各社の株価は最近、新たな人工知能（AI）技術への期待から急騰している。2022年後半にOpenAIのChatGPTが発売されて以来、企業は生成AIの力を活用してAIモデルを実行するために、 $NVIDIA (NVDA.US)$ のGPU 、新しいデータセンター、一般的なインフラストラクチャへの支出を増やしている。
しかし、ある大手テクノロジー企業は、ますます取り残されつつあるようだ。それが $Apple (AAPL.US)$ だ。同業の $Microsoft (MSFT.US)$ 、 $Alphabet-C (GOOG.US)$ 、 $Amazon (AMZN.US)$ 、 $Meta Platforms (META.US)$ Unlike others, apple is not paying much attention to large-scale language models, such as Microsoft's partnership with OpenAI, or to a lesser extent, like Alphabet...

$Apple (AAPL.US)$ On Thursday, the stock market in general experienced tough trading conditions, with the Nasdaq Composite Index falling by 1.08% to 16,737.08, and the Dow Jones Industrial Average falling by 0.86% to 38,111.48, while stock prices rose by 0.53% to 191.29 dollars.
This marks the 4th consecutive rise in the stock.
Apple's stock price ended trading at a level 8.33 dollars lower than the 52-week high (199.62 dollars) the company recorded on December 14th.
On Thursday, the company's stock price outperformed that of its competitors, with Microsoft dropping by 3.38% to 414.67 dollars, Alphabet Inc. class C dropping by 2.16% to 173.56 dollars, and Alphabet Inc. class A dropping by 2.15% to 172.11 dollars.

After a 3-day surge, $NVIDIA (NVDA.US)$ veru inc's stock price has settled after the rise, but not as much as other stocks in the semiconductor sector.
Nvidia's stock price had risen by about 20% in the past 3 business days, but is slightly declining in Wednesday morning's trade. As a result, the company's attempt to achieve a market capitalization of 3 trillion dollars and surpass Apple in market capitalization rankings has failed. Apple's stock price is up by about 1%.
In Wednesday's trading, other semiconductor stocks are facing greater pressure than Nvidia. Qualcomm's stock price dropped by over 1%, Marvel technology's stock price fell by over 2%, and Arm Holdings, a semiconductor design company, saw a drop of over 3%. The Philadelphia Semiconductor Exchange Index fell by nearly 2%. $Advanced Micro Devices (AMD.US)$ Arko corp's stock price dropped by nearly 4%, Marvel technology's stock price dropped by over 2%, Qualcomm's stock price fell by over 1%. The semiconductor index of the Philadelphia Stock Exchange fell by nearly 2%.
Wednesday's decline in the semiconductor sector is due to analyst Jordan Klein, who works at Mizuho's desk, commenting that the rotation that has continued throughout the year...

Gene Munster, a well-known industry analyst, said $Apple (AAPL.US)$ Due to AI initiatives, in terms of performance $NVIDIA (NVDA.US)$ It was predicted that it would surpass.
Munster, a leading expert in technical analysis, expressed his views on the future of Apple and Nvidia. On Wednesday, Mr. Munster expressed his thoughts on X that Apple will overtake Nvidia next year. He emphasized that the market is currently underestimating Apple's potential in artificial intelligence.
Investors almost deny what kind of opportunities Apple's AI business will bring,” Munster stated, and emphasized the entry of this major technology company into the AI field.
Mr. Munster acknowledged NVIDIA's contribution to this field and named Mr. Jenson Huang, the company's CEO“The Godfather of AI”I called it.
IMPORTANT:
NVIDIA's stock price for 12 monthsA sharp increase of 203 percentAlso, since January, it has risen close to 132% so far. In contrast, Appl...

United States $Apple (AAPL.US)$ On May 28th (local time), they announced an overview of the developer conference 'WWDC (Worldwide Developers Conference) 24' (June 10-14).
The 'Apple Keynote' presenting the next OS updates will take place on June 10 at 10:00 AM Pacific Time (PT) (Japan Time: 2:00 AM on June 11) onwards.
With over 100 technical sessions, online labs/consultations by Apple engineers and experts, etc., it will be a 5-day event where developers can deepen their knowledge of the Apple platform and cultivate their skills.
At the keynote speech on the first day, updates for iOS, iPadOS, macOS, tvOS, visionOS, and watchOSnext updateswill be announced. At the financial results briefing for the period October to December 2023 held in February this year, CEO Tim Cook mentioned "we will be able to provide more details in the latter half of this year."AI generationThere is also attention on the announcement regarding etc.
Moreover, at the keynote address of WWDChardware productsare announced...

