$Intel (INTC.US)$
intel is rising

今週のポイント
今週の日本株は、It is expected to be greatly influenced by the monetary policies of Japan and the United States.The Federal Open Market Committee (FOMC) will be held on September 17-18, and the impact on the market is expected to be significant. In addition, the Bank of Japan's monetary policy decision meeting is scheduled for September 19-20. In the market, a rate cut is expected at the FOMC, with a 25bp rate cut expected, but there is also a high possibility of a significant 50bp rate cut.
With the rate cut by the FOMC,It will be a tailwind for US growth stocks and small/mid cap stocks.US PCE Price Index revised downward to 2.8% increase for the April-June quarterSimilar positive effects are also expected for similar stocks in Japan.In particular,Semiconductor stocksis a field of interest, and if US growth stocks such as Nvidia show strength, Japanese semiconductor stocks are also expected to move solidly. In addition, attention is also focused on Japan's machinery orders for July to be announced on the 18th, as well as the National Consumer Price Index for August to be announced on the 20th.
The US stock market will also be greatly influenced by the results of the FOMC. The market had been expecting a 25bp rate cut, but after the US newspaper report on the 12th, the possibility of a 50bp rate cut became more likely. Market expectations...

Intel to manufacture custom AI chips for Amazon - plans for German factory frozen.
September 17, 2024 5:20 JST (excerpt)
Pat Gelsinger, CEO of US-based Intel, has secured Amazon Web Services (AWS) as a customer in the manufacturing business. This could potentially bring jobs to the new factory under construction in the United States, providing a boost to the company's restructuring efforts.
According to the announcement on the 16th, Intel and AWS will jointly invest in custom AI semiconductors for AI computing on a multi-billion-dollar scale over multiple years. This work will depend on Intel's advanced chip manufacturing technology called the 18A process.
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 the conditions are right.

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 ...

$Intel (INTC.US)$ It is a well-known fact that it is struggling. The stock price has fallen more than 60% since the beginning of the year, making it the worst-performing stock 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 this, in the late 1990s, it became one of the first two technology companies to join the famous Dow Jones Index along with Microsoft. Microsoft is a leader in artificial intelligence (AI) and has expanded into other businesses such as cloud computing, while Intel may begin to lose its dominance in the PC market as competitors manufacture more advanced Arm-based chips.
Furthermore, Broadcom has dealt a major blow to Intel's contract manufacturing business launched in 2021. After testing Intel's latest manufacturing technology, it concluded that it could not withstand mass production.
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...

$Intel (INTC.US)$
I will participate by holding it for the long term.

$Palantir (PLTR.US)$
Why does it go down when I buy it...

$Intel (INTC.US)$
Intel is finished.
Will buy it when it falls below 10.