# AI News 180m Report｜2026-07-30 09:00–12:00 JST｜Page 11 of 11

One place for news and notices from 2 countries/regions: Japan, 939 items from 2 sources; Taiwan, 71 items from 3 sources.One edition every 180 minutes: every item from every source received in the period, with the original link.

## 〈Earnings〉Samsung posts its strongest-ever Q2 profit, with Q2 operating profit surging 1,813%

- Published: 2026-07-30T10:17:14+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6551462
- anchor: #n1749691

Samsung Electronics posted its highest-ever profit in the second quarter of 2026, with operating profit up 1,813% year over year, driven mainly by its semiconductor business amid demand for AI servers. The performance highlights its technological edge but also exposes the risks of relying on a single business.

## South Korea's market plunge sparks fury: Retail investors surround parliament with funeral wreaths, demand ban on single-stock leveraged ETFs

- Published: 2026-07-30T10:15:50+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6551474
- anchor: #n1749692
- Companies mentioned: サムスン電子、SKハイニクス

South Korean retail investors surrounded parliament in protest, demanding a ban on single-stock leveraged ETFs after the market plunged and they suffered heavy losses on the products. Regulatory failures have triggered a crisis of confidence, and authorities are considering raising the investment threshold in response. The episode highlights gaps in investor protection.

## New bond king: Bond vigilantes are warning the Fed that it must act now if it wants to bring inflation down

- Published: 2026-07-30T10:10:04+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6551368
- anchor: #n1749693
- Companies mentioned: DoubleLine Capital、Federal Reserve

Jeff Gundlach of DoubleLine Capital warned that the Federal Reserve should raise interest rates if it is serious about curbing inflation. Bond market trends point to the need for such a move.

## China smartphone demand cools, while strong sales of Apple's iPhone 17 stand out

- Published: 2026-07-30T09:30:04+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6550987
- anchor: #n1749094
- Companies mentioned: Apple、中国信通院

As China's smartphone market slumps, Apple’s iPhone 17 is performing well, and shipments of foreign brands have risen 66%. This points to a recovery in Apple's China business, while the introduction of AI features is also anticipated.

## Is the U.S. stock market entering the midterm election curse? Deutsche Bank: S&P 500 may fall before it rises

- Published: 2026-07-30T09:10:08+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6551365
- anchor: #n1749095
- Companies mentioned: Deutsche Bank

The S&P 500 has stalled amid uncertainty ahead of the midterm elections, but corporate earnings remain solid. Deutsche Bank expects a post-election rebound based on historical patterns.

## Key U.S. stock market news summary, July 30, 2026

- Published: 2026-07-30T09:00:08+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6551157
- anchor: #n1748828
- Companies mentioned: SK海力士、美光科技、Meta、マイクロソフト、高通

The U.S. Federal Reserve (Fed) left interest rates unchanged, but 3 officials dissented. マイクロソフト beat earnings expectations on strong Azure performance, while Meta and 高通 shares plunged on weak financial outlooks. The market is focused on the balance between inflation and AI investment going forward.

## 〈Earnings〉Meta's guidance disappoints, AI investment drains cash flow; shares briefly plunge 10% after hours

- Published: 2026-07-30T08:40:03+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6550500
- anchor: #n1748829
- Companies mentioned: Alphabet、Amazon、Microsoft

Meta's Q3 revenue outlook fell short of market expectations, stoking concerns that AI investment would weigh on free cash flow. Its shares briefly plunged 10% after the earnings announcement. Investors are questioning how quickly AI can be monetized.

## 不只押注OpenAI！微軟CEO納德拉：AI模型不該被綁死 客戶跨模型使用量半年暴增5倍

- Published: 2026-07-30T08:37:07+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6551419
- anchor: #n1748830
- Companies mentioned: OpenAI、Anthropic、xAI、Mistral、NVIDIA、Palantir、Meta、IBM

Microsoft CEO Satya Nadella recommends that companies avoid relying on a single AI model and instead adopt a strategy that allows them to switch freely among multiple models. Through Azure AI Foundry, the company is integrating a range of models and pursuing an AI strategy focused on flexibility.

## Fed whisperer: 3 officials push for rate hikes, with 2 inflation reports in focus for September decision

- Published: 2026-07-30T08:30:25+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6551352
- anchor: #n1748831

The Fed kept interest rates unchanged, but 3 officials dissented in favor of a rate hike, signaling a growing hawkish voice within the central bank. Markets are watching how September inflation data will affect the rate decision.

## Trump wants Warsh to cut rates, but Wall Street is focused on 2 scenarios: a “September rate hike” and “no moves all year”

- Published: 2026-07-30T08:10:03+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6551351
- anchor: #n1748832
- Companies mentioned: CME Group、CIBC Capital Markets、Competitive Enterprise Institute、JPMorgan Wealth Management

The Fed held off on raising interest rates, but 3 members voted against the decision, and the probability of a rate hike in September rose above 60%. President Trump has called for rate cuts, but Chair Warsh remains cautious because of inflation concerns.