[Morning Report] Simultaneous sales to high-tech stocks, sense of caution due to GOOGL and TSLA financial results, yen buybacks accelerate, temporarily plummet to the first half of the 153 yen range

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The Dow Jones Average fell by over 500 dollars in simultaneous sales to IT/high-tech stocks, and there was a sense of alarm due to the financial results of Alphabet and Tesla
In the NY stock market on the 24th, the Dow average fell by over 500 dollars, IT and high-tech stocks were sold all at once, and the NASDAQ plummeted. The fact that it showed a lackluster response to the financial results of Alphabet and Tesla after closing the day before put pressure on the market.
Although Google's advertising revenue for Alphabet exceeded expectations, it seems that they are disgusted by the fact that YouTube's advertising revenue fell below expectations. The fact that capital investment was more than expected is also disgusting. Meanwhile, Tesla is drastically cheaper. Earnings per share fell below expectations for 4 consecutive quarters, and it has also been pointed out that gross profit margins for automobiles were unexpectedly sluggish.
Related articles:[Financial Summary] Tesla's decline outside of time to receive financial results What are future highlights?
[Financial Summary] Google is doing well in advertising, and the cloud business is growing 29%!

The buyback of yen accelerated, and the dollar and yen plummeted to the first half of the 153 yen range at one point = NY exchange rate overview
In the NY exchange market on the 24th, yen buybacks accelerated, and there was a scene where the dollar yen plummeted to the first half of the 153 yen range at one point. As expectations for FRB interest rate cuts in September increase, the rebound in yen carry transactions is accelerating, and the search for lower prices for the dollar yen continues. The technical team is also increasing their sense of caution against lower prices, and it seems that they are entering the market with new sales. The dollar yen is below the 100-day line due to today's decline, and attention is being paid to whether it will test the level in the middle of the 151 yen range ahead of the 200-day line. There were reports that the Bank of Japan would consider raising interest rates along with reducing government bond purchases at this month's decision meeting.

[MW] Harris increases winning probability by 47% on some betting sites
According to the betting site “PredictIT (PredictIT),” which bets on predictions of political events, the probability that Mr. Harris will win against former Republican President Donald Trump in the November presidential election is 47%, which is a big rise from 38% immediately after Mr. Biden announced his withdrawal. Meanwhile, Trump's chance of winning is 55%, down from the peak of 69% immediately after the attempted assassination incident.
Related articles:Harris starts election campaign “Mr. Trump focuses on the past”

[Column] Tesla was not “just an automobile manufacturer”
Tesla has finally proven through financial results that it is not just an automobile manufacturer. Financial results for the fiscal year ending April-6 generally fell short of analysts' expectations. The number of car deliveries increased drastically due to discounts, and although it reached a level that exceeded expectations in July, gross profit margin was shaken. The bright material is the energy business. It sells storage batteries and photovoltaic panels, and sales doubled compared to the same period last year. However, the fact that stock prices have risen 35% since the annual general meeting in June does not seem unrelated to what was expected of investment in AI and autonomous vehicles. In July, when Bloomberg reported that the company would postpone an event related to the autonomous driving taxi “Robo Taxi” scheduled for August, the rise stopped abruptly. Tesla announced on the 23rd that the event will be held on 10/10.

Financial Digest of Major Companies
・ $Tesla (TSLA.US)$The gross profit margin of drastically cheap cars was unexpectedly sluggish in response to financial results
・ $Alphabet-A (GOOGL.US)$I'm disgusted with YouTube's advertising revenue and capital investment due to a decline in response to financial results
・ $Seagate Technology (STX.US)$An increase in financial results suggests a recovery in storage demand
・ $CoStar (CSGP.US)$The increase in response to financial results is higher than expected in terms of both profit and sales
・ $AT&T (T.US)$rose in response to financial results, and the number of mobile phone subscribers increased at a level far exceeding expectations
・ $Texas Instruments (TXN.US)$has risen, and financial results are generally within the expected range, which suggests expectations for future recovery
・ $Visa (V.US)$The decline in response to financial results, the total payment amount, and total transaction amount are lower than expected
・ $Enphase Energy (ENPH.US)$The market received financial results and was substantially higher, and the gross profit margin was stable, and channel inventory was at a normal level

・ $IBM Corp (IBM.US)$rises outside of hours, AI boosts business performance
・ $Ford Motor (F.US)$It plummeted overtime, and although profit for the April-6 fiscal year fell short of expectations, the EV business was in sharp deficit

IBM rises outside of settlement time, AI boosts performance
$IBM Corp (IBM.US)$It has risen outside of hours. Financial results for the fiscal year ending April-June (2nd quarter) were announced after closing, and both 1-share operating income and sales exceeded expectations. Although the previous outlook for sales remained unchanged in the full-year guidance, the FCF's outlook was revised upward. As customers work to introduce the latest technology, it is reported that inquiries into the company's AI business are rapidly increasing.

“Shares bought!” the day before Total Zalai — What are the expected stocks leading up to today? ―Japanese stocks
$Nidec (6594.JP)$ 、 $Saizeriya (7581.JP)$、 $ONO Sokki (6858.JP)$etc