AI News 180m Report

2026-08-05 06:00–09:00 JST

171 received, 171 listed, 5 sources ・ Page 2 of 2

One place for news and notices from 2 countries/regions: Taiwan, 116 items from 4 sources; Japan, 55 items from 1 source.

One edition every 180 minutes: every item from every source received in the period, with the original link.

Japan | PR TIMES (continued)(55)

BSSTO, an online theater specializing in short films, presents 4 works in August depicting complicated emotions that smolder through tropical nights: “Goodbye, That Summer When We Were Children,” streaming from August 5

Published ・ Source Japan | PR TIMES

Summary not yet available

Facts

  • 4 drama titles
  • Each film will be available for 3 months
  • About 12 titles available at any time

Companies mentioned:BSSTO、SSFF & ASIA 2025、クレルモン・フェラン国際短編映画祭、セザール・アワード、ブリリア ショートショートシアター オンライン

[August 8 is Laughter Day] TV and videos? Conversations with family and friends? We asked 6,417 people about the moments that make them laugh [Commissioned primary-data surveys and questionnaires for the SEO and AIO era]

Published ・ Source Japan | PR TIMES

Summary not yet available

Facts

  • 9.7% say they “often laugh wholeheartedly”
  • Even combining “often” and “sometimes,” the figure is only 46.2%
  • 58.5% feel that they are “laughing less”
  • “TV and videos” are the most common occasions for laughter, at 45.1%
  • Nearly matching the 44.3% who say “conversations with family and friends”
  • QR/barcode reader app アイコニット, with more than 36 million cumulative downloads

Companies mentioned:株式会社メディアシーク、アイコニット・リサーチ、アイコニット、楽天ポイント

Free seminar on Wednesday, August 26: [The forefront of Physical AI] The latest trends manufacturers need to know and the keys to implementation on the factory floor (hosted by Stockmark)

Published ・ Source Japan | PR TIMES

Summary not yet available

Facts

  • Wednesday, August 26, 2026, 10:00–11:00
  • Participation fee: Free (advance registration required)

Companies mentioned:ストックマーク株式会社、大阪大学

Supporting summer vacation food budgets with “serious prices” and “special prices”! ローソンストア100 kicks off its August cost-of-living support campaign

Published ・ Source Japan | PR TIMES

Summary not yet available

Facts

  • “ローソンストア100” (500 stores as of the end of June 2026)
  • Prices are frozen through Wednesday, September 30, 2026
  • Base price: 258 yen (279 yen including tax)
  • Each: Base price 118 yen (127 yen including tax)

Companies mentioned:ローソンストア100、帝国データバンク、ローソン、ナチュラルローソン

Latest volume 19 of the girls’ baseball manga “花鈴のマウンド” goes on sale today, Wednesday, August 5

Published ・ Source Japan | PR TIMES

Summary not yet available

Facts

  • Cumulative circulation has surpassed 70,000 copies
  • Donated to more than 280 schools and children’s centers nationwide
  • Price: 500 yen (tax included)

Companies mentioned:株式会社わかさ生活、日本女子プロ野球機構(JWBL)、株式会社大垣書店

[Tokutoku] ハルナ幼稚園 × 香芝サービスエリア will exhibit children’s artwork themed around “summer vacation” in 2026!

Published ・ Source Japan | PR TIMES

Summary not yet available

Facts

  • Number of works on display: 60
  • August 1 (Saturday) to August 31 (Monday), 2026

Companies mentioned:ハルナ幼稚園、香芝サービスエリア、株式会社家族亭、学校法人ハルナ学園、SRSホールディングス株式会社、SRSグループ

52.0% of medical facility users support online booking

Published ・ Source Japan | PR TIMES

Summary not yet available

Facts

  • 52.0% of respondents support “web and app booking”
  • 46.7% of respondents support “self-service check-in”
  • “Consultation with a doctor” accounts for 48.1%
  • A survey of 1,000 men and women nationwide aged 15–80

Companies mentioned:株式会社APOSTRO

A talent recruitment service with 830 successful introductions and a retention rate above 70% takes on the real estate industry’s severe labor shortage

Published ・ Source Japan | PR TIMES

Summary not yet available

Facts

  • Cumulative number of candidates introduced: 830
  • Number of client companies: 210
  • Retention rate: over 70%

Companies mentioned:株式会社TonTon、TonTon Forbes Global Properties

いいオフィス本八幡 opens in a prime location, a 1-minute walk from Motoyawata Station, offering coworking space and rental meeting rooms with fully private rooms

Published ・ Source Japan | PR TIMES

Summary not yet available

Facts

  • Approximately 900 workspaces across all 47 prefectures
  • いいオフィス本八幡 has a total of 28 rooms across a 178㎡ floor on the 3rd floor of 二葉屋ビル.
  • A total of 24 fully private rooms.
  • We have prepared 1 meeting room for 4 people and 2 meeting rooms for 8 people.
  • Capital: ¥501,190,278 (including capital reserves)

Companies mentioned:いいオフィス、二葉屋ビル、U-make、Worcu-pet、Kc Study Studio、LHK、Bizcafe鶴見、UpStairs、MACHI DESK、窯茶業、omoto、TOKYO NORTH GATE、Farrow Group、8Knot

In your busy everyday life, are you making time to connect with your children? A workbook for parents and children to make memories together at home during an excessively hot summer vacation is now on sale.

