[Morning Report] 1 dollar depreciation = 2 US stocks supporting the “AI Gold Rush” recommended by analysts in the latter half of the 144 yen range
![[Morning Report] 1 dollar depreciation = 2 US stocks supporting the “AI Gold Rush” recommended by analysts in the latter half of the 144 yen range](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240926/35f63bb4d2cf93b824027ca1dd76216b.png/big?area=105&is_public=true)
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Here are the key points of this morning's first report.
● [Tokyo Stock Exchange Rate Forecast Range] 0.03 million7800 yen - 0.03 million8200 yen (25th closing price 0.03 million7870 yen 26 sen)
● Microsoft argues that it violates EU competition law over cloud
● Micron's sharp increase in sales is driven by a sharp rise in AI demand of 13% outside of settlement time
● Meta announces augmented reality glasses “Orion”
● Nippon Steel's US Steel takeover plan, arbitration committee rejects labor union opposition
●What US stocks support the “AI Gold Rush” recommended by analysts?
ー MooMoo News Mark
● [Tokyo Stock Exchange Rate Forecast Range] 0.03 million7800 yen - 0.03 million8200 yen (25th closing price 0.03 million7870 yen 26 sen)
● Microsoft argues that it violates EU competition law over cloud
● Micron's sharp increase in sales is driven by a sharp rise in AI demand of 13% outside of settlement time
● Meta announces augmented reality glasses “Orion”
● Nippon Steel's US Steel takeover plan, arbitration committee rejects labor union opposition
●What US stocks support the “AI Gold Rush” recommended by analysts?
ー MooMoo News Mark
Market Overview
![[Morning Report] 1 dollar depreciation = 2 US stocks supporting the “AI Gold Rush” recommended by analysts in the latter half of the 144 yen range](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240926/673ee7b5b9e6b0575a80a5d1bdfb8079.png/big?area=105&is_public=true)
The US stock exchange rate on the 25th was mixed. The Dow Jones Industrial Average fell for the first time in 5 business days, the S&P 500 index fell for the first time in 3 days, and the Nasdaq Composite Index continued to grow for 3 days. It rose after being close to a purchase that was well received by the Organization for Economic Cooperation and Development (OECD)'s upward revision of the world economic growth outlook. After that, Dow's profit-taking sales from near record highs strengthened, and sales of newly built homes in August declined from July and turned into a drastic decline. The rise in long-term interest rates weighed heavily on the NASDAQ, but the semiconductor sector was strong, supporting lower prices, and slightly higher. The Dow widened its decline towards the end of the game and ended in mixed ways.
The Tokyo stock market on the 26th was in a position of risk appetite centered on major export stocks, etc., and there is a high possibility that the Nikkei Stock Average will rebound drastically.
Top news
Microsoft violates EU competition law over cloud, Google claims
paddy $Alphabet-C (GOOG.US)$Google, which is under the umbrella of the umbrella, is on the 25th $Microsoft (MSFT.US)$It was clarified that a formal complaint against it was submitted to the European Commission, which is the competition law (antitrust law) authority of the European Union (EU). Google accused Microsoft of abusing its position in the corporate software market, imposing its own cloud service “Azure (Azure)” on companies, and continuing to lock them in.
Microsoft violates EU competition law over cloud, Google claims
paddy $Alphabet-C (GOOG.US)$Google, which is under the umbrella of the umbrella, is on the 25th $Microsoft (MSFT.US)$It was clarified that a formal complaint against it was submitted to the European Commission, which is the competition law (antitrust law) authority of the European Union (EU). Google accused Microsoft of abusing its position in the corporate software market, imposing its own cloud service “Azure (Azure)” on companies, and continuing to lock them in.
Micron's sharp rise in AI demand of 13% outside of settlement time is driving a rapid increase in sales = US stocks individually
$Micron Technology (MU.US)$It's drastically high outside of hours. Financial results for the fiscal year ending June-August (fourth quarter) were announced after closing, and both earnings per share and sales exceeded expectations. The gross profit margin also exceeded expectations. Guidance was also announced, and earnings per share and sales for the first quarter exceeded expectations. Strong AI demand drove a rapid increase in sales of DRAM and high-bandwidth memory products for data centers.
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Micron's full fiscal year 2024/8 increased sales surplus conversion sales increased 62% to 25.1 billion dollars, operating income 1.3 billion dollars, EPS 0.70 dollars
Micron is bullish on the outlook that the June-August fiscal year will exceed expectations
$Micron Technology (MU.US)$It's drastically high outside of hours. Financial results for the fiscal year ending June-August (fourth quarter) were announced after closing, and both earnings per share and sales exceeded expectations. The gross profit margin also exceeded expectations. Guidance was also announced, and earnings per share and sales for the first quarter exceeded expectations. Strong AI demand drove a rapid increase in sales of DRAM and high-bandwidth memory products for data centers.
