Spain faces a 700,000-home shortage as housing protests draw global attention
Published ・ Source Taiwan | 公視新聞
Spain faces a shortage of 700,000 homes, with sharp rises in home prices and rents sparking protests. The central bank estimates a severe housing shortfall. Rising immigration and homes being converted into short-term accommodations have also made it difficult to find housing. After the government’s reform plan was rejected, Prime Minister Sánchez called an early election, leaving people worried about their housing prospects.
Facts
Original房屋的價格上漲了9成
Original房租則是翻了將近1倍
A 50-square-meter home
Rent is more than NT$42,000 a month
More than half the local average monthly salary
50 people immediately called the agent or landlord
U.S. inflation data tops expectations, price rises threaten Republicans in midterm elections
Published ・ Source Taiwan | 公視新聞
U.S. inflation data for September came in above expectations, with rising prices threatening Republicans in the midterm elections. Trump insists the economy is doing well, but high prices could affect the election outcome.
U.S. military plans livestream of Fort Hood shooter’s execution by firing squad, sparking backlash; Trump calls it off
Published ・ Source Taiwan | 公視新聞
U.S. Defense Secretary Hegseth announced plans to livestream the execution by firing squad of Hasan, the Fort Hood shooting perpetrator, prompting opposition from Vice President Vance, Republicans and most members of the public, who feared the footage could be used by terrorists. Trump initially supported making it public as a deterrent, but ultimately canceled the livestream plan after facing criticism that it lacked human dignity. The execution will still take place as scheduled.
Zelensky says halt on attacks has ended, turns to EU for support amid tensions with U.S.
Published ・ Source Taiwan | 公視新聞
Zelensky announced that the restrictions on attacks against Russian oil facilities have ended. Relations with the United States have become strained after the energy ceasefire collapsed, and he has turned to the EU for support.
Facts
He personally attended the EU leaders’ summit on the 15th
Foreign caregiver shortage prompts civic groups to urge government to implement ‘severe cases first’ policy
Published ・ Source Taiwan | 公視新聞
Civic groups are urging the government to implement a ‘severe cases first’ policy amid a shortage of foreign caregivers, to protect families with people who have severe disabilities and their right to hire caregivers. The 勞動部 said it has introduced related support measures.
Controversy over the ‘Wu Pao-chun Clause’ prompts 教育部 to consider legal changes to curb degree laundering
Published ・ Source Taiwan | 公視新聞
教育部 is considering legislation to codify the ‘Wu Pao-chun Clause’ and address inconsistent review standards for applicants to master’s programs with equivalent qualifications, as well as its potential misuse as a tool for degree laundering. The changes would also strengthen oversight and penalties.
Facts
教育部 introduced the Wu Pao-chun Clause in 2013
For example, in 2022, the speaker of this Nantou County council
Earned a master’s degree in just 4 years
Longhua has not used the Wu Pao-chun Clause to admit master’s students in nearly 3 years
8 Tianmu Junior High School students fall ill after lunch; health department orders vendor to stop serving meals
Published ・ Source Taiwan | 公視新聞
8 students at Tianmu Junior High School felt unwell after lunch. The health department ordered 新北市愛欣食品有限公司 to stop providing meals and make corrections by a deadline.
Tainan railway undergrounding project set to open first phase; last aboveground train departs at 22:29 tonight
Published ・ Source Taiwan | 公視新聞
After 17 years of work, the Tainan railway undergrounding project opened its first phase on Sept. 17, 2026. President Lai Ching-te attended the unveiling ceremony and apologized to the 340 households forced to relocate because of the ‘Tainan railway eastward relocation’ project. Since its approval in 2009, the project has sparked a decade of protests and relocation disputes.
Facts
After 17 years
The first phase is set to open on the 17th
The 340 households forced to relocate
After the Tainan railway undergrounding project was approved in 2009
It triggered a 10-year protest campaign by affected households
A household affected by the railway relocation said in 2013
Shohei Ohtani hits a home run, but Dodgers fall to Brewers as three-peat dream ends
Published ・ Source Taiwan | 公視新聞
密爾瓦基釀酒人隊 swept 道奇隊 in 4 straight games to win the National League pennant and secure a World Series berth, ending 道奇隊’s three-peat dream. Shohei Ohtani hit a 3-run homer but could not stop the defeat.
Facts
4 straight wins
Won 6-4
A World Series berth for the first time in 44 years
Bus collides with train at English Channel Tunnel entrance, injuring 19
Published ・ Source Taiwan | 公視新聞
A bus collided with a train at the entrance to the English Channel Tunnel, injuring 19 people. The crash occurred in an above-ground loading area, not underground. 歐洲之星 said the incident did not affect trains to and from London. Authorities are investigating the cause.
