Podcasts about Nikkei

S&P futures are down (0.3%) following a weak Asia session. Japan's Nikkei led losses in Asia as tech-heavy sectors struggled. Korea's Kospi closed (7%) lower as steep losses in SK Hynix and Samsung triggered a circuit breaker. Greater China benchmarks all fell as tech names weakened further. European markets are also lower in early trade. Real estate and personal goods names are among the few who are bucking the trend.Companies Mentioned: OpenAI, SpaceX, Synaptics, onsemi

23/6 Futures in rosso a Wall Street, prosegue la rotazione fuori dal tech a favore di difensivi. Reggono i chip, domani test con i conti di Micron. La riscossa degli industriali: l'accordo Chervon - Microsoft spinge GE Vernova e Caterpillar (miglior titolo del Dow nel 2026) Debacle Aplhabet (peggior calo da un anno) e SpaceX -16% oggi l'emissione di bond fino a 20miliardi di dollari. Usa-Iran: ispezione IAEA siti nucleari, apertura Hormuz, waiver di 60 giorni su export petrolio iraniano. Anche i raffinatori americani potranno comprare in dollari cash. Brent e Wti in calo, giù oro, argento e Bitcoin.Dollaro Stabile, bond riprezzano Warsh: titolo due anni massimo da 13 mesi. Trump: due ordini esecutivi su quantum computing. Oracle taglia il 13% della forza lavoro. Apollo, il neo del private credit. Questo episodio è offerto da ⁠Scalable Capital . Apri un conto con Scalable Capital e inizia a ricevere il 2,5% di interessi* sui tuoi risparmi:  https://partner.scalable-capital.de/go.cgi?pid=983&wmid=301&cpid=4&prid=13&subid=WILLHOST&target=Broker-Online*Messaggio pubblicitario. Tasso lordo annuo variabile sulla liquidità depositata nel conto deposito non vincolato, composto da tasso base collegato al Tasso di Deposito BCE e tasso bonus discrezionale. Liquidità allocata presso banche partner e fondi monetari riconosciuti. Foglio informativo e condizioni su scalable.capital. Investire comporta dei rischi Asia in rosso, Nikkei -2%. Kospi cede 7% con vendite concentrate su SK Hynix e Samsung. Pmi Giappone oltre le attese. Yen: Bessent sente Katayama. Europa in rosso. Lagarde: non ci sono prove di necessità intervento più incisivo su tassi. UK, Andy Burnham e la sfida fiscale. Mps avanti su Mediobanca. Commerzbank, il Tesoro non aderirà all'OPs, riassetto Delfin: ore decisive ma intanto incassa le plusvalenze  Learn more about your ad choices. Visit megaphone.fm/adchoices

Peace talks between the U.S. and Iran conclude in Switzerland for the time being with an agreement to reach a final deal within 60 days. The talks had been hampered by President Trump's renewed threats to strike Iran and Tehran's resealing of the Strait of Hormuz. Crude prices tumble following Iran's announcement it would be resuming oil and petrochemical exports. Asian equities bounce on the news, led by Japan's Nikkei index. Under-pressure UK Prime Minister Keir Starmer could announce his resignation as early as today with increasing numbers of Labour MPs calling for him to quit.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

22/6 Usa-Iran: progressi incoraggianti. Roadmap verso pace definitiva. Hormuz riapre, Brent sotto 80$. Salgono dollaro e rendimenti in Usa: due anni al 4,22%.Fed, tutto quello che dovete sapere sul regime change di warsh. Mercati: chances al 75% rialzo a settembre.  Secondo atto sui mercati: cosa dicono i gestori? Ai trade al test dei conti di Micron (mercoledì) e PCE (giovedì). SpaceX verso inclusione Russell 1000, i prossimi passaggi fondamentali. Nadella e le critiche a OpenAI e Anthropic. ****** Questo episodio è offerto da ⁠Scalable Capital ⁠ Apri un conto con Scalable Capital e inizia a ricevere il 2,5% di interessi* sui tuoi risparmi:  https://partner.scalable-capital.de/go.cgi?pid=983&wmid=301&cpid=4&prid=13&subid=WILLHOST&target=Broker-Online *Messaggio pubblicitario. Tasso lordo annuo variabile sulla liquidità depositata nel conto deposito non vincolato, composto da tasso base collegato al Tasso di Deposito BCE e tasso bonus discrezionale. Liquidità allocata presso banche partner e fondi monetari riconosciuti. Foglio informativo e condizioni su scalable.capital. Investire comporta dei rischi****** MSCI Asia record, nuovo massimo anche per il Nikkei. HAng Seng vicina a territorio orso. Kospi lima i guadagni, SK Hynix supera Samsung per capitalizzazione. Yen ai minimi da 40 anni. Cina: prime rate a un anno fermo, scendono le vendite di case esistenti. Nuovi vincoli a export terre rare a società Usa. Europa prudente, oggi parla Lagarde al Parlamento UE. Bofa: la Bce alzerà a luglio. Starmer verso le dimissioni, per Citi Gilt verso 5,25%. Risiko bancario: oggi cda MPS, le opzioni. Unicredit: tasso di adesione OPS Commerzbank al 12,51%. Oggi stacco cedole, focus su Leonardo, Stellantis.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Anya chats with Chef Ricardo Valverde of Suyo Peruvian and the recently opened UCHU Raw Bar and Cevicheria about Nikkei, seafood, childhood influences, UCHU's menu and ethos, working in Chinatown, and so much more. And later, Chef Daniel Lee of Nabi House in East Van joins to chat about Royal Korean cuisine, cooking with his mom, simplicity over fuss, and the best tteokbokki in town.

AIの普及を受けて、データセンター向けのハードディスクドライブ（HDD）の需要が伸びています。一時は「オワコン（終わったコンテンツ）」と見られていましたが、東芝子会社の東芝デバイス&ストレージなど３社が大容量化を目指して新たな製品を開発しています。今後のHDDの動向について、NIKKEI Tech Foresightの久米秀尚編集長が解説します。スキマ時間に刺さる音声コンテンツNIKKEI PrimeVOICE（日経プライムボイス）は専門メディア編集長6人がイチ押し記事をお届けします。日経プライムボイスは毎週火曜配信。公式SNS「日経ポッドキャスト」から #プライムボイス で感想をお寄せください。■NIKKEI Tech Foresight編集長　久米秀尚　NIKKEI Tech Foresight編集長、日経クロステック副編集長。2009年日経BPに入社。日経エレクトロニクスを経て日経Automotiveの担当に。自動運転や電動車両といった次世代自動車に関する技術を中心に取材。2025年4月から現職。【NIKKEI Prime】日経グループの多彩な新メディア。会員登録はこちら：https://www.nikkei.com/promotion/service/prime/【NIKKEI PODCAST】日経電子版Podcastポータルサイト：⁠https://www.nikkei.com/special/podcastXアカウント：@nikkeipodcast （ https://x.com/nikkeipodcast ）Instagramアカウント：@nikkeipodcast （ https://www.instagram.com/nikkeipodcast/ ）■NIKKEI Primeの各媒体▽モビリティの未来を先取りするNIKKEI Mobility（小泉裕之編集長）▽脱炭素時代の変革のヒントを追うNIKKEI GX（京塚環編集長）▽最先端技術や知財戦略を探るNIKKEI Tech Foresight（久米秀尚編集長）▽デジタル・AI時代のルールを読み解くNIKKEI Digital Governance（中西豊紀編集長）▽FTの厳選記事で世界の潮流をつかむNIKKEI FT the World（檀上誠編集長）▽難解なニュースも短時間で確実に理解できるMinutes by NIKKEI（渡部加奈子編集長）

