【Morning Report】In the USA, CPI exceeded expectations, leading to speculation that interest rate cuts will be put on hold. AMD's stock price plummeted despite announcing AI semiconductor to rival Nvidia.
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Here are the key points of the early morning news today.
●[Tokyo Stock Market Forecast Range] ¥900,000-¥950,000 (Closing price on the 10th: ¥938,089)
●US CPI accelerates unexpectedly, significant increase in initial jobless claims, causing dollar volatility
●Atlanta Fed President considers postponing rate cut in November
●AMD to release AI chips to counter Nvidia's Blackwell, leading to sharp stock price drop
●Tesla to unveil Robo-Taxis, disclosing Musk's AI vision
●Domino's Pizza announces earnings reports, hinting at impact from sluggish personal consumption, limited stock price reaction
●List of Q3 performances for major US banks! Mixed feelings over rate cuts and changes in regulatory policies?
●Nvidia breaks out of triangular consolidation! Top 5 semiconductor stocks closely correlated with performance and stock prices
Is the 'strongest' retail not Nitori or Fast Retailing?! Here are 5 stocks with upward potential [Earnings Summary].
ADR Japanese Stock Ranking - Selling pressure dominant overall, including Yucho Bank, Chicago at 39,370 yen, 60 yen higher than Osaka.
moomoo News Kei
●[Tokyo Stock Market Forecast Range] ¥900,000-¥950,000 (Closing price on the 10th: ¥938,089)
●US CPI accelerates unexpectedly, significant increase in initial jobless claims, causing dollar volatility
●Atlanta Fed President considers postponing rate cut in November
●AMD to release AI chips to counter Nvidia's Blackwell, leading to sharp stock price drop
●Tesla to unveil Robo-Taxis, disclosing Musk's AI vision
●Domino's Pizza announces earnings reports, hinting at impact from sluggish personal consumption, limited stock price reaction
●List of Q3 performances for major US banks! Mixed feelings over rate cuts and changes in regulatory policies?
●Nvidia breaks out of triangular consolidation! Top 5 semiconductor stocks closely correlated with performance and stock prices
Is the 'strongest' retail not Nitori or Fast Retailing?! Here are 5 stocks with upward potential [Earnings Summary].
ADR Japanese Stock Ranking - Selling pressure dominant overall, including Yucho Bank, Chicago at 39,370 yen, 60 yen higher than Osaka.
moomoo News Kei
Market Overview
On the 10th, the US stock market fell for the first time in 3 business days. While the US CPI slightly exceeded expectations, indicating a slight easing of recent inflation pressures, the number of new US jobless claims significantly exceeded expectations, indicating a cooling job market.
On the 11th, in the Tokyo stock market amid buying and selling, the Nikkei average is expected to remain around the previous day's closing price. However, despite heavy resistance to upward movement, strong buying is expected to flow in, leading to a strong trend.
On the 11th, in the Tokyo stock market amid buying and selling, the Nikkei average is expected to remain around the previous day's closing price. However, despite heavy resistance to upward movement, strong buying is expected to flow in, leading to a strong trend.
Top news
US CPI accelerates unexpectedly, new jobless claims increase significantly, leading to volatile movements in the dollar.
The weekly initial jobless claims announced by the US Department of Labor (10/5) increased by 33,000 to 258,000, exceeding expectations from the previous 225,000 and reaching a high level not seen in 13 months. The increase is believed to be due to the impact of a major hurricane, marking the largest increase in 3 years. The number of continuing unemployment benefit recipients (9/28) rose to 1.861 million from the previous 1.819 million, surpassing expectations and hitting the highest level since July.
US CPI accelerates unexpectedly, new jobless claims increase significantly, leading to volatile movements in the dollar.
The weekly initial jobless claims announced by the US Department of Labor (10/5) increased by 33,000 to 258,000, exceeding expectations from the previous 225,000 and reaching a high level not seen in 13 months. The increase is believed to be due to the impact of a major hurricane, marking the largest increase in 3 years. The number of continuing unemployment benefit recipients (9/28) rose to 1.861 million from the previous 1.819 million, surpassing expectations and hitting the highest level since July.
Atlanta Fed President considers postponing rate cut in November.
Raphael Bostic, President of the Federal Reserve Bank of Atlanta, stated on the 10th that depending on the economic outlook, there is a readiness to consider a 0.25 point rate cut or keeping rates unchanged at the Federal Open Market Committee (FOMC) meeting in November.
Raphael Bostic, President of the Federal Reserve Bank of Atlanta, stated on the 10th that depending on the economic outlook, there is a readiness to consider a 0.25 point rate cut or keeping rates unchanged at the Federal Open Market Committee (FOMC) meeting in November.
