AI News 180m Report｜2026-07-18 09:00–12:00 JST｜Page 3 of 3https://ainews.idaeo.ai/180m/20260718-09/index-en-p3.htmlOne 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.en 〈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https://ainews.idaeo.ai/180m/20260718-09/index-en-p3.html#n1586914https://ainews.idaeo.ai/180m/20260718-09/index-en-p3.html#n1586914Sat, 18 Jul 2026 10:23:02 +0900Taiwan鉅亨網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?https://ainews.idaeo.ai/180m/20260718-09/index-en-p3.html#n1586915https://ainews.idaeo.ai/180m/20260718-09/index-en-p3.html#n1586915Sat, 18 Jul 2026 10:14:57 +0900Taiwan鉅亨網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 Powerhttps://ainews.idaeo.ai/180m/20260718-09/index-en-p3.html#n1586916https://ainews.idaeo.ai/180m/20260718-09/index-en-p3.html#n1586916Sat, 18 Jul 2026 10:10:08 +0900Taiwan鉅亨網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 Outhttps://ainews.idaeo.ai/180m/20260718-09/index-en-p3.html#n1586721https://ainews.idaeo.ai/180m/20260718-09/index-en-p3.html#n1586721Sat, 18 Jul 2026 10:00:06 +0900Taiwan鉅亨網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 Modelshttps://ainews.idaeo.ai/180m/20260718-09/index-en-p3.html#n1586722https://ainews.idaeo.ai/180m/20260718-09/index-en-p3.html#n1586722Sat, 18 Jul 2026 09:33:53 +0900Taiwan鉅亨網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」https://ainews.idaeo.ai/180m/20260718-09/index-en-p3.html#n1586723https://ainews.idaeo.ai/180m/20260718-09/index-en-p3.html#n1586723Sat, 18 Jul 2026 09:30:04 +0900Taiwan鉅亨網 Chip Stocks Plunge Nearly 19% in a Month to a 17-Year Low; BofA Says Buy: Just a Summer Pullback, AI Bull Market Intacthttps://ainews.idaeo.ai/180m/20260718-09/index-en-p3.html#n1586540https://ainews.idaeo.ai/180m/20260718-09/index-en-p3.html#n1586540Sat, 18 Jul 2026 09:00:28 +0900Taiwan鉅亨網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, 2026https://ainews.idaeo.ai/180m/20260718-09/index-en-p3.html#n1586541https://ainews.idaeo.ai/180m/20260718-09/index-en-p3.html#n1586541Sat, 18 Jul 2026 09:00:25 +0900Taiwan鉅亨網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 Overheatedhttps://ainews.idaeo.ai/180m/20260718-09/index-en-p3.html#n1586542https://ainews.idaeo.ai/180m/20260718-09/index-en-p3.html#n1586542Sat, 18 Jul 2026 08:40:02 +0900Taiwan鉅亨網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 Intradayhttps://ainews.idaeo.ai/180m/20260718-09/index-en-p3.html#n1586543https://ainews.idaeo.ai/180m/20260718-09/index-en-p3.html#n1586543Sat, 18 Jul 2026 08:29:37 +0900Taiwan鉅亨網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 Weekshttps://ainews.idaeo.ai/180m/20260718-09/index-en-p3.html#n1586544https://ainews.idaeo.ai/180m/20260718-09/index-en-p3.html#n1586544Sat, 18 Jul 2026 08:09:49 +0900Taiwan鉅亨網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 Enterpriseshttps://ainews.idaeo.ai/180m/20260718-09/index-en-p3.html#n1587042https://ainews.idaeo.ai/180m/20260718-09/index-en-p3.html#n1587042Fri, 17 Jul 2026 17:00:00 +0900Japan金融庁 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 Firmshttps://ainews.idaeo.ai/180m/20260718-09/index-en-p3.html#n1587031https://ainews.idaeo.ai/180m/20260718-09/index-en-p3.html#n1587031Fri, 17 Jul 2026 17:00:00 +0900Japan金融庁 Publication of Trends and Issues in Financial Institutions' Efforts Regarding Wind and Flood Disaster Riskshttps://ainews.idaeo.ai/180m/20260718-09/index-en-p3.html#n1587045https://ainews.idaeo.ai/180m/20260718-09/index-en-p3.html#n1587045Fri, 17 Jul 2026 16:00:00 +0900Japan金融庁 Publication of the Results of Public Comments on the Proposed Partial Revision of the Comprehensive Supervisory Guidelines for Insurance Companies, etc.https://ainews.idaeo.ai/180m/20260718-09/index-en-p3.html#n1587044https://ainews.idaeo.ai/180m/20260718-09/index-en-p3.html#n1587044Fri, 17 Jul 2026 16:00:00 +0900Japan金融庁 Promulgation of the Cabinet Office Order Partially Revising the Rules on Calculation of Investment Corporations and Results of Public Commentshttps://ainews.idaeo.ai/180m/20260718-09/index-en-p3.html#n1587043https://ainews.idaeo.ai/180m/20260718-09/index-en-p3.html#n1587043Fri, 17 Jul 2026 16:00:00 +0900Japan金融庁 Progress Report on Efforts to Enhance the Function of Financial Intermediationhttps://ainews.idaeo.ai/180m/20260718-09/index-en-p3.html#n1587046https://ainews.idaeo.ai/180m/20260718-09/index-en-p3.html#n1587046Wed, 15 Jul 2026 10:00:00 +0900Japan金融庁 TDCC Shareholder Ownership Distribution Table, 00403A (Data date: 20260717)https://ainews.idaeo.ai/180m/20260718-09/index-en-p3.html#n1587032https://ainews.idaeo.ai/180m/20260718-09/index-en-p3.html#n1587032Fri, 17 Jul 2026 01:00:00 +0900Taiwan臺灣集中保管結算所