CNN: Trump considering use of massive ‘Mother of All Bombs’ around midterm elections
Published ・ Source Taiwan | 公視新聞
CNN reported that Trump is considering using the massive ‘Mother of All Bombs’ (GBU-43) around the midterm elections. Just over ten of the bombs have been made, and they have been used in the Afghanistan war and in a 2017 airstrike against 伊斯蘭國. Because of its enormous size, the bomb must be dropped from a modified C-130, making its use extremely dangerous against Iran’s modern air-defense missiles. Meanwhile, 葉門青年運動 continues to attack 沙烏地阿拉伯, leading to airport closures and a summit postponement.
Facts
The 美軍 has so far made just over ten GBU-43 bombs
It is more than 5 times the height of a tall adult man
It has been used in combat only once in the Afghanistan war and once in a 2017 airstrike against 伊斯蘭國
The bomb is dropped from an altitude of more than 10,000 feet
Candidates for Keelung city council and borough chief questioned over alleged cruise-trip vote buying
Published ・ Source Taiwan | 公視新聞
A person surnamed Zhang running for Keelung city council and a borough chief surnamed Ding were questioned over alleged vote buying and released on bail of NT$300,000 and NT$100,000, respectively. Former Indigenous councilor Zhongren Dalusi and Tainan’s Wang Wenzong and his daughter also faced requests for detention or orders to post high bail over alleged vote buying or violations of the Anti-Infiltration Act. Independent councilor Zhang Fangli was barred from registering after the 中選會 ruled her ineligible because a conviction stripped her of civil rights.
Facts
Original檢調約談70名的相關人士到案
Zhang was ordered released on NT$300,000 bail
The borough chief surnamed Ding and another borough chief candidate surnamed Fan were each released on NT$100,000 bail pending questioning
Original4天3夜1萬1
The court ordered bail of 80,000
Bail was set at 1.5 million and 1 million, respectively
Bail was set at NT$1 million and NT$1.5 million, respectively
Chiang Wan-an proposes lowering urban renewal threshold to 50%; Shen Po-yang says construction bottlenecks must be addressed
Published ・ Source Taiwan | 公視新聞
Taipei Mayor Chiang Wan-an announced plans to lower the urban renewal threshold from 75% to 50% and add city staff to speed up reviews. Democratic Progressive Party candidate Shen Po-yang stressed the need to address bottlenecks in starting construction. The two also continued to clash over the relocation of Songshan Airport and policies for an AI industrial park, with officials from the Executive Yuan and central government agencies also taking part in discussions.
Facts
Lowered to 50%
Reduced from 75% to 50%
Expected to be 105 people
More than 1,200 hectares of urban renewal areas in Taipei
The number of urban renewal cases is 2.4 times what it was before
Reportedly at the Executive Yuan meeting on the 15th
9 hospitals within 10 to 15 minutes of Songshan Airport after landing
Taiwan shares climb back above 47,000 points; foreign selling weakens Taiwan dollar, which closes at 32.3
Published ・ Source Taiwan | 公視新聞
Taiwan shares rebounded above 47,000 points on Friday, closing at 47,111. Foreign investors were net sellers, and the New Taiwan dollar weakened to close at 32.3. 台積電's earnings call failed to impress, and its share price fell, weighing on the index. The Chung-Hua Institution for Economic Research raised its 2026 economic growth forecast to 12.16%.
Strong El Niño current brings rare tropical marine life to California
Published ・ Source Taiwan | 公視新聞
Under the influence of a strong El Niño current, rare tropical species including hammerhead sharks and brown-backed stingrays have appeared in California waters, and signs of olive ridley turtle nesting have been found for the first time. The ecological changes have boosted the local peak season for tourism and sport fishing, but have also raised concerns that winter storms could threaten coastal homes. Experts expect the phenomenon to fade in 2027.
Facts
California waters over the past 3 months
In Orange County in September
On 2 beaches in Orange County
Also found 2 olive ridley turtles
The off-season had already begun in October
Like a final reward for this year (2026)
The El Niño phenomenon is expected to fade next year (2027)
Car crashes out of control into gas station, sparking fire; no injuries
Published ・ Source Taiwan | 公視新聞
A car crashed out of control into a gas station in Shigang, Taichung, on the afternoon of the 16th, sparking a fire. The attendant was unharmed, and the fire was extinguished within half an hour. The driver was conscious, and alcohol and drug use were ruled out.