Published ・ Source Japan | PR TIMES

Summary not yet available

Facts

  • Price: ¥2,420 (base price ¥2,200 + 10% tax)
  • Recommended for ages 4 and up

Companies mentioned:株式会社講談社、KADOKAWA

[Special Needs Support DX] Integrated support cloud service すくすく launches a new feature that uses AI dialogue to help create plans

Published ・ Source Japan | PR TIMES

Summary not yet available

Facts

  • Original1件あたり60〜120分を要する
  • Expected to reduce the time to around 25–45 minutes

Companies mentioned:相思創造研究所株式会社、すくすく

Launch of “Security Assessment+” for businesses, offering a single point of contact for consultations ranging from cloud services to internal networks | シースリーレーヴ

Published ・ Source Japan | PR TIMES

Summary not yet available

Facts

  • Network vulnerability assessment: from ¥300,000
  • Penetration testing: estimated cost from ¥1 million

Companies mentioned:シースリーレーヴ株式会社、AWS、Microsoft Azure、Google Cloud

ヴァルキリーコミックス’ legendary mysterious action series Ziggurat has finally reached volume 10! A cool chase-action series featuring a sexy female thief and a hot-blooded high school detective, serialized for over 15 years!!

Published ・ Source Japan | PR TIMES

Summary not yet available

Facts

  • List price: ¥792 (base price ¥720 + 10% tax)

Companies mentioned:キルタイムコミュニケーション、ヴァルキリーコミックス、MISS BLACK、キミコミ、コミックヴァルキリー

ヴァルキリーコミックス’ August release: “The Middle-Aged Adventurer Who Focused on Support to Make His Companions Stronger Is Banished and Creates His Own Ultimate Guild ~With the [Sharing] Skill, He Can Set His Stats as He Pleases! It’s Too Late to Realize the Benefits!~1”

Published ・ Source Japan | PR TIMES

Summary not yet available

Facts

  • List price: ¥792 (base price ¥720 + 10% tax)
  • ISBN: 9784799222041

Companies mentioned:キルタイムコミュニケーション、キミコミ、コミックヴァルキリー

A guaranteed hit during summer vacation! It’s silly, but you can’t help laughing. The nonsensical picture book Tada-shii Onara no Tsukai-kata, which gets parents and children laughing and nurtures imagination, goes on sale on August 5, 2026.

Published ・ Source Japan | PR TIMES

Summary not yet available

Facts

  • Price: ¥1,540 (base price ¥1,400 + 10% tax)
  • For reading together: ages 4 and up
  • For reading alone: ages 6 and up

Companies mentioned:マイクロマガジン社、こどものほん編集部、うさぎやTSUTAYA、くまざわ書店、コメリ書房、紀伊國屋書店、宮脇書店

[Kodansha] Rising prices hit children’s summer vacations just before Obon! More than 60% are changing their plans… “What should we cut, and what should we keep?” Survey reveals the honest views of 200 parents

Published ・ Source Japan | PR TIMES

Summary not yet available

Facts

  • Nearly all parents feel the impact of rising prices
  • A combined 78.5% said things had “changed significantly” or “changed somewhat”
  • A combined 64% said this was “very much the case” or “somewhat the case”

Companies mentioned:株式会社講談社、コクリコ、AnyMaMa

A one-of-a-kind glass ring that captures the colors and memories of Okinawa’s seas: UMIIRORING (Umiiro Ring)

Published ・ Source Japan | PR TIMES

Summary not yet available

Facts

  • Sales will begin in late August 2026
  • Event period: August 18, 2026 (Tue.)–August 24 (Mon.)
  • Business hours: 10:00–20:30
  • For the first 50 customers

Companies mentioned:BLESSRING、デパートリウボウ

[ラコタハウス Osaka store] 1st anniversary of its reopening!

