Ukraine's foreign minister said the country now needs firm, united action and must strip Russia of the ability to intimidate Ukrainian cities.

Morgan Stanley analysts wrote after an investor meeting with NVIDIA management that despite a large market cap and recent relative underperformance, NVIDIA is still their preferred semiconductor stock. They said AI hyperscale cloud providers—about half of current data‑center revenue—are exploring custom‑chip alternatives but NVIDIA "will retain a large portion of that business" and both standard and custom categories should still grow. Demand from Neocloud, industrial and sovereign data centers remains strong and the Vera Rubin chip is expected to ship on schedule. The analysts warned valuation multiples may be capped by NVIDIA's size and index weight but said they expect the valuation gap to close over time and wrote, "Our conviction remains strong."

Apple Inc. (AAPL.O) filed suit in U.S. court alleging OpenAI obtained unpublished product information — including design drawings, parts specifications and engineering documents — via former Apple employees to develop AI hardware. Apple says OpenAI and its head of hardware, Tang Tan, were involved and is seeking an injunction to stop the conduct and an order to destroy the alleged confidential materials. Tang, who led hardware development for iPhone, Apple Watch and AirPods, left Apple in 2024 to join AI hardware startup io Products, which OpenAI acquired for $6.5 billion. Apple said it had previously worked with OpenAI to integrate ChatGPT into Apple Intelligence and Siri but relations soured amid AI-hardware competition and talent recruitment; Apple says more than 400 former employees have joined OpenAI.