齊柏林 satellite sends back high-resolution images; second 福衛8號 satellite expected to launch next year
Published ・ Source Taiwan | 公視新聞
The first 福衛8號 satellite, named 齊柏林, has sent back high-resolution images. 國家太空中心 said its assembly experience has matured and that it will advance automation. The second satellite, 8B, is expected to launch aboard a SpaceX rocket in the 1st quarter of 2027. The plan is to complete an 8-satellite constellation by 2031 to shorten the time needed to obtain images.
Facts
The second 8B satellite is also expected to be shipped to the United States by the end of 2026
Expected to launch into orbit aboard a SpaceX rocket in the 1st quarter of 2027
By 2031, the plan is to launch a total of 8 satellites to build a constellation
The plan is to launch a total of 8 satellites
At the earliest, one satellite can pass over the same fixed point every 3 hours
Images will be obtained once every 8 hours on average
賴清德 discusses nuclear power in finance program interview: restart will proceed if 3 requirements are met
Published ・ Source Taiwan | 公視新聞
President 賴清德 told a financial program that electricity supplies would be stable through 2035 and that the share of renewable energy would rise to 30%. He said nuclear power would be restarted if it met three requirements: safety, nuclear waste management and social consensus. Meanwhile, 工研院 has established the TBC Photovoltaic Technology Alliance to accelerate the commercialization of solar cells.
Elderly Welfare Act amendment passes third reading; seniors with income tax rates below 20% exempt from health insurance premiums
Published ・ Source Taiwan | 公視新聞
The Legislative Yuan passed an amendment to Article 22 of the Elderly Welfare Act in its third reading, exempting people aged 65 and older whose income tax rate is below 20% from health insurance premiums, with the central government covering the full cost. Health and Welfare Minister 石崇良 and 7 major medical associations opposed the measure, warning it could undermine the ability-to-pay principle, create intergenerational inequity and crowd out medical resources.
Facts
Aged 65 and above
Income tax bracket below 20%
Original每人1年要多付3000多元
Calculated using the 2025 income tax brackets
Net consolidated income of NT$1.33 million or less
Green candidates also back waiving seniors' health insurance premiums! Online users dig up 5 campaign flyers: Is it a bad law if it wasn't proposed by the DPP?
Published ・ Source Taiwan | 風傳媒
The Legislative Yuan's passage in its third reading of an amendment to subsidize seniors' health insurance premiums has sparked debate within the pan-green camp over funding and policy consistency. Online users dug up similar pledges by pan-green candidates and accused the Democratic Progressive Party of applying a double standard.
Facts
On the 16th, the Legislative Yuan passed an amendment to Article 22 of the Elderly Welfare Act in its third reading, providing central government subsidies for the health insurance premiums of seniors who meet the income criteria.
The Ministry of Health and Welfare estimates the amendment will add NT$38.8 billion in spending.
Pingtung County Magistrate 周春米 announced the removal of the income limit. Starting next year, the county is expected to provide a monthly health insurance subsidy of up to NT$826 for residents aged 65 and older and Indigenous residents aged 55 and older.
DPP caucus secretary-general 莊瑞雄 questioned the KMT and Taiwan People's Party for failing to offer a specific funding plan, saying the Executive Yuan cannot be left to shoulder all responsibility for the additional spending.
Lu Sheng exercise》Operational secrecy! Red forces advance from Kaohsiung into Miaoli in 3 days; full analysis of blue forces' withdrawal and the battle
Published ・ Source Taiwan | 風傳媒
The Army Command held its annual Lu Sheng No. 2 exercise, in which Combined Arms 564th Brigade (the red force) advanced from Kaohsiung to Miaoli in 3 days, while the blue force's 269th Brigade withdrew. The exercise tested the use of M1A2T tanks, the TTN network and drones, while strengthening signature management and operational secrecy.
Facts
The Army Command's annual Lu Sheng No. 2 exercise runs from October 14 to 23.
The red force's Combined Arms 564th Brigade rapidly advanced from southern Taiwan, entering the Miaoli area on the third day.
The blue force's Combined Arms 269th Brigade has withdrawn to an area north of the Houlong River.
The exercise tested the Army Area Command's 3rd-generation system and M1A2T tanks.
The exercise incorporated Taiwan Tactical Network (TTN) and OneWeb, along with command-and-control equipment, backup mechanisms and drone operations.
The Lu Sheng exercise was more low-key than in previous years, mainly to test the units' signature management.
The 564th Brigade is a Combined Arms Brigade under the 8th Army Corps, advancing north from Kaohsiung.
Mainland student "hand-squeezes 賴清德" and is deported; NTU says it values freedom of speech and respects government enforcement
Published ・ Source Taiwan | 風傳媒
A mainland Chinese exchange student surnamed 王 at National Taiwan University was deported by the 移民署 and barred from reentry for 5 years after posting insults against the president and advocating the elimination of the Republic of China's sovereignty. The university reiterated its respect for freedom of speech and law enforcement, and urged students to respect others as well.
