A senior lawmaker said Japan's ruling party is considering tightening disclosure rules for activist investors.

ING strategist Jan Frederik Slijkerman says tech investors are re-evaluating AI exposure despite AI remaining a positive long-term driver. He expects tech companies’ EBITDA to rise but notes persistent investor nervousness. Higher infrastructure spending will lift depreciation and reduce stock buybacks, which could slow EPS growth and compress valuation multiples. Revenue upside from AI may take time to materialize, keeping free cash flow below prior years and narrowing scope for large buybacks as a form of shareholder return.

據敘利亞國家電視臺：在大馬士革傳出爆炸聲後，敘利亞總統沙拉在總統府會見了法國總統馬克龍。