Japan CFTC JPY NC Net Positions: ¥-72.9K vs previous ¥-62.8K

TradingKey - On April 2nd, 2026, United Parcel Service (NYSE: UPS) is trading at a price of approximately $97.91/share, with a market cap of approximately $70.8 billion and a P/E ratio of approximately 12.9, which is not indicative of growth stock valuations, which makes UPS an attractive long-term

TradingKey - As of April 3, Eastern Time, the Strait of Hormuz has effectively remained closed for five weeks. This situation continues to exert a sustained impact on global commodity markets.

TradingKey - Software giant Oracle (ORCL) is launching a new round of large-scale layoffs, potentially affecting tens of thousands of employees, as the company pivots aggressively toward AI infrastructure development.

TradingKey - On April 2, 2026, Microsoft President Brad Smith announced in Tokyo that the company will invest $10 billion (approximately 1.6 trillion yen) in Japan over the next four years (2026–2029). The investment will be used to expand artificial intelligence data centers and to collaborate with SoftBank and Sakura Internet in building Japan’s domestic AI computing infrastructure. This marks Microsoft's largest single-country overseas investment in the global AI race, signaling that data sovereignty is becoming a core competitive barrier for cloud service providers.

TradingKey — Have you noticed that the pace of artificial intelligence evolution is exceeding the limits of human intuitive perception? From the debut of ChatGPT to the rapid rise of multimodal AI systems, the development of AI technology has demonstrated a non-linear, exponential acceleration in ju