orca

[たけぞう @noatake1127]

【速報】8月のMSCI銘柄入替、日本株採用1・除外2

採用：KOKUSAI ELECTRIC
除外：JFEホールディングス、西武ホールディングス

[財務省 @MOF_Japan]

On Friday 31st, July (U.S. Eastern Time), Japan's Ministry of Finance purchased the Japanese yen in coordination with the U.S. Department of the Treasury.

This joint action was taken pursuant to the U.S.-Japan Finance Ministers' Joint Statement issued in September 2025 and countered excessive volatility and disorderly movements in the Japanese yen in recent months.

The Japanese Ministry of Finance remains attentive and in close communication with our counterparts at the U.S. Treasury. We will not hesitate to conduct further joint intervention.

Japan also plans to utilize the Federal Reserve's Foreign and International Monetary Authorities (FIMA) Repo Facility in the future.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: President Trump says he has cancelled the US attack on Iran and that the “perimeters of a deal” have been agreed to.

Trump says this deal will include “a total reopening of the Strait of Hormuz.”

[Sakana AI @SakanaAILabs]

Introducing Sakana Fugu: A full multi-agent orchestration system accessible via a single model API.

Our ‘Fugu Ultra’ model matches the performance of Fable and Mythos, delivering frontier capability without the risk of export controls.

Try it: https://t.co/hhO6qTawgb 🐡

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Iran officially posts the fully executed “Memorandum of Understanding” which has now taken effect.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Pakistan's Prime Minister releases an official statement on the peace deal between the US and Iran which Pakistan announces has now been reached.

Full statement:

"Following intensive talks, we are pleased to announce that the Peace Deal between the United States of America and Islamic Republic of Iran has been REACHED.

Both sides have declared the immediate and permanent termination of military operations on all fronts, including in Lebanon.

The official signing ceremony will be on Friday, 19 June in Switzerland. We would like to thank the United States of America and the Islamic Republic of Iran for their commitment to finding a diplomatic solution to the conflict.

We would also like to extend our sincere appreciation to our brothers in this mediation effort, the great leadership of State of Qatar, for their support in reaching this agreement.

I would also especially thank the visionary leadership of Kingdom of Saudi Arabia and Republic of Türkiye for their immense contributions in this regard.

With the agreement now in place, mediators will facilitate a series of meetings this week. These pre-implementation discussions will lay the foundation for the technical talks and the official signing ceremony."

[日本経済新聞 電子版（日経電子版） @nikkei]

キオクシア時価総額44兆円、一時国内首位　稼ぐ力急拡大でトヨタ超え
https://t.co/NmTdNpmO6T

[Not Jerome Powell @alifarhat79]

Trump: I’m attacking Iran. I’m not attacking Iran. I’m attacking Iran. I’m not attacking Iran.

Markets:

[日本経済新聞 電子版（日経電子版） @nikkei]

【日経特報】日銀、6月利上げ1.0%へ　国債買い入れは減額停止で調整
https://t.co/X7o1zWZReX

[日本経済新聞 電子版（日経電子版） @nikkei]

ソフトバンクGの時価総額46兆円弱、一時国内首位　トヨタ22年ぶり陥落
https://t.co/tpFRbU5dif

[orca @pad_orca]

⤴⤴【🇯🇵日経先物 ラージ】+2.11％
60,040 （+1240）
#日経平均株価

[Masa 半導体プロセス視点×半導体株 @semicon_eng1]

KOKUSAI、ここ数日で一気に見直されてきました。

4/7→4/9で株価は5,148円から6,254円へ。

きっかけは新規買い推奨や半導体株高ですが、半導体エンジニア視点では、
この会社は単なる成膜装置メーカーではなく、ALDを量産で回せる強みが核心だと思っています。

続

[ファニング姉妹 @D_ELfanning]

KOKUSAI
半導体の極微細化進む中、同社の半導体製造におけるALD技術が、デバイス表面に原子一層分という極薄の導電層を形成可能に
ロジック半導体ではCMOSトランジスタ構造はGAA進化型→次世代CFETへ
同社のバッチ式ALD成膜装置(世界シェア1位)が製造工程の主要装置に採用見通しと解説-SBI

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Iran has accepted the 2-week ceasefire proposal and it has been approved by the country's new Supreme Leader, Mojtaba Khamenei, per NYT.

[Unofficial Trump on X @trump_repost]

Based on conversations with Prime Minister Shehbaz Sharif and Field Marshal Asim Munir, of Pakistan, and wherein they requested that I hold off the destructive force being sent tonight to Iran, and subject to the Islamic Republic of Iran agreeing to the COMPLETE, IMMEDIATE, and SAFE OPENING of the Strait of Hormuz, I agree to suspend the bombing and attack of Iran for a period of two weeks. This will be a double sided CEASEFIRE! The reason for doing so is that we have already met and exceeded all Military objectives, and are very far along with a definitive Agreement concerning Longterm PEACE with Iran, and PEACE in the Middle East. We received a 10 point proposal from Iran, and believe it is a workable basis on which to negotiate. Almost all of the various points of past contention have been agreed to between the United States and Iran, but a two week period will allow the Agreement to be finalized and consummated. On behalf of the United States of America, as President, and also representing the Countries of the Middle East, it is an Honor to have this Longterm problem close to resolution. Thank you for your attention to this matter! President DONALD J. TRUMP

[First Squawk @FirstSquawk]

TRUMP: I AM PLEASE TO REPORT THAT THE UNITED STATES OF AMERICA, AND THE COUNTRY OF IRAN, HAVE HAD, OVER THE LAST TWO DAYS, VERY GOOD AND PRODUCTIVE CONVERSATIONS REGARDING A COMPLETE AND TOTAL RESOLUTION OF OUR HOSTILITIES IN THE MIDDLE EAST. BASED ON THE TENOR AND TONE OF THESE IN DEPTH, DETAILED, AND CONSTRUCTIVE CONVERSATIONS, WITCH WILL CONTINUE THROUGHOUT THE WEEK, I HAVE INSTRUCTED THE DEPARTMENT OF WAR TO POSTPONE ANY AND ALL MILITARY STRIKES AGAINST IRANIAN POWER PLANTS AND ENERGY INFRASTRUCTURE FOR A FIVE DAY PERIOD, SUBJECT TO THE SUCCESS OF THE ONGOING MEETINGS AND DISCUSSIONS. THANK YOU FOR YOUR ATTENTION TO THIS MATTER! PRESIDENT DONALD J. TRUMP

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Iran's Foreign Minister says any country except for the US and Israel is allowed to pass through the Strait of Hormuz, per NY Post.

[The Kobeissi Letter @KobeissiLetter]

BREAKING; President Trump says the US in conjunction with "many countries" is sending war ships to the Strait of Hormuz to keep it "open and safe."

Trump also calls on China, France, Japan, South Korea, the UK, and others to send war ships to Hormuz.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: US oil prices officially surge above $104/barrel for the first time since July 2022.

US oil prices are now up +90% since the December low.

[ＪＸ金属株式会社【公式】 @JX_NMM]

ＪＸ金属と東邦チタニウムは、本日開催の両社の取締役会において、ＪＸ金属を株式交換完全親会社とし、東邦チタニウムを株式交換完全子会社とする株式交換による経営統合を行うことを決議し、本日、両社間で株式交換契約及び経営統合契約を締結いたしましたのでお知らせいたします。

https://t.co/nypHTo0Hcm