Podcasts about Nikkei

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

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.

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.

11/6 Usa: 49 missili Tomahawk contro Iran. Teheran risponde colpendo base militari Usa. Greggio risale, stabile dollaro e treasury. Inflazione ai massimi da tre anni ma componente core stabile. La Fed può aspettare. Il mercato: 52% chances rialzo il 28 ottobre. Futures in verde, Oracle -10% nel pre-market, salgono i capex. Vigilia di Ipo storica di SpaceX, stasera fixing del prezzo. Anthropic: servono più regole per AI. OpenAi: parte la guerra di prezzi con Amodei e prepara 10GW di datacenter con Nvidia.  *** 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*** Asia recupera le perdite. Nikkei e Kospi ritrovano la parità dopo il rosso di oltre 1%. Il governatore di BOJ è in ospedale, non parteciperà al meeting del 16 giugno. Incognite del mercato. In Europa futures prudenti, è il giorno della Bce: primo rialzo dal 2023 e previsioni 2026. Focus su inflazione core 2027. Verso aumento stime crescita 2026, 2027 e rialzo previsioni inflazione. Risiko bancario ancora protagonista a Milano, svetta BPM. Giorgetti (MEF) usciamo al miglior prezzo. Bofa premia STM Learn more about your ad choices. Visit megaphone.fm/adchoices

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

10/6 Usa: tre ondate di raid difensivi nella notte per rivendicare l'attacco iraniano all'elicottero Apache. Pasdaran colpiscono base militare usa in Giordania e Bahrein. Entrambi: operazioni terminate. Brent +1%, dollaro e Treasury stabile. Futures in rosso, aspettando l'inflazione. Verso il tilt di Warsh? SpaceX, domanda supera di 4 volte offerta a 250 mld. Oggi chiude collocamento a istituzionali. Anthropic rivela Claude Fable 5, l'AI più potente del mondo della famiglia Mythos. Fifa, il flop dei biglietti.  *** 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*** Asia in rosso: Nikkei -2%, Kospi -6%. Cina PPI al 3,9% ritmo più alto ultimi 4 anni. CPI sotto le stime. Giappone sale PPI, verso aumento tassi BOJ. Cina, AI: piano da 295 miliardi di dollari. Taiwan taglia export chip alla Cina. Bank of Indonesia alza tassi In Europa futures prudenti, domani Bce. Ecco cosa farà. Meta, l'avvertimento di Bruxelles. Leonardo: via libera Bromo al 2027. Risiko bancario in portafoglio? I “Buy” degli analisti.  Learn more about your ad choices. Visit megaphone.fm/adchoices

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

9/6 Asia in rally su tregua Israele-Iran. Scendono petrolio, rendimenti treasury e dollaro. Per Bofa è tempo di portare a casa i profitti. Citi alza TP su S&P500. OpenAi filing per Ipo. SpaceX domani si chiudono ordini istituzionali, Musk presenta satellite AI1. Bending Spoons filing per debutto a Wall Street a giugno. Apple, Siri AI è davvero una svolta? Live da Cupertino ***Questo episodio è offerto da Scalable Capital (https://shorturl.at/A62Fd)nvestire comporta rischi Interesse p.a. lordo variabile su liquidità illimitata. Condizioni e distribuzione della liquidità su scalable.capital/conto-deposito-non-vincolato*** Asia in recupero spinta dal tech. Nikkei +1%, Il Kospi guadagna oltre il 7,5% grazie a SK Hynix e Samsung. Cina: export cresce nonostante la guerra +19,4% maggio.  In Europa futures prudenti. Italia via libera aiuti 23mld per rinnovabili. Risiko bancario, tuto quello che dovete sapere. L'intervista al Ceo di Intesa SanPaolo Carlo Messina.  Learn more about your ad choices. Visit megaphone.fm/adchoices

