US market outlook: high-tech stock positions are bullish; conversely, risk of falling Nasdaq started 40.51 points higher

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The issuance of US corporate bonds is expected to be the highest ever this year, interest rate cuts and the economy is expected to land softly
The amount of corporate bonds issued in the US market this year is expected to hit a record high. In addition to the expectation that funding costs will drop due to interest rate cuts by the US Federal Reserve (FRB), the background is that investors' desire to buy is increasing due to expectations for a “soft landing” in the economy.

Risk of a sharp fall in US tech stocks, positioning suggests - City
Since investors' positions in US technology stocks are extremely strong, there is a possibility that the turmoil caused to the market will increase when the market price falls. A Citigroup strategist pointed it out. As for NASDAQ 100 futures, which have a high proportion of high-tech stocks, positions that anticipate a decline have completely disappeared, and it is said that there are overwhelmingly many investors who anticipate a further rise.

Toyota invests 2% in TSMC Kumamoto Plant 2 for operation in 2027
Of the world's leading semiconductors $TSM.US$ On the 6th, to JASM (Kikuyo-cho, Kumamoto Prefecture), an operating subsidiary of the Kumamoto Plant $TM.US$It was announced that an investment would be made. The second factory in Japan will be set up in Kumamoto Prefecture, and it is scheduled to be put into operation by the end of 2027. The domestic supply system will be expanded in anticipation of semiconductor demand for automobiles, etc.

UBS to continue issuing AT1 bonds, several billion dollars in the next few years - 2 billion dollars in 24
Swiss banks $UBS.US$The plan is to issue an even larger amount of “other tier 1 bonds (AT1 bonds),” which are high-risk bank bonds, over the next few years. Last year, the bank's large-scale bond issuance pioneered the revival of the AT1 bond market.

Buffett's Berkshire buys 4.3 million shares of Occidental's common stock
US investment company led by investor Warren Buffett $BRK.B.US$Is $OXY.US$4.3 million shares of common stock were purchased.

Eli Lilly received financial results and rose outside of hours both “Manjaro” and “Zepp Bound” are doing well
Of pharmaceuticals $LLY.US$It has risen outside of hours. Financial results were announced before the start of trading, and in addition to the rapid increase in sales of “Manjaro,” which exceeded expectations, the expected weight loss injectable drug “Zepbound,” which was sold in December, also exceeded expectations.