Ukraine's Security Service (SBU) said it struck the oil terminal at Russia's Baltic port of Vysotsk and a refinery in the Kaluga region.

SemiAnalysis said NVIDIA (NVDA.O) has delayed its next-generation flagship Kyber rack architecture—designed for the 2027 Rubin Ultra chip—by more than 12 months to 2028 after encountering manufacturing problems with the system's PCB mid-board. SemiAnalysis said NVIDIA currently has no mature solution to scale Rubin Ultra, a shortfall that could open a rare technical window for competitors AMD (AMD.O) and Google (GOOG.O), whose in-house chips have been adopted in leading AI labs.

HSBC raised Merck (MRK.N) PT to $150 from $135.