Facts
A Chinese student surnamed 王 who was on exchange at NTU was deported after posting specific content
NTU confirmed that the student had left Taiwan on Oct. 16.
移民署 determined that the student's conduct violated the principle of mutual respect and dignity and caused social unrest.
The student has been barred from applying for permission to come to Taiwan for 5 years.
Rally draws 30,000 in Gangshan to turn Kaohsiung around! Wang Jin-pyng, Hou Yu-ih and Lu Shiow-yen join forces to back Ko Chih-en as KMT battles for northern Kaohsiung.
Published ・ Source Taiwan | 風傳媒
Kaohsiung mayoral candidate Ko Chih-en of the Kuomintang held a large campaign rally in Gangshan on the evening of the 16th, drawing support from Wang Jin-pyng, Hou Yu-ih and Lu Shiow-yen. The event drew 30,000 supporters. Ko reaffirmed her commitment to working in Kaohsiung and presented policy proposals addressing population decline and infrastructure, projecting a united front in the push for victory.
Facts
Ko Chih-en held a campaign rally at Gangshan Riverside Park at 7 p.m. on the evening of the 16th.
Wang Jin-pyng, Hou Yu-ih and Lu Shiow-yen attended to show their support for Ko Chih-en.
The rally drew about 30,000 supporters.
Ko Chih-en said Kaohsiung had lost about 64,000 residents over the past 6 years.
The rally featured a banner measuring 100 meters long and 10 meters wide.
End in sight for traffic jams on Qingshan Road! Newly built road from Wenhua 1st Road to Qingshan Road opens, easing traffic bottleneck at Airport MRT A7.
Published ・ Source Taiwan | 風傳媒
A newly built road from Wenhua 1st Road to Qingshan Road in Guishan District, Taoyuan, opened to traffic on the 16th. The 350-meter road will ease traffic congestion at Airport MRT A7 Station. The project cost was reduced to NT$322 million and completed 210 days ahead of schedule, improving travel between New Taipei and Taoyuan.
Facts
An opening ceremony was held on the 16th for a newly built road from Wenhua 1st Road to Qingshan Road in Guishan District, Taoyuan.
The newly built road is 350 meters long and has 3 lanes in each direction.
The project cost was reduced from an initial estimate of about NT$800 million to about NT$322 million.
The construction period was shortened from the originally scheduled 640 days to 430 days, with the project completed 210 days early.
The Ministry of the Interior and the National Land Management Agency provided about NT$214 million in subsidies, while the city government contributed NT$108 million.
The new road runs north from Qingshan Road and connects to Wenhua 1st Road to the south. The uphill section is fully open to motorcycles and scooters.
The Taoyuan City Government has completed 8 road projects in Guishan District, totaling 1,986 meters in length.
Green camp criticizes her for putting party interests above public opinion! Ko Chih-en fires back at Lai Jui-lung: He skipped votes on NT$20,000 cash handouts and health insurance for seniors—which of us is the party-line lawmaker?
Published ・ Source Taiwan | 風傳媒
Responding to the Democratic Progressive Party and Kaohsiung mayoral candidate Lai Jui-lung's criticism that Kuomintang candidate Ko Chih-en puts party interests above public opinion, Ko hit back during the 2026 election campaign, questioning Lai's absence from Legislative Yuan votes on a NT$20,000 cash handout and a health insurance subsidy bill for seniors. She said politicians should be judged by their policies and performance in the legislature.
Facts
Ko Chih-en hit back, saying Lai Jui-lung was absent from a Legislative Yuan vote on a proposal concerning a NT$20,000 cash handout.
Ko Chih-en questioned Lai Jui-lung's absence from a vote on a health insurance subsidy bill for people aged 65 and older.
Ko Chih-en stressed that the Kuomintang is a party that allows differing opinions to be fully expressed.
Ko Chih-en is running for Kaohsiung mayor on the principle of “Kaohsiung first, citizens first.”
The article is set against the backdrop of the 2026 Kaohsiung mayoral election.
Czech crystal brand 摩瑟 is holding the Kaohsiung stop of its “2026 Moser Fantasia” touring exhibition, organized by its general agent 國裕精品. The exhibition features works including “Leda and the Swan” by master engraver Radek Svoboda, who is visiting Taiwan to showcase crystal craftsmanship.
There are openings for both humanities and science graduates! Foreign company executive reveals the truth about tech hiring; Northern Branch YS helps young people land key roles.
