NVIDIA's stock price fell by 6.2% in the morning, the largest drop since September last year. Trump announced a foreign investment of 20 billion dollars in the construction of US data centers.

◇7日の米株式相場は下落。サービス部門のデータが根強いインフレへの懸念に拍車をかけた。好調な経済指標により、今年の連邦準備制度理事会（FRB）による追加利下げペースが遅くなると予想されている。個別銘柄では、前日に終値ベースで最高値を更新していた半導体大手 $NVIDIA (NVDA.US)$が6.2％安。超大型IT株「マグニフィセント・セブン」全銘柄の下げを主導した。 $Meta Platforms (META.US)$は2％安。
◇８日の東京株式市場は米国株安を嫌気し、売りに押される展開となりそう。きのうの東京市場では半導体株の多くが派手に上昇したが、きょうは逆回転の動きが想定される。日経平均株価は再びフシ目の４万円台を割り込みそうだ。

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NVIDIA's stock price fell by 6.2%, the largest drop since September last year. What was missing in the presentation at CES? = MarketWatch
● $NVIDIA (NVDA.US)$The stock price fell by 6.2% on the 7th, the worst one-day drop since the 9.5% drop seen on September 3, 2024. The company's stock price became one of the biggest decliners in the S&P 500 index on that day.
● Investors may have been disappointed that CEO Jensen Huang did not mention Rubin, the next-generation chip, in his presentation at the tech event CES.
● Analyst Cody Acree of Benchmark Research pointed out in a note to clients that "Mr. Huang made some technically interesting announcements to further expand the company's industry leadership, but did not mention Rubin, the next-generation chip, at all."
● Additionally, Stifel analyst Reuben Roy noted that Mr. Huang's announcements were "important but long-term (i.e., minimal impact on models)." For example, the company's new AI supercomputer "Project Digits" starts at $3,000, which "might not be a major revenue driver," but could help deepen NVIDIA's developer network.
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President-elect Trump announced a $20 billion foreign investment for the construction of data centers in the USA, according to CNBC.
According to CNBC, President-elect Donald Trump announced on the 7th a $20 billion investment from overseas to build new data centers across the United States. Hussain Sajwani, a billionaire from the United Arab Emirates and founder of real estate development company Damac Properties, stated that he has promised to donate at least that amount. Trump plans to offer incentives such as priority approvals to companies investing over $1 billion in order to attract more foreign companies to the USA.
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Unexpected increase in US November JOLT job openings, factoring in a slowdown in rate cuts.
The November JOLT job openings announced by the US Bureau of Labor Statistics increased from 7.839 million in October to 8.098 million, unexpectedly recovering to the 8 million level not seen since May. The increase is believed to be a result of employment growth in the service industry leading up to the year-end holidays.

The US ISM Non-Manufacturing Business Activity Index rose to 54.1 in December, surpassing expectations.
The US Institute for Supply Management (ISM) announced that the Non-Manufacturing Business Activity Index for December 2024 rose to 54.1 from 52.1 in November, surpassing market expectations (53.4). Although it exceeded the dividing line of 50 between economic expansion and contraction, it did not reach the level seen in October last year.

Meta discontinues fact-checking in the US and advocates for freedom of speech by ending fact-checking on its platforms Facebook and Instagram. CEO Mark Zuckerberg described this move as an attempt to restore freedom of expression on the platform.
USA $Meta Platforms (META.US)$Microsoft to invest $3 billion in India to expand cloud and AI infrastructure.

Microsoft to invest $3 billion in India to expand cloud and AI infrastructure.
USA $Microsoft (MSFT.US)$In India, the tech giant plans to invest 3 billion dollars (about 473 billion yen) over the next two years to expand its cloud and Artificial Intelligence (AI) infrastructure. Taking into account the increasing demand for AI-based computing in the USA, the company is actively pursuing investments. Satya Nadella, CEO of Microsoft, stated on the 7th at an event held in Bengaluru, India, that this investment will be the company's largest business expansion in India.