U.S. NRC: Comanche Peak Unit 1 reduced reactor power to 94% from 95%.

South Korea's Lee said Seoul will strictly comply with international rules and sanctions when developing Arctic shipping routes.

AI-related stock selling intensified, dragging major emerging-market equity indices lower for a second day and weakening currencies in Asian tech hubs. Julius Baer CIO Yves Bonzon said strong near-term profits may support some AI valuations but the technology’s development path is highly uncertain, which could cause episodic large-scale profit-taking over the coming years. He flagged uncertainty about how future profits will be allocated and where valuations will settle, noting today’s sharp sell-off in Korean semiconductor names as an example. Bonzon added that while a more bearish market would focus on supply growth risks, advanced AI storage products face long certification and validation cycles, so competitive impacts are likely to materialize gradually rather than immediately.