Published ・ Source Japan | PR TIMES

Summary not yet available

Facts

  • Purchase amount of ¥20,000 or more, including tax

Companies mentioned:ラコタハウス、Alden、淀屋橋ステーションワン、リングヂャケット、リベラーノ&リベラーノ、トレーディングポスト、バーウィック、GrayMist Japan、Gallery Attic、ピエール・ジャンヌレ、ル・コルビュジエ

Sales begin for next-generation SIEM/XDR platform “Energy Logserver XDR”

Published ・ Source Japan | PR TIMES

Summary not yet available

Facts

  • EMCA Energy Logserver Lite 1-year subscription: \2,946,800 (before tax)
  • The Lite product can be used at up to 1,000 EPS

Companies mentioned:ジュピターテクノロジー株式会社、EMCA Software社

サン宝石’ “Gyaru Hoppé-chan” comes to Shibuya! Sponsorship of “Natsuchasai,” a regional revitalization event originating in Yamanashi

Published ・ Source Japan | PR TIMES

Summary not yet available

Facts

  • A limited-edition “Gyaru Hoppé-chan” will be given to the first 100 visitors
  • Admission: ¥1,000

Companies mentioned:メモリーテックつくば株式会社、サン宝石、株式会社CGOドットコム、株式会社春木屋、山梨中央銀行

[Shirahama-Tanabe Junior Chamber] JC Machi Love × Yāyā Festival to be held on August 8!

Published ・ Source Japan | PR TIMES

Summary not yet available

Facts

  • More than 120 stalls and shopping-street shops
  • August 8, 2026
  • 18:00~21:30

Companies mentioned:一般社団法人白浜・田辺青年会議所、田辺市商店街振興組合連合会、SASA盆、ヤーヤーLOCALフェス、田辺商工会議所青年部、牟婁商工会青年部、みなべ町商工会青年部、上富田町商工会青年部、白浜町商工会青年部、JAわかやま、公益社団法人日本青年会議所近畿地区協議会

Originalふたりのマエストロが見出した新星ソプラノ・熊木夕茉(くまきゆま)、武満徹の「うた」に挑む没後30年『武満徹のうた SONGS of Toru Takemitsu』8月26日発売

Published ・ Source Japan | PR TIMES

Summary not yet available

Facts

  • 30 years since his death
  • 16 tracks
  • 3,500 yen (tax included)
  • Aug. 26, 2026

Companies mentioned:日本コロムビア株式会社、東京交響楽団、日本フィルハーモニー交響楽団、読売日本交響楽団、バーミンガム市交響楽団、ベルリン・ドイツ交響楽団、ベルリン・フィルハーモニー管弦楽団、ウィーン交響楽団、横浜シンフォニエッタ、東京混声合唱団、東京藝術大学、群馬交響楽団、オーケストラ・アンサンブル金沢、ゆふいん音楽祭、桐朋学園大学

Original『頭文字D』組み立てて、飾って、身につけて楽しめる!マグネット付きパズルバッジ全12種、予約販売開始!

Published ・ Source Japan | PR TIMES

Summary not yet available

Facts

  • 9 puzzle pieces
  • 60 mm in diameter
  • 4 mm thick
  • Recommended age: 15 and older

Companies mentioned:株式会社フェイス、CAMSHOP.JP、講談社、頭文字D

Original1人ラウンド経験者の約8割がスコアアップを実感!魅力についてチキンゴルフが調査

Published ・ Source Japan | PR TIMES

Summary not yet available

Facts

  • Originalゴルフ経験者の21%が「1人ラウンド」を経験
  • Original1人ラウンド経験者の約8割が「スコアが良くなった」と実感
  • Original1人ラウンドのメリット、最多は「自分のペースで回れる」80.9%
  • Original1人ラウンドで感じるデメリット、最も多かったのは「フォームを客観的にチェックできない」
  • Original未経験者の34.6%が「不安が解消されれば1人ラウンドに挑戦したい」と回答

Companies mentioned:株式会社クリア、チキンゴルフ、ゴルフの学び舎

[On sale today] The latest full-length novel in 東野圭吾’s Galileo series, Eien no Kioku. At last, “Galileo’s final mystery” is revealed. The 3rd installment of the release commemorative campaign, “What line from 東野圭吾 has stayed in your ‘memory’?”, begins

Published ・ Source Japan | PR TIMES

Summary not yet available

Facts

  • Including this work, 東野圭吾 has published 106 books
  • In April 2023, his books surpassed 100 titles and domestic cumulative circulation exceeded 100 million copies
  • Cumulative sales exceed 16.6 million copies
  • Cumulative box office revenue exceeds ¥11.2 billion
  • List price: ¥2,310 (base price ¥2,100 + 10% tax)

Companies mentioned:株式会社文藝春秋、東野圭吾

Taiwan | 風傳媒(19)

《九門》's Huo Xiangu is not the most heartbreaking character! TOP10 Chinese drama characters viewers were most reluctant to see written out, with the winner being “him” from 《慶餘年》—the whole show changed after his death

Published ・ Source Taiwan | 風傳媒

Original中国ドラマ視聴者が最も惜しむ突然の退場キャラクターTOP10が発表された。1位は『慶餘年』の滕梓荊で、彼の死が物語の方向性を一変させたと評価されている。

Chen Shichang's Viewpoint: The “three great villains” are going all out to cause trouble; Taiwan should stay out of it

Published ・ Source Taiwan | 風傳媒

Zelenskyy, Netanyahu and Trump have been criticized as the “three great villains,” manipulating international affairs for personal gain and intensifying global turmoil. Taiwan should be wary of imitating their actions and avoid becoming embroiled in a geopolitical crisis.

