半導體相關公司股價多數下跌，邁威爾科技集團(MRVL.O)跌9.2%，高通(QCOM.O)跌6.9%，Arm(ARM.O)下跌8.5%，微芯科技(MCHP.O)下跌5.4%，應用材料(AMAT.O)下跌9.7%，英偉達(NVDA.O)下跌3.7%，AMD(AMD.O)下跌7.5%，博通(AVGO.O)下跌2.8%，英特爾(INTC.O)下滑9%。ISHARES半導體ETF下跌6.9%，VANECK半導體ETF下跌6.2%，ROUNDHILL內存ETF下跌13.5%。

Wang Yi, a member of the CPC Central Politburo and director of the Central Foreign Affairs Office, told a BRICS senior security representatives' meeting in New Delhi that a recent first‑stage memorandum of understanding between the US and Iran, following a conflict lasting more than 100 days, severely disrupted regional and international stability and offers key lessons. He said crisis resolution must be premised on adherence to international rules, noting that 'jungle law' may succeed briefly but is unsustainable; respect for state sovereignty — territorial integrity and non‑interference — is a basic international bottom line. He urged a new security concept, warning that states are increasingly interdependent and that pursuing absolute security at others' expense will backfire. He also highlighted that recent conflicts have made information and cyber warfare more overt, with traditional and non‑traditional threats now intertwined, and said BRICS should strengthen security dialogue and cooperation.

A Realmeter poll commissioned by Energy Economics News and conducted 15-19 among 2,517 adults shows President Lee Jae-myung with 49.7% disapproval versus 46.7% approval — the first time disapproval has exceeded approval since he took office in June last year. Approval fell 4.8 percentage points week-on-week; disapproval rose 5.5 points. Pollster flagged a shortfall of votes in local elections as a key reason for the slide.