[Morning Report] NVIDIA continues to fall, Triple Witching successfully passes partnership discussions with Apple on Meta and AI

Top news

NVIDIA continues to fall, triple witching passes safely
There was no overall sense of direction in the US market on the 21st, and the Dow average continued to trade in a narrow range. The day before, there was a scene where the S&P 500 broke through 5,500 at one point, but they were leading the way $NVIDIA(NVDA.US)$were pushed by profit-taking sales, and sales of AI-related stocks that have supported the index were also strengthening all at once.
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Apple and Meta discuss partnership with AI = related sources
Run Facebook $Meta Platforms(META.US)$Discussions were held on incorporating a generative artificial intelligence (AI) model into Apple's AI system “Apple Intelligence.” The people involved who are familiar with the situation have made it clear. $Apple(AAPL.US)$In June, Apple Intelligence was announced for terminals such as the smartphone “iPhone (iPhone)”.

The dollar and yen are conscious of the 160 yen range, and the dollar continues to be strong
The dollar and yen rose to 159 yen to 80 yen in overseas markets last weekend. After that, it remained in the high price range. It is a development that is keenly aware that it has exceeded the 160 yen mark. The good results of the US Purchasing Managers Index (PMI) last weekend triggered dollar purchases. Expectations that interest rate cuts will begin in September are still dominant, but a sense of caution about postponing interest rate cuts is also spreading, and the dollar is in a firm position.
Related articles:Treasurer Kanda “Ready to intervene 24 hours a day if necessary”
Even with Treasurer Kanda's statement to control the depreciation of the yen, the dollar yen did not move, and there was no impact on the US exchange report

ADR Japan Stock Rankings ~ Japan Post Bank etc. have a slight selling advantage in general
The Japanese stock of ADR (American Depositary Receipts) is compared to the Tokyo Stock Exchange (converted to 159.78 yen per dollar) $Japan Post Bank(7182.JP)$、 $Renesas Electronics(6723.JP)$、 $Murata Manufacturing(6981.JP)$、 $Nidec(6594.JP)$、 $Tokyo Electron(8035.JP)$etc. fell, and sales generally had a slight advantage.

Aim for a global niche that stands out with good performance! “The best selection of 6 brands”
― The face of “technology-driven Japan” is amazing, and buy ahead of time in preparation for the trend of small and medium stocks coming early and evening - In this top feature, we have carefully selected 6 stocks that are currently performing well and have a lot of room for stock price review from a group of stocks with impressive aspects of “technology-driven Japan.” 6 notable stocks with the Joker on hand: $OSAKA Titanium technologies(5726.JP)$Ya $ESPEC(6859.JP)$、 $Daido Kogyo(6373.JP)$etc.
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The 30 Best June Dividends [High Yield] That Are Still in Time ＜Special Feature on Undervalued Stocks＞
The top 30 stocks with high yields due to year-end dividends or interim dividends for June, which reaches the last day with rights on 6/26, were taken up.