Qualcomm (QCOM.O) says its automotive design-win pipeline has expanded to $65 bln.

TAMURA said raising the Bank of Japan’s policy rate to a neutral level of about 2% is essential to avoid being forced into larger hikes later. He prefers incremental rate increases every few months to approach the 2% neutral rate, but said the BOJ should not hesitate to accelerate or deliver larger moves if upside price risks rise. He judged potential inf has reached 2% and that upside price risks persist regardless of Middle East developments. TAMURA said Japan differs from the Fed and ECB because the BOJ’s policy rate remains below neutral and inflation expectations are not yet well anchored. He opposed pausing tapering of bond purchases next fiscal year and urged rapid normalization of the BOJ’s bond holdings.

FysicsAI said its new Fysiverse physical-world model, built on a differentiable physics engine, has achieved a breakthrough. FysicsAI says Fysiverse mitigates common failures in data-driven world models — physics hallucinations, inference breakdowns and collapse in non-standard scenarios — by adopting an explicit-physics-simulator × generative-renderer architecture: a computable physical state as an intermediate layer, a differentiable physics engine as the world-evolution mechanism and a renderer for visual output. The model restructures the computation chain to observation—state—physical evolution—visual presentation rather than treating motion trajectories as external overlays.