Бюджет в долг, экономика в кэш. Решение по ставке разочаровало. Но геополитика все еще громче сигналов ЦБ. За океаном Трамп «мирится» с Ираном перед заседанием ФРС, публично переживает за Японию и помогает ей найти стабильность. Волатильность — новая стратегия? Нефть так и не дошла до $500. Что это значит для ваших портфелей? Наличные платежи в России взлетели на треть с начала года — это тревожный звонок или журналистский кликбейт? Банковский кризис — не будущее, а реальность, утверждают эксперты. А тут еще Минфин готов занимать сверх плана. Чем это обернется для инвесторов, инфляции и рубля? Ответы — в новых «Итогах недели» с Ярославом Кабаковым, Тимуром Нигматуллиным и Юлией Савиной. Эмоционально, но по делу. Подписывайтесь на канал и смотрите выпуски на любой платформе. Мы в соцсетиях: Телеграм: https://t.me/+SpYiwDz3jbNjNWJi YouTube: www.youtube.com/@finam_invest Rutube: https://rutube.ru/video/513a6c34242bcc92b8182b94138811e8/ VK: https://vk.com/video-17555738_456244398

東証の株価を表示する大型ディスプレー、東京都中央区１９日の東京株式市場で、日経平均株価の終値は前日比１９６円５７銭高の７万１２５０円０６銭と続伸し、５日連続で最高値を更新した。 Japan's benchmark Nikkei 225 stock average rose 196.57 points, or 0.27 pct, to 71,250.06 in Tokyo trading on Friday, hitting a record closing high for the fifth session in a row.

Japan's benchmark Nikkei 225 stock average rose 196.57 points, or 0.27 pct, to 71,250.06 in Tokyo trading on Friday, hitting a record closing high for the fifth session in a row.

Thu, 18 Jun 2026 07:51:00 -0000fullラジオNIKKEI 173589d92b7e-6aea-11f1-9e1

初めて終値で７万円を超えた日経平均株価を示すモニター、１８日午後、東京都中央区１８日の東京株式市場で、日経平均株価は前日比１１５１円２４銭高の７万１０５３円４９銭と大幅に続伸して終わった。 Japan's benchmark Nikkei 225 stock average closed above 70,000 and even 71,000 for the first time on Thursday as it extended a record-breaking run to a fourth session.

Der DAX schafft erneut (noch) nicht den Sprung über die wichtige Marke von 25.000 Punkten, während der Euro Stoxx 50 und der Nikkei auf Rekordkurs bleiben. Gleichzeitig sorgt der fallende Ölpreis für Entspannung an den Märkten. Bei den Autoaktien herrscht dagegen Krisenstimmung: BMW schockiert mit einer Gewinnwarnung, Mercedes, Volkswagen und Porsche geraten unter Druck. Ist der Trade der Woche bei Porsche noch zu retten? Außerdem im Fokus: Auto1 überzeugt mit ambitionierten Wachstumszielen und steigender Profitabilität. Die Aktie nähert sich wichtigen Widerständen. Dazu analysieren wir Deutz – den traditionsreichen Motorenhersteller, der mit Defence, KI, Energieversorgung und Rechenzentren neue Wachstumsfelder erschließt. Steht die Aktie kurz vor dem nächsten Kursschub?

S&P futures are pointing to a flat open today. Asian equities closed mixed on Tuesday as the region's rally stalled. Japan's Nikkei hit a fresh record early on before paring gains, Greater China markets were under pressure from property sector weakness, and South Korea's Kospi closed +2% higher. European markets opened modestly higher.Companies Mentioned: Qualcomm, General Motors, DeepSeek

16/6 Prudenza dopo il risk-on della vigilia. Dow Jones riparte dai record. Petrolio invariato, tutte le previsioni degli analisti su prezzi e ripristino flussi da Hormuz. Sale il dollaro. Treasury stabili alla vigilia del debutto di Warsh. Cosa cambia per la Fed? Rally di semiconduttori e chip, vicini ai massimi storici. SpaceX inarrestabile: +20% vale 2500mld. Esercitata greenshoe. A un passo da Microsoft e Amazon. Oggi parte trading opzioni. Anthropic, Lutnik: rischi utilizzi malevoli da intelligence Cina, Russia e altri. Continuano negoziati a Evian dove vedrà Amodei. *** Questo episodio è offerto da Scalable Capital  Investire comporta rischi Interesse p.a. lordo variabile su liquidità illimitata. Condizioni e distribuzione della liquidità su scalable.capital/conto-deposito-non-vincolato*** Prudenza in Asia. Nikkei intorno alla parità. Kospi +2% con titoli difesa. BOJ alza tassi di 25pb all'1% ai massimi da 30 anni. Fine del tapering da aprile 2027. RBA tassi fermi. Prudenza anche in Europa, via libera processo adesione Ucraina. Evian, SAFE: Francia 15 mld. Bce, verso altro rialzo? Amplia indagini su legami banche-private credit. Oggi Cda Banco BPM, Unicredit chiude fase 1: adesione Ops 11,91%. Indaga la procura di Francoforte. Btp Italia sì, accoglienza tiepida.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Peter ringer fra Goldmans hedgefondsymposium i Cannes, med en 220 meter lang yacht utenfor vinduet som egentlig er et cruiseskip.Det blir bildet på uka: SpaceX noteres til rundt 500 ganger omsetningen på 4,7 milliarder dollar, og en kryptobørs ved navn Hyperliquid hadde priset selskapet riktig før det i det hele tatt åpnet. Peter forklarer hvorfor en slik pris ankrer alt annet, og hvorfor det eneste vi egentlig vet, er prisen.Pluss: jakten på skjulte signaler i data, der snøfall på Røros kan henge sammen med minnebrikker i Taiwan, og hva du faktisk får for én time GPU-compute til 60 dollar. Og en avtale mellom Trump og Iran som fortsatt ikke er signert.00:00 Goldman i Cannes og yachten som egentlig er et cruiseskip00:13 SpaceX-noteringen og Hyperliquid: børsen som priset den før åpning00:17 SpaceX til 500 ganger omsetningen, og prisen som ankrer alt annet00:27 Det eneste vi vet er prisen: forward P/E forklart00:32 Trump, Iran og avtalen som ikke er signert00:38 Ukens tall: Nikkei, DRAM og Europas dyreste strøm00:42 Snøfall på Røros og minnebrikker i Taiwan: jakten på signalet00:56 425 000 dollar eller 60 i timen: hva én time med compute gir deg01:03 Å styre systemer du ikke selv forstår: avmystifisering av finans01:12 PE-likviditetspremien, Charlie Biellos SpaceX-undersøkelse og ukens sitat Hosted on Acast. See acast.com/privacy for more information.

