Tanaka Kenji sold $477K of SONY

SK Hynix forecasts a structural memory supply shortage until 2030, driven by high demand from AI data centers. This is expected to keep memory costs elevated, impacting console and gaming PC markets. Companies like Valve, Sony, and Nintendo have already raised prices due to these pressures.

The US Supreme Court declined to hear an appeal from music labels (BMG, Sony Music, Universal Music Group, Warner Music) challenging a ruling that a US copyright termination law applies globally. The case involved songwriter Cyril Vetter reclaiming rights to the 1960s hit 'Double Shot (Of My Baby’s Love).' The lower court's decision in favor of Vetter was upheld, allowing him to terminate copyright transfers and reclaim rights worldwide.

Moody's revised Sony's (SONY) outlook to positive from stable, affirming its A2 rating. The agency expects Sony to maintain leverage around 0.7x, with robust liquidity and steady cash generation. Entertainment operations, including gaming, music, and pictures, generate 70% of revenue, providing resilience against macroeconomic volatility. Sony's leadership in CMOS image sensors and conservative capital management were also highlighted.

Sony transferred 419 XR patents to Meta between 2025 and 2026, including 180 U.S. patents and 239 international filings. The patents cover XR technologies, suggesting a potential scaling back of Sony's consumer XR hardware ambitions, though no official exit has been confirmed. Sony originally filed these patents between 2010 and 2022.

Sony Music and Universal Music Group sued Suno, alleging 'model laundering' in its AI music system, claiming it inherited knowledge from unauthorized training. Suno denies this, stating it used licensed content and proprietary tech. The case could set precedents for AI training practices and may involve up to $9 billion in damages.

Warner Music Group and Sony Music sued AI company Anthropic, alleging it pirated thousands of songs to train its models. The lawsuit, filed in California, seeks up to $150,000 per infringed work and $25,000 per copyright removal. Anthropic, valued at $2 trillion, previously settled a similar lawsuit for $1.5 billion. The music groups also referenced a 2024 class-action lawsuit against Anthropic by authors.