AMD's announcement of AI chips to compete against Nvidia leads to sharp drop in stock price.
● $Advanced Micro Devices (AMD.US)$On the 10th, (AMD) announced a new AI semiconductor, "Instinct MI325X", to compete against Nvidia's leading new AI semiconductor, Blackwell.
CNBC pointed out in an article on the same day that "The biggest obstacle for AMD to gain market share is the use of Nvidia's proprietary programming language CUDA. CUDA has become the standard among AI developers. Therefore, developers are essentially locked into Nvidia's ecosystem."
Chip production is scheduled to start by the end of 2024, and AMD has not disclosed information about prices or new customers.
Following AMD's announcement, as anticipated information was not provided, the stock price significantly dropped.
● $Advanced Micro Devices (AMD.US)$On the 10th, (AMD) announced a new AI semiconductor, "Instinct MI325X", to compete against Nvidia's leading new AI semiconductor, Blackwell.
CNBC pointed out in an article on the same day that "The biggest obstacle for AMD to gain market share is the use of Nvidia's proprietary programming language CUDA. CUDA has become the standard among AI developers. Therefore, developers are essentially locked into Nvidia's ecosystem."
Chip production is scheduled to start by the end of 2024, and AMD has not disclosed information about prices or new customers.
Following AMD's announcement, as anticipated information was not provided, the stock price significantly dropped.
Tesla to unveil robotaxi, Musk's AI concept also revealed.
American electric vehicle (EV) giant Tesla will hold an event at Warner Bros. Studios in Burbank, California on the evening of the 10th Pacific time. At the event, they plan to unveil the self-driving taxi 'RoboTaxi' for the first time and disclose details of the service. This will directly compete with Waymo, an autonomous vehicle development company launched under Alphabet over 10 years ago.
American electric vehicle (EV) giant Tesla will hold an event at Warner Bros. Studios in Burbank, California on the evening of the 10th Pacific time. At the event, they plan to unveil the self-driving taxi 'RoboTaxi' for the first time and disclose details of the service. This will directly compete with Waymo, an autonomous vehicle development company launched under Alphabet over 10 years ago.
Domino's Pizza, earnings report suggests impact from sluggish personal consumption, with limited stock price reaction.
Domino's Pizza announced its July-September quarter (Q3) earnings before trading began, with same-store sales falling below expectations in both the US and overseas. Revenue also fell short of expectations. However, earnings per share significantly exceeded expectations. For the full year, they downwardly revised revenue growth and new store opening forecasts. The content suggests that the sluggish personal consumption is impacting the restaurant industry.
Domino's Pizza announced its July-September quarter (Q3) earnings before trading began, with same-store sales falling below expectations in both the US and overseas. Revenue also fell short of expectations. However, earnings per share significantly exceeded expectations. For the full year, they downwardly revised revenue growth and new store opening forecasts. The content suggests that the sluggish personal consumption is impacting the restaurant industry.
今週金曜日、大手銀行株がいち早く第3四半期決算を発表し、決算シーズンの幕を開ける。
Nvidia breaks out above the triangle consolidation! Here are the top 5 semiconductor stocks with high performance and stock price correlation, "AI semiconductor demand is crazy".
The demand for Blackwell is very, very strong. The chairman of Hon Hai Precision Industry, which assembles servers equipped with NVIDIA's AI semiconductor, stated that Jensen Huang, the CEO, called it 'crazy' and that they are increasing production capacity in response. This also confirms the strength of demand for AI semiconductors from the revenue of TSMC, which produces AI semiconductors.
The demand for Blackwell is very, very strong. The chairman of Hon Hai Precision Industry, which assembles servers equipped with NVIDIA's AI semiconductor, stated that Jensen Huang, the CEO, called it 'crazy' and that they are increasing production capacity in response. This also confirms the strength of demand for AI semiconductors from the revenue of TSMC, which produces AI semiconductors.
"Strongest" retail is not Nitori or Fast Retailing?! Top 5 stocks chasing after higher prices, thoroughly comparing operating margin and existing store revenue! [Financial Results Summary]
As prices continue to rise, the stock prices of well-performing retail stocks are showing a positive trend. Among the retail stocks that have reached their highest prices this fiscal period, we will focus on the top five 'category killer' chain stores to analyze their 'strength' based on recent performance.
As prices continue to rise, the stock prices of well-performing retail stocks are showing a positive trend. Among the retail stocks that have reached their highest prices this fiscal period, we will focus on the top five 'category killer' chain stores to analyze their 'strength' based on recent performance.
foreign exchange
Main Market Events
Source: Dow Jones, MINKABU, Fisco, Bloomberg, Wealth Adviser, moomoo
Disclaimer: Moomoo Technologies Inc. is providing this content for information and educational use only.
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