Tencent Holdings (00700.HK) wholly-owned unit Tencent Mobility intends to sell about 273 million Kuaishou (01024.HK) shares via a block trade at HK$43.15–44.53 per share, potentially raising up to roughly $1.6 billion.

以色列总理内塔尼亚胡：（谈到与特朗普的关系）我不认为我们之间有裂痕。与其他盟友不同，我们在99%的情况下与美国并肩作战，我和总统的看法是一致的。

Reports of delays to NVIDIA's Kyber NVL144 racks prompted sharp falls in PCB and AI-hardware suppliers, with Japan's Ibiden tumbling as much as 10% and Samsung Electro‑Mechanics down 11% as markets priced potential slippage in next‑gen racks into upstream PCB, substrate and materials demand. Analysts say the move was amplified by stretched AI-sector sentiment after recent rallies; Allspring's Gary Tan said a Kyber delay does not necessarily imply weaker AI capex and may simply reflect longer deployment time for NVIDIA's most aggressive next‑generation architecture. Traders also cited profit‑taking, sector rotation, pre‑US July 4 holiday reopening caution and potential fund‑flow disruption from a possible SK Hynix US IPO as additional drivers. Market attention now turns to Samsung Electronics' Tuesday results for signals on memory and AI supply‑chain demand and whether the semiconductor cycle can sustain current valuations.