En Capital Intereconomía repasamos las claves del día y la evolución de los mercados en Asia, Wall Street y Europa en una jornada marcada por el optimismo de los inversores tras las noticias sobre un acuerdo entre Estados Unidos e Irán que permitiría reducir la tensión en Oriente Próximo y garantizar la reapertura del estrecho de Ormuz. Las bolsas asiáticas celebran la noticia con fuertes avances, lideradas por el Nikkei japonés y el Kospi surcoreano, mientras que los futuros europeos apuntan a una apertura claramente alcista impulsada por la caída del precio del petróleo y la mejora de las perspectivas para la economía global. En el primer análisis de la mañana, Eduardo Bolinches, analista de Invertia, examina cómo están reaccionando los mercados a este nuevo escenario. Analizamos el impacto del descenso de las tensiones geopolíticas sobre la renta variable, las materias primas y los bonos, así como el protagonismo que siguen manteniendo los grandes valores tecnológicos. La atención de los inversores también continúa centrada en la histórica salida a bolsa de SpaceX y en las próximas operaciones corporativas del sector tecnológico, con especial interés por compañías como Anthropic y Alphabet Inc.. Además, analizamos el papel de la Reserva Federal en un entorno donde la evolución de la inflación y la energía seguirá siendo determinante para la política monetaria. En la Entrevista Internacional, conversamos con José Luis Kaisser, profesor del Máster en Relaciones Internacionales del IEB, para analizar las consecuencias geopolíticas del acuerdo anunciado por Estados Unidos e Irán, la reapertura de Ormuz y el papel que están desempeñando las principales potencias internacionales en la región. También abordaremos la reunión del G7, marcada por la crisis iraní y por el protagonismo de Donald Trump y Emmanuel Macron, así como el debate abierto en Switzerland sobre inmigración y crecimiento demográfico.

VOV1 - Vào sáng nay (15/06), thị trường chứng khoán Nhật Bản đã ghi nhận mức tăng cao kỷ lục sau khi Mỹ và Iran đạt thỏa thuận đình chiến.Ngay sau khi phiên giao dịch bắt đầu diễn ra vào sáng nay (15/06), chỉ số Nikkei 225 trên thị trường chứng khoán Tokyo đã chứng kiến sự gia tăng mạnh mẽ của các lệnh mua và lần đầu tiên đẩy giá cổ phiếu trên thị trường lên mức hơn 69.000 yên.Giá đóng cửa phiên giao dịch trong buổi sáng này là 69.593,64 yên, tăng 3.573,60 yên so với giá đóng cửa ngày thứ Sáu (12/06) tuần trước - mức tăng lớn nhất trong lịch sử giao dịch.Trong khi đó, Chỉ số chứng khoán Tokyo (TOPIX) cũng tăng 140,38 điểm và đạt mức 4.022,34 điểm. Khối lượng giao dịch trong buổi sáng nay cũng đạt mức khổng lồ với hơn 1,17 tỷ cổ phiếu.Theo đánh giá của các nhà phân tích thị trường, thời gian gần đây, giá cổ phiếu đã được thúc đẩy bởi các cổ phiếu liên quan đến lĩnh vực trí tuệ nhân tạo (AI) và chất bán dẫn, dù thị trường được đánh giá là ít bị ảnh hưởng bởi sự tăng vọt của giá dầu thô. Tuy nhiên hiện nay, trong bối cảnh Mỹ và Iran đã nhất trí đàm phán để chấm dứt xung đột, và Iran tuyên bố sẽ mở cửa Eo biển Hormuz, khiến giá dầu thô tương lai tạm thời giảm xuống khoảng 80 đô la một thùng, điều này khiến những lo ngại về tình hình căng thăng ở Trung Đông giảm bớt, dẫn đến gia tăng các lệnh mua vào. Cùng với việc các cổ phiếu liên quan đến AI và chất bán dẫn - vốn đang thúc đẩy đà tăng của thị trường chứng khoán, các lệnh mua cũng đang lan rộng sang các cổ phiếu liên quan đến ngành ô tô và xây dựng, cũng như một số lĩnh vực khác. Xu hướng nay cho thấy các nhà đầu tư đang tìm kiếm những cổ phiếu có khả năng tăng giá hơn nữa trong thời gian tới.Mặc dù vậy, các nhà phân tích cũng nhận định, vẫn còn tồn tại nhiều thách thức trong việc đảm bảo nguồn cung dầu thô ổn định, chẳng hạn như việc đàm phán về chi phí vận chuyển qua Eo biển Hormuz, hay việc sửa chữa các cơ sở năng lượng bị tấn công trong thời gian qua… Vì vậy, những hoài nghi trên thị trường vẫn chưa hoàn toàn biến mất, và vẫn có thể tác động tiêu cực tới thị trường chứng khoán Nhật Bản./.Ngọc Huân/VOV Nhật BảnThị trường chứng khoán Nhật Bản tăng cao kỷ lục sau khi Mỹ và Iran

取引時間中の史上最高値を更新し、６万９０００円台に乗せた日経平均株価を示すモニター、１５日午前、東京都中央区１５日午前の東京株式市場で、日経平均株価は一時、前週末比３６００円超上昇した。 Japan's benchmark Nikkei 225 stock average shot up to a new all-time closing high on Monday, propelled by risk appetite fueled by a U.S.-Iran agreement to end their ongoing armed conflict.

商社業界で脱炭素を現実路線に見直す動きが相次いでいます。三菱商事は、2050年度のネットゼロは維持しつつも、温暖化ガス（GHG）削減の中間目標を緩和させました。修正する背景には何があるのか、これから企業に求められることは何か。NIKKEI GXの京塚環編集長が解説します。スキマ時間に刺さる音声コンテンツNIKKEI PrimeVOICE（日経プライムボイス）は専門メディア編集長6人がイチ押し記事をお届けします。日経プライムボイスは毎週火曜配信。公式SNS「日経ポッドキャスト」から #プライムボイス で感想をお寄せください。■NIKKEI GX編集長　京塚環　記者として機械、電機、商社、スタートアップを担当。2013年から4年間バンコクに駐在した。GXではカーボンクレジット制度などを幅広く取材してきた。海好きで、海の環境変化を肌で感じる日々。25年4月から現職。【NIKKEI Prime】日経グループの多彩な新メディア。会員登録はこちら：https://www.nikkei.com/promotion/service/prime/【NIKKEI PODCAST】日経電子版Podcastポータルサイト：⁠https://www.nikkei.com/special/podcastXアカウント：@nikkeipodcast （ https://x.com/nikkeipodcast ）Instagramアカウント：@nikkeipodcast （ https://www.instagram.com/nikkeipodcast/ ）■NIKKEI Primeの各媒体▽モビリティの未来を先取りするNIKKEI Mobility（小泉裕之編集長）▽脱炭素時代の変革のヒントを追うNIKKEI GX（京塚環編集長）▽最先端技術や知財戦略を探るNIKKEI Tech Foresight（久米秀尚編集長）▽デジタル・AI時代のルールを読み解くNIKKEI Digital Governance（中西豊紀編集長）▽FTの厳選記事で世界の潮流をつかむNIKKEI FT the World（檀上誠編集長）▽難解なニュースも短時間で確実に理解できるMinutes by NIKKEI（渡部加奈子編集長）

Japan's benchmark Nikkei 225 stock average shot up to a new all-time closing high on Monday, propelled by risk appetite fueled by a U.S.-Iran agreement to end their ongoing armed conflict.