Lin Tengyao's Viewpoint: Have we ever seen a president like this?

Published ・ Source Taiwan | 風傳媒

Retired professor Lin Tengyao criticized President Lai Ching-te for undermining the constitutional order, arguing that his criticism of the Legislative Yuan is actually a cover for his own disregard for the Constitution. The system of checks and balances among the five branches of government is being eroded.

Chang Shuchung's Viewpoint: Taiwan's political miracle, a “perpetual Cabinet”?

Published ・ Source Taiwan | 風傳媒

Former school principal Chang Shuchung said that under the Lai administration, Taiwan's democracy is backsliding, food safety crises are frequent and officials are not taking political responsibility, creating a “perpetual Cabinet” phenomenon that has fueled public discontent.

Wei An's Viewpoint: Why did the same food safety crisis have such different effects on the election races in New Taipei and Kaohsiung?

Published ・ Source Taiwan | 風傳媒

After the food safety crisis, support for Kuomintang candidate Ko Chih-en in Kaohsiung surged to close the gap, while Li Sichuan in New Taipei made almost no headway. Even amid the same political climate, differences in the candidates' campaigning strength led to different shifts in the races.

Lü Shaowei Column: Hitting the euro and boosting the yen—the Americans' calculations

Published ・ Source Taiwan | 風傳媒

The United States adopted the unusual strategy of selling euros during a yen-buying intervention. This signals an effort to maintain the dollar-led system and exert indirect pressure on Europe, with implications for the international monetary system.

《魯冰花》 is not No. 1! TOP10 most painful “belated apologies” in Taiwanese films: only after they were gone did everyone finally say they loved them

Published ・ Source Taiwan | 風傳媒

Summary not yet available

Facts

  • 《悲情城市》 was released in 1989.
  • 《返校》 takes the story back to the martial law era in 1962.
  • In 2026, a digitally restored version of 《魯冰花》 was released and selected for the Cannes Classics section.

Opinion submission: We laugh at the Cultural Revolution—but who is laughing at our education reforms?

Published ・ Source Taiwan | 風傳媒

Criticism has been raised that Taiwan’s 32-year education reform is gradually changing the values of successive generations. As respect for expertise and norms fades, there are calls to reaffirm education’s fundamental mission.

Opinion submission: Wild stocks amid extreme volatility—A rebound is not an ATM, and a bailout is no guarantee

Published ・ Source Taiwan | 風傳媒

Taiwan's and South Korea's stock markets rebounded sharply on July 31, but analysts said this was not a genuine market reversal, but rather an elastic response in highly leveraged markets. The article explores the factors behind market volatility, including capital flows, policy effects and corporate profitability, and warns investors against excessive optimism.

Companies mentioned:三星电子、SK海力士

Ajiang Yigu Xilan's Viewpoint: When Musk tears apart The Economist's arrogance—from Silicon Valley AI giants to the redemption of “two-way knowledge”

Published ・ Source Taiwan | 風傳媒

Summary not yet available

Facts

  • Personally approaching 250 million followers
  • US$800 billion, profitable and closed-source
  • A 10% to 20% chance of “killer robots wiping out humanity”
  • AI may surpass the combined intelligence of all humanity in about five years
  • Ten years from now, humanity will “probably” no longer be in control

Companies mentioned:特斯拉、SpaceX、Google、OpenAI、UNESCO

Lin Jeng-jeng's Viewpoint: Just 3 days after renewing his term, he went to the US to seek a university presidency—from the Kao Wei-yuan case to the institutional gaps in university president governance in Taiwan

Published ・ Source Taiwan | 風傳媒

清華大學 President Kao Wei-yuan went to the US to take part in the University of Hawaii presidential selection just 3 days after renewing his term, but was not selected, sparking public controversy. Critics questioned his integrity and sense of responsibility, while supporters defended academic freedom and institutional autonomy. 教育部 said no laws had been violated, but the case exposed gaps in university president governance and the need to establish disclosure mechanisms and a minimum term of office.

Companies mentioned:清華大學、夏威夷大學馬諾阿分校、教育部

Peng Huakan's Viewpoint: Abolish the Control Yuan and abolish the NCC!

Published ・ Source Taiwan | 風傳媒

Peng Huakan criticized the Control Yuan and NCC for being paralyzed by politicized appointments and low efficiency, questioning whether they need to exist. The situation reflects the urgent need to reform Taiwan's government institutions.