Published ・ Source Taiwan | 風傳媒
Northern Branch YS held a seminar on the 16th, with 柯璟融 of 聯華林德氣體 discussing cross-disciplinary talent needs amid the net-zero transition and dispelling misconceptions about restrictions based on academic major.
Facts
聯華林德氣體 Vice President 柯璟融 was invited to speak at the seminar and share the truth about hiring in the advanced technology industry.
The industrial gas sector needs not only traditional engineering professionals but also people with cross-disciplinary expertise in environmental engineering, ESG sustainability governance and business management.
Northern Branch YS has long offered completely free professional services to young people aged 15 to 29, including seminars, visits and one-on-one consultations.
Northern Branch YS's toll-free consultation hotline is (02) 2977-0755.
Making energy savings an act of love that starts at home: New Taipei's energy-saving charity program joins forces with businesses to improve electricity use in disadvantaged households.
Published ・ Source Taiwan | 風傳媒
The New Taipei City Government held an energy-saving charity event, bringing together businesses to donate more than NT$1.75 million worth of appliances. The initiative will help 90 disadvantaged households and 19 social welfare organizations replace old equipment to improve electrical safety and promote energy conservation and carbon reduction.
Facts
The New Taipei City Government held a results presentation for “Making Energy Savings an Act of Love That Starts at Home” on the 16th.
The project helped 90 disadvantaged households and 19 social welfare organizations replace old, energy-intensive equipment.
Energy-efficient appliances worth more than NT$1.75 million in total were raised.
After the equipment is replaced, about 73,000 kilowatt-hours of electricity will be saved annually.
Original響應捐贈的企業包含天能綠電、南亞科技、威健實業、聲寶、億光及寶興行銷。
The initiative is expected to reduce emissions by about 34.4 metric tons of carbon dioxide equivalent (CO₂e).
Three seminars were held for disadvantaged communities and remote areas, with 250 people taking part.
2026 New Taipei City Documentary Awards announced! “Island Beneath the Wind and Shadows” takes top prize; free film festival opens tomorrow.
Published ・ Source Taiwan | 風傳媒
The winners of the 2026 New Taipei City Documentary Awards were announced on the 16th, with “Island Beneath the Wind and Shadows” taking the top prize. The free film festival begins tomorrow. The awards are also expanding international exchanges, bringing “New Taipei Day” to the Thailand Taiwan Film Festival and strengthening New Taipei City's profile as a hub for documentary filmmaking.
Facts
“Island Beneath the Wind and Shadows” won the top prize at the 2026 New Taipei City Documentary Awards.
The New Taipei City Documentary Awards are now in their 16th year.
The festival features premieres of 13 selected works and 12 domestic and international feature documentaries.
The festival has scheduled 18 themed screenings and 12 post-screening discussions.
This year's final jury consists of five film and television experts, including Li Dao-ming and Ko Chin-yuan.
Last year, “New Taipei Day” screenings were held for the first time at the Boston Taiwan Film Festival.
The Jury Special Award went to “Tomb-Sweeping House.”
Miaoli County Magistrate Chung Tung-chin meets with mid-level county government officials; joins 《天下雜誌》 to discuss AI transformation and smart governance.
Published ・ Source Taiwan | 風傳媒
苗栗縣政府 held a forum on the 16th, where County Magistrate Chung Tung-chin exchanged views with mid-level officials. Ye Yun of 《天下雜誌》 was also invited to share experience with AI transformation, with the aim of advancing the county's digital transformation and improving service quality.
Facts
苗栗縣政府 held a “Forum on Smart Governance and Innovative Services” on the 16th.
Ye Yun, co-CEO of 《天下雜誌》, was invited to share practical experience with AI transformation.
Ye Yun outlined three stages for businesses adopting AI: empowerment, automation and reinvention.
The event recognized this year's top-performing units in public service assessments.
The award-winning units included ten agencies, such as the Department of Administration, the Department of Personnel and the Department of Digital Affairs and Research.
County Magistrate Chung Tung-chin said mid-level managers play a key role in advancing policy and carrying out administrative work.
Nantou County honors exemplary couples; Hsu Shu-hua says these seniors are outstanding models of marriage for younger generations to learn from.
Published ・ Source Taiwan | 風傳媒
The Nantou County Government held a recognition ceremony on the 16th for exemplary couples celebrating golden, platinum and diamond wedding anniversaries. County Magistrate Hsu Shu-hua honored 1,386 couples, calling them models of marriage.
Facts
The Nantou County Government held a recognition ceremony on the 16th at Formosan Aboriginal Culture Village for exemplary couples married for 50, 60 or at least 70 years.