In the financial world, it means that scale can always be expanded. Currently, there are 7 companies with a total market capitalization of over 1 trillion dollars in the world, but there is a milestone that none of them have reached yet. It is$1 trillion in salesThat's it.
What is the biggest company in the world?
$Amazon (AMZN.US)$ It is currently the 6th most valuable company in the world, and its value is approximately $1.88 trillion.
Below is a comparison of all data provided by S&P Capital IQ and the same company.
If you look at this list, you can see how different the ratings of the world's largest companies are. On a PER basis, Saudi Aramco and Berkshire Hathaway are the cheapest. What's even more surprising is that the most “expensive” companies aren't tech companies and are trading for over 100 times their profits $Eli Lilly and Co (LLY.US)$ I mean, that's it.
When it comes to sales, the three highest-grossing stocks on this list are:
1.) $Amazon (AMZN.US)$
...

In the artificial intelligence (AI) technology development competition, $Apple (AAPL.US)$ There may be people who think that they play a similar role.
However, that view may soon change. Apple's long-awaited AI announcement is just 14 days away.
Mark your calendar
Apple's management team has been hinting for some time that big news about the company's AI strategy is imminent. CEO Tim Cook said in the 2nd quarter earnings report at the beginning of this month that Apple is generative AI“We are investing a lot of money”I said it. He further added, “We look forward to sharing some very exciting things with our customers in the near future.”
As for Mr. Cook's comments,June 10, 2024It came out immediately after advertising the Apple World Developers Conference (WWDC) scheduled to begin on. He spoke enthusiastically about this event, saying “I can't wait to announce what is being prepared.”
Did Cook make it clear that Apple will announce new AI products at WWDC?
No...

$Amazon (AMZN.US)$ The stock price of Amazon rose by 23% in 2024. Over the past year, 60% it has been rising.
However, since surpassing its all-time high in early April, Amazon's stock price has stabilized. The current price is about $185 per share, which would pay about 52 times current earnings and 4 times revenue for a company that does not pay dividends.
Bulls and bears may have differing opinions on the reason. Bulls argue that there is still room for Amazon stock to rise. Bears are concerned about the slowdown in growth.
Until the company announces its next earnings in 2 months, the bearish camp is likely to be in a dominant position. However, does that necessarily mean you should sell?
Off-peak season
For Amazon, the second quarter is usually a period of low sales. There are no major holidays in America that boost shopping. It was expected that spending would decrease ahead of the summer vacation season.
There are also specific concerns for Amazon. Amazon Web Services recently welcomed a new CEO, but he has a background in the television industry rather than cloud services. This raises concerns about the strategic direction of the company's cloud business.

As semiconductor manufacturers are preparing to report earnings this week, $NVIDIA (NVDA.US)$ Qitabankuai rose on Monday. The key question is the potential slowdown in orders ahead of the release of new ai chips.
Nvidia shares fell 2% on Friday, but rose 2.5% on Monday to $947.80.
The company is scheduled to announce first-quarter earnings on Wednesday. The stock has been trading in the range of $850 to $950 since late March, but during last week's intraday trading, it briefly exceeded the closing high of $950.02.
According to a FactSet survey, the consensus financial estimates on Wall Street are that Nvidia will report revenues of $24.57 billion and earnings per share of $5.57. However, several analysts suggest that in order to meet the high market expectations, Nvidia may need to report revenues close to $26 billion and provide guidance for achieving similar growth this quarter.
Susquehanna analyst Christopher Rolland stated in Monday's research note that at least a $1.5 billion improvement in revenues is necessary to avoid a flat response...

OpenAI is the largest investor $Microsoft (MSFT.US)$ Skip Windows 11 and instead $Apple (AAPL.US)$ The ChatGPT application for the macOS operating system was launched, and a new GPT-4O model was announced at the same time.
OpenAI's CTO Mira Murati announced the release of the ChatGPT desktop app during Monday's event.
Microsoft is the single largest stakeholder in OpenAI and has invested over $13 billion to date. Nevertheless, OpenAI's new ChatGPT app for computers first appeared on Apple's Mac. The Windows version is scheduled to be released later this year, but OpenAI has yet to reveal an exact schedule.
The app has an updated user interface, and users can type or voice chat about screen content...