EUR/USD
1.15801
0.048%
Gold
4344.00
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Oil
84.391
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USD/JPY
159.469
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1.35386
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GBP/JPY
215.905
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Real-time News
Artificial Intelligence: 1. Anthropic is reportedly expected to launch its IPO process within weeks. 2. Anthropic plans to introduce super voting rights to protect the founding teams control. 3. Anthropics pre-IPO credit line may exceed its target of $10 billion. 4. OpenAIs Q2 revenue reportedly increased by 18% quarter-over-quarter, but losses widened. 5. OpenAI: The company has temporarily slowed down the training of some cutting-edge models for two weeks to enhance security and monitoring. Other: 1. The worlds most precise 100-meter-class radio telescope has completed the installation of its core structure. 2. Alibaba Clouds third data center in South Korea went online. 3. Baidus Q2 financial report: Total revenue of 31.3 billion yuan, with AI business accounting for more than half of total revenue for the third consecutive year. 4. TrendForce: The combined revenue of the top five global NAND Flash brands in Q2 increased by 77% quarter-over-quarter, reaching $68.87 billion. 5. Taiwanese power semiconductor manufacturers are preparing for a third wave of price increases. Japans core machinery orders rose 9.7% month-on-month in June, below the expected 7.80% and the previous months -12.40%.Japans core machinery orders rose 16.9% year-on-year in June, below the expected 10.8% and the previous reading of -1.90%.August 19th - Today (August 19th), the Zhuque-3 Y2 carrier rocket was launched from the Dongfeng Commercial Aerospace Innovation Test Zone. The first stage of the rocket successfully landed at the Zhuque-3 landing site in Minqin County, Gansu Province, according to the predetermined procedure. This is another major breakthrough for my country in key technologies for reusable rockets, and the Zhuque-3 has become my countrys first carrier rocket to successfully enter orbit and be recovered on land.August 19th - Despite a sharp rise in oil costs, the proportion of Japanese companies exceeding earnings expectations reached a five-year high, leading to widespread optimism that strong profit growth across industries will drive a market rebound, extending beyond artificial intelligence-related trades. Data shows that in the three months ending in June, approximately 71% of Japanese companies exceeded analysts forecasts, with the combined net profit of the 500 largest companies reaching 21 trillion yen (approximately $132 billion), surpassing the record of approximately 18 trillion yen set a year ago. Corporate profitability has also improved significantly, with the profit margin of TOPIX constituent stocks expected to reach 9.3%, the highest level for similar data in over three decades. These results suggest that the Japanese stock market rally may be entering a new phase. While last quarters growth was primarily concentrated in technology and AI-related companies, the latest earnings season shows that profit growth is expanding into a broader range of sectors as companies successfully pass on higher costs to customers. "Not only exporters and semiconductor-related companies are outperforming expectations," said a strategist at Resona Holdings, "we are seeing domestic demand-driven companies outperforming expectations. Investor interest has broadened compared to before, and I think this trend will continue."
