The Nikkei 225 Index rose 0.8% to trade above 63,700 on Thursday, setting fresh all-time highs as strong corporate earnings and upbeat guidance reinforced investor confidence, while sustained demand for artificial intelligence-related stocks continued to drive gains. Japanese equities also mirrored a tech-led rally on Wall Street overnight, even as accelerating US inflation fueled concerns that the Federal Reserve could still opt for another rate hike. At the same time, markets remained focused on the meeting between US President Donald Trump and Chinese President Xi Jinping, with discussions expected to prioritize trade relations. Among individual movers, gains were led by Kioxia Holdings (1.7%), Furukawa Electric (1.5%), Advantest (2.8%), Fanuc (10.4%) and Resonac Holdings (15.6%). In contrast, mining firm Mitsui Kinzoku fell 11.8% after issuing a weaker profit forecast for FY2027 despite projecting higher sales.
Chip stocks slide in wake of ‘casino’ comment by Broadcom boss
Declines for Samsung and SK Hynix drag Kospi sharply lower as investors fret over scale of AI investment
More US firms turn to China’s DeepSeek over pricey Silicon Valley AI
DeepSeek takes top spot on ‘trending’ list as companies look for alternatives to OpenAI and Anthropic, spending tracker’s report says.
Why Almost Everyone Loses—Except a Few Sharks—on Prediction Markets
A WSJ analysis shows a small number of accounts on Polymarket and Kalshi—often pros using data-driven algorithmic trading—take home most of the winnings.
Zitron: "Everyone Has Been Sold a Lie" on AI
The Dividend Disconnect
ABSTRACT Many individual investors, mutual funds, and institutions trade as if dividends and capital gains are disconnected attributes, not fully appreciating that dividends result in price decreases. Behavioral trading patterns (e.g., the disposition effect) are driven by price changes instead of total returns. Investors rarely reinvest dividends, and trade as if dividends are a separate, stable income stream. Analysts fail to account for the effect of dividends on price, leading to optimistic price forecasts for dividend‐paying stocks. Demand for dividends is systematically higher in periods of low interest rates and poor market performance, leading to lower returns for dividend‐paying stocks.
Fuji TV, Sankei Shimbun announce fabricated data found in their polls
TOKYO -- Fuji Television Network Inc. and the Sankei Shimbun Co. on June 19 announced the discovery that some data in 14 joint opinion polls they cond
Japan under pressure amid accommodation woes as Asian Games kick off • FRANCE 24 English
Tesla stock suffers double-digit drop on carmaker’s worst day in years
Elon Musk’s EV company lost a quarter of its value this year amid weak profits and high spending on AI and robotics
The stock market fetish
The most recent turmoil in the stock market caused by Donald Trump’s ill-considered policy to impose tariffs on the entire world, has brought up one legitimate question: what is the correct attitude towards stock market declines and crashes?
News on Japan, Business News, Opinion, Sports, Entertainment and More
Latest news on Japan: business, politics, commentary, sports, culture, life and more
The Value of Nothing: Capital versus Growth - American Affairs Journal
Throughout 2021, U.S. stock market valuations have hovered near all‑time highs. In June, the unadjusted price-to-earnings (P/E) ratio of the S&P 500 index eclipsed the tech boom record of 2000. Many other asset classes have attained, or nearly attained, record valuations as well. Stratospheric valuations may be partially attributable to the unique circumstances surrounding Covid-19...
Chinese AI models are gaining ground with U.S. companies as OpenAI, Anthropic costs surge
Recent model releases from Chinese companies including DeepSeek and Z.ai are seen by many as highly competitive compared to leading U.S. frontier systems.
Japanese media
Reputations, biases, past controversies. I know about Sankei Shimbun and I have some idea about the national newspapers, but I honestly don’t know anything at all about most local ones. Japan has poor press freedom in general (ranked 62nd out of 180 countries for 2026, and that’s after the ranking went up, not because of improvement in Japan but because other countries’ conditions have worsened)
NHKのウェブニュース、閲覧回数が急落 新聞・民放と共闘の道は：朝日新聞
「メディアが報じない」と反発が広がる背景に何が 有識者2氏に聞く：朝日新聞
「朝日と毎日は無視、読売は…」だから日本の報道レベルは“国際的にも低水準”…有名評論家が大手新聞社に絶望した「ある事件」 | 文春オンライン
自衛隊が一般市民を監視…？熊本日日新聞の大スクープに「大手全国紙」がまるで加勢しない異常事態（神保 太郎） | 現代ビジネス | 講談社
自衛隊の市民監視スクープが鳴らす警鐘…沖縄で起きた虐殺の歴史と「国家情報局」に見る、情報戦の行き着く先（神保 太郎） | 現代ビジネス | 講談社
「報道の自由」からの逃走(222) | Tansa