日本30年期国债收益率上升2.0个基点，至3.860%。

Baird analyst Ben Kallo forecasts Tesla will deliver 392,900 vehicles in Q2 and 1.68m vehicles in 2026. He says a Tesla–SpaceX merger is "very likely" and could occur within 12–18 months, describing the combination as the "ultimate direction" and "clear and compelling" with scale benefits for both companies. Kallo reiterates an Outperform rating on Tesla and a $522 price target.

South Korea's Kospi has reached extreme volatility levels that investors liken to meme-stock episodes. Retail demand has surged: the Kospi has recorded 20 trading days this year with closing moves of at least 5%, versus 2 days in all of 2025. Samsung Electronics has had eight trading days with moves of 10% or more this year (0 in 2025); SK Hynix has had 11 such days (2 in 2025). Heavy retail buying of single-stock leveraged ETFs and the outsized influence of the two mega-cap chip names are amplifying swings. Goldman estimates a 5% move in Korean equities could trigger about $4.7bn of ETF rebalancing flows as options dealers hedge, roughly one-eighth of a normal trading day’s turnover.