US President Trump will deliver a nationwide address in 10 minutes.

伊朗外交部发言人巴加埃：伊朗武装部队已做好应对各种情况的充分准备，这一点已在实践中得到证明。

Tech now represents roughly 56% of Nikkei index weight, up from 35% in 2022. As the AI-driven tech rally cools, Japanese equities have pulled back, echoing volatility in other tech-heavy markets. DWS global CIO Vincenzo Vedda cut semiconductor to neutral after the Philadelphia Semiconductor Index rallied about 90% in Q2, warning that slower-than-expected AI commercialisation could prompt cloud providers to pare capex. Despite the pause, most institutions remain constructive: JPX says the market has shown resilience and buyers emerge on dips, while Citigroup Tokyo strategist Ryota Sakagami notes rapid upward revisions to tech EPS have kept price moves within a “healthy growth” range rather than signalling a bubble. Valuation supports the bullish case: Nikkei 225 forward 12-month P/E near 22x versus over 60x in the 1980s bubble. Ongoing Japanese capital-market reforms are also cited as a driver of foreign inflows.