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On June 4, a recent survey conducted by the Tokyo Shoko Research Company, a Japanese private research institution, revealed that the ongoing tensions in the Middle East are negatively affecting the business activities of Japanese companies, with some bankruptcy cases linked to the situation. The survey results indicate that nearly 80% of the responding companies reported being impacted to varying degrees, and nearly half of the respondents believe that if the situation persists, they will have to reassess their business strategies.

According to monitoring by Beating, Nvidia has acquired Kumo AI, a predictive artificial intelligence startup founded five years ago, for a reported amount exceeding $400 million. The acquisition aims to leverage Kumo's predictive large models to provide predictive analytics services based on structured data for enterprise clients. Kumo's three co-founders, including former Pinterest CTO Vanja Josifovski, Stanford professor Jure Leskovec, and former LinkedIn AI head Hema Raghavan, will join Nvidia in May 2026. Enterprise structured data consists of multiple interrelated data tables, which are generally difficult for large language models to parse directly. Kumo combines graph machine learning technology with synthetic data generated in simulated business environments to train proprietary large models capable of predicting customer churn rates or payment defaults, thus enabling intelligent predictions on enterprise data warehouses. Nvidia may integrate Kumo's technology into its AI Foundry software services to assist businesses in combining private data with domain knowledge to customize proprietary models tailored to their business scenarios. In April 2026, Kumo released its latest predictive model, KumoRFM-2. Currently, Kumo's partners and clients include companies such as DoorDash, Reddit, Databricks, and Snowflake. Compared to its $20 billion acquisition of Groq's inference chip technology at the end of 2025, Nvidia shows a preference for smaller to medium-sized transactions in its mergers and acquisitions. According to securities regulatory filings, Nvidia's cumulative acquisition spending over the past five years is approximately $3 billion.

Nasdaq 100 futures have expanded their decline to 1.3%, reaching an intraday low, while S&P 500 futures fell by 0.4% and Dow Jones futures rose by 0.4%.