TRUMP said Walmart is acting "boldly" and urged other retailers to follow the example of the "patriotic company".

A framework agreement signed by the US, Israel and Lebanon has not resolved the Lebanon conflict and mainly bought time for strategic repositioning. Hezbollah’s refusal to disarm and Israel’s stance of “no disarmament, no withdrawal” leave any ceasefire fragile. Israel is refocusing on Syria: recent artillery strikes in Daraa and stepped-up operations near the Golan Heights point to construction of a security buffer from southern Lebanon into southern Syria to sustain pressure on Iran and Iran-backed militias and to retain a preemptive posture. Syria is increasingly the new front for containing Iran; even if Lebanon cools, regional contest could shift to Syria and become the next flashpoint.

SK Hynix single-stock leveraged ETFs hold roughly $19bn in assets, more than four times the stock's ADV. Samsung-related leveraged ETFs hold about $12.4bn, roughly 176% above their ADV. By contrast, leveraged ETF assets for Micron, Tesla and NVIDIA are well below those names' ADV. The concentration of leverage in the Korean market is unique among major global stocks. Large pools of single-stock leverage mean SK Hynix price moves could trigger forced liquidations and margin calls that amplify selling. Hong Kong-listed 2x long SK Hynix ETFs hold about $13bn—roughly twice SK Hynix ADV—and could accelerate declines if trends reverse. Some Korean retail traders are active in both crypto and equities, creating potential cross-market leverage transmission. SK Hynix plans a U.S. listing next week at an implied $29bn valuation, which may attract flows but increases vulnerability in a high-leverage environment. Market sentiment is neutral-to-weak; funding rates show bearishness easing but no clear bullish consensus. The leverage structure in Korean chip names may be the most underpriced tail risk currently.