# AI News 180m Report｜2026-07-29 09:00–12:00 JST｜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.

## Powerful earthquake in Kumamoto, Japan, leaves many casualties; several people missing after explosion at shopping mall

- Published: 2026-07-29T10:48:37+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6549210
- anchor: #n1734551
- Companies mentioned: 永旺、日本製紙工業

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.

## Investment Radar》Don’t panic over Taiwan stocks’ sharp drop; first ask whether the long-term AI trend has changed

- Published: 2026-07-29T10:39:41+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6549502
- anchor: #n1734552
- Companies mentioned: NVIDIA、OpenAI

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.

## 熊本強震 華航、星宇今日開加班機 改票免手續費

- Published: 2026-07-29T10:34:02+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6549255
- anchor: #n1734553
- Companies mentioned: 華航、星宇航空、長榮航空、鳳凰、雄獅

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.

## Corning plunges 15%, hammering the low-profile AI investment theme! These ETFs are also under pressure

- Published: 2026-07-29T10:30:38+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6549089
- anchor: #n1734554
- Companies mentioned: Corning、Lumentum Holdings、Marvell Technology、AXT、Coherent、Amazon、Nvidia

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.

## AI bond frenzy cools! Yields on Meta data center bonds surge to 7.53%; subscription rate, like Amazon’s, more than halves to just 1.6 times

- Published: 2026-07-29T10:21:10+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6549175
- anchor: #n1734555
- 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

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.

## 台股盤前｜外本比策略鎖定【聯一光、華航、祥碩】，大盤重挫2030點回測四萬一關卡 融資暴減231億清洗浮額

- Published: 2026-07-29T10:06:13+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6549177
- anchor: #n1734556
- 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

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.

## More than 100 aftershocks strike Kumamoto, Japan; several people missing after shopping center collapses

- Published: 2026-07-29T09:59:58+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6549152
- anchor: #n1734018
- Companies mentioned: 日本製紙グループ

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.

## SK hynix profit soars 557% but still misses expectations; AI chip rally faces another test

- Published: 2026-07-29T09:30:02+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6549105
- anchor: #n1734019
- Companies mentioned: NVIDIA、三星電子、未來資產證券、eToro

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.

## Don’t rush to buy the dip! Is the Taiwan stock market crash not over yet? These “5 key signals” would mark a hugely profitable buying opportunity!

- Published: 2026-07-29T09:20:34+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6549145
- anchor: #n1734020
- Companies mentioned: 台積電、聯亞、南亞科、華星光、華邦電

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.

## Chip stocks face spreading selling pressure! ASML, 康寧 and SK海力士 plunge, while PayPal and Boeing rise against the trend

- Published: 2026-07-29T09:11:59+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6549082
- anchor: #n1734021
- 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

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.

## Key U.S. stock market news summary, July 29, 2026

- Published: 2026-07-29T09:00:05+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6548750
- anchor: #n1733765
- Companies mentioned: 美光、蘋果、Meta、輝達、Fed

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.

## U.S. stocks focus on Super Wednesday, with Microsoft and Meta earnings up next and the Federal Reserve decision among the market’s three main focal points

- Published: 2026-07-29T08:40:04+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6549083
- anchor: #n1733766
- 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

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.”

## Apple overtakes 輝達 to reclaim the top spot in global market capitalization, but its reign may not last

- Published: 2026-07-29T08:30:29+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6549071
- anchor: #n1733767
- Companies mentioned: 輝達、Nvidia、KeyBanc

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.

## U.S. military claims successful interception of Iran’s “surprise attack”; oil prices rebound 5%, U.S. stock futures fall

- Published: 2026-07-29T08:29:30+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6549101
- anchor: #n1733768
- Companies mentioned: ゴールドマン・サックス

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.

## Keiko Fujimori sworn in as Peru’s president, the first woman elected president in the country’s history by popular vote

- Published: 2026-07-29T08:20:07+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6549088
- anchor: #n1733769

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 earnings beat expectations but it still cuts 2600 jobs, with AI transformation at the heart of its restructuring

- Published: 2026-07-29T08:10:02+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6549052
- anchor: #n1733770
- Companies mentioned: Visa

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.

