【Morning Report】Can ASML overcome the shock, TSMC earnings due today Dell, NVIDIA to ship servers with 'Blackwell' next month according to reports
Good morning to all Moomoo users!![]()
The key points of the early morning report today are here.
●[Tokyo Stock Market Forecast Range] 92,000-97,000 yen (closing price on the 16th: 91,830 yen 30 sen)
●Amazon signs additional 2 contracts regarding nuclear power generation
●Dell to start shipping servers with Nvidia's 'Blackwell' next month
●ASML continues to decline as CEO Fuque expresses cautious outlook for next year
●[Earnings Preview] TSMC, strong demand accelerating growth, possibility of returning to the '1 trillion dollar club' market capitalization club?
●Morgan Stanley rises by about 7% following earnings report, Wealth Management division exceeds expectations
●ロボタクシー発表後のテスラの注目点は？●[Tokyo Stock Market Forecast Range] 92,000-97,000 yen (closing price on the 16th: 91,830 yen 30 sen)
●Amazon signs additional 2 contracts regarding nuclear power generation
●Dell to start shipping servers with Nvidia's 'Blackwell' next month
●ASML continues to decline as CEO Fuque expresses cautious outlook for next year
●[Earnings Preview] TSMC, strong demand accelerating growth, possibility of returning to the '1 trillion dollar club' market capitalization club?
●Morgan Stanley rises by about 7% following earnings report, Wealth Management division exceeds expectations
ーmoomooニュースMark
市場概況
On the 16th, the US stock market rose. The Dow Jones hit a record high on a closing basis. Positive corporate earnings and bright performance outlooks pushed up US stocks amid signs of a gradual decline in interest rates. Lingering concerns about the semiconductor sector led to a decline after the opening bell. Subsequently, airlines and strong financial earnings were well received, with buys in semiconductor Nvidia (NVDA) driving investor sentiment improvement, leading to an upward trend. Hopes for a soft landing also helped, and the Dow rose further. The decline in long-term interest rates also provided support, with Nasdaq trading firmly and expanding gains towards the end.
The Tokyo stock market on the 17th is expected to see widespread buying, with a high possibility of a rebound in the Nikkei average stock price. Although it may not fully recover the over 700-point decline from the previous day, strong price movements are expected in the mid-zone from the early 9000-yen range.
The Tokyo stock market on the 17th is expected to see widespread buying, with a high possibility of a rebound in the Nikkei average stock price. Although it may not fully recover the over 700-point decline from the previous day, strong price movements are expected in the mid-zone from the early 9000-yen range.
Top News
Amazon signs two more contracts related to nuclear power generation
USA $Amazon (AMZN.US)$On the 16th, energy giant $Dominion Resources (D.US)$and X Energy Reactor, a reactor developer, revealed that they have signed a contract related to nuclear power development. They have contracted for the development of new technologies that can promote the development of small modular reactors (SMRs) in Southern Virginia.
Amazon signs two more contracts related to nuclear power generation
USA $Amazon (AMZN.US)$On the 16th, energy giant $Dominion Resources (D.US)$and X Energy Reactor, a reactor developer, revealed that they have signed a contract related to nuclear power development. They have contracted for the development of new technologies that can promote the development of small modular reactors (SMRs) in Southern Virginia.
Dell and Nvidia to start shipping servers equipped with the 'Blackwell' next month
$Dell Technologies (DELL.US)$It is. $NVIDIA (NVDA.US)$They revealed that they will soon begin shipping servers equipped with the latest AI accelerator 'Blackwell'. Bloomberg reported this based on an interview with the head of the company's infrastructure division. The AI servers with 'Blackwell' will be shipped to specific customers starting next month, and sales to the general public are expected to begin in early 2025.
$Dell Technologies (DELL.US)$It is. $NVIDIA (NVDA.US)$They revealed that they will soon begin shipping servers equipped with the latest AI accelerator 'Blackwell'. Bloomberg reported this based on an interview with the head of the company's infrastructure division. The AI servers with 'Blackwell' will be shipped to specific customers starting next month, and sales to the general public are expected to begin in early 2025.
ASML continues to decline as CEO Fuuke expresses cautious views for next year
ASML, a semiconductor manufacturing equipment maker in the Netherlands, $ASML Holding (ASML.US)$continued to decline in the New York market on the 16th. CEO Fuuke held a conference call for investors, indicating that the semiconductor market is likely to remain sluggish well into 2025. Due to slow demand recovery, customers are becoming cautious about investments, with some being canceled.
Related Articles
Semiconductor stocks experience intense fluctuations! What does ASML's sharp drop in orders indicate? Check the impact on NVIDIA and AI semiconductor stocks.
ASML, a semiconductor manufacturing equipment maker in the Netherlands, $ASML Holding (ASML.US)$continued to decline in the New York market on the 16th. CEO Fuuke held a conference call for investors, indicating that the semiconductor market is likely to remain sluggish well into 2025. Due to slow demand recovery, customers are becoming cautious about investments, with some being canceled.
Related Articles
Semiconductor stocks experience intense fluctuations! What does ASML's sharp drop in orders indicate? Check the impact on NVIDIA and AI semiconductor stocks.
