US stocks continue to rise。Inflation is slowing、Expectations of interest rate cuts continue、There are three signatures of good performanceit's for. In particular, good performance has dispelled concerns about high valuations.
At your feet3 notable AI-related stocks, a major semiconductor company $Broadcom(AVGO.US)$, the software giant's $Adobe(ADBE.US)$with $Oracle(ORCL.US)$ButAll together is a good settlementannounced.Both stock prices surged 10% or more compared to the previous day。
OfBroadcomisThis year's AI semiconductor sales forecast was revised upward from the previous 10 billion dollars to 11 billion dollarsI did it. There is a possibility that Broadcom has emerged as a rival to NVIDIA, which is leading the way in terms of AI semiconductor sales.Good performanceWith the announcement of the split, it seems that developments that test high stock prices will continueThat's it.AdobeisThe full-year outlook was revised upwardThen, stock prices skyrocketed due to overtime trading on 6/13.It has fallen 23% year to date, and the sense of being late is still clearI can say that.It is expected that review purchases will continueIt will be done.Oraclealso showed strong demand in the AI field on 6/11, and it rose 13% the next day...

The split is being scheduled for this weekend (*) $NVIDIA(NVDA.US)$ ofJenson Huang CEOPrior to the opening of the Taipei International Computer Fair (Computex)Keynote speech on June 2ndI did it.Next day, 6/3, NVIDIA shares rose 4.9%Then,All major supplier brands were also bought。
It was a lecture that spanned about 2 hours,What did CEO Juan say。In addition to the details, check out the companies involved in the “next wave” of AI that Mr. Huang emphasizedI tried it.
*NVIDIA announced that it would split 1 share into 10 shares when financial results were announced in late May. The last day to grant rights is scheduled for 6/7 (local time, same as below), and the date of revocation of rights is scheduled for 6/10.
What CEO Juan mainly talked about
● “A new era of computing has begun”, “The next industrial revolution has begun”
“All data centers will be accelerated (by AI accelerators or AI chips) in the near future”, “with almost every interaction with the internet or computer, somewhere...

The AI boom has just begunIt looks like that.NVIDIA's financial results and the expansion of capital investment by US Big Tech are showing。If there is a long-running AI boom, who is the winnerNVIDIA is not necessarily just one company,It becomes “NVIDIA +”It is expected.
From the most recent portfolio of hedge funds,Hedge funds have already established “NVIDIA +” positionsIt turns out they are doing it.Regarding the “+” stocks of “NVIDIA +”, I checked which stocks still have room to rise in stock prices。
AI related stocks popular among hedge funds: “NVIDIA +”
$Goldman Sachs(GS.US)$ According to the aggregation and analysis ofHedge funds for the fiscal year ending 1-3 monthsOf the 7 major US tech companies, the Magnificent 7 $Alphabet-A(GOOGL.US)$ Ya $Amazon(AMZN.US)$ 、 $NVIDIA(NVDA.US)$ 、 $Microsoft(MSFT.US)$ ,...

Good morning to all moomoo users!Here's an overview of this morning's turnaround. Thank you in advance.
Market Overview
Today's Nikkei Stock Average began at 39237.39 yen, 535.75 yen lower than the previous business day, and the Tokyo Stock Price Index (TOPIX) fell 32.47 points at 2699.53.
Top news
Bank of Japan Governor Ueda Considers Additional Interest Rate Hikes if Accuracy of Achieving Price Targets Increases - Report
Bank of Japan Governor Ueda Kazuo expressed the idea of considering additional interest rate increases in an interview with the Asahi Shimbun if “accuracy” for achieving the 2% price target increases further.
Consumer spending actually fell 0.5% in February, negative for 12 consecutive months
According to the February household budget survey announced by the Ministry of Internal Affairs and Communications on the 5th, the consumption expenditure of households with 2 or more people was 279,868 yen, which actually decreased 0.5% from the same month last year, excluding the effects of price fluctuations. The negative will be 12 consecutive months.
Was the toxic component of “red rice malt” detected in 30% of production in 23 years
$Kobayashi Pharmaceutical(4967.JP)$The first case of a health hazard problem caused by foods with functional claims containing “red malt (koji)” ingredients manufactured by...

NVIDIA in the USMarch 18 to 21NVIDIA's world's largest AI and GPU conference “GTC 2024” will be held over (US time).
According to NVIDIA, “GTC 2024” includes keynote speeches by CEO Jenson Huang, over 900 sessions, over 300 exhibitions, and more than 20 technical workshops covering topics such as generative AI. The most advanced examples and technology will be shown.
Meanwhile, what was the keynote speech by CEO Jen Sung HuangTue, Mar 19 at 5 a.m. (Japan time)。
＞＞＞Click here! Watch Mr. Huang's keynote speech for free on moomoo!
Why is NVIDIAGTC important?
According to market participants, in the current GTC, it is a next-generation architecture“Blackwell”、New chip “B100”、humanoid robotInformation on this is expected.
Blackwell was adopted in the 2024 and 2025 roadmaps, and it is expected that TSMC's 3nm process will be used. Note...