 8.4 GW by 2029; SK’s share in phase one is 5 GW. Phase two: SK plans to expand its AI data-center capacity from 5 GW to 15 GW by 2035.