Semafor reports the White House said it does not rule out taking action on open-source AI models.

加拿大5月製造業庫存裝船比 1.3%，前值1.62%。

ASML on Wednesday raised full-year guidance for a second time and posted a quarter that topped expectations. The sole global supplier of EUV lithography systems, ASML is central to advanced semiconductor production. UBS said on July 10 it expects H2 performance to strengthen as fab capacity expands and demand for advanced-process chips rises. A Morningstar senior analyst said ASML is boosting output by optimizing cleanroom space in Veldhoven and pursuing a “fast delivery” push; he added that tighter export controls on advanced chip equipment can sometimes trigger customer front-loading. The analyst warned the market has priced in significant optimism—ASML’s forward P/E is roughly 50x versus his 35–40x fair-value range.