Opinion submission: The biggest enemy of urban resilience drills is not missiles, but “a successful drill”

Published ・ Source Taiwan | 風傳媒

The author criticized the urban resilience exercises as performances aimed merely at touting how smoothly they went. The author said true preparedness requires the courage to expose vulnerabilities in the system.

Companies mentioned:漢翔公司

Opinion submission: The crowd is fired up—but will Kaohsiung catch a political tailwind?

Published ・ Source Taiwan | 風傳媒

A “Temple-front Nakashi” campaign event held by Kaohsiung mayoral candidate Ko Chih-en in Nanzih drew a large crowd of supporters. 國民黨 figures believe the Kaohsiung race is shifting, but analysts say a lively event does not necessarily translate into votes. Ko needs to connect more deeply with local issues and build an organization to break through the party's echo chamber.

Companies mentioned:國民黨、民進黨

Opinion submission: Defense exchanges become an intelligence leak—lessons from the “Far Friends Program” data leak controversy

Published ・ Source Taiwan | 風傳媒

Information about participants in the National Defense University’s international exchange program, the “遠朋班,” may have been leaked online, bringing structural risks in China’s information warfare against Taiwan to light. Exchanges built on trust have become a security blind spot.

Opinion submission: If elected representatives cannot even queue, how can they claim to represent the people? The Chen Chao-tzu medical appointment controversy calls for more than an apology

Published ・ Source Taiwan | 風傳媒

People First Party legislator Chen Chao-tzu was accused of cutting in line during a medical appointment at 台大醫院, prompting public questions about fairness in medical care and political privilege. The incident raises ethical questions about whether elected representatives should be treated the same as everyone else.

Companies mentioned:台大醫院

Chen Weiting and Zhang Ruoyun are not No. 1! TOP10 most charismatic leaders in Chinese dramas, with the sickly winner inspiring unwavering loyalty

Published ・ Source Taiwan | 風傳媒

Summary not yet available

Facts

  • TOP10 most charismatic leaders in Chinese dramas

Companies mentioned:嘉世戰隊、興欣戰隊、秀麗軍、四顧門、江左盟、赤焰軍

From spiritual practice to torture and murder—the dark side of healing courses: Excerpt from 《信仰的暴力》 (1)

Published ・ Source Taiwan | 風傳媒

A student at 心靈学院 died in Taiwan, and 4 people were arrested on suspicion of abuse. This book uses the case to expose the dangers of the spiritual growth industry.

Companies mentioned:心靈学院

Two failures in a military uniform case worth NT$10 billion: The contractor should be punished, but the Ministry of National Defense cannot be responsible only for imposing fines

Published ・ Source Taiwan | 風傳媒

Summary not yet available

Facts

  • The original budget was about NT$6.676 billion
  • The total scale could exceed NT$10.6 billion
  • 台南企業 received about NT$5.007 billion
  • 斐樂 received about NT$1.669 billion
  • Cumulative fines have exceeded NT$65 million
  • The contract specifies 253 items covered by public funding
  • When operations officially began on April 1, 126 of the 253 publicly funded items were out of stock

Companies mentioned:興采實業、台南企業、斐樂

Taiwan | 鉅亨網(18)

台積電 ADR rises 2.7%; Wedbush: 3-nanometer capacity expansion could reach its target ahead of schedule

Published ・ Source Taiwan | 鉅亨網

Wedbush analyzed that the expansion of TSMC’s 3-nanometer process production could be completed 2–3 months ahead of schedule. Demand from NVIDIA, AMD and others is behind the move, while the stock rose 2.7%. This is an important signal of a recovery in demand across the semiconductor industry.

Companies mentioned:NVIDIA、AMD、Broadcom、Wedbush

Rebuilding a wall around the AI supply chain! US considers banning imports of new Chinese optical modules; analysts: Short-term impact, but over the medium to long term, it may amount to much ado about nothing

Published ・ Source Taiwan | 鉅亨網

The U.S. FCC is considering banning imports of new Chinese-made optical modules, with implementation targeted for 2026. Some have questioned the proposal’s technical and industrial effectiveness. 中際旭創 would be the most affected.

Companies mentioned:中際旭創、Coherent、Lumentum、Amazon Web Services

Earnings: AMD Q2 revenue surges 50%, profit jumps 163%; data center business doubles, but shares still fall nearly 10% after hours

Published ・ Source Taiwan | 鉅亨網

AMD posted a 50% increase in revenue and a 163% increase in profit in the second quarter of fiscal 2026. Its data center business surged on AI demand, but its forecast fell short of expectations and the stock declined.

Companies mentioned:NVIDIA、Intel、Meta Platforms、OpenAI、Oracle、Amazon、Microsoft、Google Cloud

After the Bell: Gold rises as diplomatic mediation continues; investors await this week’s jobs report

Published ・ Source Taiwan | 鉅亨網

Oil prices fell as international tensions eased, while gold prices rose as inflation concerns receded. Investors are watching the U.S. jobs report due out this week.

