218 received, 218 listed, 8 sources ・ Page 3 of 3
One place for news and notices from 2 countries/regions: Taiwan, 127 items from 6 sources; Japan, 91 items from 2 sources.
One edition every 180 minutes: every item from every source received in the period, with the original link.
Taiwanese IC design firm 迅杰 is accelerating its push into the drone sector, with its stock rising more than 30% in a week to reach a 19-month high. The market is recognizing its growth potential in non-Chinese supply chains.
Companies mentioned：璿元科技、翔探科技、神盾グループ
Oracle’s credit risk indicators have reached record highs, while downgrades are mounting amid uncertainty over returns on AI investment. This points to growing concerns about the outlook for the U.S. stock market as a whole.
Companies mentioned：S&P Global Ratings、Moody’s Ratings、Sevens Report Research、OpenAI、Bloomberg
Meta is in talks with Anthropic to rent AI computing capacity in a deal worth US$10 billion. If completed, it would mark Meta’s first large-scale cloud offering to external customers and signal its entry into the AI infrastructure market.
Companies mentioned：Meta、Anthropic、SpaceX、NVIDIA、Microsoft、Alphabet、Amazon
Semiconductor stocks were hit by their fastest momentum-driven selloff in 27 years, as leveraged ETF rebalancing triggered mechanical selling and potentially flushed out retail investors. This highlights risks in market structure.
Companies mentioned：Citadel Securities、Jane Street、Kalshi、Polymarket、軟銀集團
The U.S. government is considering establishing an independent body to review the safety of AI models. The financial and technology industries would jointly participate in developing standards, strengthening regulatory transparency.
Companies mentioned：DeepMind
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Companies mentioned：SpaceX
Semiconductor stocks plunged nearly 19% in July, marking their worst monthly performance in 17 years, but BofA analysts say it is only a seasonal correction amid an AI bull market and reaffirm buy ratings on leaders including Nvidia and Micron.
Companies mentioned：輝達 (NVDA-US)、博通 (AVGO-US)、美光 (MU-US)、Marvell Technology (MRVL-US)、Credo Technology (CRDO-US)、泛林集團 (LRCX-US)、科磊 (KLAC-US)、Alphabet (GOOGL-US)、微軟 (MSFT-US)、Meta Platforms (META-US)、亞馬遜 (AMZN-US)
The Philadelphia Semiconductor Index fell more than 20%, entering a bear market. NVIDIA was briefly overtaken by Apple in market capitalization but maintained its top spot. SK hynix rose against the trend while the South Korean market was closed.
Companies mentioned：SK Hynix、Micron Technology、NVIDIA、Apple、SpaceX
Ahead of Apple's next earnings report, HSBC raised its price target to $366 and recommended "Buy." KeyBanc, meanwhile, downgraded its rating to "Reduce" and warned of valuation risks. Apple's AI strategy and foldable iPhone are drawing attention.
Companies mentioned：HSBC、KeyBanc、Microsoft、Alphabet、Amazon、Meta Platforms、NVIDIA、Moonshot AI、Morgan Stanley
NVIDIA shares fell and were briefly overtaken by アップル in market capitalization during trading, but ultimately held onto the top spot by a narrow margin. Trends in AI-related spending will be key going forward.
Companies mentioned：アップル、マイクロソフト、ムーンショットAI、華為
Gold prices fell 2.6% for the week, their biggest decline in 6 weeks. Amid U.S.-Iran tensions and rising oil prices, concerns about inflation and rising interest rates prompted investors to turn away from gold.
Companies mentioned：EverBank、高盛、芝商所 (CME)
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Companies mentioned：全国銀行協会
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Companies mentioned：金融庁
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Companies mentioned：金融庁
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Companies mentioned：金融庁
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Companies mentioned：金融庁
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Companies mentioned：金融庁
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