Tokyo Electron Limited

Advantest Corporation

SoftBank Group Corp.

Shares of Tokyo Electron, a manufacturer of equipment for microchip production, became the leader of growth

Nikkei rises above 45,000 points for the first time. What is driving Japanese stocks upward?

FedEx Corporation

Lennar Corporation

Cracker Barrel Old Country Store, Inc.

The downward revision of the preliminary data on the number of new jobs created in the U.S. economy in the 12 months to March 2025 inclusive, strengthened Wall Street's confidence that the U.S. Federal Reserve will begin a cycle of aggressive rate cuts. The key event this week will be the regulator's meeting, following which it will announce a decision on monetary policy. Despite the fact that US inflation is above the Fed's 2% target, a weakening labor market almost guarantees an interest rate cut at the upcoming meeting, <a href="https://www.barrons.com/articles/fed-meeting-fedex-lennar-bullish-earnings-98fc31b5?mod=RTA#:~:text=But%20it%E2%80%99s%20Fed%20Chairman%20Jerome%20Powell%20and%20the%20FOMC%20that%20will%20take%20center%20stage.%20Despite%20inflation%20running%20above%20the%20Fed%E2%80%99s%202%25%20target%2C%20a%20weakening%20labor%20market%20all%20but%20assures%20an%20interest%2Drate%20cut%20at%20the%20meeting.">according to</a> Barron's. The main question on investors' minds is how many more rate cuts will follow before the end of this year and into 2026.

US Fed rate and FedEx earnings: what investors need to know this week

Nebius Group N.V.

Microsoft Corporation

Arkady Volozh's Kazakh-born AI startup Nebius, co-founder of Yandex, signed a five-year, $19.4 billion contract with Microsoft. Japan's Nikkei 225 stock index hit a record after Prime Minister Shigeru Ishiba resigned on expectations of new stimulus. Another artificial intelligence startup Cognition raised $400 million at a $10.2 billion valuation after buying Windsurf. On these and other topics - in our review of key events for the morning of September 9.

Highlights for the morning: Nebius' big AI deal with Microsoft, the Nikkei record and gold rallies

The actions of the country's new leadership may weaken the national currency, which will be to the benefit of Japanese exporting companies

Japan's prime minister has resigned. How did the yen and stocks react?

Nissin Foods Holdings Co.,Ltd.

Olympus Corporation

Japan Airlines Co., Ltd.

Stocks traded in mainland China rose at the fastest pace in almost a year in August

Goldman and Morgan Stanley differed in their forecasts for Chinese stocks. Is the market already overheated? 

Mitsubishi Corporation

Mitsui & Co., Ltd.

Marubeni Corporation

Shares of the five largest trading houses have risen in value several times in the six years that Buffett has been investing in them

Buffett has increased stakes in two Japanese companies. Why does he love "shogo shosha"?

Foreign investment, domestic savings and corporate governance reforms supported the record rise in the Tokyo Stock Exchange's main index

Japanese stocks are experiencing a "ninja rally". Why has the market become a favorite of investors?

Nintendo Co., Ltd.

Nintendo Switch 2 sold over 3.5 million consoles in its first four days

Wedbush recommends buying Nintendo stock amid record Switch 2 sales


The year 2025 could be one of the busiest years for bond vigilantes in decades - since the beginning of the year, investors have already dictated their will to politicians in the US, UK and Japan several times. Have these "guardians" of the market become stronger, or do they have more reasons to fear?

On a short leash: How "bond vigilantes" impose their will on politicians

Volkswagen AG

Bayerische Motoren Werke Aktiengesellschaft

Mercedes-Benz Group AG

Stellantis N.V.

Investors hope that now the EU can also negotiate with Trump on duty cuts

Shares of auto giants jump after US-Japan trade deal. Who's next?

Amazon.com, Inc.

Donald Trump has announced a "massive" deal with Japan that includes duties of 15% on US shipments. Amazon buys wearable device owner Bee AI, a generative AI wristband that can analyze conversations and generate tasks and reminders. In documents SpaceX appeared in the language about the possible return of Ilon Musk in politics - in the role of an advisor to Trump. About these and other topics - in our review of key events for the morning of July 23.

Highlights for this morning: agreement with Japan, Musk may return to the White House

PepsiCo, Inc.

DeFi Development Corp.

Oil is getting cheaper: fears of a trade conflict between the US and the EU have heightened demand concerns, especially with threats of new duties and increased anti-Russian sanctions. PepsiCo announced the launch of prebiotic cola, betting on the fashion for functional drinks amid declining sales of traditional sodas. Altcoin Solana sharply rose in price after DeFi Development announced the purchase of almost one million of these tokens. About these and other topics - in our review of key events by the morning of July 22.