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

4月に見直した電気自動車（EV）の政府補助金は中国・比亜迪（BYD）が15万円に下がり、トヨタ自動車とは最大115万円の差に広がりました。一方、127万円もらえる米テスラ車は中国製です。透ける日米優遇の背景をNIKKEI Mobilityの小泉裕之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。音声コンテンツはSpotify、Apple Podcast、Amazon Music、YouTubeで配信しています。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 Mobility編集長　小泉裕之　記者として自動車、テック・通信、流通など幅広く各業界を担当。2019〜21年に自動車業界を担当した際は、カルロス・ゴーン元会長逮捕後に経営再建を進める日産自動車の取材に奔走し、取材チームをまとめるキャップも務めた。23年10月からNIKKEI Mobilityデスク。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）

8/6 Israele attacca Beirut, Iran risponde lanciando  missili. Altri target colpiti nella notte da Tel Aviv. Trump chiama Nethanyhau invita alla moderazione. Al FT: "sono io a decidere, dovrà accettare l'accordo”. A Teheran: “avete sparato i missili ora negoziate”. Brent oltre 96$, dollaro e rendimenti Treasury in salita. Giù oro, argento, Bitcoin risale oltre 63.000$. Futures misti, focus su Tech. Mercoledì dato su inflazione. Correzione o inizio dell'orso? Cosa dicono i gestori. SpaceX da comprare? Quanto vale davvero. OpenAi verso la svolta: Chat diventa un'app. Apple oggi la scommessa AI alla conferenza degli sviluppatori. E Trump vuole un pezzo delle società AI.  *** 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*** Asia listini in profondo rosso con Tech. Nikkei -4, Kospi -7% con SK Hynix e Samsung. Negoziazioni sospese per 20 minuti per eccesso ribassi. Xi in Nord Corea. SK Hynix accordo con Nvidia. Pil Giappone 1Q rivisto al ribasso. Dollaro /Yen ben oltre 160.  In Europa futures in rosso, Zelensky a Londra per E3. La settimana della Bce. Risiko bancario atto secondo: Banco BPM e Intesa (con Unipol e Bper) si sfidano per MPs. Intesa SanPaolo lancia OPAS su Mps: tutti i dettagli. Unicredit prepara le contromosse. Learn more about your ad choices. Visit megaphone.fm/adchoices

【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！」

5/6 Attesa a WS per il report sul mercato del lavoro. Usa-Iran negoziati in stallo, Hezbollah rifiuta cessate il fuoco. Brent e Wti in risalita. Treasury e dollaro stabili. Bitcoin verso -14% settimana. Dow record: old school vs. AI: cambio leadership? SpaceX: ricavi AI +100% al 2030 per giustificare valutazioni.S&P non cambierà regole per garantire Fast entry nell'indice. Le società Usa scelgono Deepseek, modelli troppo cari. Lululemon affonda nel pre-market post trimestrale.  *** 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*** Asia listini in rosso con Tech. Nikkei -1, Kospi -4% con SK Hynix e Samsung. Banca centrale indiana: tassi fermi al 5,25%. Xi in Nord Corea settimana prossima, prima visita dal 2019. SK Hynix verso Ipo a Wall Street. In Europa futures in rosso, oggi Pil 1Q Eurozona. Focus su spiragli Ucraina. Governo verso proroga accise. Primi passi su nucleare prossima generazione. Orlopp (Commerzbank) apre a Ops con rilancio. Delfin, spiragli di pace tra LMDV e Rocco Basilico per riassetto. Cdp, Scannapieco apre a Euronext ma rivendica scelta vertici.  Scopri The Last Question, il primo Tech Summit di Black Box a Roma l'1 e 2 luglio 2026: ⁠https://thelastquestion.choramedia.com/ Iscriviti a Black Box Script, la nuova newsletter di Black Box: ⁠https://blackboxchora.substack.com/⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

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

4/6 Rally in pausa, scende il petrolio sulla tregua Israele-Libano. Trump: tenere separate negoziazioni da Libano. Per negoziati serviranno ancora due/tre settimane. Ray Dalio: è una bolla. Ma il rally iperbolico di chip e memory continua: ecco perchè. Treasury e dollaro stabili, domani Non Farm Payrolls. Broadcom -20% pre-market, deludono guidance su ricavi chip. Crowdstrike -11%. Bitcoin sotto 64.000$ per Citi vendita Strategy non è “game changer” *** 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*** Asia listini in rosso con Tech. Nikkei -1% con Softbank -10% (timori su debito), In rosso anche Kospi. Ueda (BOJ) valutare pro e contro rialzi. $/Yen torna a 160 dopo i 73mld dollari di intervento. In Europa futures in rosso, parla Lagarde. La flessibilità condizionale della Commissione e il piano di sovranità Tech. Focus su Unicredit dopo che Commerzbank chiama in causa Bafin. Focus su Edizione, Delfin, Nexi.  Learn more about your ad choices. Visit megaphone.fm/adchoices

