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- Japan says hosting record number of foreigners
Japan's foreign resident population hit a record 4.28 million at the end of June, according to the Immigration Services Agency, excluding short-term visitors. That is up 156,000 from the end of last year and about 3.5% of the total population. Immigration expert Toshihiro Menju says labour shortages across all skill levels, driven by a population shrinking by more than 900,000 a year, mean Japan has no choice but to rely on foreign workers, as AI, robotics and greater participation by women and older people cannot fully fill the gap. Businesses want a comprehensive policy for foreign residents, but growing anti-immigration sentiment has led Prime Minister Sanae Takaichi to push for stricter rules, and Japan tightened permanent residency requirements this month with higher income and Japanese-fluency demands. The number of foreign residents rose by about 300,000 over the past year, versus 360,000 the year before, and Menju expects 10 million foreigners in the 2040s. Meanwhile, the number of illegal overstayers fell 4.8% from the start of the year to around 65,000 as of July 1.
- A Record Number of S&P 500 Companies Issued Upbeat Guidance Before Earnings Season. Should You Buy an Index Fund Now?
FactSet reports that 72 S&P 500 companies issued third-quarter EPS guidance above Wall Street's average estimates, the most for any quarter since it began tracking in 2006 and above the previous record of 65 in Q2 2021. Of 116 companies giving guidance, 62% pointed higher versus a five-year average of 40%, while only 44 guided lower. Technology accounts for 44 of the positive guides, led by software and chipmakers, and FactSet raised its Q3 earnings growth estimate for the index to 29.6% year over year. The author notes the forward P/E of about 19 sits near its 10-year average, though the record is concentrated in tech and the next year may be bumpy. Still, the author says he would consider buying the Vanguard S&P 500 ETF (VOO) at current levels.
- Booming ETF Popularity Drives Record Number of Australians to Invest Outside Super and Property
According to the ASX Australian Investor Study, a record 11.5 million Australian adults now hold investments outside their compulsory superannuation and primary residence, with investors making up 54% of the adult population. An estimated 2.5 million people have entered retail investing since 2020, and a further 950,000 non-investors plan to put savings into listed assets within the next year. The report attributes the shift to property affordability pressures, digital investment platforms and demand for low-cost diversified funds. ETFs are described as the fastest-growing asset class, with retail ownership doubling, and Gen Z and Millennials leading the trend.
- Fujitsu Japan to offer cloud-native electronic health record system compliant with Ministry of Health, Labour and Welfare standard specifications and certification program
Fujitsu Japan has begun specification compliance and feature upgrades for its cloud-native electronic health record (EHR) system, effective October 16, 2026, under standards set by the Ministry of Health, Labour and Welfare for clinics and small to medium-sized hospitals. The company aims to launch the system in April 2027 to address challenges such as choosing a suitable system, upfront costs, IT staff shortages and security risks. The system is planned to integrate with national services including electronic prescriptions and EHR information sharing. Fujitsu Japan also plans a highly scalable version for large hospitals by fiscal 2028, citing its 47% market share in the large hospital sector.
- Fujitsu Ltd : Fujitsu Japan to offer cloud - native electronic health record system compliant with Ministry of Health , Labour and Welfare standard specifications and certification program
Fujitsu Japan has begun specification compliance and feature enhancements for its cloud-native electronic health record (EHR) system, following the Ministry of Health, Labour and Welfare's standard specifications and certification program for clinics and small to medium-sized hospitals. The company aims to launch the system in April 2027 and plans to integrate it with national services such as electronic prescriptions and EHR information sharing. The goal is to address hurdles faced by smaller providers, including choosing a suitable system, upfront costs, IT staff shortages and security risks. Fujitsu also plans a scalable version for large hospitals by fiscal year 2028, building on its 47% share of the large hospital segment.
- Japan Medical Provider Failures Reach Record 59 in January – September
Japanese medical provider failures reached a January–September record of 59 in 2026, up 28.2% from a year earlier and above the 2009 high of 53, according to Tokyo Shoko Research. Clinics (29) and dental practices (22) accounted for most cases, while failures linked to successor difficulties hit a record 14. Rising utility and supply costs, declining patient numbers, aging equipment and staff shortages were cited as pressures on profitability. At the current pace, annual failures could exceed 70, surpassing the 2025 full-year record of 67. Liquidation-type cases made up 57 of the total, with liabilities of 17.275 billion yen ($109.3 million).
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Latest news
- Roblox Is Now Down 38% in 2026: Is RBLX Stock Dead Money or Poised for a Comeback?
