US equities closed mixed on Friday: the Dow Jones rose 0.1%, the S&P 500 fell 0.4% and the Nasdaq Composite dropped 0.91%. AMD (AMD.O) fell 8.75%, Dell (DELL.N) declined 7.24%, CoreWeave (CRWV.O) -6.13%, SanDisk (SNDK.O) -5.59%, Broadcom (AVGO.O) -4.76%, SK Hynix ADR (SKHY.O) -4.3% and NVIDIA (NVDA.O) -2.01%; Meta Platforms (META.O) rose 2.9% and Microsoft (MSFT.O) gained 0.17%. The Nasdaq Golden Dragon China Index was up 0.84%; Baidu (BIDU.O) +0.66%, Alibaba (BABA.N) -0.02%.

U.S. Treasury Secretary Bessent told CNBC Friday he is optimistic the U.S. can reach a trade agreement with Mexico and Canada but offered no details and did not mention President Trump’s recent threat to double tariffs on Mexico over a migrant caravan. Talks are in a sensitive phase amid the tariff warning; in July Trump said he would not extend the U.S.-Mexico-Canada Agreement, though negotiations continue.

德国数字部发言人：（谈微软故障）我们预计这将对德国企业产生重大影响。