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！」

3/6 Usa-Iran altro scambio di fuoco. Centcom: raid difensivi, intercettati missili balistici e droni verso Kuwait e  Bahrein. Futures Usa misti dopo i record, Brent e Wti in risalita. Treasury al 4,6%. FT: Warsh verso abbandono forward guidance (dot plot) a giugno. Metalli preziosi in calo: oro rimpiazza Treasury nelle riserve globali. Usa: dazi fino al 12,5% per 60 paesi che non vietano lavoro forzato. Corsa delle Ipo: Il filing di Anthropic e Mythos che sbarca in 15 Paesi. SpaceX domani parte roadshow: 75mld sul mercato, valutazione 1.750mld di dollari. Per Musk Lock-up di 366 giorni, prezzo a 135$. Morningstar: vale al massimo 780 miliardi. Microsoft, dalla conferenza degli sviluppatori novità AI per Coding e chip Quantum. AI: trump chiede di condividere in anticipo i modelli più avanzati.Marvell +10% in pre-market dopo il 32% di ieri. Palo Alto in calo post conti. Esuberanza irrazionale? Solomon: c'è più avidità che paura. Deutsce Bank rally senza precedenti, la Fed fermerà il toro.  ***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*** Asia, Kospi chiuso. Nikkei, Topix, Taiwanrecord. Dollaro/Yen supera in giornata quota 160. 75% chance rialzo BOJ a giugno. Australia, Pil 1Q sotto le attese. Kospi: GS alzato target 12 mesi a 12.000 punti implica upside 35% In Europa, oggi indice prezzi alla produzione e PMI servizi. Atteso Economic outlook Ocse e raccomandazioni semestre europeo per Italia: verso flessibilità investimenti energetici (0,3% pil). Unicredit oltre il 50% teorico di Commerzbank.  Learn more about your ad choices. Visit megaphone.fm/adchoices

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

米アンソロピックが開発した「クロード・ミュトス」をはじめ、人工知能（AI）エージェントが話題になっています。うまく活用すれば業務の効率は上がる一方、AIエージェントを使ったサイバー攻撃の可能性が指摘されています。企業はリスクとどう向き合い、どのように対策すべきなのでしょうか。NIKKEI Digital Governanceの中西豊紀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 Digital Governance編集長　中西豊紀　大阪で流通と電機、東京では金融や財界、機械業界などを取材。2012年から3年間、名古屋でトヨタ自動車を担当した。16年から4年間は米ニューヨークとシリコンバレーに駐在しモビリティーやテックの新潮流を追った。24年3月にNIKKEI Digital Governanceを創刊し、編集長に就任。【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）

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

【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 ■金曜担当：阿部 美鈴 神奈川県出身の大学4年生。 趣味：全国各地のハンバーグ店巡り、お笑いライブ鑑賞。 特技：相手の顔だけを見て、足の大きさを当てること。 「皆さまの生活をより豊かにできるようなニュースをお伝えします！」

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.

Thu, 21 May 2026 08:33:00 -0000fullラジオNIKKEI 1736a10e71f2-54e

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.

