克里姆林宫发言人佩斯科夫：俄罗斯总统普京与美国总统特朗普之间的对话尚未安排。

Intel missed estimates and issued weak guidance and Amazon also fell short, reviving concern about the AI investment trade and triggering a broad sell-off in semiconductor names. Chipmakers, equipment makers and analog suppliers all declined. Broadcom opened down about 4% in Friday regular trading, AMD plunged nearly 10%, Micron lost 5.5% and Intel fell nearly 30%, wiping roughly $120bn from its market value. Chip-equipment shares dropped as well: Applied Materials fell about 5% and Lam Research about 5.5%. The sector is highly sensitive to capex reductions—cuts to memory and logic spending typically hit equipment vendors first. Qualcomm slid amid weakness in wireless and handset markets. Market participants flagged worries over softer enterprise hardware demand and a bottleneck in smartphone consumption.

Fed's MUSALEM said further removal of policy accommodation is needed to ensure inf converges to 2% within 18 months.