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@FirstSquawk
Google close to unveiling next-generation Gemini 4 AI model, The Information says

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Osaka rubber futures climb 5.25% to highest level in 15 years

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Australia’s ASX 200 eases losses after jobs data, still down 1.1% at 8,665.40

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Hang Seng Tech Index seen opening 0.8% lower

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Nepal plans to bar resettlement in flood-hit areas as 33,000 face potential displacement - KYODO

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英語からの翻訳
ホンダ、EV戦略見直しの中で次世代ハイブリッド生産を前倒し - NA

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Oil industry leaders launched a contingency plan to oppose restrictions on U.S. diesel exports, WSJ says

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OpenAI breach had minor impact, Australia Defence Minister says

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YEMENI GOVERNMENT TELEVISION SAYS FORCES THWARTED A HOUTHI INFILTRATION ATTEMPT IN THE ASHBAUT AND HAYJAH AL-ABD AREAS OF THE AL-MAQATRAH DISTRICT IN LAHIJ

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Japan’s Finance Ministry may discuss lower issuance of medium-term JGBs in liquidity-enhancement auctions, Reuters reports

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英語からの翻訳
30年物日本国債利回りが5.5ベーシスポイント上昇し4.125%に

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Alibaba CEO: Qwen team plans new AI model trained with 5-10 trillion parameters

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South Korea eyes nuclear power and Alaska LNG projects as part of US investment — Media

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Japan reiterates support for Nepal following flash floods at UN meeting — Kyodo

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AI demand recasts Japan’s data-centre growth, Fitch Ratings says

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South Korea’s Lee proposes sanctions relief for North Korea in exchange for nuclear program suspension — NYT

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Google starts pre-orders for $899 laptops featuring Gemini AI — Reuters

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DoJ Probing Binance Over Potential Iran Sanctions Violations - BBG

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英語からの翻訳
日経平均、ショートポジションの積み上がりで潜在的な上昇相場に備えか — WSJ

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@FirstSquawk
英語からの翻訳
市場はまた、木曜日のトランプ・習首脳会談にも注目しており、AI、貿易、投資が議論の中心になると予想される中、中東の供給懸念が和らぐにつれブレント原油は100ドル前後で推移。一方、スポット金は0.7％上昇して4,373.50ドルとなり、ビットコインは0.7％下落して86,335ドルとなった。

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@FirstSquawk
英語からの翻訳
アジア株は0.5％上昇、テクノロジー株がウォール街の上昇を追随し、韓国コスピが2％超上昇、三星電子とSKハイニックスが上昇を牽引；米半導体株は4％超反発、メタは11％急騰、AMDはAIへの楽観再燃で時価総額1兆ドル超え。

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White House imposes entry restrictions on certain nonimmigrant workers

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Google was notified by Irregular about AI hacks in late July, companies say – WSJ

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OPENAI sees revenue climbing from $36B to $350B by 2030, with expenses far exceeding revenues – FT

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Trump open to talks with Kim Jong Un, North Korea now has the ball — U.S. official