According to the Financial Times, investors in UK digital bank Atom Bank are considering pausing its sale process.

Morningstar analyst Jing Jie Yu said market uncertainty about potential capital spending by Samsung Electronics and SK Hynix may be pressuring their share prices. He estimates combined capex could reach about 2,000 trillion won over the next decade—roughly double Morningstar's current forecast—including SK Hynix’s planned AI data‑center investment, with pledged spending on the Yongin wafer‑fab cluster around 600 trillion won. Yu warned that if SK Hynix’s AI data‑center commitments are separate from its broader capex plans, the memory‑chip sector could face a material supply‑overhang risk because demand typically slows as a capex cycle matures.

The final large module for Haiyang nuclear Phase II was hoisted into place, marking the project’s shift into installation and commissioning. State Power Investment Corp said the lift was for Haiyang unit 4’s nuclear island; its passive containment cooling water tank holds over 3,000 tonnes and can gravity-feed water to cool the reactor building without AC power in extreme scenarios, working with other passive safety systems. SPIC said that at full commercial output Haiyang will be the world’s largest passive PWR nuclear complex.