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9/23
22:15
Tokyo's existing condominium prices fell in August for the first time in over two years, as rising mortgage rates impacted homebuying sentiment.
22:12
Japan's 10-year government bond yield rose to 3.055%, the highest since August 1996.
Japan's 10-year government bond yield rose 8 basis points to 3.055% on Thursday, reaching its highest level since August 1996. This followed a surge in U.S. Treasury yields, driven by a rebound in oil prices, stronger-than-expected U.S. PMI data, and weak demand for a $70 billion 5-year U.S. Treasury auction, all of which exacerbated market concerns about inflationary pressures. The weakening yen also contributed to inflation worries.
22:02
Tumbling global government bonds push average yields to brink of 4%, a level not seen since 2007
21:45
India's small and midsize solar manufacturers face acute cell shortage amid Chinese import hurdles, financing issues, and lack of know-how.
21:44
60 million USDC (approximately $60 million) burned on-chain.
21:40
Lookonchain monitoring: Whale address 0xd42B spent 1.5 million USDC to buy 159,698 UNI in a single transaction after UNI's decline, with an average price of $9.39.
21:36
Turkey has agreed to gradually transfer the Bashiqa military base to Iraq, and both sides will strengthen security cooperation in the Sinjar region.
The Iraqi Prime Minister's office announced in a statement that Turkey has agreed to gradually transfer its military base in Bashiqa to Iraq. This move aims to resolve a long-standing dispute between the two countries. Additionally, both sides reached an agreement to fully establish state authority in the Sinjar region and end the presence of illegal foreign armed groups, which is seen as a clear reference to the Kurdistan Workers' Party (PKK). The leaders of the two countries met on Wednesday during the UN General Assembly in New York and pledged to deepen security cooperation, while also agreeing to expand bilateral trade and investment and accelerate strategic cooperation projects such as the "Development Road" project.
21:32
Australia Aug Unemployment Rate
★★★★★Previous 4.5%Forecast 4.5%Actual 4.6% Above forecast↑
21:32
Australia Aug Employment Change
★★★★★Previous -15.8KForecast 20KActual 39.5K Above forecast↑
21:26
Lookonchain Monitoring: OTC whale 0x8c58 sold 42,005 ETH, worth $111.89 million, during the market downturn.
Lookonchain monitoring shows that OTC whale address 0x8c58 sold 42,005 ETH, worth approximately $111.89 million, during the market downturn. The address currently still holds 9,996 ETH, worth approximately $26.8 million.
21:24
Israeli foundry Tower Semiconductor to make Japan main hub for optical chips with $4 billion investment
The move aims to meet booming demand for AI server technology. CEO Russell Ellwanger told Nikkei on Thursday that Tower Semiconductor will set up its largest production hub for optical communications semiconductors in Japan.
21:23
F-35 stealth fighter components reportedly diverted to Hong Kong, now in possession of Chinese authorities
Components of the F-35 stealth fighter, including a cockpit canopy and a weapons bay door, were reportedly diverted to Hong Kong in late May while being shipped by UPS from Australia to the U.S., and are now said to be in the possession of Chinese authorities. Australian Defense Minister Richard Marles stated on Tuesday that Australia is aware of the shipment and is cooperating with the U.S. and Lockheed Martin on the investigation. He added that no sensitive parts were believed to be in the missing shipment.
21:21
USDC minted 60 million (approximately $60 million) on-chain.
21:18
Meta CEO Zuckerberg announces major expansion of AI agent Muse, integrating it with AI glasses and Mac, and partnering with Shopify, Stripe, Best Buy, Walmart for commerce
At the company's annual Connect event on Wednesday, CEO Mark Zuckerberg stated Meta is "all-in" on Muse, its personal AI agent. New features include the ability for Muse to have a distinct digital avatar for real-time video chat, integration with Meta's AI glasses for voice interaction, and expanded capabilities on Mac to operate desktop apps. Muse will also get its own email address and has secured partnerships with major retailers like Shopify, Stripe, Best Buy, Gap, Sephora, Walmart, Wayfair, and Expedia for shopping and business tasks. Zuckerberg expects Muse to become a "personal superintelligence" and eventually generate revenue through transaction fees.
21:15
The Pentagon-backed U.S. Elmet Group will acquire a 4.99% stake in Vietnam's Masan High-Tech Materials, securing tungsten supply for over eight years.
21:08
AirAsia Group Bhd. CEO Tony Fernandes is fed up with private credit's high interest rates, making the airline's search for cheaper debt challenging amid oil near $100.
21:05
Meta unveils camera-free smart glasses Ray-Ban Meta Audio, aiming to address privacy concerns
The new audio-only version, unveiled on Thursday, will retain the original glasses' audio functions like calls and music, but without a camera. This move comes after the previous AI-powered smart glasses, launched in 2023, faced backlash and were dubbed "pervert glasses" due to privacy concerns over non-consensual filming. Meta denies the new product was rushed in response to public anger, stating it has been in development for two years. The audio-only version is also cheaper, features a lighter frame, and offers better battery life.