12/6 Attesa febbrile per il debutto storico di SpaceX. Si parte da 135$, domanda retail oltre 100mld. Ecco cosa potrebbe succedere: tutto quello che dovete sapere sull'Ipo più grande di sempre. Risk-on sui mercati, Trump: c'è accordo, a breve la firm in Europa. Brent sotto 90$ minimi da due mesi, scende il dollaro. Decennale americano stabile dopo PPI. Riscossa semiconduttori +8%, Adobe delude e scende in pre-market con l'addio del CFO *** Questo episodio è offerto da Scalable Capital  Investire comporta rischi Interesse p.a. lordo variabile su liquidità illimitata. Condizioni e distribuzione della liquidità su scalable.capital/conto-deposito-non-vincolato*** Euforia asiatica: Nikkei sale oltre 3,5%, Kospi +8% con Sky Hynix e Samsung. Kioxia supera Toyota per market cap. Alibaba compra Pupu per 1,5mld. Risk-on anche in Europa. Post Bce, Lagarde: non è un rialzo preventivo. Inflazione salirà in estate, sopra target fino a I metà 2027. Altro rialzo a luglio? Banche, settimana prossima cda di Banco Bpm e MPs. Intesa sale in Generali. Ferretti valuta offerta su The Italian Sea Group. Learn more about your ad choices. Visit megaphone.fm/adchoices

Thu, 11 Jun 2026 07:45:00 -0000fullラジオNIKKEI 17357c6d4316-6569-11f1-

In Mittelstand und Gewerkschaften trifft die EZB-Zinserhöhung auf Ablehnung. Und: Warum der Dax schlechter als manches Tagesgeldkonto performt.

S&P futures are down (0.5%) as of now and indicating a lower open today. Asian markets closed mostly lower on Wednesday, weighed down by geopolitical concerns and semiconductor-driven selling pressures. Japan's Nikkei fell (1.9%), with SoftBank closed (8%) lower following stalled OpenAI-backed loan talks. Korea's Kospi closed sharply lower, nearly wiping out Tuesday's rally. Greater China markets recorded relatively milder losses. European markets are slightly higher in early trading.Companies Mentioned: OpenAI, Blackstone, Starbucks

S&P futures are pointing to a higher open today. Asian markets closed higher on Tuesday, buoyed by a recovery in tech stocks and optimism surrounding China's export growth. Japan's Nikkei surged near +2%, with strong gains across semiconductor and heavy industry names. Samsung Electronics and SK Hynix drove the Kospi to close +8% higher today. European markets opened mixed.Companies Mentioned: Nuvalent, Databricks, Boeing

Global stock markets have fallen sharply after a sell-off in technology shares combined with growing uncertainty over tensions in the Middle East.South Korea's Kospi index briefly suspended trading after plunging at the open, while Japan's Nikkei also suffered heavy losses. Plus, Chinese President Xi Jinping is in North Korea for talks with Kim Jong Un. We look at what the visit could mean for trade and economic ties between the two neighbours. Oil prices initially surged before easing back. We ask what that tells us about how investors are assessing the risk of a wider regional conflict. And Prada has entered the space race. The Italian fashion house has helped develop part of a new spacesuit for future NASA missions. Presenter: Leanna Byrne Producer: David Cann

En Capital Intereconomía repasamos las claves del día y la evolución de los mercados en Asia, Wall Street y Europa en una jornada marcada por la fuerte corrección del sector tecnológico, el repunte de las tensiones geopolíticas y el temor a que los bancos centrales mantengan una política monetaria más restrictiva durante más tiempo. Las ventas se intensifican en Asia, con el KOSPI registrando un fuerte desplome y el Nikkei 225 ampliando sus pérdidas arrastrado por la debilidad de las grandes compañías tecnológicas. En Estados Unidos, el NASDAQ Composite sufrió su peor sesión desde abril de 2025 tras un sólido informe de empleo que reactivó las dudas sobre futuras subidas de tipos de interés. En el primer análisis de la mañana, Eduardo Bolinches, analista de Invertia, examina si la corrección tecnológica responde a una simple toma de beneficios o si puede convertirse en un movimiento de mayor profundidad. También analiza el impacto que está teniendo el repunte de los precios del petróleo tras los últimos ataques entre Israel e Irán y las implicaciones que este escenario puede tener para la inflación y el crecimiento económico. Además, repasamos las principales noticias de la prensa económica nacional e internacional. En el bloque internacional, Enrique Navarro, analista experto en geoestrategia y defensa, analiza la visita de Xi Jinping a North Korea, un viaje de alto contenido estratégico que refuerza la alianza entre Pekín y Pyongyang en un momento de creciente rivalidad geopolítica en Asia. También abordamos la situación política en Perú, donde la segunda vuelta de las elecciones presidenciales se mantiene en empate técnico, aumentando la incertidumbre sobre el futuro político y económico del país.

VOV1 - Sáng nay 8/6, Phó Thủ tướng Chính phủ Lê Tiến Châu đã đến Tô-ki-ô (Tokyo), bắt đầu chuyến thăm Nhật Bản với trọng tâm là việc tham dự Hội nghị Tương lai Châu Á lần thứ 31. Chuyến công tác Nhật Bản lần này của Phó Thủ tướng Lê Tiến Châu sẽ kéo dài đến ngày 11/6, với lịch trình dày đặc, bao gồm hàng loạt các cuộc tiếp xúc và hoạt động quan trọng. Dự kiến, ngay sau khi đến Tokyo, Phó Thủ tướng có cuộc gặp với Bộ trưởng Tư pháp Nhật Bản, sau đó, sẽ tiếp Chủ tịch Hội đồng xúc tiến ngoại giao nhân dân Nhật Bản.Trong khuôn khổ chuyến công tác, Phó Thủ tướng cũng sẽ chào xã giao Lãnh đạo Chính phủ và Chủ tịch Hạ viện Nhật Bản, gặp Phó Chủ tịch thường trực Cơ quan Hợp tác Quốc tế Nhật Bản (JICA), tiếp Bộ trưởng Giáo dục, Văn hóa, Thể thao, Khoa học và Công nghệ, Thống đốc tỉnh Gunma, Chủ tịch Liên minh nghị sỹ hữu nghị Nhật – Việt, gặp gỡ các chuyên gia và nhà khoa học tại Viện Nghiên cứu chính sách quốc gia Nhật Bản (GRIPS), thăm Đại học Shibaura…Ngoài các đối tác Nhật Bản, Phó Thủ tướng Lê Tiến Châu cũng sẽ có các cuộc tiếp xúc riêng rẽ với Phó Thủ tướng Thái Lan và Campuchia. Đặc biệt, Phó Thủ tướng Lê Tiến Châu sẽ dự và có bài phát biểu quan trọng tại Hội nghị Tương lai Châu Á lần thứ 31.Đây là diễn đàn quốc tế thường niên uy tín do tập đoàn truyền thông Nikkei của Nhật Bản tổ chức từ năm 1995. Sự kiện quy tụ các nhà lãnh đạo chính trị, kinh tế, học giả hàng đầu khu vực châu Á - Thái Bình Dương và thế giới để thảo luận về các vấn đề cấp bách cùng vai trò của châu Á trên toàn cầu. Sự tham gia của Việt Nam được đánh giá là góp phần quan trọng cho tầm vóc của sự kiện.Tuấn Nhật/VOV- JapanPhó Thủ tướng Chính phủ Lê Tiến Châu

