Express News | According to Kyodo News, the Bank of Japan plans to raise interest rates to 1.25% at its meeting on September 17–18.

Breakings50minutes ago

Apple Rarely Signs 3-5 Year NAND Long-Term Contracts, Possibly Without Price Caps; AI Demand Squeezes Capacity, Shifting Bargaining Power in Memory Market

Apple is negotiating a three- to five-year long-term contract for NAND flash memory with Kioxia, potentially without a price cap. This marks a shift in its procurement strategy from "price suppression + multi-sourcing" to "volume locking + long-term contracts." The transition stems from intense competition among AI data center clients for storage capacity, compelling Apple to prioritize supply security. Pricing power in the memory chip market is shifting from buyers to sellers, and the duration of this memory cycle may exceed traditional market expectations.

wallstreetcn16:18

In addition to selling driven by aversion to the yen's appreciation, risk-aversion movements have intensified against the backdrop of escalating tensions in the Middle East.

The Nikkei 225 posted a sharp decline for the first time in three days, closing at 65,269.33 yen, down 1,130.51 yen (with estimated trading volume of 2.1 billion shares). With the U.S. market closed

Fisco Japan15:33

Asia Markets Mixed as Iran Tensions Push Oil Toward $100

Seeking Alpha12:56

Japan Q2 GDP Beats Estimate With 1.4% Annualized Growth

Seeking Alpha12:26

Mitsukoshi Isetan, Bic Camera, etc. (Additional) Rating

Upgrade - Bullish Code Company Name Securities Firm Previous Revised -------------------------------------------------- <5101> Bridgestone Daiwa Securities "3" "2" <6301> Komatsu SMBC Nikko Securities "3" "2" <6432> Takeuchi Mfg. SMBC Nikko Securities "3" "2" <6674> GS Yuasa SBI Securities "Neutral" "Buy" <6861> Keyence Citigroup "2" "1" Downgrade - Bearish Code Company Name Securities Firm Previous Revised ------

Fisco Japan10:19