712 received, 712 listed, 6 sources ・ Page 8 of 8
One place for news and notices from 2 countries/regions: Japan, 534 items from 2 sources; Taiwan, 178 items from 4 sources.
One edition every 180 minutes: every item from every source received in the period, with the original link.
A Morgan Stanley strategist warned that the divergence in AI-related stocks is reminiscent of the dot-com bubble. Surging semiconductor shares and stagnation among major cloud companies are warning signs.
Companies mentioned：Alphabet、Tesla、SK Hynix、Samsung Electronics、Amazon、Meta、Microsoft、JPMorgan Chase
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Companies mentioned：中華経済研究院、中央研究院経済研究所
The United States and Israel have carried out airstrikes against Iran for 13 consecutive nights. President Trump signaled further military action as tensions in the Middle East escalated, with serious implications for international energy supplies and humanitarian conditions.
South Korea’s Financial Services Commission moved up tighter rules for trading single-stock leveraged ETFs, raising the cash threshold for retail investors from 10 million won to 30 million won. The move triggered market panic, sending Korean stocks down 4.5% in a single day. It aims to curb overheated trading and reflects regulatory concerns about financial stability.
Amid growing demand for AI servers, the memory-focused Roundhill Memory ETF (DRAM-US) has risen more than 110% in the 5 months since its launch. Gains in major memory makers' shares have contributed to the rise and drawn investor interest.
Companies mentioned：Roundhill Investments、Micron (MU-US)、SK Hynix、SanDisk (SNDK-US)、Samsung Electronics、Seagate Technology (STX-US)、Western Digital (WDC-US)
Intel posted second-quarter revenue of $16.1 billion, with its DCAI division growing 59% amid AI demand. In response to rising CPU demand, it raised capital spending to $20 billion and is accelerating the expansion of its 18A process.
Companies mentioned：AMD、Fortinet、Google Cloud、Siemens
輝達’s price-to-earnings ratio is below the industry average, but its price-to-book and price-to-sales ratios are high, reflecting strong market expectations for its AI growth potential. Its financial performance outpaces peers across the board.
The 米財務省 named no countries as currency manipulators in its semiannual report, while 10 countries, including Taiwan, Japan, South Korea and China, remained on the monitoring list. Currency policy transparency and trade surpluses are among the factors being monitored.
Companies mentioned：米財務省、台湾中央銀行
The Ministry of Digital Affairs and the Hakka Affairs Council have added 20 million tokens of Hakka-language data to Taiwan’s sovereign AI corpus, supporting local-language AI development and helping preserve culture and advance smart applications.
株式会社涼仙 released its securities report for the 24th fiscal year, detailing its performance and financial position from May 1, 2025, to April 30, 2026. Its growth strategy and market impact are drawing attention.
Companies mentioned：株式会社涼仙
Kyushu Financial Group filed an amended securities report for its 11th fiscal year. The formal financial disclosure to the Financial Services Agency is important for investors and market participants.
Seibu Holdings filed an amended securities report for its 21st fiscal year (April 2025 to March 2026). The filing aims to ensure the accuracy of financial information and improve transparency for investors.