$Taiwan Semiconductor (TSM.US)$は日本時間17日午後、24年第3四半期決算を発表する予定。AIとスマホの需要に支えられ、同社株が史上最高値を更新する可能性があると予想されている。注目すべき点は、第4四半期と通年の成長見通し、先進プロセスとCoWosの値上げ、生産能力拡大の進捗と資本支出など。
クアルコム、インテル買収の判断は米大統領選後に持ち越し
$Qualcomm (QCOM.US)$は、同業の $Intel (INTC.US)$への買収提案を実行に移すかどうかの判断を11月の米大統領選挙の後に持ち越す可能性が高い。ブルームバーグが関係者の話として伝えた。クアルコムは次期政権が反トラスト法の状況や米中関係に与える影響を考慮し、誰がホワイトハウス入りするのかがより明確になるのを待った上で、次の行動を決めたい考えだという。
$Qualcomm (QCOM.US)$は、同業の $Intel (INTC.US)$への買収提案を実行に移すかどうかの判断を11月の米大統領選挙の後に持ち越す可能性が高い。ブルームバーグが関係者の話として伝えた。クアルコムは次期政権が反トラスト法の状況や米中関係に与える影響を考慮し、誰がホワイトハウス入りするのかがより明確になるのを待った上で、次の行動を決めたい考えだという。
モルガン・スタンレーが決算受け約7％上昇 ウェルス・マネジメント部門が予想上回る
$Morgan Stanley (MS.US)$が上昇。取引開始前に7-9月期決算(第3四半期)を発表し、主力のウェルス・マネジメント部門の経常収益が予想を上回ったほか、株式や債券・為替・商品(FICC)のトレーディングも好調だった。投資銀行部門も好調で、他の米大手銀と同様に良好な決算となった。
$Morgan Stanley (MS.US)$が上昇。取引開始前に7-9月期決算(第3四半期)を発表し、主力のウェルス・マネジメント部門の経常収益が予想を上回ったほか、株式や債券・為替・商品(FICC)のトレーディングも好調だった。投資銀行部門も好調で、他の米大手銀と同様に良好な決算となった。
What are the points of interest for Tesla after the RoboTaxi announcement?
● $Tesla (TSLA.US)$At the RoboTaxi 'Cyber Cab' presentation, the lack of specific information about new vehicle production led to disappointment among investors and a decline in stock prices. However, analysts at Barclays have pointed out that 'at least for now, the focus on Tesla is returning to fundamentals.' Investor interest seems to be focusing on sales forecasts and the path to profit margin recovery.
Dan Levy and his team of analysts noted in a client memo on the 16th that considering the third-quarter earnings forecast exceeding expectations and the stability of short-term outlook, they believe it could potentially serve as a positive catalyst in the short term."There is a possibility that it could be a positive trigger in the short term."After the trading on the 23rd, the earnings to be announced are expected to exceed the pre-estimated adjusted earnings per share of 68 cents.
- Analysts expect Tesla's performance to improve due to 'margin improvement, reduction of operating expenses, and possibly strong (regulatory) credit income (while acknowledging its opaqueness).'Maintaining a hold rating equivalent to Tesla stock.and have also kept the stock's target price at $220 unchanged.
SpaceX sues California authorities, claiming that rocket launch applications were rejected for political reasons.
SpaceX, the U.S. space development company led by Elon Musk, sued the California regulatory authority for rejecting an increase in rocket launch frequency, alleging that the decision was politically motivated. In a complaint filed on the 15th with the Central District Court of California, SpaceX claimed that the authority had exceeded its powers and violated Musk's freedom of speech.
● $Tesla (TSLA.US)$At the RoboTaxi 'Cyber Cab' presentation, the lack of specific information about new vehicle production led to disappointment among investors and a decline in stock prices. However, analysts at Barclays have pointed out that 'at least for now, the focus on Tesla is returning to fundamentals.' Investor interest seems to be focusing on sales forecasts and the path to profit margin recovery.
Dan Levy and his team of analysts noted in a client memo on the 16th that considering the third-quarter earnings forecast exceeding expectations and the stability of short-term outlook, they believe it could potentially serve as a positive catalyst in the short term."There is a possibility that it could be a positive trigger in the short term."After the trading on the 23rd, the earnings to be announced are expected to exceed the pre-estimated adjusted earnings per share of 68 cents.
- Analysts expect Tesla's performance to improve due to 'margin improvement, reduction of operating expenses, and possibly strong (regulatory) credit income (while acknowledging its opaqueness).'Maintaining a hold rating equivalent to Tesla stock.and have also kept the stock's target price at $220 unchanged.
SpaceX sues California authorities, claiming that rocket launch applications were rejected for political reasons.
SpaceX, the U.S. space development company led by Elon Musk, sued the California regulatory authority for rejecting an increase in rocket launch frequency, alleging that the decision was politically motivated. In a complaint filed on the 15th with the Central District Court of California, SpaceX claimed that the authority had exceeded its powers and violated Musk's freedom of speech.
ADR Japanese Stock Ranking
Foreign exchange
Key Market Events
Source: Dow Jones, MINKABU, MarketWatch, Wealth Advisor, Fisco
Disclaimer: Moomoo Technologies Inc. is providing this content for information and educational use only.
Read more
Comment
Sign in to post a comment
