German Chancellor Merz held a phone call with Ukrainian President Zelenskiy to discuss Russian airstrikes on Kyiv and other parts of Ukraine.

SemiAnalysis says memory (DRAM, NAND and HBM) share of hyperscale data-center capex in NVIDIA systems could exceed 30% by end-2026 and top 40% in 2027. The note follows debate after Micron results; some market participants pointed out memory is typically only low‑teens pct of a server BOM and questioned such high capex share. SemiAnalysis responded in May after prices rose faster than expected and expects the market to better appreciate the trend in coming months.

據伊朗塔斯尼姆通訊社：黎巴嫩消息人士稱，以色列在薩迪金市附近進行了一次無人機襲擊。