A total of 1,386 exemplary couples were honored at the event, including 1,001 golden anniversary couples, 332 diamond anniversary couples and 53 platinum diamond anniversary couples.
The 四 couples honored for platinum diamond anniversaries were from Nantou City and Caotun Township.
County Magistrate Hsu Shu-hua said the seniors were the best models of marriage and that younger generations should learn from their mutual tolerance.
The county government presented plaques and certificates to exemplary seniors, exemplary people who respect the elderly, and outstanding senior citizens' organizations, recognizing communities and groups across the townships and cities for their successful efforts to support the elderly.
What did Warsh say—and not say—in his evening remarks? A guide to the Fed policy clues
Published ・ Source Taiwan | 鉅亨網
Warsh remained silent at the IMF annual meeting and gave no hint of a rate hike in October, prompting markets to bet on a pause. He discussed AI's impact on economic demand and the bumpy process of realizing productivity gains, and announced that 聯準會 would give equal attention to regulatory and payment-system reforms. He cited former chair Volcker and others, signaling a new policy normal.
Facts
At the IMF annual meeting, Warsh said 聯準會 had made clear it would achieve price stability and had withdrawn some of its easing measures.
Warsh said that since the rate decision on September 16, global developments had largely unfolded as expected.
Could electric cars and rockets join forces? Bets on a 特斯拉-SpaceX merger surge to 56%
Published ・ Source Taiwan | 鉅亨網
Speculation about a 特斯拉-SpaceX merger is mounting. 巴克萊 sees the odds of a tie-up topping 50%, while Musk says the businesses have more overlap, drawing market attention to the potential for vertical integration in AI.
Facts
A 巴克萊 report said contracts tied to a 特斯拉-SpaceX merger reflected odds of more than 50%.
Musk said there was growing overlap between the businesses of 特斯拉 and SpaceX.
巴克萊 expects the two sides could announce a merger before 特斯拉's annual shareholder meeting, which must be held no later than December 6, 2026.
巴克萊 analyst Dan Levy said a merger could center on vertical integration in AI, linking 特斯拉's Robotaxi and Optimus humanoid robots with SpaceX's Grok and Macrohard.
Evercore ISI raised its 12-month price target for SpaceX by 20% to $275.
Citadel is bullish on U.S. stocks in the fourth quarter—but warns of high earnings-season hurdles as S&P 500 profits are forecast to grow 27%
Published ・ Source Taiwan | 鉅亨網
Citadel Securities said the outlook for U.S. stocks in the fourth quarter was constructive but faced high earnings-season hurdles. S&P 500 EPS is expected to rise 27% year over year, with profit growth concentrated among a handful of tech giants, while retail investors are returning to AI-related industries.
Facts
S&P 500 third-quarter earnings per share are expected to rise about 27% year over year.
美光科技 and 輝達 together account for 36% of the S&P 500's expected profit growth.
Retail investors were net buyers of $9.1 billion in U.S. stocks last week.
Semiconductor stocks attracted $2.6 billion in net buying last week.
U.S. companies have announced a total of $1.3 trillion in share buyback authorizations so far this year.
Forward 12-month earnings-per-share estimates for memory stocks have risen 25% since the end of June.
The S&P 500's implied volatility fell from 13.2% to 11.7%.
The best days for AI stocks are over? 巴克萊 warns they will no longer only rise, and names four stock-picking criteria
Published ・ Source Taiwan | 鉅亨網
巴克萊 strategists said AI investment was entering a mature phase and recommended cautious stock selection and diversifying into Europe. Chip stocks fell amid inflation and geopolitical concerns, while the bank advised investors to hold large technology stocks with sound fundamentals.
Facts
巴克萊 believes the AI investment theme has entered a more mature phase and no longer offers the advantage of a one-way rise.
The Philadelphia Semiconductor ETF has fallen about 11% since early October.
Brent crude prices have remained above $100 a barrel for most of the past month.
Meta and 特斯拉 are expected to report third-quarter results after the market closes on October 21.
巴克萊 advised investors to favor companies with resilient business models, sound balance sheets and reasonable valuations.
CoreWeave bond yields top 15%! GMI Cloud founder calls it crazy as Taiwan borrowing rates are just 3.45%
Published ・ Source Taiwan | 鉅亨網
CoreWeave bond yields topping 15% have raised market concerns over the debt burden of AI. GMI Cloud founder Yeh Wei-yen contrasted those yields with its own low rate of 3.45%, highlighting Asian operators' funding-cost advantage and competitiveness.
Facts
Yields to maturity on some CoreWeave bonds have surged to 15%.
GMI Cloud recently secured Taiwan-dollar loans at an interest rate of about 3.45%.
