Lebanon's National News Agency said Israeli forces are shelling the town of Dair Sirian in southern Nabatieh with artillery.

Nomura says the global storage industry’s core imbalance is a severe supply shortage and AI-driven structural demand growth has not yet peaked. Investor fears of an imminent supply glut are materially overblown, and recent market weakness could offer a window to reassess storage valuations. Nomura notes semiconductor capex-to-capacity conversion is very slow; a Korean investment plan of about 4,800 trillion won will take at least 5–10 years to translate into actual capacity. High-margin HBM (high-bandwidth memory) is crowding out general-purpose memory capacity, further tightening supply. Nomura adds Meta’s recent decision is not an inflection point for weaker AI hardware demand; Meta bringing compute to market may help stabilise and push down per-token prices that have risen amid current compute shortages.

Sichuan authorities have ordered immediate, temporary full traffic control on the G545 Mian‑Mao Highway between Mianzhu and Maoxian after the Mianzhu earthquake, citing landslide and rockfall risks. The closure is effective on release and will remain until road‑hazard inspections, emergency response and road‑safety assessments are completed; reopening will be announced separately. Both directions are closed to all civilian motor vehicles, non‑motorized vehicles and pedestrians. Only credentialed emergency rescue, fire, medical, engineering clearance and official command/assurance vehicles may transit. Road users should plan alternative routes and follow on‑site personnel instructions.