China A-share semiconductor sector extended losses; Xingchen fell more than 14%, while Shengong, Cambricon, Sanan Optoelectronics and Lihe Micro each dropped over 5%.

Anthropic：预计计算和基础设施费用按绝对金额计算将增加，并在可预见的未来仍将是其最大的运营支出。

Meta Platforms plans two simultaneous underwritten public offerings to raise about $35bn: roughly $22.5bn of Class A common stock via forward sale agreements and about $12.5bn of A‑series mandatory convertible preferred stock issued as depositary shares. Meta would issue up to 250m A‑series depositary shares. NVIDIA, AMD and Broadcom have indicated interest in purchasing up to $5bn of Meta securities each.