Two leading manufacturers of bearings plan to merge next year in a deal that would create a new top company in that segment.Japanese companies NSK and NTN said this week that they would be combined under a joint holding company next fall — effectively linking the world's no. 3 and 4 bearing makers and, according to a report from Nikkei, taking their overall market share past the current top bearing manufacturer, SKF of Sweden.NSK and NTN officials said that combining their businesses would provide additional scale and, in turn, reduce procurement and production costs at a time of rising prices for steel and other materials. Japan's bearing industry, the report added, is also dealing with sluggish demand from automakers and other industries, and growing competition from China.NSK's president said that after evaluating potential restructuring or spinoffs, company officials determined that remaining competitive globally would require "realignment in the domestic industry.”An official agreement is slated to be signed in approximately six months' time; that would go before company shareholders next June, subject to reviews by antitrust regulators both in Japan and abroad. If approved, the new holding company would be established next October.NSK will pick the new company's president and NTN will select its chair; how they will share ownership of the holding company has not been decided, Nikkei reported.Company officials indicated that following the merger, the combined business will focus its efforts on high-growth markets, such as drone, robot and space applications.#Manufacturing #IndustrialNews #Bearings #NSK #NTN #SKF #AutomotiveIndustry #Robotics #Drones #SpaceIndustry #Japan #GlobalManufacturing #SupplyChain #Engineering #IndustrialAutomation #FactoryNews #BusinessNews #ManufacturingIndustry #IndustrialEngineering #Automation #MaterialsCosts #SteelPrices #IndustrialTechnology #Merger #CorporateNews #IndustrialMarket #ManufacturingTrends #RobotTechnology #Aerospace #TechIndustry

Thu, 14 May 2026 08:34:00 -0000fullラジオNIKKEI 1735b2518844-4f6f-11f1-

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.

Iran says it is considering U.S. proposal to end the conflict as well reportedly begins talks to re-open the Strait of Hormuz and the future of its nuclear programme. President Trump is optimistic an agreement can be reached. European equities close more than two per cent higher on hopes of a peace deal while Wall Street sees fresh record highs. Meanwhile Asian markets continue the rally with the Nikkei leading gains following an extended national holiday in Japan. UK polls open with local, regional, Welsh and Scottish national parliament seats being contested. Investors eye UK gilts with yields at multi-year highs. Shell easily beats quarterly expectations, posting profits of $6.92bn versus expectations of $6.07bn. The oil major has warned of production impacts linked to the Middle East conflict.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Fans of Paris Saint-Germain and Arsenal are facing soaring costs, as they scramble to book trips to Budapest for the final of the Champions League. Demand for flights and accommodation has spiked since the two football teams qualified for the match on May 30. Also in the show: FIFA defends high ticket prices for the upcoming World Cup, and Japan's Nikkei index jumps to record highs on strong tech spending. 

En Capital Intereconomía, la jornada arranca con nuevos máximos en los mercados internacionales. En Asia, el Nikkei 225 supera por primera vez los 62.000 puntos impulsado por la tecnología, mientras en Wall Street los índices vuelven a marcar récord gracias a los resultados de las grandes tecnológicas. Europa, tras las fuertes subidas de la sesión anterior, apunta a una apertura más plana. En el primer análisis de la mañana, Araceli de Frutos, asesora del fondo Alhaja Inversiones FI, destaca que bolsa, bonos y dólar siguen muy pendientes de la evolución de las negociaciones con Irán. También subraya la fortaleza del sector tecnológico, con especial protagonismo de SoftBank Group, y la elevada volatilidad del crudo ante la posibilidad de un acuerdo nuclear con Teherán. Además, apunta que los resultados empresariales siguen actuando como motor de nuevas ganancias, en un contexto en el que firmas como Fidelity consideran que el sector tecnológico continúa infravalorado. En el bloque internacional, Miguel Ángel Melián, analista internacional y consultor de asuntos públicos, analiza el posible acuerdo entre EE.UU. e Irán para poner fin a la guerra, las elecciones clave para el futuro político de Keir Starmer y la situación de Alemania, atrapada entre la crisis industrial y la falta de reformas estructurales.

S&P futures are down (0.2%) as of now, pointing to a slightly lower open. Asian equities traded mostly lower on Tuesday, with Japan's Nikkei closed (1%) lower following the BoJ rate decision. Greater China markets were also lower, while South Korea and Taiwan benchmarks extended record gains, supported by semiconductors and AI demand. European markets are firmer in early trading.Companies Mentioned: Meta Platforms, Dynatrace

S&P futures are pointing to a slightly higher open. Asian equities were mostly higher today with Japan's Nikkei climbing another 1%. South Korea's Kospi and Taiwan's Taiex reached fresh record highs, buoyed by tech sector strength. European markets also opened mostly firmer, though the French CAC is lagging a bit. Companies Mentioned: TSMC, Samsung Electronics, SK Hynix