【ラジオNIKKEIからのお知らせ】 6月15日（月）朝　「吉野直也のNIKKEI切り抜きニュース　プレミアムセミナー」開催 https://radionikkei.shop-pro.jp/?pid=191865338 「吉野直也のNIKKEI切り抜きニュース」が、ポッドキャストを飛び出して、 6月15日・月曜日、朝8時、虎ノ門琴平タワーで “完全オフレコ”のプレミアムセミナーを開催。 ゲストは、毎日新聞・佐藤千矢子氏、 読売新聞・伊藤俊行氏。 テーマは――『高市政権は４年続くのか』 日本経済新聞の吉野直也がゲストとともに徹底展望します。 参加費は税込1万1千円。 配信なし、ここだけの話が展開される特別な朝。 お申し込みはこちらから https://radionikkei.shop-pro.jp/?pid=191865338 ■月曜担当：神下 茉衣（まい） 心理士を目指す大学院生。臨床心理学を勉強中。元射撃部で、10mエアライフル立射60発三段と50mライフル3姿勢60発女子初段所持。趣味はミュージカル、カラオケ、着付け。「皆さんの心に刺さるニュースをお届けします！」

Thu, 04 Jun 2026 07:45:00 -0000fullラジオNIKKEI 17355dcd0174-5fe9-11f1-90b

S&P futures are indicating another flat open today. Asian markets were mixed Wednesday, though Japan led gains with the Nikkei up near +3%, driven by semiconductors and tech names.Taiwan also saw gains as chip stocks extended rallies. However, Hong Kong saw its tech names dropping following Tuesday's rebounds, and India and Indonesia saw sharp declines. European markets are lower in early trading. Companies Mentioned: Sherwin-Williams, SpaceX, DeepSeek

En Capital Intereconomía repasamos las claves del día y la evolución de los mercados en Asia, Wall Street y Europa en una jornada marcada por los resultados empresariales, la inflación y la geopolítica. En Asia predomina el signo mixto, con el Nikkei 225 marcando nuevos máximos mientras los inversores siguen pendientes de la evolución del conflicto entre Estados Unidos e Irán. En Wall Street, el S&P 500 supera por primera vez los 7.600 puntos, impulsado por el optimismo tecnológico y la fuerte liquidez que continúa respaldando a los mercados. Las bolsas europeas afrontan la sesión con prudencia, con especial atención a los resultados de Inditex, que ha obtenido un beneficio de 1.375 millones de euros en su primer trimestre fiscal, un 5,4% más que un año antes, mientras las ventas crecieron un 5,8% hasta los 8.750 millones de euros. En el primer análisis de la mañana, Javier Santacruz analiza la capacidad de los mercados para seguir absorbiendo las numerosas salidas a bolsa previstas en los próximos meses, en un contexto de máximos históricos en renta variable y creciente protagonismo de las compañías vinculadas a la inteligencia artificial. También se aborda el repunte de la inflación en la eurozona hasta el 3,2%, que vuelve a alimentar las expectativas de nuevas subidas de tipos por parte del Banco Central Europeo, así como la corrección de Bitcoin, que pierde el nivel de los 70.000 dólares. Además, repasamos las principales noticias de la prensa económica nacional e internacional. En el bloque internacional, Mario Fernando Pérez Melero, director de Inteligencia Geopolítica, analiza el recrudecimiento de las tensiones entre Estados Unidos e Irán, con nuevos ataques cruzados que complican las conversaciones para alcanzar una tregua. La atención también se dirige a Ucrania, donde Vladimir Putin ha intensificado la ofensiva militar con nuevos ataques que elevan la presión sobre el conflicto y sobre el escenario geopolítico global.

【ラジオNIKKEIからのお知らせ】 6月15日（月）朝　「吉野直也のNIKKEI切り抜きニュース　プレミアムセミナー」開催 https://radionikkei.shop-pro.jp/?pid=191865338 「吉野直也のNIKKEI切り抜きニュース」が、ポッドキャストを飛び出して、 6月15日・月曜日、朝8時、虎ノ門琴平タワーで “完全オフレコ”のプレミアムセミナーを開催。 ゲストは、毎日新聞・佐藤千矢子氏、 読売新聞・伊藤俊行氏。 テーマは――『高市政権は４年続くのか』 日本経済新聞の吉野直也がゲストとともに徹底展望します。 参加費は税込1万1千円。 配信なし、ここだけの話が展開される特別な朝。 お申し込みはこちらから https://radionikkei.shop-pro.jp/?pid=191865338 ■木曜担当：佐藤 可奈子 専門商社勤務。5年間の新卒採用担当を経て、現在は欧州、サウジ、UAE、フィリピン、インドネシア等に日本のおもちゃを輸出。「一緒に楽しくニュースを学びましょう！」

S&P futures are indicating a flat open today. Asian markets finished higher Tuesday, with Hong Kong and mainland China leading gains. The Hang Seng rallied +1.8%, driven by strength in tech and cloud platform names. South Korea and Taiwan clawed back early losses, while Japan's Nikkei closed +0.5% higher. European markets are also higher in early trading. Companies Mentioned: NVIDIA, Marvell, Samsung Electronics, Hallador Energy, Salesforce, Amazon

En Capital Intereconomía repasamos las claves del día y la evolución de los mercados en Asia, Wall Street y Europa en una sesión marcada por la inteligencia artificial, la inflación y la geopolítica. En Asia, el Nikkei 225 y el KOSPI corrigen desde máximos históricos, mientras el Hang Seng Index avanza apoyado en el buen comportamiento de Tencent. En Wall Street, los índices comienzan junio renovando máximos gracias al impulso de la inteligencia artificial y la fortaleza del sector tecnológico. En Europa, los inversores esperan la publicación del IPC adelantado de la eurozona para calibrar los próximos movimientos del BCE. En el primer análisis de la mañana, Alexis Ortega, profesor de Finanzas de la EAE Business School, analiza cómo la incertidumbre sobre Irán vuelve a enfriar el ánimo de los mercados europeos y pone el foco en las advertencias de la Agencia Internacional de la Energía sobre los daños duraderos que el conflicto puede provocar en las infraestructuras energéticas del Golfo. También destaca un cambio histórico en los mercados financieros: la capitalización bursátil mundial supera ya al mercado global de bonos, mientras continúa aumentando la actividad inversora en bolsa, con un crecimiento cercano al 14% en mayo. Además, repasamos las principales portadas de la prensa económica nacional e internacional. En el bloque internacional, José Luis Orella, profesor de Historia Contemporánea de la Universidad CEU San Pablo, analiza el impacto que la actuación de Israel puede tener sobre la estrategia diplomática de Donald Trump en Oriente Próximo. La conversación también aborda las exigencias de Teherán para retomar las conversaciones diplomáticas y la escalada militar en Ucrania tras un nuevo ataque masivo ruso que vuelve a elevar la tensión en el conflicto.

En Capital Intereconomía, el Radar Empresarial pone el foco en Hewlett Packard Enterprise, que se dispara en after hours tras presentar unos resultados superiores a las previsiones del mercado y mejorar sus expectativas para los próximos trimestres, reforzando el optimismo en torno al sector tecnológico y la inteligencia artificial. También hablamos con José María Lerma, analista independiente, sobre el crecimiento y consolidación del Foro del Inversor como punto de encuentro para inversores particulares interesados en los mercados financieros e inmobiliarios que se celebra el 6 de junio. La entrevista aborda cómo ha evolucionado el perfil del inversor en los últimos años, los principales retos a los que se enfrenta en un entorno de elevada volatilidad y la importancia de la formación financiera para tomar mejores decisiones de inversión. En el Foro de la Inversión, Lorenzo Parages, de Pacific AM, analiza las principales ideas de inversión para 2026, con especial atención al mercado japonés. La conversación gira en torno al espectacular comportamiento del Nikkei 225, que acumula una fuerte revalorización en el año, y a la pregunta que muchos inversores se hacen: si aún existen oportunidades en la renta variable nipona o si parte del recorrido alcista ya está descontado. También se analizan los factores estructurales que respaldan a Japón, desde la transformación empresarial y la mejora de la rentabilidad corporativa hasta el papel de la inteligencia artificial, la tecnología y la evolución del yen. Terminamos la hora con el Consultorio de Fondos de Inversión junto a Jorge Colmenarejo, analista de fondos y fundador de Fondos a Fondo, respondiendo a las dudas de los oyentes sobre estrategias, fondos y posicionamiento de carteras.

