PRE-MARKET AUSTRALIAN, JAPANESE & SOUTH KOREAN STOCK NEWS: Naver (035420 KS) received a combined USD 10bln investment commitment from NVIDIA (NVDA) and Brookfield, NVIDIA announced a USD 500bln-plus AI infrastructure and memory partnership with SK Group

AUSTRALIACapricorn Metals (CMM AT) - Co. is targeting annual gold production of 500,000oz within five years, supported by the Karlawinda expansion and development of the Mt Gibson project. (Dow Jones Newswires)Carnaby Resources (CNB AT) - Co. unanimously recommended Evolution Mining’s (EVN AT) acquisition proposal, under which shareholders will receive 0.0682 new Evolution shares for each Carnaby share, implying AUD 0.77/shr and valuing the Co. at roughly AUD 213mln. (Dow Jones Newswires)Lynas Rare Earths (LYC AT) - Co. entered binding agreements with LS Eco Energy, including a cross-subscription of convertible instruments valued at around AUD 29mln each, carrying a 0% interest rate and five-year maturity, as the companies continue working towards a definitive metal-processing agreement. (Dow Jones Newswires)Myer Holdings (MYR AT) - Co. FY26 (AUD) operating gross profit rose around 14% Y/Y and sales rose 11.3% Y/Y to AUD 4.1bln, while challenging macroeconomic conditions, cost-of-living pressures and rate hikes weighed on discretionary spending. (Motley Fool)Northern Star Resources (NST AT) - Elliott Associates and Elliott International collectively hold cash-settled equity swaps over 76,194,999 shares in the Co. (Motley Fool)Santos (STO AT) - Co. confirmed the first Barossa condensate cargo has been sold and loaded for delivery to SK Incheon Petrochem in South Korea. (Newswires)Stanmore Resources (SMR AT) - Co. Q2 run-of-mine coal mined rose 27% Q/Q to 5.1mln tonnes, saleable coal output rose 3% Q/Q to 3.3mln tonnes and closing run-of-mine stockpiles rose 67% Q/Q to 1.2mln tonnes, while YTD output remained within reaffirmed FY guidance. (Dow Jones Newswires)Broker Ratings/Price TargetCAR Group (CAR AT) - Price target cut 3% to AUD 32.80/shr by UBS.James Hardie Industries (JHX AT) - Maintained at Equal-Weight by Barclays.REA Group (REA AT) - Price target cut 3% to AUD 170.00/shr by UBS.Regis Resources (RRL AT) - Price target cut 9.6% to AUD 7.55/shr by UBS.SEEK (SEK AT) - Price target raised 3% to AUD 18.80/shr by UBS.JAPANHitachi (6501 JT) - Co. will adopt AI agents across the entire process of developing systems for client businesses to significantly improve productivity. (Nikkei)Kioxia Holdings (285A JT) - Bain Capital has realised a record-setting USD 17bln return from the sale of its stake in the Co., marking Japan's largest private equity gain by share price appreciation, according to Nikkei estimates. (Nikkei)Mitsubishi Motors (7211 JT) - Co. plans to invest an additional THB 16bln by 2030 to expand its Thailand operations into a production and export hub for electrified vehicles. (Nikkei)Mitsui Fudosan (8801 JT) - Co. will build a physical AI hub near TSMC's Kumamoto facility. (Nikkei)Seven & i Holdings (3382 JT) - Co. ended talks over a potential investment in Żabka Group, Poland's largest convenience-store operator. (Newswires)SOUTH KOREANaver (035420 KS) – Co. received a combined USD 10bln investment commitment from NVIDIA (NVDA) and Canadian asset manager Brookfield to finance its project to build an artificial intelligence (AI) data centre, while NVIDIA will acquire 4.5% stake in Naver. (Newswires/Yonhap)Samsung Electronics (005930 KS) - Co. won a USD 200bln order to supply chips to Broadcom (AVGO). (Newswires)SK Hynix (000660 KS) - Anthropic asked the Co. to supply components to support production of its own semiconductors, according to SK Group’s chairman. (Newswires)SK Group - NVIDIA (NVDA) announced a USD 500bln-plus AI infrastructure and memory partnership with SK Group, including a 2GW AI factory planned in South Korea for 2027. (Newswires)