In the USA, large AI data centers are being constructed across the country, leading to a sharp increase in electrical utilities demand. This demand is being met by utilities industry providers, with some companies benefiting significantly. In particular, a group of companies known as independent power producers, such as $Constellation Energy (CEG.US)$ 、 $Vistra Energy (VST.US)$ 、 $Talen Energy (TLN.US)$ have experienced growth significant enough to double or triple their stock prices.
These companies own natural gas and nuclear power plants, generating high profits by selling electricity in the free market. They are able to grow without being bound by regulatory fee structures by directly contracting with major technology companies.

$Palantir (PLTR.US)$ Among the six companies with the highest potential to be newly included in the annual reconstruction of the Nasdaq 100 Index (NDX) scheduled to be announced on December 13, <DateTime>, is considered the most promising. The index is composed of the top 100 non-financial companies listed on Nasdaq by market capitalization, and its inclusion could potentially lead to an increase in the company's stock price.
Among the Nasdaq-listed companies, the following top market capitalization companies are not currently included in the Nasdaq 100 Index:
$MicroStrategy (MSTR.US)$ : Attracts attention in business intelligence and Bitcoin investment.
$Equinix Inc (EQIX.US)$ : Proud of its global presence in datacenter operation.
$CME Group (CME.US)$ Established as a leader in the derivatives trading market.
$Interactive Brokers (IBKR.US)$ targeted at individual investors...

$Alphabet-A (GOOGL.US)$
There is no need to panic.
Important points for investors
Chrome accounts for a relatively small percentage of Google's total revenue, and even if the sale were to happen, it is expected to have minimal impact on the company's search engine and cloud businesses.
Even if a division were to occur, it is considered unlikely that users would switch from Google Search to rival services like Bing or DuckDuckGo.
As in the case of past microsoft scenarios, there is a possibility of a reversal in the appeal trial, or the litigation itself may prolong.

Impact on the profit margins of Nvidia and AMD.
If chips made in Taiwan are taxed, $NVIDIA (NVDA.US)$ Etc and etc were down 4-5% or so, which was quite nerve-wracking 😨 However, they recovered quite a bit before the market opened, and ended up with just a small loss. If a major market only keeps rising in one direction, it will end quickly, so I think yesterday's decline was a good release of pressure, and I believe the uptrend will continue. Of course, there is a possibility of being wrong, so please invest at your own risk 🙇 $Advanced Micro Devices (AMD.US)$It is necessary to absorb the increase in manufacturing costs or transfer it to the final product price. This may put pressure on the profit margins of both companies.
Benefits to Intel
If the dependence on Taiwanese products decreases, $Intel (INTC.US)$Similar US manufacturers may benefit. The company is currently striving to acquire third-party customers.
Impact on the AI market growth
If President Trump pushes for relaxation of regulations related to AI, in the short term, chip demand may increase and partially offset the impact of tariffs. However, in the medium to long term, there is also a risk that rising product prices may slow down demand.

Donald Trump has clearly demonstrated his commitment to expanding America's fossil fuel production. The slogan “drill, baby, drill” was often heard at his gatherings and would become a central argument for his domestic policy. In other words, $Chevron (CVX.US)$ Energy stocks like these have the potential to bring huge profits. Chevron's stock is currently trading at $156.50, but several analysts believe the stock has room for significant gains in 2025.
UBS's Josh Silverstein has the most bullish view on Chevron. He believes the stock is undervalued by around 25% and recently raised his outlook to a “strong buy.” He also raised his target share price from $192 to $194. RBC Capital's Viraj Bolcataria's expectations are somewhat modest, but he has raised his outlook from $170 to $175 and has given Chevron a “buy” rating.
Chevron shareholders are...

$Tesla (TSLA.US)$
Analysts' evaluations.
Bank of America (John Murphy): Raised Tesla's target stock price to $265 and maintained a bullish "buy" rating.
Morgan Stanley (Adam Jonas): Sets a target stock price at $310 and positions Tesla as a "top pick".
Deutsche Bank (Edison Yu): Highly values the profit margin of the automobile and energy businesses, setting a target stock price of $295.
Wedbush (Mr. Dan Ives): Set a target stock price of $300 and maintain an 'Outperform' rating.
These analysts believe that Tesla's profit margin and growth renaissance could peak in the next few years.

$NVIDIA (NVDA.US)$
The main reasons for Nvidia's stock price increasing by 4% over 4 days are as follows:
1. Announcement from TSMC
Taiwan Semiconductor Manufacturing (TSMC) has confirmed that the demand for AI technology is "real" and "sustainable". TSMC predicts that revenue from server AI processors will more than triple this year and account for the mid-10% range of total revenue by 2024.
2. Large order from Microsoft
Microsoft, a major customer of Nvidia, reported a significant increase in orders for Nvidia GB200 chips in the fourth quarter. According to analyst Ming-Chi Kuo, the order quantity has more than tripled from 400 racks to 1,450 racks.
Production commencement of the Blackwell chip.
Production of Nvidia's new Blackwell chip is expected to begin in early fourth quarter of 2024. This is expected to result in shipments of 0.15 million to 0.2 million units in the fourth quarter of 2024.
Growth forecast for the AI infrastructure market.
Analyst from Wedbush, Dan Ive...

$Lasertec (6920.JP)$
The influential TSMC will announce its earnings for the July-September quarter on the 17th. Mr. Yamamoto from Nissay Asset Management
points out that "Monthly revenues until September have been strong, and there is a possibility that TSMC will revise its capital expenditure upwards."
"If the strength of the demand for AI (artificial intelligence) chips can be confirmed, the export of advanced semiconductors may increase."
It is seen as a chance of reversal for high-priced semiconductors related stocks in japan.
There is no current change in the factors that have been pushing up Japanese stocks, such as the resilience of the US economy and the trend of a weak yen. Semiconductors
The rise of semiconductor stocks wavered temporarily after ASML earnings, but if there is a resurgence of investment money with the TSMC earnings announcement, today's decline will become lively.
active inflow of investment money.Excellent buying opportunityIt seems like it was E.
(Nozomi Okubo)