# AI News 180m Report｜2026-07-18 09:00–12:00 JST｜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.

## 〈熱門股〉迅杰無人機題材燒旺 股價逆風飛高 周漲3成創19個月新高

- Published: 2026-07-18T10:23:02+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6538682
- anchor: #n1586914
- Companies mentioned: 璿元科技、翔探科技、神盾グループ

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.

## Oracle CDS Hit a Record High and Its Credit Rating Was Downgraded: Why Could This Be a Warning Sign for U.S. Stocks?

- Published: 2026-07-18T10:14:57+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6539174
- anchor: #n1586915
- Companies mentioned: S&P Global Ratings、Moody’s Ratings、Sevens Report Research、OpenAI、Bloomberg

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.

## Meta’s Next Deal Worth Tens of Billions of Dollars? Anthropic Reportedly Plans to Lease AI Computing Power

- Published: 2026-07-18T10:10:08+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6539138
- anchor: #n1586916
- Companies mentioned: Meta、Anthropic、SpaceX、NVIDIA、Microsoft、Alphabet、Amazon

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.

## A Contagion Effect in Leveraged ETFs? Chip Stocks Face Their Fiercest Momentum Selling in 27 Years; Analyst: Retail Investors Could Ultimately Be Shaken Out

- Published: 2026-07-18T10:00:06+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6539119
- Article page: https://ainews.idaeo.ai/a/3497266-en.html
- anchor: #n1586721
- Companies mentioned: Citadel Securities、Jane Street、Kalshi、Polymarket、軟銀集團

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.

## Bloomberg: U.S. Weighs Creating Independent AI Regulator to Review Top AI Models

- Published: 2026-07-18T09:33:53+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6539201
- Article page: https://ainews.idaeo.ai/a/3497261-en.html
- anchor: #n1586722
- Companies mentioned: DeepMind

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.

## SK海力士較高點跌近四成 崔泰源喊話堅守持股：「AI就像4歲小孩 長大要靠記憶體」

- Published: 2026-07-18T09:30:04+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6539159
- anchor: #n1586723
- Companies mentioned: SpaceX

The summary of this item is not shown

## Chip Stocks Plunge Nearly 19% in a Month to a 17-Year Low; BofA Says Buy: Just a Summer Pullback, AI Bull Market Intact

- Published: 2026-07-18T09:00:28+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6539126
- Article page: https://ainews.idaeo.ai/a/3497094-en.html
- anchor: #n1586540
- 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)

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.

## Key U.S. Stock Market News Summary, July 18, 2026

- Published: 2026-07-18T09:00:25+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6538602
- anchor: #n1586541
- Companies mentioned: SK Hynix、Micron Technology、NVIDIA、Apple、SpaceX

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.

## Apple Earnings Divide Bulls and Bears! HSBC Recommends Buying, Sees Price Target Soaring to US$366; Bears Warn Valuation Is Overheated

- Published: 2026-07-18T08:40:02+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6539179
- anchor: #n1586542
- Companies mentioned: HSBC、KeyBanc、Microsoft、Alphabet、Amazon、Meta Platforms、NVIDIA、Moonshot AI、Morgan Stanley

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.

## Nvidia Narrowly Holds on to the World’s Largest Market Cap; Apple Briefly Overtakes It Intraday

- Published: 2026-07-18T08:29:37+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6539137
- anchor: #n1586543
- Companies mentioned: アップル、マイクロソフト、ムーンショットAI、華為

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.

## 〈Precious Metals After Hours〉Inflation and Rate-Hike Fears Take Hold; Gold Falls 2.6% for the Week, Its Worst Drop in 6 Weeks

- Published: 2026-07-18T08:09:49+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6538745
- anchor: #n1586544
- Companies mentioned: EverBank、高盛、芝商所 (CME)

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.

## Results of the Use of the Guidelines for Business Revitalization, etc. of Small and Medium-sized Enterprises

- Published: 2026-07-17T17:00:00+09:00
- Source: Japan | 金融庁
- Original: https://www.fsa.go.jp/news/r8/ginkou/20260717-2/20260717-2.html
- anchor: #n1587042
- Companies mentioned: 全国銀行協会

Facts:
- Use of the Guidelines by Public and Private Financial Institutions (from April 2025 through the end of March 2026)

## Results of Public Comments on the Draft Guidelines on Anti-Money Laundering, Countering the Financing of Terrorism, and Countering Proliferation Financing for Certified Public Accountants and Audit Firms

- Published: 2026-07-17T17:00:00+09:00
- Source: Japan | 金融庁
- Original: https://www.fsa.go.jp/news/r8/sonota/20260717-3/20260717.html
- anchor: #n1587031
- Companies mentioned: 金融庁

Facts:
- We received 1 comment from 1 organization.

## Publication of Trends and Issues in Financial Institutions' Efforts Regarding Wind and Flood Disaster Risks

- Published: 2026-07-17T16:00:00+09:00
- Source: Japan | 金融庁
- Original: https://www.fsa.go.jp/news/r8/sonota/20260717/20260717.html
- anchor: #n1587045
- Companies mentioned: 金融庁

## Publication of the Results of Public Comments on the Proposed Partial Revision of the Comprehensive Supervisory Guidelines for Insurance Companies, etc.

- Published: 2026-07-17T16:00:00+09:00
- Source: Japan | 金融庁
- Original: https://www.fsa.go.jp/news/r8/sonota/20260717-2/20260717.html
- anchor: #n1587044
- Companies mentioned: 金融庁

Facts:
- We received a total of 76 comments related to the partial revision.

## Promulgation of the Cabinet Office Order Partially Revising the Rules on Calculation of Investment Corporations and Results of Public Comments

- Published: 2026-07-17T16:00:00+09:00
- Source: Japan | 金融庁
- Original: https://www.fsa.go.jp/news/r8/shouken/20260717/20260717.html
- anchor: #n1587043
- Companies mentioned: 金融庁

Facts:
- We received 10 comments.

## Progress Report on Efforts to Enhance the Function of Financial Intermediation

- Published: 2026-07-15T10:00:00+09:00
- Source: Japan | 金融庁
- Original: https://www.fsa.go.jp/news/r8/ginkou/20260715/20260715.html
- anchor: #n1587046
- Companies mentioned: 金融庁

Facts:
- Fiscal year 2025
- PDF: 2.1 MB
- PDF: 4.54 MB

## TDCC Shareholder Ownership Distribution Table, 00403A (Data date: 20260717)

- Published: 2026-07-17T01:00:00+09:00
- Source: Taiwan | 臺灣集中保管結算所
- Original: https://opendata.tdcc.com.tw/getOD.ashx?id=1-5
- anchor: #n1587032

Facts:
- Tier 1: 58013 people
- 17275393 shares
- Share: 0.10%
- Tier 2: 501871 people
- 1292760589 shares
- Share: 8.19%
- Tier 3: 177521 people
- 1540520373 shares
- Share: 9.76%
- Tier 4: 58515 people
- 775495381 shares
- Share: 4.91%
- Tier 5: 59200 people
- 1139649103 shares
- Share: 7.22%
- Tier 6: 49038 people
- 1322056104 shares
- Share: 8.37%
- Tier 7: 21737 people