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$Intel (INTC.US)$
intel is rising
intel is rising
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This week in the Japanese stock market, It is expected to be greatly influenced by the monetary policies of Japan and the USA.The Federal Open Market Committee (FOMC) will be held on September 17-18, and its results will have a very significant impact on the market. In addition, the Bank of Japan's monetary policy decision meeting is scheduled for 19-20. In the market, a rate cut at the FOMC is considered certain, and the rate cut is expected to be 25 basis points, but there is also a high possibility of a significant rate cut of 50 basis points.
With the rate cut by the FOMC,Will provide a tailwind to growth stocks and small-cap stocks in the USAUS PCE Price Index revised downward to 2.8% increase for the April-June quarterSimilar effects are expected for similar stocks in Japan. Especially, Semiconductor stocksthe field of focus, if U.S. growth stocks such as Nvidia are strong, it is expected that Japanese semiconductor stocks will also show a steady movement. In addition, attention will also be on the June machinery orders announced on the 18th and the national consumer price index for August announced on the 20th.
The U.S. stock market will also be greatly influenced by the results of the FOMC. The market had been expecting a 25bp rate cut, but the possibility of a 50bp rate cut increased after the news report on the 12th. Market expectations...
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Intel plans to manufacture custom AI chips for Amazon and freeze the construction of its German factory.
September 17, 2024, 5:20 JST (excerpt)
Pat Gelsinger, the CEO of Intel, has acquired Amazon Web Services (AWS) as a customer in the manufacturing business. This could bring work to the new factory under construction in the United States, giving a boost to the company's rebuilding efforts.
According to the announcement on the 16th, Intel and AWS will jointly invest in custom semiconductors for artificial intelligence (AI) computing in a "multi-year, multi-billion-dollar framework." This work relies on Intel's advanced 18A process chip manufacturing technology.
According to Intel, construction projects in Poland and Germany will be suspended for about 2 years in response to market demand. Another project in Malaysia will be completed, but operation will be limited to when conditions are met.
September 17, 2024, 5:20 JST (excerpt)
Pat Gelsinger, the CEO of Intel, has acquired Amazon Web Services (AWS) as a customer in the manufacturing business. This could bring work to the new factory under construction in the United States, giving a boost to the company's rebuilding efforts.
According to the announcement on the 16th, Intel and AWS will jointly invest in custom semiconductors for artificial intelligence (AI) computing in a "multi-year, multi-billion-dollar framework." This work relies on Intel's advanced 18A process chip manufacturing technology.
According to Intel, construction projects in Poland and Germany will be suspended for about 2 years in response to market demand. Another project in Malaysia will be completed, but operation will be limited to when conditions are met.
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After being included in the S&P 500 stock price index, $Palantir (PLTR.US)$ showed a significant increase on the first day. However, there are certainly examples of popular stocks continuing to soar immediately after the announcement. For example, $Tesla (TSLA.US)$ saw its stock price soar by about 70% in 2020 after entering the S&P.
Just because a stock is included in the S&P 500 does not guarantee that the stock will perform well in the long or short term. For example, $Super Micro Computer (SMCI.US)$ has plummeted since being added to the S&P 500 index earlier this year.
Long-term outlook
The extent to which Palantir's stock price will rise in the next few years will be greatly influenced by whether the company can accelerate its revenue growth, rather than whether it is included in the S&P 500 index. The main reason is valuation, as the stock is trading at a forward price-to-earnings ratio of more than 23 times the analyst's estimate for 2025. Sales in the second quarter ...
Just because a stock is included in the S&P 500 does not guarantee that the stock will perform well in the long or short term. For example, $Super Micro Computer (SMCI.US)$ has plummeted since being added to the S&P 500 index earlier this year.
Long-term outlook
The extent to which Palantir's stock price will rise in the next few years will be greatly influenced by whether the company can accelerate its revenue growth, rather than whether it is included in the S&P 500 index. The main reason is valuation, as the stock is trading at a forward price-to-earnings ratio of more than 23 times the analyst's estimate for 2025. Sales in the second quarter ...
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$Intel (INTC.US)$ It is a well-known fact that is struggling. The stock price has fallen more than 60% year-to-date and has the worst performance in the Dow Jones Industrial Average this year.
The company was once the world's largest chipmaker, dominating the personal computer (PC) market. Thanks to that, it became one of the two technology companies to join the famous Dow Jones Index in the late 1990s, along with Microsoft. Microsoft is a leader in artificial intelligence (AI) and has also expanded into other businesses such as cloud computing, while Intel may lose its dominant position in the PC market to more advanced Arm-based chips manufactured by competing companies.
Furthermore, Broadcom has had a significant impact on Intel's manufacturing outsourcing business launched in 2021. The conclusion was reached that it could not withstand mass production after testing Intel's latest manufacturing technology.
Due to Intel's decline, $Dow Jones Industrial Average (.DJI.US)$ There is a rumor that its position in is also dwindling. The logical successor is now the world's largest...
The company was once the world's largest chipmaker, dominating the personal computer (PC) market. Thanks to that, it became one of the two technology companies to join the famous Dow Jones Index in the late 1990s, along with Microsoft. Microsoft is a leader in artificial intelligence (AI) and has also expanded into other businesses such as cloud computing, while Intel may lose its dominant position in the PC market to more advanced Arm-based chips manufactured by competing companies.
Furthermore, Broadcom has had a significant impact on Intel's manufacturing outsourcing business launched in 2021. The conclusion was reached that it could not withstand mass production after testing Intel's latest manufacturing technology.
Due to Intel's decline, $Dow Jones Industrial Average (.DJI.US)$ There is a rumor that its position in is also dwindling. The logical successor is now the world's largest...
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Intel is going up. It's frustrating that I couldn't buy it at yesterday's $19 range, even though it's a stock I want to buy more of. Should I buy more when it goes down again? It's been two consecutive periods of poor performance, but it seems to have 10 trillion yen in internal reserves. Money can solve anything, right?
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$Intel (INTC.US)$
I will participate by holding it for the long term.
I will participate by holding it for the long term.
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$Palantir (PLTR.US)$
Why does it go down when I buy it...
Why does it go down when I buy it...
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