Morgan Stanley upgraded Lockheed (LMT.N) to Overweight from Equal-Weight and raised its price target to $835 from $690.

Anthropic：年收入超過10萬美元的客戶數量同比增長，從950家增至超過11,900家。

The BOJ is expected to keep the policy rate at 1.25% at the October meeting, but Governor UEDA said rates will still need to rise toward neutral, though consecutive hikes are not required. MaceNews judges the most likely path is a rise to 1.50% in Dec or Jan, followed by 1.75% in Mar or Apr — implying a roughly 3–4 month cadence. The board is split into four camps; hawks Takata and Tamura may push for the next hike as early as Friday to lay groundwork for a December move, while Asada and Sato recently voted against further tightening. Tokyo October CPI core indicators are forecast around 2.7–2.8%, partly reflecting fading local fiscal support; September employment, industrial production and retail sales data are also due.