GMI Cloud secured NT$13.9 billion in loans from 14 banks.
輝達 CEO Jensen Huang said there was no need to provide financial guarantees for CoreWeave.
GMI Cloud is headquartered in Mountain View, California.
GMI Cloud operates across the United States, Taiwan, Japan, Indonesia and Thailand.
CoreWeave currently has 三 construction projects underway in Indonesia.
Pause in October, final hike in December? 高盛 forecasts the Fed's rate path
Published ・ Source Taiwan | 鉅亨網
高盛 forecasts that the Fed will pause rate hikes in October and deliver its final hike in December. Officials including Warsh have signaled a wait-and-see approach, markets have cut the odds of an October hike to 13%, and bets on a December hike have hit a record high.
Facts
高盛 chief economist Jan Hatzius forecasts that the Fed will pause rate hikes in October and deliver its final hike in December.
Fed Chair Warsh did not address the October meeting specifically at the IMF annual meeting, saying only that global conditions were largely as expected.
After Warsh's remarks, markets lowered the estimated odds of an October rate hike to about 13%.
Fed Vice Chair Michelle Bowman said she did not think there was a need to rush into further action.
San Francisco Fed President Mary Daly said there was no need to rush into a decision based on limited information.
Anthropic's credit rating revealed for the first time: rated BB+, junk grade
Published ・ Source Taiwan | 鉅亨網
Anthropic's credit rating was revealed for the first time at BB+, one notch below investment grade. The company is preparing a $60 billion financing package to buy AI chips. Its third-quarter revenue reached $16.8 billion, and it posted profits for two consecutive quarters. Infrastructure spending over the next decade is projected to exceed $500 billion.
Is the tech-stock pullback a chance to get in before year-end? Jefferies star analyst bullish on a strong November and December for U.S. stocks
Published ・ Source Taiwan | 鉅亨網
Jefferies analyst Dan Kirsch is bullish on a strong November and December for U.S. stocks, saying broader market rotation after the tech-stock pullback is a positive signal. BTIG analyst Jonathan Krinsky warned that while semiconductor stocks could rebound in the short term, historical patterns point to further downside later, with the S&P 500 potentially falling to 7,600.
Facts
Jefferies analyst Dan Kirsch expects U.S. stocks to perform strongly in November and December.
The equal-weight S&P 500 has rebounded about 7% to 8% from its low.
BTIG technical analyst Jonathan Krinsky said semiconductor stocks could rebound in the short term but may still have further downside ahead.
The S&P 500 could still fall to its 100-day moving average at about 7,600.
The Philadelphia Semiconductor Index has identified 11,000 as its next major support level.
“Another increase is unacceptable!” Kazuo Ueda keeps a close eye on inflation as the Bank of Japan's rate hikes are not over
Published ・ Source Taiwan | 鉅亨網
Bank of Japan Governor Kazuo Ueda stressed at a meeting in Bangkok that he could not tolerate underlying inflation exceeding 2%, reaffirming the direction of continued rate hikes. Markets expect no move this month, while the odds of a hike by year-end stand at 75%.
Facts
Bank of Japan Governor Kazuo Ueda said he could not tolerate underlying inflation rising further above 2%.
Markets put the probability of a BOJ rate hike this month at less than 5%.
Markets put the probability of a BOJ rate hike by December at about 75%.
Original日元匯率約報158日元兌1美元。
The BOJ completed its second rate hike in three months in September, marking its fastest pace of tightening since 1990.
Barron’s explains why 輝達 is relatively resilient! AI debt concerns trigger a sell-off in semiconductor stocks
Published ・ Source Taiwan | 鉅亨網
Barron’s analyzes why 輝達 has been relatively resilient as semiconductor stocks sold off over concerns about AI debt. 輝達 CEO Jensen Huang clarified that the company does not need to provide financial guarantees for CoreWeave, easing market concerns. Technical indicators also show the stock approaching its 50-day moving average, with potential to rebound.
Facts
輝達 shares showed resilience on Friday, outperforming on the downside.
安碩半導體ETF has fallen for 8 consecutive trading days since October 6, its longest losing streak since September 2015.
輝達 CEO Jensen Huang said 輝達 does not need to provide financial guarantees for CoreWeave.
輝達 is also a supplier, customer and investor in CoreWeave.
輝達 shares fell below their 50-day and 200-day simple moving averages on October 6.
超微半導體 and 英特爾 faced heavier selling over the same period.
Growing concerns about the rising debt needed to expand AI infrastructure have intensified the semiconductor sector’s decline.
The 60FPS-compatible 13.3-inch color e-paper monitor “Bigme B13 Pro” arrives! Easy on the eyes, smooth, portable, and energy-efficient!