RELATED ARTICLES
Micron's full fiscal year 2024/8 increased sales surplus conversion sales increased 62% to 25.1 billion dollars, operating income 1.3 billion dollars, EPS 0.70 dollars
Micron is bullish on the outlook that the June-August fiscal year will exceed expectations
Meta announces augmented reality glasses “Orion” = individual US stocks
$Meta Platforms (META.US)$The augmented reality glasses “Orion” were announced on the 25th. These glasses, which are still under development, are superimposed and displayed using a small projector using micro LED technology. Tasks performed on a mobile phone or laptop, such as YouTube clips, text messages, and video calls, can be operated with eye movements, and the attached wristband converts it into on-screen movements of clicking and scrolling with subtle finger movements.
$Meta Platforms (META.US)$The augmented reality glasses “Orion” were announced on the 25th. These glasses, which are still under development, are superimposed and displayed using a small projector using micro LED technology. Tasks performed on a mobile phone or laptop, such as YouTube clips, text messages, and video calls, can be operated with eye movements, and the attached wristband converts it into on-screen movements of clicking and scrolling with subtle finger movements.
Murati CTO of Open AI leaves the company
Mira Murati, Chief Technology Officer (CTO) of US Open AI, revealed on the 25th that she will leave the company. Executives have left the company one after another at the company that developed “Chat GPT.”
Mira Murati, Chief Technology Officer (CTO) of US Open AI, revealed on the 25th that she will leave the company. Executives have left the company one after another at the company that developed “Chat GPT.”
Nippon Steel's US Steel takeover plan, arbitration committee rejects labor union opposition
Major US steel company $United States Steel (X.US)$Is the 25th $Nippon Steel (5401.JP)$In the case where the American Steel Workers Union (USW) opposed the takeover plan, it was clarified that the arbitration committee made a decision favorable to the company side. With this, both companies can proceed with the acquisition procedure without taking additional measures.
Major US steel company $United States Steel (X.US)$Is the 25th $Nippon Steel (5401.JP)$In the case where the American Steel Workers Union (USW) opposed the takeover plan, it was clarified that the arbitration committee made a decision favorable to the company side. With this, both companies can proceed with the acquisition procedure without taking additional measures.
[Column] Hello Kitty, the strategy that made the world go crazy
Hello Kitty celebrated its 50th anniversary this year. Sanrio, who brought this character to the world, has no shortage of happy ingredients. Sanrio's stock price has reached 10 times the lowest price set in 2020, and it is in the highest price range. Sales showed strong growth and hit record highs. Operating profit for the April-6 fiscal year increased 80% compared to the same period last year.
Hello Kitty celebrated its 50th anniversary this year. Sanrio, who brought this character to the world, has no shortage of happy ingredients. Sanrio's stock price has reached 10 times the lowest price set in 2020, and it is in the highest price range. Sales showed strong growth and hit record highs. Operating profit for the April-6 fiscal year increased 80% compared to the same period last year.
What US stocks support the “AI Gold Rush” recommended by analysts?
● Oppenheimer analyst Edward Yang recommended that investors buy shares of several companies that manufacture what is necessary to support AI demand.
●Mr. Yang $Onto Innovation (ONTO.US)$Handling of shares has begun. Ont and $Ultra Clean (UCTT.US)$is evaluating Outperform. He has set Ont's stock price target at $260, which means a 27% increase from current levels. Meanwhile, a target price of $70 for Ultra Clean shares suggests a 90% increase.
● Mr. Yang believes that the “AI Gold Rush” has created long-term bottlenecks, but the bottleneck will be mitigated by chip infrastructure companies such as Ont and Ultra Clean gaining the status of “toll roads.”
● Oppenheimer analyst Edward Yang recommended that investors buy shares of several companies that manufacture what is necessary to support AI demand.
●Mr. Yang $Onto Innovation (ONTO.US)$Handling of shares has begun. Ont and $Ultra Clean (UCTT.US)$is evaluating Outperform. He has set Ont's stock price target at $260, which means a 27% increase from current levels. Meanwhile, a target price of $70 for Ultra Clean shares suggests a 90% increase.
● Mr. Yang believes that the “AI Gold Rush” has created long-term bottlenecks, but the bottleneck will be mitigated by chip infrastructure companies such as Ont and Ultra Clean gaining the status of “toll roads.”
ADR Japan Stock Ranking
![[Morning Report] 1 dollar depreciation = 2 US stocks supporting the “AI Gold Rush” recommended by analysts in the latter half of the 144 yen range](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240926/d6c7f09ef9925bf521da60ba6917fa4d.jpg/big?area=105&is_public=true)
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Key Market Events
![[Morning Report] 1 dollar depreciation = 2 US stocks supporting the “AI Gold Rush” recommended by analysts in the latter half of the 144 yen range](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240926/a919239db8837c9a02095376091c809c.png/big?area=105&is_public=true)
Distributor: Dow Jones, MINKABU, MarketWatch, Welshadvisor, Fisco
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