高通(QCOM.O)：汽車業務訂單總估值（Design-win Pipeline）已擴展至650億美元規模。

NATO Secretary-General Rutte said Germany and other allies are stepping up efforts to increase defense spending.

Daiwa Securities economist Koji Hamada says Japan’s large investment program to boost growth and economic security could sustain fiscal concerns in the JGB market. He says funding needs will vary by sector, with semiconductors and cloud data centers most urgent; even less capital‑intensive industries may rely on long‑term financing. Regardless of project outcomes, the plan implies an inevitable increase in new yen government bond issuance.