Nasdaq gains widened to 2.0%; S&P 500 rose 1.1%. Philadelphia Semiconductor Index climbed 6.8%; AMD (AMD.O) up 13%, SanDisk (SNDK.O) up 12%.

A MOFCOM spokesperson said applications to open anti-dumping investigations into imports of para-aramid filament and ethylidene norbornene from the EU meet Chinese law and WTO filing criteria; China will conduct investigations in accordance with law and regulations, safeguard stakeholders’ rights and issue objective, fair rulings. The ministry said China has been consistently prudent and restrained in using trade remedies compared with the EU’s filings against China, and called on the EU to address trade issues through dialogue rather than protectionism.

OpenAI向獲批安全團隊開放GPT-6 Cyber，百度公開文心5.5 Flash預訓練權重。螞蟻上線支持圖像和視頻輸入的Ling-3.2-flash，Google將Gemini Omni 1.2 Flash的單段視頻延長至15秒。