Published ・ Source Japan | PR TIMES
Bigme announced the 13.3-inch color e-paper monitor “B13 Pro.” It supports a refresh rate of up to 60FPS, 3K resolution, and USB Type-C connectivity, and is scheduled to begin shipping on October 26, 2026.
【Event Report】Could space become the next industry for Chugoku and Shikoku? Possibilities revealed at “SPACE FORUM 2026”
Published ・ Source Japan | PR TIMES
一般社団法人九州みらい共創 held “SPACE FORUM 2026” in Hiroshima. Through keynote speeches by Dr. Howard G. Levine and Koichi Wakata, and talk sessions featuring 東洋電装, ひびき精機, and スペースポート高知, participants discussed the potential for the space industry to become a broad-based industry for regional businesses in Chugoku and Shikoku, as well as new business opportunities through technology transfer.
ポップコーン株式会社 released “Ranking of Prefectures That Attract and Send Out University Students [2026 Latest Edition],” based on statistical data from the Ministry of Education, Culture, Sports, Science and Technology. Kyoto Prefecture ranked No. 1 for net inflow rate, while Tokyo had the nation’s largest net inflow by number of people.
“Junior High School Students’ Global Meeting” Held
Published ・ Source Japan | PR TIMES
On September 23, NPO法人スプラタルカ held the online “2026 Junior High School Students’ Global Meeting” for junior high school students from Japan, Malaysia, and Taiwan, where they shared ideas for new mechanisms to prevent war.
【Kasukabe City Only】November-Only Campaign|Tidy up your Japanese-style room before bringing out the kotatsu! Collect old low tables, wedding chests, floor chairs, and more together|まるっと本舗 junk removal
Published ・ Source Japan | PR TIMES
The junk removal service “まるっと本舗,” operated by SYSTR株式会社, is running a campaign in Kasukabe City only during November to collect Japanese-style room furniture, such as low tables, wedding chests, and floor chairs, in a single pickup. Customers using a flat-rate package can receive a discount of up to 1,000 yen.
Facts
Up to ¥1,000 off
Campaign period: November 1, 2026–November 30, 2026
セルフプラス opens consultations to support migration from ショップサーブ to Shopify at a special price
Published ・ Source Japan | PR TIMES
株式会社セルフプラス has begun accepting consultations to help businesses operating stores on ショップサーブ migrate to Shopify at a special price. The initiative follows the final report on unauthorized access to ショップサーブ published by 株式会社Eストアー on October 16, 2026, and offers security support and migration assistance.
Tainan’s at-grade railway becomes history as crowds at the station bid farewell to the last train
Published ・ Source Taiwan | 中央社 CNA
Tainan’s at-grade railway became history tonight. After President Lai Ching-te attended the opening ceremony, the last southbound Tze-Chiang Limited Express departed. The first phase of the Tainan railway underground project is scheduled to begin service tomorrow morning.
Australian military chief on Indo-Pacific situation: Closely watching developments in the Taiwan Strait
Published ・ Source Taiwan | 中央社 CNA
Australian Defence Force Chief Angus Campbell told 共同社 in an interview in Tokyo that Australia would closely monitor developments in the Taiwan Strait and the military buildup in the Indo-Pacific, but did not say whether it would deploy troops in the event of an emergency involving Taiwan.
Military Starlink service for Ukraine restricted; US official says it was not at Trump’s request
Published ・ Source Taiwan | 中央社 CNA
US officials said President Trump did not ask for restrictions on Starshield service provided to Ukraine. Elon Musk had previously said the decision to impose restrictions rested with the US military and the president.
台灣自來水公司 said it must extend a water shutoff to carry out emergency leak repairs after encountering difficulties with 台電 high-voltage underground cable construction. The extension will affect several neighborhoods in Qieding District, Kaohsiung City.
台灣自來水公司 issued a water outage alert for some neighborhoods in East District, Hsinchu City, due to emergency repairs at the National Freeway 1 interchange. The outage will run from 2026年10月16日22:58 to 10月17日05:00.
台灣自來水公司 will shut off water in parts of Wugu District, Taishan District and Xinzhuang District, New Taipei City, to accommodate the permanent relocation work east of Wugong Road for the metro project.
Health Calendar | Live in the moment; everything is worth exploring - Heho健康
Published ・ Source Taiwan | Heho健康
The Heho健康 website offers a range of health management tools and information, including a BMI calculator, body fat calculator, vaccine assessment tool, BMR/TDEE calculator, medication lookup and pharmacy finder. It also covers disease symptoms, health and medical news, traditional Chinese medicine, fitness and beauty, mental health, parenting, and long-term care and hospice care.