## 〈Precious Metals After-hours〉Firm dollar sends gold to a one-week low as markets await the Fed decision and comments from Warsh

- Published: 2026-07-29T08:05:27+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6548379
- anchor: #n1733771
- Companies mentioned: High Ridge Futures、Commerzbank

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.

## Securities Report—57th Fiscal Year (2025/05/01–2026/04/30)

- Published: 2026-07-29T10:35:00+09:00
- Source: Japan | EDINET 金融庁開示
- Original: https://api.edinet-fsa.go.jp/article/%E6%9C%89%E4%BE%A1%E8%A8%BC%E5%88%B8%E5%A0%B1%E5%91%8A%E6%9B%B8%EF%BC%8D%E7%AC%AC57%E6%9C%9F(2025%2F05%2F01%EF%BC%8D2026%2F04%2F30)-2026-07-29%2010%3A35
- anchor: #n1734372
- Companies mentioned: 株式会社アインホールディングス

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).

## Securities Report (Beneficiary Certificates of Domestic Investment Trusts) — Period 2 (2025/11/08–2026/05/07)

- Published: 2026-07-29T09:10:00+09:00
- Source: Japan | EDINET 金融庁開示
- Original: https://api.edinet-fsa.go.jp/article/%E6%9C%89%E4%BE%A1%E8%A8%BC%E5%88%B8%E5%A0%B1%E5%91%8A%E6%9B%B8%EF%BC%88%E5%86%85%E5%9B%BD%E6%8A%95%E8%B3%87%E4%BF%A1%E8%A8%97%E5%8F%97%E7%9B%8A%E8%A8%BC%E5%88%B8%EF%BC%89%EF%BC%8D%E7%AC%AC2%E6%9C%9F(2025%2F11%2F08%EF%BC%8D2026%2F05%2F07)-2026-07-29%2009%3A10
- anchor: #n1733902
- Companies mentioned: 野村アセットマネジメント株式会社

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.

## Securities Report (Beneficiary Certificates of Domestic Investment Trusts)—53rd Fiscal Year (2025/11/01–2026/04/30)

- Published: 2026-07-29T09:09:00+09:00
- Source: Japan | EDINET 金融庁開示
- Original: https://api.edinet-fsa.go.jp/article/%E6%9C%89%E4%BE%A1%E8%A8%BC%E5%88%B8%E5%A0%B1%E5%91%8A%E6%9B%B8%EF%BC%88%E5%86%85%E5%9B%BD%E6%8A%95%E8%B3%87%E4%BF%A1%E8%A8%97%E5%8F%97%E7%9B%8A%E8%A8%BC%E5%88%B8%EF%BC%89%EF%BC%8D%E7%AC%AC53%E6%9C%9F(2025%2F11%2F01%EF%BC%8D2026%2F04%2F30)-2026-07-29%2009%3A09
- anchor: #n1733901
- Companies mentioned: 三菱UFJ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.

## Securities Report (Beneficiary Certificates of Domestic Investment Trusts)—25th Fiscal Year (2025/05/13–2026/05/11)

- Published: 2026-07-29T09:08:00+09:00
- Source: Japan | EDINET 金融庁開示
- Original: https://api.edinet-fsa.go.jp/article/%E6%9C%89%E4%BE%A1%E8%A8%BC%E5%88%B8%E5%A0%B1%E5%91%8A%E6%9B%B8%EF%BC%88%E5%86%85%E5%9B%BD%E6%8A%95%E8%B3%87%E4%BF%A1%E8%A8%97%E5%8F%97%E7%9B%8A%E8%A8%BC%E5%88%B8%EF%BC%89%EF%BC%8D%E7%AC%AC25%E6%9C%9F(2025%2F05%2F13%EF%BC%8D2026%2F05%2F11)-2026-07-29%2009%3A08
- anchor: #n1733900
- Companies mentioned: 野村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.

## Securities Report (Beneficiary Certificates of Domestic Investment Trusts)—25th Fiscal Year (2025/05/13–2026/05/11)

- Published: 2026-07-29T09:07:00+09:00
- Source: Japan | EDINET 金融庁開示
- Original: https://api.edinet-fsa.go.jp/article/%E6%9C%89%E4%BE%A1%E8%A8%BC%E5%88%B8%E5%A0%B1%E5%91%8A%E6%9B%B8%EF%BC%88%E5%86%85%E5%9B%BD%E6%8A%95%E8%B3%87%E4%BF%A1%E8%A8%97%E5%8F%97%E7%9B%8A%E8%A8%BC%E5%88%B8%EF%BC%89%EF%BC%8D%E7%AC%AC25%E6%9C%9F(2025%2F05%2F13%EF%BC%8D2026%2F05%2F11)-2026-07-29%2009%3A07
- anchor: #n1733898

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.

