Meta CTO Andrew Bosworth said at an internal all-hands that a review of a recent data-security incident linked to the company’s controversial mouse-tracking program found no employee data in AI training sets. Meta paused the project last month — which logged employees’ mouse movements and digital activity for AI training — and is investigating a sensitive data leak. Bosworth said any restart would be voluntary opt-in.

Citigroup expects aluminum to bottom within the next month and to recover to $3,300–3,500/ton during Sep–Dec. The call is based on a more dovish Fed outlook, falling real rates, an improving demand outlook and inventories declining on a consumption‑days basis. The bank says the recent ~20% drop from about $4,450/t over the past month largely reflected weaker-than-expected demand, slower visible inventory draws, easing geopolitical risk, concentrated liquidations of speculative and physical positions, and rising expectations of future supply increases. Citigroup warns conditions do not favor shorting: the market was in a supply deficit before the recent shock and new supply is unlikely to close the gap quickly. It also says concerns about a rapid return of Middle East supply may be overstated.

China A-share robotics sector rallied again in the afternoon. Fengguang Precision hit a 30CM limit-up; Lvde Harmonic, Kailong Hi‑Tech and several others hit 20CM limit-ups. Wanda Bearing, Haozhi Electromechanical, Fengli Intelligent and Orbbec rose more than 10%.