French finance minister Lescure said a French budget is very likely to be drawn up next year and the government will do everything to keep the deficit as close to 5% as possible.

Japan's finance minister Katayama said he is prepared to take appropriate measures to address currency volatility.

KB Securities analysts led by Jeff Kim say SK Hynix will benefit in H2 from accelerating AI infrastructure investment and from a storage-chip supply shortage expected to persist through end-2028. "Under continued expansion of AI-related investment, SK Hynix's earnings and share-price uptrend is far from over," they said. KB forecasts global AI investment at $800 bln in 2026, $1.1 tln in 2027 and $1.5 tln in 2028, and raised its 2026 operating profit forecast for SK Hynix by 3.6% to 290 tln won.