A new star emerges in the AI ​​boom! Surpassing NVIDIA with an eightfold surge this year, software stocks take the lead on the AI stage.

After November 2023, $Microsoft (MSFT.US)$Multiple AI applications such as "365Copilot" and "Firefly" $Adobe (ADBE.US)$have officially started to be offered on a paid basis.正式に有料化を開始andAI applications have entered the stage of commercialization.This indicates that one year has passed since the commercialization of AI applications, and overseas funding.Investment in AI is transitioning from hardware to software, with the value of vertical software companies being rapidly realized and the future of applications becoming clearer.It is becoming more evident that the value of vertical software companies is being rapidly realized and the future of applications is becoming clearer.

Among the most notable examples, many software companies in the US stock marketHave achieved astonishing growth this year.、AIコンピューティングパワーといった「シャベル銘柄」だけが急騰するという印象を覆している。11月20日時点で、最も注目を集めたのはAIと広告マーケティングを融合した $Applovin (APP.US)$で年初来Soared 8 times, recorded less than double the increase $NVIDIA (NVDA.US)$, significantly exceeding. In addition, the AI + data analysis $Palantir (PLTR.US)$, AI + restaurant management $Toast (TOST.US)$allstock price doubledsupported by AI technology, Applovin and Palantir, AI application software companies, are performing. Earnings reports of companies such as Applovin and Palantir are exceeding financial estimates.experiencing growth. This indicates that the commercialization of AI is accelerating and the demand for AI-related products remains strong.

In addition, $Tempus AI (TEM.US)$、 $Shopify (SHOP.US)$、 $Duolingo (DUOL.US)$、 $Twilio (TWLO.US)$such asSoftware platform companiesAlso,A growth rate of over 30%showing. The above-mentioned high-performing software companies are pioneers in promoting AI and cover a wide range of fields such as marketing, e-commerce, health care, and communications.

This inflow of funds is not just investment based on mere excitementbut overseas AI application companies' performance explosion further validated the feasibility of commercializing products. With the support of AI technology, many vertical software providers demonstrated in the Q3 earnings reportthe realization of commercializing products.積極的なシグナルを示し、アプリケーション側もAIから大きな恩恵を受けていることが確認され、商品の需要が確かな業績に転化できることが示されている。ApplovinやPalantirなどの企業の業績は、爆発的な成長を遂げている。

$Applovin (APP.US)$が開示した最新の決算によると、第3四半期のrevenueare Increased by 39% compared to the previous year.reaching $1.2 billion,Net profitare a significant increase of 300%reached $400.34 million in revenue from the company's software platform. Increased by 66% compared to the previous year.、調整後の利益率は78％に達した。好決算を受け、決算発表翌日に株価は46％の急騰Shown.

同社の会長兼CEOであるAdam Foroughi氏は、AIの支援によりAXON広告エンジンが改善され、広告パートナーに対してより精確なターゲティング能力を提供し、事業成長を促進する重要な触媒となっていると述べた。

$Palantir (PLTR.US)$recorded a 30% increase year-on-year for the third quarter.revenuega Reached $0.726 million, exceeding market expectations ($0.704 million). Net profitAmounted to $0.144 billion, significantly surpassing market expectations ($0.105 billion). Full-year growth outlook Also,upward revisionThe company attributed the performance growth mainly to the sharp increase in AI demand, especially the revenue from the USA commercial segment Increased by over 50% compared to the previous year as mentioned, this has been the main driving force behind the revenue growth. Stimulated by this, the company's stock price has risen by over 280% year to date.growth.

Previously, semiconductor stocks attracted significant attention in the AI field. As semiconductor stock prices hit high levels, in the market profit-taking selling activities have been observed.andThere is a growing cautious stance.The Philadelphia Semiconductor Index (SOX) seems to be losing momentum in the second half of this year. Since the U.S. presidential election, $PHLX Semiconductor Index (.SOX.US)$are about a 4% declinewhile the other 493 stocks of the S&P 500 have risen 4.1% $iShares Expanded Tech-Software Sector ETF (IGV.US)$are more than a 10% increasehas shown a decline of semiconductor stocks during the same period. $S&P 500 Index (.SPX.US)$Failing to catch up with the 2% increase.

The market is expecting to be announced on Wednesday. $NVIDIA (NVDA.US)$It was hoped that Nvidia's earnings announcement would reinvigorate the semiconductor sector and boost other chip stocks, butNvidia's stock price temporarily dropped by 5% in after-hours trading after the earnings release.. Although the fourth quarter revenue forecast is expected to be around 37.5 billion dollars, surpassing the expected 37.1 billion dollars, it was not a significantly strong forecast deviation from the previous expectations, which is why there is a slight sense of dissatisfaction.Seems to be somewhat dissatisfied.。

On the other hand,AI software stocks have made remarkable progress in commercialization.its presence is further increasing. Jordan Klein, an analyst at Mizuho Bank, pointed out that recent earnings reports from companies like Fortinet are stimulating investors seeking excess returns in software stocks and the technology sector.Recently released earningsare supporting the recent stock price surges of companies like Nvidia, especially amidst the sluggish performance of semiconductors and hardware, citing the 'FOMO (fear of missing out)' $Shopify (SHOP.US)$The fear of missing outThe busy fourth quarteras many major companies are preparing budgets for AI softwareamidst the arrival of the busy fourth quarter.Combined with what is happening, the recent market of the software sector is being pushed up.

In the US stock market, $Software - Application (LIST2470.US)$there are manyvertical integration AI software stocksincluded, $Atlassian (TEAM.US)$、 $C3.ai (AI.US)$、 $Datadog (DDOG.US)$popular stocks such ashave recently dominated the top gainers。

ソフトウェア株に連動するETFである $iShares Expanded Tech-Software Sector ETF (IGV.US)$は、今月に入って13％以上上昇している。このETFのポートフォリオには、 $Salesforce (CRM.US)$、 $Oracle (ORCL.US)$、 $Microsoft (MSFT.US)$、 $ServiceNow (NOW.US)$、 $Adobe (ADBE.US)$Includes major AI software companies such as.

Qitabankuai, according to Goldman Sachs, $Microsoft (MSFT.US)$、 $Datadog (DDOG.US)$, database management systems $MongoDB (MDB.US)$, software companies $Elastic (ESTC.US)$, and $Snowflake (SNOW.US)$offer applications integrated with AIConsidered to be the most excellent "platform stock"positioned as such.