China A-share gaming sector rallied intraday; Caesar Culture hit the daily limit, while Dasheng Culture, Perfect World, Fuchun, Baotong Technology and Mingchen Health advanced.

Analyst Ming‑Chi Kuo said Jensen Huang's sudden departure could create succession uncertainty at NVIDIA (NVDA.O), potentially opening an opportunity for Google's (GOOG.O) in‑house TPU to take market share. On Trump's suggestion that Tim Cook replace Huang, Kuo said Cook's comparative strength is cost and supply‑chain management, and NVIDIA still has clear scope to cut supply‑chain costs. Kuo added that on strategic R&D and the rapid commercialisation of frontier technologies into AI chips and rack solutions, only Jensen Huang has demonstrably succeeded.

Ukraine's President Zelenskiy said restrictions should be imposed on Russian financial institutions.