Companies mentioned:TD Securities、Federal Reserve

Cathie Wood sells AMD at a high! She sold $68.1 million in shares in July. Should investors follow?

Published ・ Source Taiwan | 鉅亨網

Original知名投資家「木頭姐」旗下の方舟投資がAMD株を部分売却。AI市場の成長見通しから長期的な成長性は依然として高いと分析されている。

Companies mentioned:超微半導體(AMD)、方舟投資、OpenAI、Anthropic、Meta、思科系統

Earnings: SpaceX’s first earnings report beats expectations, but surge in AI spending weighs on shares, which at one point plunge 7% after hours

Published ・ Source Taiwan | 鉅亨網

SpaceX released its first earnings report since its IPO, with revenue beating expectations, but its stock fell amid a sharp increase in AI spending. Starlink is its main source of revenue.

Companies mentioned:NVIDIA、Alphabet、Meta、Microsoft、Amazon、Viasat、AT&T、T-Mobile、Blue Origin

Mysterious $20 million order surfaces ahead of SpaceX earnings! Who is positioning for a Friday push to $330?

Published ・ Source Taiwan | 鉅亨網

Ahead of SpaceX’s first earnings report since its listing, unusually large orders worth $20 million have concentrated on $330 call options. The activity is believed to be part of institutional investors’ hedging strategies, drawing increased market attention.

Companies mentioned:SpotGamma、Tidal Financial Group、SanDisk

Goldman bullish on U.S. stocks hitting new highs! S&P 500 earnings up 45% year over year, with AI investment boom still the biggest driver

Published ・ Source Taiwan | 鉅亨網

Goldman Sachs said S&P 500 companies’ earnings are showing strong annual growth of 45%, with AI investment the main driver, indicating that the market’s rally has a healthy foundation. It warned, however, of seasonal risks tied to the midterm elections.

Companies mentioned:Alphabet、Amazon、Microsoft

Anthropic to spend $10 billion on computing power, reportedly signs major six-year data center deal

Published ・ Source Taiwan | 鉅亨網

AI startup Anthropic signed a 6-year computing capacity contract worth $10 billion with Volta. It will use NVIDIA’s latest AI chips at a data center in Norway to meet demand for generative AI. Bitdeer is also involved, intensifying competition in AI infrastructure.

Companies mentioned:Anthropic、Volta Infra Holdings、Bitdeer Technologies Group、SpaceX、AMD、Akamai Technologies、Meta Platforms、NVIDIA、SoftBank Group

South Korean President Lee Jae-myung: AI is reshaping the global industrial landscape; bold, rapid investment is needed in response

Published ・ Source Taiwan | 鉅亨網

South Korean President Lee Jae-myung says AI is reshaping global industries and calls for bold, rapid investment. The government needs to strengthen innovation and diversify supply chains to enhance national resilience.

New York foreign exchange: Dollar flat; yen weakens but remains well above its pre-intervention low

Published ・ Source Taiwan | 鉅亨網

The United States and Japan carried out their first joint currency intervention since 2011 to buy yen. The yen initially rose before falling again. The U.S. Treasury secretary cited Asian financial stability in explaining the support. The dollar index was little changed.

Companies mentioned:AJ Bell、Brown Brothers Harriman

After Trump threatens “decapitation,” Rubio says Hormuz talks have made progress and a deal could be reached “soon”

Published ・ Source Taiwan | 鉅亨網

U.S. Secretary of State Rubio announced progress in U.S.-Iran talks aimed at reopening the Strait of Hormuz to shipping. Despite President Trump’s military threats, the prospects for a diplomatic solution have improved. The progress sent oil prices lower.

U.S. stocks after hours: U.S.-Iran talks offer hope! Dow and S&P hit records, Philadelphia Semiconductor Index surges more than 6.5%, SpaceX plunges after hours

Published ・ Source Taiwan | 鉅亨網

U.S. stocks rose across the board, with the Dow Jones and S&P 500 hitting record highs. Semiconductor and AI-related stocks surged, while SpaceX plunged after hours despite strong earnings. Progress in U.S.-Iran talks and corporate earnings were the main drivers.

Companies mentioned:Palantir、Caterpillar、SpaceX、AMD、Amazon、Meta、Apple、Alphabet、Microsoft、Micron、SK Hynix、Sandisk、Marvell、Broadcom、NVIDIA、Applied Materials、Qualcomm、TSMC、ASE、UMC、Chunghwa Telecom

Memory shortage pushes PC giants toward China! HP, 華碩 and 宏碁 reportedly adopt CXMT chips in small quantities

Published ・ Source Taiwan | 鉅亨網

HP, 華碩 and 宏碁 have begun using small quantities of DRAM made by China’s 長鑫存儲 (CXMT) in some laptops. A memory shortage is driving supplier diversification, but political risks and the need to maintain ties with major suppliers remain challenges.