21:03
Apple's India smartphone market share expected to hit double digits for first time in 2026, driven by iPhone 18 Pro demand
Counterpoint Research projects Apple's volume market share in India will reach 10% in 2026, up from 4% in 2022, as demand for the latest iPhone 18 Pro series is nearly 20% higher than the iPhone 17 series. This comes as Chinese smartphone brands, which dominate the Indian market, are losing market share due to rising chip costs, while Apple benefits from premiumization trends and affordability options like zero-cost monthly payments.
21:01
Meta's annual Connect conference unveiled new smart glasses, with deep integration of the AI assistant Muse.
Meta completely revamped its smart glasses product line at its annual Connect conference overnight and announced the deep integration of its AI assistant, Muse, into its hardware ecosystem. The first camera-free smart glasses, Ray-Ban Meta Audio, were launched with a starting price of $349 and are scheduled to ship on October 3. Concurrently, the third-generation camera-equipped Ray-Ban Meta was released, starting at $449, an increase of approximately 19% from the previous generation. Meta CEO Mark Zuckerberg stated that Muse will receive significant AI upgrades in the coming weeks, enabling full situational awareness and continuous background operation. It will remain free for most user scenarios, with future plans for commercialization through small commissions from agent-facilitated transactions.
21:01
Elon Musk states that the first Cybercab uses nickel cathode material manufactured locally at Gigafactory Texas.
20:58
Indian Copper Producers Seek Tax Cuts to Counter Record Metal Prices
Indian copper producers are seeking domestic tax relief, stating that record metal prices are tying up working capital across the supply chain.
20:56
Apple M5 Ultra Mac Studio began shipping on September 22, capable of clustering to run trillion-parameter models. Goldman Sachs analysts recommend a bullish stance on Apple and a bearish stance on NVIDIA.
Apple is reshaping the AI hardware market with its "local inference" logic, challenging NVIDIA's potential incremental share in AI inference. The latest M5 Ultra Mac Studio began shipping on September 22, supporting up to 512GB of unified memory and capable of running distributed inference tasks in multi-machine clusters. Apple previously demonstrated four Mac Studios collaboratively running a trillion-parameter model, with its hardware chief Johny Srouji stating that local computing power might be more economical for teams with stable workloads than long-term cloud GPU rentals. Goldman Sachs analysts believe that if more inference tasks migrate to end devices or enterprise-owned machines, NVIDIA's share in incremental AI inference activities might be lower than market expectations. Therefore, they recommend expressing a bullish view on Apple and a bearish view on NVIDIA using options.
20:55
Canadian Prime Minister Carney: A trade deal with the US is still possible, but we will not give up the right to deepen cooperation with the EU.
Canadian Prime Minister Mark Carney said on September 23 that a mutually beneficial trade agreement with the United States is still possible, but Canada will not trade sovereignty for a deal, especially not giving up its right to independently sign trade agreements with the European Union and other economies. He revealed that some progress has been made since negotiations broke down in August, but it is not yet enough to reach an agreement. Carney also emphasized that Canada is actively promoting a deeper, more formal partnership with the EU to broaden cooperation, diversify dependencies, and safeguard national sovereignty.
20:53
Meta CEO Zuckerberg unveils $1,299 Meta VR Glasses and Muse Charm AI gadget
Meta CEO Mark Zuckerberg revealed the Meta VR Glasses, priced at $1,299 and set to go on sale in spring 2027. He also debuted the Muse Charm, a handheld device designed to interact with Meta's Muse AI personal agent without needing a phone, which is planned for holiday shipping in December. The announcements were made at the annual Connect conference.
20:51
Nikkei 225 rose 1.8%, led by chip-related stocks.
Japanese stocks rose on the first trading day of the week, led by chip-related shares. Ibiden surged 14%, SoftBank Group gained 7.0%, and Kioxia Holdings rose 3.7%. This follows public holidays in Japan from Monday to Wednesday.
20:46
Meta reveals Tamagotchi-like AI wearable Muse Charm, shipping for holidays in December
The palm-sized device, designed to keep users connected to its Muse AI agent, features a tiny screen displaying an avatar and allows voice interaction without unlocking a phone. CEO Mark Zuckerberg unveiled it at the company's annual Connect event on Wednesday.
20:37
Japan Sep S&P Global Composite PMI
★★★★★Previous 53.5PointsForecast 54PointsActual 52.5Points Below forecast↓
20:37
Japan Sep S&P Global Manufacturing PMI
★★★★★Previous 54.9PointsForecast 55PointsActual 54.1Points Below forecast↓
20:37
Japan Sep S&P Global Services PMI
★★★★★Previous 52.5PointsForecast 52.7PointsActual 51.6Points Below forecast↓
20:33
Kenyan government suspends Tata Chemicals Magadi's mining operations, President Ruto orders company to leave over regulatory and community benefit issues
The Kenyan government has suspended Tata Chemicals Magadi's soda ash mining operations and President William Ruto has ordered the company to leave, citing regulatory non-compliance and insufficient community benefits. The government states that Tata, which has operated in the region for over a century, failed to apply for a mineral right under the 2010 Mining Act and has relied on old land concessions. Tata Chemicals Magadi disputes the claims, stating it submitted a comprehensive response to the ministry in August regarding compliance with applicable regulations. The dispute has significant economic implications for Kenya's exports, foreign exchange, and local employment.

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