A-share rare-earth permanent-magnet sector jumped; China Rare Earth hit the daily trading limit. Zhongke Magnetic rose over 13%, Fangbang Co rose over 12%, Jiuling Technology rose over 10%; Youyan New Materials, Zhongxi Rare Metals and Northern Rare Earth also advanced.

CNN reports multiple recent articles flagged shortages in U.S. military ammunition. U.S. officials say Trump privately complained the disclosures make the U.S. appear weak at a critical turning point and has asked the Justice Department to identify what he called "traitors." Officials trace the ammunition concerns to the early stages of the conflict; Trump raised the issue in a meeting with Pete Hegseth, who told him the Pentagon was working to address it. Before the conflict began, Joint Chiefs chairman Keane and other military leaders warned Trump that prolonged operations could affect U.S. weapons stocks.

Japan’s Government Pension Investment Fund (GPIF) posted investment returns of JPY24.0895 trillion for the April–June quarter.