926 received, 926 listed, 5 sources ・ Page 10 of 10
One place for news and notices from 2 countries/regions: Japan, 843 items from 2 sources; Taiwan, 83 items from 3 sources.
One edition every 180 minutes: every item from every source received in the period, with the original link.
A magnitude 7.1 earthquake struck Kumamoto Prefecture, causing numerous casualties and building collapses. An explosion occurred at a 永旺 shopping center, and 20 to 30 people are missing. The government is issuing evacuation orders and conducting rescue operations.
Companies mentioned：永旺、日本製紙工業
Amid rising concerns about AI lending and a simultaneous correction in global technology stocks, Taiwan stocks experienced significant short-term volatility. The market is concerned that major technology companies are increasing capital expenditure and squeezing free cash flow, while credit risk is spreading from AI operators to supply chains and bond markets. However, rising credit risk does not mean AI demand has disappeared, nor can it be taken as direct proof that the AI build-out cycle has ended. To determine whether the long-term trend has reversed, it is necessary to look at corporate earnings, policy direction, and supply-chain demand.
Companies mentioned：NVIDIA、OpenAI
After a magnitude 7.1 earthquake struck Kumamoto, 星宇航空 and 華航 operated extra flights to help passengers return home. Changes and refunds for flights departing or arriving on August 5 are being handled free of charge as part of disaster relief.
Companies mentioned：華航、星宇航空、長榮航空、鳳凰、雄獅
Optical fiber giant Corning gave a bearish outlook despite strong earnings, sending AI infrastructure stocks and ETFs sharply lower. The market is increasingly wary of dependence on AI infrastructure technologies and the sustainability of growth.
Companies mentioned：Corning、Lumentum Holdings、Marvell Technology、AXT、Coherent、Amazon、Nvidia
Yields on bonds issued for Meta’s AI data centers reached 7.53%, while the subscription ratio was weak at 1.6 times. Market enthusiasm for AI-related bonds has cooled, and the market has entered a period of reassessing risk.
Companies mentioned：Meta、ベライド、アマゾン、アルファベット、オラクル、スペースX、モルガン・スタンレー、JPモルガン
On July 28, Taiwan stocks plunged more than 2030 points amid turmoil in international markets and profit-taking. Margin loans fell by ¥23.1 billion, while domestic investors stepped in to support the market. Demand-driven stocks such as 聯一光, 華航, and 祥碩 drew attention.
Companies mentioned：華航、長榮航、星宇航空、聯一光、先進光、大立光、祥碩、南亞科、華邦電、旺宏、環球晶、台勝科、合晶、欣興、南電、景碩
A magnitude 6.8 earthquake struck Japan’s Kumamoto Prefecture, followed by more than 100 aftershocks. Building collapses, missing people, and injuries have been reported, and medical facilities were also damaged. Damage to critical infrastructure is a major concern.
Companies mentioned：日本製紙グループ
SK hynix reported a sharp 557% year-on-year increase in 2nd-quarter operating profit, but the figure fell short of market expectations, raising concerns about slowing AI demand. Its position as a major NVIDIA supplier remains unchanged.
Companies mentioned：NVIDIA、三星電子、未來資產證券、eToro
An analysis of recovery signals in AI-related stocks amid a sharp decline in Taiwan’s stock market offers investment strategies. 台積電’s performance will be key.
Companies mentioned：台積電、聯亞、南亞科、華星光、華邦電
Semiconductor-related stocks plunged in the U.S. market amid advances by Chinese companies. Meanwhile, PayPal and ボーイング rose on improved financial outlooks, highlighting a clear divergence in the market.
Companies mentioned：ASML、康寧、SK海力士、Sandisk、Marvell Technology、インテル、AMD、デル、Sherwin-Williams、PayPal、ボーイング、UPS、コカ・コーラ、Royal Caribbean、アップル、NVIDIA、Johnson & Johnson
A news roundup of developments at major U.S. companies and market changes. 美光 shares fell, while 蘋果 became the world’s largest company by market capitalization. The roundup also explains key topics expected to draw attention on Meta’s earnings call and why 輝達’s Jensen Huang visited Washington.
Companies mentioned：美光、蘋果、Meta、輝達、Fed
The U.S. stock market showed divergent movements on March 28. Earnings from マイクロソフト and Meta, results from SKハイニックス, and the Fed’s interest rate decision will be the three main focal points of “Super Wednesday.”
Companies mentioned：マイクロソフト、Meta Platforms、SKハイニックス、美光科技、三星電子、科林研發、Arm Holdings、高通
Apple briefly overtook 輝達 to reclaim the top spot in global market capitalization, but rising costs and weak demand have cast doubt on whether it can hold the position for long.
Companies mentioned：輝達、Nvidia、KeyBanc
The U.S. military announced that it had fully intercepted Iran’s ballistic missile attack. WTI crude prices surged 5%, rebounding after 3 consecutive days of declines. Renewed tensions in the Middle East are spreading uncertainty across energy markets.
Companies mentioned：ゴールドマン・サックス
Keiko Fujimori took office as Peru’s first female president. The conservative politician has pledged to strengthen public security and ensure national stability, against the backdrop of her father’s controversial legacy.
Visa released its financial results for the third quarter of fiscal 2026. Revenue and profit exceeded market forecasts, but the company’s share price fell after it announced plans to lay off 2600 employees as part of its AI transformation and organizational efficiency efforts.
Companies mentioned：Visa
A stronger U.S. dollar and expectations of a hawkish Fed stance weighed on gold prices, which fell to a 1-week low. Investors are watching the FOMC decision closely.
Companies mentioned：High Ridge Futures、Commerzbank
株式会社アインホールディングス filed its securities report for the 57th fiscal year (2025/05/01–2026/04/30).
Companies mentioned：株式会社アインホールディングス
Nomura Asset Management released its 2nd securities report. The period covered is November 2025 to May 2026. This is a statutory disclosure for an investment trust.
Companies mentioned：野村アセットマネジメント株式会社
Mitsubishi UFJ Asset Management released its 53rd securities report. The period covered is November 2025 to April 2026. This is a statutory disclosure for an investment trust.
Companies mentioned：三菱UFJアセットマネジメント株式会社
野村アセットマネジメント株式会社 released its 25th securities report. It presents the management and financial status of beneficiary certificates of domestic investment trusts.
Companies mentioned：野村アセットマネジメント株式会社
Nomura Asset Management disclosed its 25th securities report (beneficiary certificates of domestic investment trusts). The period covered is from May 13, 2025, to May 11, 2026.
Nomura Asset Management disclosed its 61st securities report.
Companies mentioned：野村アセットマネジメント株式会社
Nomura Asset Management disclosed its 25th securities report.
Companies mentioned：野村アセットマネジメント株式会社
Nomura Asset Management released its securities report for the 25th fiscal year (2025/05/13–2026/05/11). This statutory disclosure document reports on the management status of an investment trust.
Companies mentioned：野村アセットマネジメント株式会社
Nomura Asset Management released its 25th securities report (beneficiary certificates of domestic investment trusts). The period covered is from May 13, 2025, to May 11, 2026.
Companies mentioned：野村アセットマネジメント株式会社