Companies mentioned:HP、華碩、宏碁、長鑫存儲、マイクロン、サムスン電子、SKハイニクス、蘋果

Energy after hours: U.S.-Iran talks offer hope; Brent tumbles more than 5%, falls below $80 to a three-week low

Published ・ Source Taiwan | 鉅亨網

Progress in U.S.-Iran talks eased geopolitical risks and sent oil prices tumbling. Brent fell below $80 to its lowest level in 3 weeks.

Companies mentioned:Saudi Aramco、Goldman Sachs、ANZ Bank、XS.com

Taiwan stocks: Key premarket news: TAIEX futures surge more than 1300 points overnight; Wistron boosts capacity in Taiwan, the U.S. and Vietnam to pursue AI demand

Published ・ Source Taiwan | 鉅亨網

Easing geopolitical risks and Palantir’s better-than-expected earnings fuel a sharp rally in U.S. stocks, sending TAIEX futures up more than 1300 points overnight. Wistron announces an investment of NT$17.481 billion to expand AI capacity, Nanya Technology revenue rises 7.2 times year over year, and the FSC plans to launch a Taiwan stocks dashboard to improve transparency.

Companies mentioned:Palantir、南亞科、世界、力積電、美光、台新銀行、新光銀行、環球晶

Yuan Zhifeng column: Mainland Chinese bank stocks retreat sharply

Published ・ Source Taiwan | 鉅亨網

快手 was recommended with a target price of $50.0. 滙豐 and 創科實業 reported strong earnings, while southbound capital continued to flow in. Mainland Chinese bank stocks fell.

Companies mentioned:快手、阿里、華虹宏力、中芯國際、美團、騰訊、藥明康德、寧德時代、極兔速遞、中國宏橋、長和、百濟神州、建設銀行、工商銀行、中國銀行、招商銀行、安踏體育、農夫山泉、周大福、吉利汽車、萬洲國際、滙豐、中國移動、中銀香港、中國平安、中國人壽、中信股份、中石油、智譜、舜宇光學、商湯、聯想、騰訊音樂、Minimax、小鵬集團、理想汽車、比亞迪、蔚來、京東健康、同程旅行、玖龍紙業、理文造紙、贛鋒鋰業、天齊鋰業、滙豐控股、創科實業

Countdown to SpaceX’s first earnings report since its IPO! Musk clashes with short sellers for a second time

Published ・ Source Taiwan | 鉅亨網

Ahead of SpaceX’s first earnings report since its listing, CEO Elon Musk issued another warning to short sellers. The short interest is extremely high, raising the risk of a short squeeze.

Taiwan | 中央社 CNA(9)

Taiwan team finishes runner-up at the U.S. Pony League World Series

Published ・ Source Taiwan | 中央社 CNA

Summary not yet available

Facts

  • They ultimately lost 1-7 to host team 拉雷多青棒隊
  • The Taiwan team had 19 players from 桃園市立平鎮高中, 國立北科附工 and 桃園市立大溪高中
  • Original台灣代表隊在8月1日的首場比賽旗開得勝,以4比3戰勝波多黎各代表隊
  • It then faced the Harlingen, Texas, team that same day and won again, 11-4
  • The following day, it beat 墨西哥代表隊 2-0
  • In the final, it lost 1-7 to host team 拉雷多青棒隊

Companies mentioned:PONY、桃園市青棒代表隊、拉雷多青棒隊、桃園市立平鎮高中、國立北科附工、桃園市立大溪高中、波多黎各代表隊、德州哈靈根代表隊、墨西哥代表隊、新北市隊

Good morning, World: President Lai says 116 central government budget will incur no debt, with spending topping 3.6 trillion

Published ・ Source Taiwan | 中央社 CNA

President Lai Ching-te unveils the central government’s 116 budget proposal, with spending exceeding 3.6 trillion and a goal of zero borrowing. Government business that day also included defense exercises, the awarding of diplomatic medals and the Legislative Yuan’s passage of bills.

Companies mentioned:威加國際、源春製油廠、連淨、農七十、德昌、源發

SpaceX and 超微 report earnings; shares fall in after-hours trading

Published ・ Source Taiwan | 中央社 CNA

Summary not yet available

Facts

  • SpaceX revenue rises 92% from a year earlier
  • 超微(AMD)grows 50%
  • SpaceX posts $7.81 billion in revenue last quarter
  • Space business: $962 million
  • Communications business, including Starlink: $4.29 billion
  • AI chatbot Grok and other businesses: $2.56 billion
  • SpaceX’s losses narrow from $1 billion to $541 million
  • Loss per share: 9 cents
  • Forecast: $11.28 billion
  • Earnings per share: $1.66
  • Forecast: $1.62
  • 超微 revenue rises 50% from a year earlier last quarter
  • Data center equipment sales account for

Companies mentioned:SpaceX、超微、AMD、OpenAI、Meta、Anthropic、微軟、Microsoft、甲骨文、Oracle

SpaceX’s first earnings report beats revenue expectations, buoyed by growth in 星鏈 and AI businesses

Published ・ Source Taiwan | 中央社 CNA

SpaceX releases its first earnings report since going public, with second-quarter revenue reaching $7.8 billion, buoyed by growth in 星鏈 and AI businesses. The company is investing heavily to expand its AI infrastructure and 星艦 program.

