115 received, 115 listed, 7 sources ・ Page 2 of 2
One place for news and notices from 2 countries/regions: Taiwan, 97 items from 6 sources; Japan, 18 items from 1 source.
One edition every 180 minutes: every item from every source received in the period, with the original link.
U.S. labor productivity in the second quarter exceeded expectations, while labor compensation as a share of GDP fell to its lowest level since statistics began in 1947. Advances in AI and automation are boosting corporate profits, but concern is growing that workers are not sharing sufficiently in the benefits.
Initial U.S. jobless claims last week came to 199,000, remaining below 200,000 for 3 consecutive weeks. This indicates a stable labor market, with no major wave of corporate layoffs.
Companies mentioned：Challenger, Gray & Christmas、アメリカ労働省、ロイター
A U.S. survey found that 1 out of 4 Gen Z men trade stocks every day and 64% feel like “failures.” High-risk investing is increasing their psychological burden.
Companies mentioned：Robinhood Markets、Interactive Brokers Group、Northwestern Mutual
Tesla announced plans to build what it called the world’s largest wafer fabrication plant in Texas, code-named “Terafab,” with an initial investment of $16.8 billion and annual computing capacity of more than 1 terawatt to supply AI chips for self-driving and Starlink, among other needs. The move signals a strategic commitment to break free from reliance on contract manufacturers.
Companies mentioned：台積電、三星、英特爾、SpaceX
Wall Street investors are wary of further gains in the S&P 500 and have bought more than 4 million call options. UBS forecasts 8,100 points at year-end, while FOMO is driving the market.
Companies mentioned：瑞銀グループ (UBS)、Simplex Trading、城堡證券 (Citadel Securities)、Cboe（シカゴ選択権取引所）、彭博行業研究
Industrial computer maker Adlink reported July revenue of NT$1.427 billion, up 38% year over year and a record for the month. The company continues to focus on edge AI and high-value vertical applications, highlighting its competitive edge in intelligent automation and high-performance computing.
Ukraine's intelligence agency announced that North Korea was preparing to send missile units to western Russia. North Korea may supply Russia with new missiles and deepen military cooperation.
Companies mentioned：烏克蘭国防部情報総局、アメリカ中央情報局、The War Zone
Iron ore trading giant Radiant World is facing a liquidity and confidence crisis after banks froze its accounts and suspended letters of credit, and major mining companies halted business with it.
Companies mentioned：Radiant World、Deutsche Bank、KBC Group、Rio Tinto、Vale、Arab Bank Switzerland、ICBC Standard Bank、Societe Generale、Intesa Sanpaolo、Point Bonita Fund、Glencore、Cargill、Trafigura、BHP、CSN Mineração
Restrictions on share sales by SpaceX's early investors have been lifted, putting more than 911 million shares on the market. This could put further downward pressure on the stock price.
Companies mentioned：Rainmaker Securities、瑞穗証券、xAI、Cursor
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Companies mentioned：慈濟基金會、鈺達企業管理顧問公司、互道
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Companies mentioned：HESCO
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Companies mentioned：統一7-ELEVEn獅隊、味全龍隊
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Companies mentioned：行政院、中央氣象署、災防辦、農業部、內政部、交通部、經濟部
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Companies mentioned：Heho