Roblox stock is down 38% year to date to $50.41, with a late-September court ruling letting a Los Angeles County child exploitation lawsuit proceed and a Jefferies downgrade to Underperform adding pressure. Jefferies argued the rally after the Q2 report priced in too much bookings growth, which rose only 8% to $1.6 billion in Q2 even as daily active users grew 10% to 123 million. Safety changes, including a mandatory age check, had already led Roblox to cut its full-year revenue growth forecast to 20% to 25% earlier this year. For Q3 2026, Roblox forecasts a year-over-year bookings decline of 14% to 18%. Take-Two (down 20%) and GameStop (up 31%) year to date suggest the pressure is specific to Roblox, and the article frames the key test as whether bookings stabilize while user growth continues.
- Super Micro (SMCI) Won Over $60 Billion in Orders, Is the Discount Deserved?
A contractor linked to Super Micro Computer (SMCI) pleaded guilty earlier this month to helping ship servers with advanced Nvidia chips to China, a case prosecutors say involved billions of dollars of U.S. AI technology, though the company says it was not named as a defendant and its operations are unaffected. Sales for the fiscal year ended June reached $39.1 billion, up from $22.0 billion, with CEO Charles Liang citing more than $60 billion in new orders, several hundred added enterprise customers, and a record backlog. Management guides to $65.0 billion to $72.0 billion in fiscal 2027 sales, and sales have grown about 61.5% a year over five years. Gross margin was 10.8% for the full year but rose to 17.5% in the June quarter, with net income of $1,178 million, while the trailing 12-month operating margin was 7.09%. The article notes the stock trades at a much lower multiple of expected earnings than the sector, and that one strong quarter does not yet prove a new margin level.
- Is Nvidia Stock Really Trading for Just 8 Times 2030 Earnings?
Nvidia is the market's most valuable company, with a market cap above $5 trillion. It trades at 27 times adjusted trailing earnings, but only about 8 times analysts' estimate for fiscal 2030 earnings, a figure the author stresses is a moving target. Revenue growth accelerated from 56% in Q2 FY 2026 to 106% in Q2 FY 2027, though guidance points to a slight slowdown in the current quarter. The stock trades at 13 times next year's earnings, and the board recently authorized a record $150 billion in share repurchases. The author also acknowledges risks such as slower growth or contracting net margins.
- California billionaire tax could backfire, Stanford study says
Stanford economists Benjamin Jaros and Joshua Rauh argue in an NBER working paper that California's proposed one-time 5% tax on billionaire wealth could raise far less than projected and ultimately reduce state revenue. Seven billionaires, including Peter Thiel, Larry Page and Sergey Brin, have publicly left the state, removing about $540 billion, or 30%, of California's billionaire wealth from potential taxation. The authors estimate the measure could generate only about $30 billion, versus the $100 billion projected by proponents, while losing $1 billion to $3.5 billion a year in income tax revenue could leave the state about $39 billion worse off in present-value terms if those losses persist. The measure, Proposition 40, goes to voters next month, and a Citrin-Politico poll found 46% of likely voters in favor and 43% opposed. Supporters, including Nobel laureates Daron Acemoglu and Joseph Stiglitz, argue the tax will fund health care and that California has attracted more venture funding since the proposal was announced.
- US Orders Civilian Agencies to Rip DeepSeek Out of Government Systems
The U.S. Department of Homeland Security on Monday ordered civilian federal agencies to remove DeepSeek products and third-party services built on the model from their IT systems, and to stop buying them. The notice warns that using DeepSeek may transfer sensitive data to China and could produce intelligence on U.S. persons and agencies. The Commerce Department, the Navy, and the states of New York, Tennessee and Virginia had already restricted DeepSeek. The FCC votes on October 29 on barring Chinese labs from testing electronics for U.S. use.
- NVIDIA Stock And 2 Other Undervalued Stocks To Own
Rising interest rates have pushed down bond prices, with 10-year U.S. Treasuries recording one of their steepest multi-year declines since the 18th century. The article highlights three U.S. stocks that a Simply Wall St cash flow screen considers attractively priced relative to their future cash flow potential: NVIDIA, Wells Fargo and J.B. Hunt Transport Services. NVIDIA generated about US$275.4b from Compute & Networking and US$27.6b from Graphics, with a market cap of US$5,170.6b, and the piece notes that an open-source or cheaper alternative to its CUDA platform could weaken its moat. Wells Fargo, with a market cap of US$251.7b, grew average loans 12% and average deposits 10% year over year in 2Q26 after the removal of its asset cap, while J.B. Hunt, with a market cap of US$21.3b and US$13.3b in revenue, recorded record intermodal volume of over 578,000 loads in Q2 2026.
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