Facts

  • Reported revenue: $7.8 billion
  • Revenue in the same period last year: $4.1 billion
  • Market forecast: $6.93 billion
  • Net loss attributable to shareholders: $541 million
  • Investment: $18.37 billion
  • Company market value: about $1.75 trillion
  • Shares have fallen 8%

Companies mentioned:SpaceX、星鏈、倫敦證券交易所集團、LSEG、馬斯克、Elon Musk、星艦、Starship、Starlink、xAI、Grok、X、Anthropic、Alphabet、Google、Reflection AI、輝達、NVIDIA、Starmind AI

超微 Q2 revenue beats expectations, outlook upbeat on surging AI data center demand

Published ・ Source Taiwan | 中央社 CNA

Summary not yet available

Facts

  • 超微 Q2 revenue jumps 50% to $11.54 billion
  • Above the market estimate of $11.28 billion
  • Data center division revenue rises more than 1 times to $6.72 billion
  • Also above the market estimate of $6.48 billion
  • Adjusted earnings per share (EPS) for the previous quarter were $1.66.
  • That topped analysts’ estimate of $1.62.
  • 超微 forecast third-quarter revenue of about $13 billion.
  • The range was plus or minus $300 million.
  • By comparison, the market had forecast $12.52 billion.
  • Adjusted gross margin is expected to reach 56%.
  • 超微 plunged more than 7% in after-hours trading.
  • Some analysts had originally expected 超微 to guide for quarterly revenue of $14 billion.

Companies mentioned:超微、AMD、輝達、NVIDIA、倫敦證券交易所集團、LSEG、臉書、Meta、OpenAI、Oracle

Huge AI investments fail to deter US corporate profits; 道瓊 and the S&P hit records together.

Published ・ Source Taiwan | 中央社 CNA

Summary not yet available

Facts

  • 道瓊 Industrial Average surged more than 900 points today, closing at 54085.88.
  • 標普500 index soared 136.03 points, or 1.79%, to close at 7736.53.
  • The Nasdaq Composite rose 671.10 points, or 2.59%, to close at 26584.99.
  • International Brent crude (ICE Brent Crude) and West Texas Intermediate crude (West Texas Intermediate crude, WTI) settled at $79.36 and $75.77 per barrel, respectively.
  • SpaceX and 超微(AMD), which reported earnings today, gained 9.43% and 7%, respectively, in trading on the 4th.
  • Despite market concerns over SpaceX issuing bonds soon after its listing, investors remained optimistic about its prospects, and the stock closed at $125.33.

Companies mentioned:道瓊、標普500、英特爾、SpaceX、超微、帕蘭泰爾、開拓重工、博通、美光、SK海力士、訂製投資集團、CNBC

US stocks close higher as US and Iran seen nearing deal to reopen Strait of Hormuz.

Published ・ Source Taiwan | 中央社 CNA

Summary not yet available

Facts

  • 道瓊 Industrial Average surged 907.47 points, or 1.71%.
  • It closed at 54085.88.
  • The S&P 500 rose 136.02 points, or 1.79%.
  • It closed at 7736.52.
  • The Nasdaq Composite climbed 671.09 points, or 2.59%.
  • It closed at 26584.99.
  • The Philadelphia Semiconductor Index surged 748.91 points, or 6.55%.
  • It closed at 12179.26.

Companies mentioned:アメリカ、イラン、道瓊工業指数、標準普爾500指数、ナスダック指数、フィラデルフィア半導体指数

Oil prices settle lower as expectations grow for Strait of Hormuz reopening.

Published ・ Source Taiwan | 中央社 CNA

Summary not yet available

Facts

  • West Texas Intermediate crude for September delivery fell $4.57, or 5.69%.
  • It settled at $75.77 per barrel.
  • Brent crude for October delivery slid $4.41, or 5.26%.
  • It closed at $79.36 per barrel.

Companies mentioned:美國、伊朗

From the old photo album: ‘Silver Arm’ 郭李建夫’s forkball shines as Taiwan baseball dazzles in Barcelona.

Published ・ Source Taiwan | 中央社 CNA

Summary not yet available

Facts

  • An ERA of just 0.93.
  • A signing bonus of 80 million yen.
  • About NT$20.36 million.

Companies mentioned:阪神虎隊

Other formats:JSONMarkdownRSS