## Securities Report (Beneficiary Certificates of Domestic Investment Trusts)—61st Fiscal Year (2025/10/31–2026/04/30)

- Published: 2026-07-29T09:04:00+09:00
- Source: Japan | EDINET 金融庁開示
- Original: https://api.edinet-fsa.go.jp/article/%E6%9C%89%E4%BE%A1%E8%A8%BC%E5%88%B8%E5%A0%B1%E5%91%8A%E6%9B%B8%EF%BC%88%E5%86%85%E5%9B%BD%E6%8A%95%E8%B3%87%E4%BF%A1%E8%A8%97%E5%8F%97%E7%9B%8A%E8%A8%BC%E5%88%B8%EF%BC%89%EF%BC%8D%E7%AC%AC61%E6%9C%9F(2025%2F10%2F31%EF%BC%8D2026%2F04%2F30)-2026-07-29%2009%3A04
- anchor: #n1733837
- Companies mentioned: 野村アセットマネジメント株式会社

Nomura Asset Management disclosed its 61st securities report.

## Securities Report (Beneficiary Certificates of Domestic Investment Trusts)—25th Fiscal Year (2025/05/13–2026/05/11)

- Published: 2026-07-29T09:03:00+09:00
- Source: Japan | EDINET 金融庁開示
- Original: https://api.edinet-fsa.go.jp/article/%E6%9C%89%E4%BE%A1%E8%A8%BC%E5%88%B8%E5%A0%B1%E5%91%8A%E6%9B%B8%EF%BC%88%E5%86%85%E5%9B%BD%E6%8A%95%E8%B3%87%E4%BF%A1%E8%A8%97%E5%8F%97%E7%9B%8A%E8%A8%BC%E5%88%B8%EF%BC%89%EF%BC%8D%E7%AC%AC25%E6%9C%9F(2025%2F05%2F13%EF%BC%8D2026%2F05%2F11)-2026-07-29%2009%3A03
- anchor: #n1733835
- 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.

## Securities Report (Beneficiary Certificates of Domestic Investment Trusts)—25th Fiscal Year (2025/05/13–2026/05/11)

- Published: 2026-07-29T09:02:00+09:00
- Source: Japan | EDINET 金融庁開示
- Original: https://api.edinet-fsa.go.jp/article/%E6%9C%89%E4%BE%A1%E8%A8%BC%E5%88%B8%E5%A0%B1%E5%91%8A%E6%9B%B8%EF%BC%88%E5%86%85%E5%9B%BD%E6%8A%95%E8%B3%87%E4%BF%A1%E8%A8%97%E5%8F%97%E7%9B%8A%E8%A8%BC%E5%88%B8%EF%BC%89%EF%BC%8D%E7%AC%AC25%E6%9C%9F(2025%2F05%2F13%EF%BC%8D2026%2F05%2F11)-2026-07-29%2009%3A02
- anchor: #n1733834
- 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.

## Securities Report (Beneficiary Certificates of Domestic Investment Trusts)—25th Fiscal Year (2025/05/13–2026/05/11)

- Published: 2026-07-29T09:00:00+09:00
- Source: Japan | EDINET 金融庁開示
- Original: https://api.edinet-fsa.go.jp/article/%E6%9C%89%E4%BE%A1%E8%A8%BC%E5%88%B8%E5%A0%B1%E5%91%8A%E6%9B%B8%EF%BC%88%E5%86%85%E5%9B%BD%E6%8A%95%E8%B3%87%E4%BF%A1%E8%A8%97%E5%8F%97%E7%9B%8A%E8%A8%BC%E5%88%B8%EF%BC%89%EF%BC%8D%E7%AC%AC25%E6%9C%9F(2025%2F05%2F13%EF%BC%8D2026%2F05%2F11)-2026-07-29%2009%3A00
- anchor: #n1733764
- 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.