For første gang siden 1980 koster det nesten ingenting å forsikre porteføljen mot et fall. Peter forklarer hvorfor skjevheten i opsjonsmarkedet har snudd, og hva det egentlig sier om optimismen der ute. Pluss: SpaceX er ikke et rakettselskap, det er et datasenterselskap i forkledning. Og vi trekker linjene tilbake til krakket i 1987 og portfolio insurance, denne gangen med agentisk handel i hovedrollen.00:03 Intervjuet på YouTube med E-tjenestens Mikael Schjelderup00:05 Volatility smirk fra 1987: Peter forklarer skjevheten i opsjonsmarkedet00:16 25 delta og risk reversal: hvordan man leser nedsiden00:17 Skjevheten har snudd: billig fallforsikring for første gang siden 198000:30 Punktene i rapporten: feila statsauksjoner og margingjeld opp 53 prosent00:32 SK Hynix 2X tidoblet på et halvår, og kapitalflukt fra Sør-Korea00:34 Resesjonsvarsel fra lastebilene og de tomme oljelagrene00:42 Hvilken bransje er SpaceX egentlig i?00:44 Avtalen med Anthropic og Colossus: en skjult hyperscaler til 1,25 milliarder i måneden00:48 Anthropic slipper Opus 4.8, og compute-regningen som skremmer folk00:52 Micron over 1000 milliarder dollar og DRAM-ETF-en opp 65 prosent00:55 Mangel på kritisk tenkning og agentisk token-forbruk01:02 SpaceX-lockup, Tesla-investorbasen og indeksforvalterens fangens dilemma01:07 Portfolio insurance og krakket i 1987: hva agentisk handel kan gjenta01:18 Sponsa tema: gull, Incrementum-grafen og veien tilbake til 1980-nivåene01:23 India ber folk slutte å kjøpe gull01:30 Howard Lindzen og second order-effekten av inflasjonens andre bølge01:38 Ukens markeder: tankrater opp 711 prosent, Nikkei på ny all time high, Oslo Børs01:40 Ukraina: Madyar, dronekrigen og det fire mil brede ingenmannslandet01:52 Hypersoniske missiler mot sivile og Lavrov som ber ambassadene evakuere02:00 Nagasaki, taktiske atomvåpen og Putins 15 000 livvakterEpisoden presenteres av Skygard. Norsk datalagring i Norge. skygard.no Hosted on Acast. See acast.com/privacy for more information.

US equity indices closed the week at new record highs, topping off a winning month as tech stocks once again provided the momentum. Despite no agreement emerging between the US and Iran, and indeed continued strikes over the weekend, many of Asia's key indices also saw gains this morning with the Kospi and Nikkei 225 soaring to new heights. It's therefore timely that Mensur Pocinci, Head of Technical Analysis, joins the podcast today to discuss his thoughts on whether US equities are now overbought; why a previous laggard sub-sector might now help drive the IT sector even higher, and whether mega IPOs have historically lived up to their hype.(00:00) - Introduction: Jan Bopp, Product & Investment Content (01:20) - Markets wrap-up: Bernadette Anderko, Product & Investment Content (07:15) - Technical Analysis update: Mensur Pocinci, Head of Technical Analysis (11:00) - Closing remarks: Jan Bopp, Product & Investment Content Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

【ラジオNIKKEIからのお知らせ】 6月15日（月）朝　「吉野直也のNIKKEI切り抜きニュース　プレミアムセミナー」開催 https://radionikkei.shop-pro.jp/?pid=191865338 「吉野直也のNIKKEI切り抜きニュース」が、ポッドキャストを飛び出して、 6月15日・月曜日、朝8時、虎ノ門琴平タワーで “完全オフレコ”のプレミアムセミナーを開催。 ゲストは、毎日新聞・佐藤千矢子氏、 読売新聞・伊藤俊行氏。 テーマは――『高市政権は４年続くのか』 日本経済新聞の吉野直也がゲストとともに徹底展望します。 参加費は税込1万1千円。 配信なし、ここだけの話が展開される特別な朝。 お申し込みはこちらから https://radionikkei.shop-pro.jp/?pid=191865338 ■火曜担当：池田 勝 お笑いコンビ「ジグザグジギー」の突っ込み役。「キングオブコント（TBS)」2013、2016、2023決勝進出 趣味・特技：スキューバダイビング、スターウォーズ、映画鑑賞、ドラマ鑑賞、バスケットボール、モノマネ 「コントの虎 漫才の狼」のチケットはこちら！
 https://livepocket.jp/e/tigerwolf10

In this Focus Core podcast episode, host David Sweet interviews Steve Bleistein, CEO of Tokyo-based Relansa, Inc., and author of Dauntless Leadership, about rapid growth and leadership for international companies in Japan. Steve argues Japan is “no enigma” because value and leadership fundamentals are universal, and “we can't do this because this is Japan” is an excuse that abdicates agency. He cites skincare company Takami's fast growth by bucking department-store conventions, using limits to drive innovation, and focusing on direct customer acquisition and lifetime relationships. On leading change, he advises leaders decide the “what” while teams help with the “how,” cater to the vanguard, take action before buy-in, and ignore or remove naysayers. He also discusses hiring leaders who speak truth to power and think strategically, building internal leadership benches, poaching external talent, keeping HR from pre-vetting executives, understanding real decision-making dynamics, defining empowerment, and adapting to demographics through customer/market shifts and productivity-enhancing technology.The 2026 FocusCore Salary Guide is here: 2026 Salary GuideIn this episode you will hear:Why universal business values succeed in Japan and beyondBusting the myth of Japan's business market being 'slow' or 'encrypted'The role of innovation in breaking traditional market normsHow to implement industry-defining leadership strategiesAddressing and adapting to the needs of an aging Japanese marketOvercoming the ‘Japan barrier' in multinational corporationsAbout Steve:Steve is the CEO and founder of Tokyo-based Relansa, Inc., and a recognized expert on rapid business growth for international companies in Japan. He works closely with CEOs and senior leaders to help organizations achieve faster and more sustainable business results in complex cross-cultural environments.A fluent Japanese and French speaker, he is known for bridging Western and Japanese business thinking, advising global brands including Adidas, Godiva, Novo Nordisk, Danone, BMW, LVMH, L'Oréal, Lenovo, and Michelin, among many others.He is the author of seven business books, including Strategy On Your Own Terms, Disrupt or Be Disrupted, Dauntless Leadership, Indomitable Selling Capability, Rapid Culture Change, Charismatic Disruption, and Rapid Organizational Change.He has appeared on Bloomberg News as a commentator on Japanese business issues and has contributed articles to all three of Nikkei's leading business publications in both English and Japanese.In addition to his consulting work, he serves as President of the Entrepreneur Committee at the French Chamber of Commerce and Industry in Japan, where he leads the popular “Conversation With” leadership series featuring senior executives from companies such as Danone, Lenovo, BMW, Unilever, Cartier, and Domino's Pizza Japan. He has also served on the board of Tsukuba International School since 2014.He holds a Ph.D. from the University of New South Wales, an International MBA from the University of South Carolina, and a bachelor's degree in political science from the University of Michigan.Connect with Steve:LinkedIn: https://www.linkedin.com/in/stevenbleistein/Website: https://stevenbleistein.net/Newsletter: https://stevenbleistein.net/#newsletterregoGrowth Zone podcast: https://stevenbleistein.net/feed/podcast/the-growth-zoneApple podcast: https://podcasts.apple.com/us/podcast/the-growth-zone/id1892800069.Podcast: https://stevenbleistein.net/podcast-2/Connect with David Sweet:LinkedIn: https://www.linkedin.com/in/drdavidsweet/Twitter: https://twitter.com/focuscorejpFacebook: :https://www.facebook.com/focuscoreasiaInstagram: https://www.instagram.com/focuscorejp/Website: https://www.japan.focuscoregroup.com/This podcast was proudly produced by Lisa Yasuda.“Doin' the Uptown Lowdown,” used by permission of Christopher Davis-Shannon. To find out more, check out www.thetinman.co. Support independent musicians and artists.

