US Market Outlook: The stock price rise of the companies mentioned by NVIDIA CEO as “King Maker” and the Dow Average started with a rise of 29 dollars

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NVIDIA CEO to reduce shortage of AI semiconductors “bigger”
Major US semiconductor company $NVIDIA(NVDA.US)$continues to run fast. New semiconductor products used in generative AI (artificial intelligence) were announced at our in-house event held on the 18th. Chief Executive Officer Jenson Fan (CEO) emphasized that “a large amount of huge semiconductors will be needed” to run more sophisticated AI. Product supply, which was an issue, has also expanded, and it is expected that the sense of shortage will gradually fade.
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Stock price increases of companies mentioned by NVIDIA CEO as “King Maker”
Major US semiconductor company $NVIDIA(NVDA.US)$The keynote speech given by CEO Jenson Huang on the 18th attracted a lot of attention, but it did not move the company's stock price significantly. However, it is resonating with the stock prices of NVIDIA's customers and partners. Mr. Juan announced a new processor design named “Blackwell” in his keynote speech. Outside of hours after the end of normal trading, NVIDIA shares temporarily fell by about 1%. Meanwhile, the stock prices of the companies he mentioned in his presentation are rising.
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Super Microcomputer plummets 10% and announces a public offering of 2 million shares
Rice that manufactures and sells servers $Super Micro Computer(SMCI.US)$It was announced on the 19th that it will publicly offer 2 million shares of common stock. After the stock sale was announced, the company's stock plummeted 10% or more due to overtime trading. The current stock price was 896.57 dollars, and the trading price was 233 million dollars.

US Berkshire, led by Mr. Buffett, accelerates share buybacks by 2.2 billion to 2.4 billion dollars since the beginning of the year
US investment company $Berkshire Hathaway-A(BRK.A.US)$It became known that it is speeding up share buybacks. It suggests that Chairman Warren Buffett thinks the company's stock is undervalued. According to data submitted to the authorities on the 15th, the company bought back the equivalent of 3808 Class A shares from the beginning of the year to 3/6, and invested approximately 2.2 billion to 2.4 billion dollars depending on the time of purchase.

There is also an AI boom in the crypto asset market, and the token growth rate exceeds Bitcoin
The artificial intelligence (AI) boom is also having a major impact on the crypto asset market. What are the coins associated with crypto projects that specialize in AI $NVIDIA(NVDA.US)$It skyrocketed along with high-tech stocks such as. It was boosted by investors' insatiable appetite for applications such as machine learning. While Bitcoin, the world's largest virtual currency, has risen to record levels, the rate of increase of many AI tokens over the past year has surpassed even Bitcoin. According to data from Coin Gecko, the total market value expanded from just 2.7 billion dollars as of April last year to 26.4 billion dollars. Tokens associated with crypto projects have risen 145-297% over the past 30 days.
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Cryptocurrency-related stocks fall overtime = individual US stocks

Hybrid cars are rapidly rising in popularity over EVs in the US
For many years, automobile manufacturers have been working to break away from the image of hybrid vehicles (HVs) as uninteresting fuel-efficient vehicles, and have remade them so that they have a sportier design and higher horsepower. HVs, which once had a niche presence, are now the most popular cars in America.

[FOMC Preview] Maintaining the status quo? In addition to when interest rate cuts will begin, pay attention to discussions on the end of QT
The two-day FOMC monetary policy meeting is scheduled to end at 03:00 on Thursday the 21st Japan time. FOMC Chairman Powell's press conference is scheduled to be held from 03:30 on Thursday the 21st Japan time. Of the 108 economists surveyed by Reuters, all expect the US Federal Reserve (Fed) to leave interest rates unchanged in the range of 5.25 to 5.50%.

US long-term government bond ETF falls the longest ever, 300 billion yen outflow - funds are in a hurry
The movement to hasten the withdrawal of funds from the world's largest exchange-traded fund (ETF) as an investment in long-term US government bonds is spreading in the market. Steady economic growth puts upward pressure on bond yields, and as demand for safe assets recedes, $iShares 20+ Year Treasury Bond ETF(TLT.US)$It continued to decline for 8 business days on the 18th. This is the longest drop since it was set in 2002. Funds have flowed out for 5 consecutive weeks, and funds withdrawn during this time have reached a total of 2 billion dollars. The situation completely changed from last year, when traders poured large amounts of money into TLT, seeing that the US bonds that were sold would eventually generate large returns. Stocks and crypto asset (virtual currency) linked funds are taking in funds at an unprecedented pace, and signs of a risk asset boom are becoming apparent.

Hedge funds buy bank stocks the most in the past year = Goldman
According to the US Goldman Sachs memo for customers, hedge funds placed buy orders for bank and financial stocks at the fastest pace in the past year during the week ending on the 15th, and the timing was perfect for setting high prices in Western bank stock indices. It is said that financial stocks in emerging markets in North America, Europe, and Asia showed outstanding inflows for the second week in a row. The STOXX European 600 Bank Stock Index has risen 8.3% since the beginning of the year, and is currently in the high price range since 2019. Dow Jones Bank Stock Index $Dow Jones U.S. Banks Index(.DJUSBK.US)$The value has risen 6.6% since the beginning of the year.