俄羅斯統計局：6月消費者物價指數環比上漲0.87%（預期爲上漲0.8%）；同比上漲6.02%（預期爲上漲6.0%）。

SK Hynix opened at $170 per American depositary receipt (ADR) in its U.S. debut, up 14% from the $149 IPO price; shares climbed to $174 within minutes. Trading under temporary ticker SKHYV, the ADR offering raised $26.51 billion, the largest equity issuance ever by a non-U.S. company, underscoring investor appetite for firms positioned to benefit from the AI boom.

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."