S&P futures are pointing to a slightly lower open. Asian markets were mostly lower on Thursday, but most benchmarks closed well off their day's lows. The Nikkei, Kospi and Taiex were all under pressure from weakness in semis and memory. Mainland China advanced modestly. European stocks also opened lower. Companies Mentioned: Perella Weinberg Partners, Dell, Eli Lily

Thu, 28 May 2026 07:41:00 -0000fullラジオNIKKEI 17359fea34d6-5a68-11f1-8c7c-f

En Capital Intereconomía repasamos las claves del día y la evolución de los mercados internacionales en una jornada marcada por la geopolítica, el petróleo y las expectativas sobre los bancos centrales. En Asia, el KOSPI marca nuevos récords mientras el Nikkei 225 corrige desde máximos históricos. En Wall Street, los futuros retoman las subidas impulsados por el optimismo ante una posible tregua entre EE.UU. e Irán. En el primer análisis de la mañana, Alexis Ortega, profesor de Finanzas de la EAE Business School, analiza hasta dónde podría caer el petróleo si finalmente se consolida un acuerdo de paz entre Washington y Teherán, y advierte sobre el exceso de optimismo que podría estar descontando el mercado tras las fuertes subidas bursátiles. También pone el foco en el comportamiento de los bonos, el apetito por el riesgo y las oportunidades de inversión en un entorno todavía marcado por la incertidumbre geopolítica. Además, analiza qué se puede esperar de la Reserva Federal tras la llegada de Kevin Warsh. Repasamos además las principales portadas de la prensa económica nacional e internacional. En el bloque internacional, Mario Fernando Pérez Melero, director de Inteligencia Geopolítica, analiza los ataques lanzados esta madrugada por EE.UU. sobre Irán bajo el argumento de “autodefensa” y cómo pueden afectar a las negociaciones diplomáticas. Sobre la mesa, la posibilidad de que el acuerdo de paz pueda cerrarse en cuestión de días, tal y como apunta Marco Rubio.

En Capital Intereconomía repasamos las claves del día y la evolución de los mercados internacionales en una jornada marcada por el optimismo geopolítico y el fuerte impulso de la tecnología. En Asia, el Nikkei 225 cruza por primera vez los 65.000 puntos gracias a las expectativas de paz en Irán y al buen tono del sector tecnológico. En Wall Street, los futuros se disparan en una sesión sin actividad bursátil por el Día de los Caídos, mientras Europa apunta a aperturas cercanas al 1% ante la esperanza de un acuerdo que permita estabilizar Oriente Próximo y reabrir Ormuz. En el primer análisis de la mañana, Eduardo Bolinches, analista de Invertia, analiza el fuerte rebote de los futuros estadounidenses tras los avances diplomáticos con Irán y el efecto arrastre de NVIDIA sobre Wall Street. También pone el foco en la economía estadounidense, pendiente de medir el impacto de la guerra sobre crecimiento e inflación, y en la moderación reciente de la rentabilidad de la deuda soberana. Además, repasamos las principales portadas de la prensa económica nacional e internacional. En la entrevista internacional, Enrique Navarro, analista experto en geoestrategia y defensa, analiza las negociaciones entre EE.UU. e Irán para alcanzar un pacto que permita poner fin al conflicto y reabrir el estrecho de Ormuz. También aborda la situación política y económica de Cuba y la creciente tensión militar generada por los misiles Oreshnik lanzados por Vladimir Putin.

On this week's episode of The MacRumors Show, we discuss Apple's WWDC 2026 keynote date, the sweeping Siriredesign coming in iOS 27, Apple's latest accessibility feature previews, and the hinge troubles reportedly plaguing the foldable iPhone ahead of its expected launch in the fall.Apple this week confirmed its ‌WWDC 2026‌ keynote for June 8 at 10 a.m. Pacific Time, with the conference running through June 12. The event is expected to introduce ‌iOS 27‌, iPadOS 27, macOS 27, watchOS 27, tvOS 27, and visionOS 27, with developer betas available immediately after the keynote and public releases following in September. The focus is expected to be on Apple Intelligence and AI advancements across its platforms. No major hardware announcements have been rumored for the keynote, but we are overdue seeing a new "homeOS" platform for a tabletop or wall-mounted smart home hub, though launch timing remains unclear.Bloomberg's Mark Gurman reports that ‌iOS 27‌ will bring a sweeping ‌Siri‌ redesign, evolving the assistant into a full chatbot designed to compete with ChatGPT, Claude, and Gemini. For the first time, ‌Siri‌ will apparently have a dedicated app, showing a grid or list of past conversations with support for favoriting, searching, and starting new chats, all using iMessage-style chat bubbles.‌Siri‌ will also purportedly be integrated into the Dynamic Island, where triggering it will show a "Search or Ask" prompt with a glowing cursor; results appear as a translucent card, and pulling it down opens a full conversation mode. ‌Siri‌ is set to replace Spotlight search, though Suggestions will remain and gain access to more user data.Users will be able to set chats to auto-delete after 30 days, one year, or never. The app could also launch labeled "beta" despite years of development, and is powered by Google Gemini, though Apple is said to be reluctant to emphasize that given Google's reputation as an advertising business.Separately, Apple this week previewed new accessibility features coming later this year, ahead of Global Accessibility Awareness Day, as is Apple's annual tradition. Among the highlights: VoiceOver Image Explorer uses ‌Apple Intelligence‌ to generate detailed descriptions of images, scanned bills, and personal records throughout the system; the Action button can now be used to ask questions about what the camera sees, with natural language follow-up supported; and Voice Control is getting a natural language upgrade that lets users describe on-screen elements in their own words rather than memorizing exact labels. Automatic captions for personal videos will also arrive, generated on-device for recorded videos, received from friends, or streamed online. The features are expected to launch with ‌iOS 27‌, iPadOS 27, ‌macOS 27‌, tvOS 27, and visionOS 27 in September.Finally, Apple's “iPhone Ultra" reportedly hit a new obstacle this week, after Weibo leaker "Instant Digital" posted that trial production has run into a serious hinge reliability problem. According to the leaker, the hinge is consistently failing Apple's quality control under high-frequency open and close testing, eventually producing audible rattling, and the issue "must be solved with absolute perfection, otherwise progress will remain stalled."That broadly aligns with a DigiTimes report from April that placed production one to two months behind schedule, with mass production now pushed from June to August. Bloomberg's Gurman has pushed back on a Nikkei report suggesting the device could slip to 2027, calling it "off base", and expects the foldable iPhone to land around the same time or soon after the iPhone 18 Promodels; if it does launch in September, supply is expected to be constrained, with some reports suggesting customer availability could slip as late as December.The foldable iPhone is rumored to be called the "iPhone Ultra" and is expected to start at over $2,000, with one report citing $2,500, which would make it the most expensive iPhone ever.Ready to tackle bigger problems? Get started with Claude today at — Claude.ai/mac

