US 4-week Treasury auction on July 2: stop-out yield 3.605% (previous 3.61%).

NORDEN shares in Denmark jumped 12% after the shipping company raised full-year net profit guidance to $120m-$190m from $70m-$140m.

NVIDIA on July 1 announced a partnership model using revenue-sharing and credit-support mechanisms with AI cloud service providers to co‑build large-scale, multi-tenant AI factories. Under the plan, cloud providers will deploy AI factories based on NVIDIA's DSX AI Factory architecture and offer the capacity as cloud services, aimed at faster access to AI compute for startups, model developers, enterprises and research institutions. NVIDIA says the model will create ongoing revenue tied to compute usage.