Japan's Nikkei 225 fell 4.00% intraday to 69,071.00 points.

Galaxy Securities says H2 2026 investment opportunities in the machinery equipment sector center on three market themes: prioritise AI-related tech growth — e.g., optical-module test instruments, AI PCB equipment and consumables, and AI power-generation equipment; target strategic and emerging industries highlighted in China’s 15th Five-Year Plan, such as humanoid robotics and controlled nuclear fusion; and favour low-valuation, high-quality stocks with rising industry beta in cyclical subsectors, including construction/engineering machinery and machine tools.

According to The Information, Vaudit, a vendor of AI billing-audit tools, says its data show billing errors may have led some customers to overpay for ANTHROPIC and OpenAI products.