En Capital Intereconomía repasamos las claves del día y la evolución de los mercados internacionales en una jornada marcada por los máximos de Wall Street, la tecnología y la incertidumbre geopolítica. En Asia, el Nikkei 225 lidera las subidas mientras SoftBank Group amplía su rally bursátil. En Estados Unidos, el Dow Jones Industrial Average marca nuevos récords y el mercado permanece pendiente de los próximos movimientos de la Reserva Federal y del liderazgo de Kevin Warsh. En Europa, las bolsas apuntan a una apertura alcista tras los máximos registrados en Wall Street. En el primer análisis de la mañana, Ignacio Vacchiano, country manager en Iberia de Leverage Shares, analiza cómo el tira y afloja con Irán sigue condicionando a los mercados, el fuerte impulso de los semiconductores en Wall Street y el contraste entre compañías como IBM y Walmart. También se pone el foco en el mercado de bonos y en el nivel de alerta que podría activar la rentabilidad del bono estadounidense a 30 años, así como en el impacto que puede tener la gigantesca salida a bolsa de SpaceX. Además, repasamos las principales portadas de la prensa económica nacional e internacional. En el bloque europeo, hablamos con María Canal, portavoz de la representación de la Comisión Europea en España, sobre las previsiones económicas de primavera y las últimas decisiones de Bruselas. La Comisión rebaja las previsiones de crecimiento para España por el impacto de la inflación y advierte del deterioro económico en la eurozona, que entra en fase de contracción con crecientes presiones inflacionistas.

S&P futures are up +0.2% as of now, pointing to a higher open. Asian markets traded sharply lower across most regions on Wednesday. Japan's Nikkei dropped (1.2%), weighed by profit-taking in semiconductors. South Korea's Kospi saw continued declines, pressured by Samsung Electronics' union strike concerns. European stocks are lower following a mostly firmer session on Tuesday. Companies Mentioned: Samsung Electronics, SpaceX

En Capital Intereconomía repasamos las claves del día y la evolución de los mercados internacionales en una jornada marcada por la presión sobre las bolsas y el fuerte repunte de la rentabilidad de los bonos. En Asia, las ventas se imponen tras las caídas de Wall Street y el Nikkei 225 pierde los 60.000 puntos. En Estados Unidos, los inversores permanecen pendientes de los resultados de NVIDIA y de las novedades de Google, mientras las bolsas europeas apuntan a una apertura bajista con los bonos soberanos escalando a máximos. En el primer análisis de la mañana, Javier Santacruz, economista, analiza las expectativas del mercado ante las cuentas trimestrales de NVIDIA y el impacto de las actas de la Reserva Federal sobre bonos y renta variable. También pone el foco en si el elevado rendimiento de la deuda soberana puede convertirse en una amenaza para las bolsas y cómo la incertidumbre sigue condicionando las decisiones de inversión. Además, repasamos las principales portadas de la prensa económica nacional e internacional. En el bloque internacional, Olga Caballero García, experta en relaciones internacionales, analiza el ultimátum de Donald Trump a Irán para cerrar un acuerdo y la estrategia de Vladimir Putin para buscar financiación y respaldo económico en Pekín.

On this week's episode of The MacRumors Show, we talk through how the global memory shortage is forcing Apple's hand across multiple key products, killing configurations, delaying launches, and prompting spec decisions that would have seemed unlikely a year ago.The pressure originates outside Apple's control. JPMorgan analysis cited by the Financial Timesfound that memory could account for as much as 45% of an iPhone's component costs by 2027, up from around 10% today. Companies like Nvidia are reportedly outbidding consumer electronics makers for limited DRAM supply from Samsung, SK Hynix, and Micron, while cloud firms are locking in capacity with multi-billion-dollar upfront commitments. Apple, which buys memory for roughly 250 million iPhones per year, has shifted from a position where it could dictate terms to one where it must compete for supply, and component prices are being driven up as a result.The consequences are already visible in the Mac lineup. Apple last week removed the Mac mini's 256GB storage option, pushing its starting price from $599 to $799. Days later, it eliminated Mac mini models with 32GB and 64GB of RAMand stripped the M3 Ultra Mac Studio to a single 96GB configuration, with delivery estimates for remaining Studio models at 9 to 10 weeks. The ‌Mac Studio‌ had already lost its 512GB memory option in March, and multiple configurations became entirely unavailable in April. On Apple's April 30 earnings call, CEO Tim Cook acknowledged that both machines would be "hard to get for months to come" and said Apple expects "significantly higher memory costs" in the current quarter. The MacBook Neo was sold out through April and Cook described demand on the earnings call as “off the charts." The ‌MacBook Neo‌ uses binned A18 Pro chips, adopting manufacturing rejects from the iPhone 16 lineup with one GPU core disabled, repurposed rather than discarded to keep costs low enough to hit the $599 price point.Apple's initial production target is believed to be about five to six million units, but demand has since pushed the company to instruct suppliers to prepare for at least 10 million. TSMC's N3E production lines, where the A18 Pro was made, are now running at maximum capacity, with AI-related orders consuming much of the available output. A fresh manufacturing run for the A18 Pro would yield fully functional chips rather than defective ones, raising the per-unit cost before any expedited manufacturing premium is applied.Apple is now said to be weighing up its options for the ‌MacBook Neo‌. The company is purportedly considering cutting the 256GB entry-level model, which would push the effective starting price up by $100 without changing any existing configuration's price, the same mechanism used with the ‌Mac mini‌. Separately, Apple may be considering new color options to soften any price increase.Upcoming products are apparently being reshaped too. Weibo leaker "Fixed Focus Digital" has claimed in a series of posts that the standard iPhone 18 is being downgraded as a cost-cutting measure, with both display and chip specifications affected. Most recently, the leaker said certain parts are interchangeable between the ‌iPhone 18‌ and the lower-cost iPhone 18e. For context, iPhone 17 and iPhone 17e differ meaningfully: the standard model has a larger ProMotion display, Dynamic Island, Ultra Wide camera, five-core GPU, and significantly better battery life, but it looks like there could be fewer differences with the next generation.A follow-up post framed the new split launch strategy, under which the ‌iPhone 18‌ ships in spring 2027 rather than alongside the Pro models in the fall, as a deliberate commercial mechanism to smooth out demand. By extending the ‌iPhone 17‌'s flagship run, Apple is also said to be creating conditions under which a lower-specced successor will be more palatable. The split launch itself has been widely reported since last year, with Ming-Chi Kuo and Nikkei among those to have corroborated it.The launch of the rumored all-new high-end MacBook Pro or "MacBook Ultra" with an OLED display and touchscreen has also apparently slipped. Bloomberg's Mark Gurman has said early 2027 is now looking more likely than late 2026 due to Apple's constrained memory supply cited as a factor.