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Being the primary sales partner of NVIDIA $Super Micro Computer (SMCI.US)$ ToThe risk of delisting is emergingCurrently
Super Micro, a leading AI server company, had a "red flag on its accounting" pointed out by short sellers in August, and at the end of October, the auditing firm resigned, leading to suspicions of misconduct. In the earnings call on November 5th, the company stated that no evidence of misconduct was found. However, regarding the missing Annual Report (Form 10-K), they explained that they cannot predict when it will be submitted. As the suspicions of misconduct remain unresolved and if the Form 10-K is not submitted by the deadline, there is a risk of delisting.
Super Microisselling servers with NVIDIA AI semiconductors installedSuper Micro holds a crucial position in the AI supply chain. How will Super Micro's difficulties impact Nvidia and the AI supply chain?Super Micro's recent interim earnings reports...
Super Micro, a leading AI server company, had a "red flag on its accounting" pointed out by short sellers in August, and at the end of October, the auditing firm resigned, leading to suspicions of misconduct. In the earnings call on November 5th, the company stated that no evidence of misconduct was found. However, regarding the missing Annual Report (Form 10-K), they explained that they cannot predict when it will be submitted. As the suspicions of misconduct remain unresolved and if the Form 10-K is not submitted by the deadline, there is a risk of delisting.
Super Microisselling servers with NVIDIA AI semiconductors installedSuper Micro holds a crucial position in the AI supply chain. How will Super Micro's difficulties impact Nvidia and the AI supply chain?Super Micro's recent interim earnings reports...
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I will explain market information before and after the Tokyo stock market close, individual stocks with conspicuous movements today, and market price forecasts for tomorrow and beyond.
Main Commentary: Kamata Shinichi (Radio NIKKEI Commentary Committee Member)
*This program does not solicit investment or other action.
Please use your own judgment when making the final investment decision.
Main Commentary: Kamata Shinichi (Radio NIKKEI Commentary Committee Member)
*This program does not solicit investment or other action.
Please use your own judgment when making the final investment decision.
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ザ・マネー～Today’s Market（2024.08.28）
Aug 28 01:00
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$NVIDIA (NVDA.US)$ The earnings call for the second quarter of the fiscal year 2025 is scheduled to be held at 6:00 AM on Thursday, August 29, 2024 Japan time. This briefing It will be delivered in subtitle translation format.If you wish to watch it, "Reservation"button.
◆Precautions
The content of this live stream is provided with the subtitle translation service for the convenience of our customers. The subtitles are generated using Microsoft Azure and Amazon Translate. No explicit or implicit guarantees are made regarding the accuracy, reliability, or precision of machine translation from English to Japanese. We are not responsible for any damages resulting from the translation content. Please keep this in mind when viewing.
◆Precautions
The content of this live stream is provided with the subtitle translation service for the convenience of our customers. The subtitles are generated using Microsoft Azure and Amazon Translate. No explicit or implicit guarantees are made regarding the accuracy, reliability, or precision of machine translation from English to Japanese. We are not responsible for any damages resulting from the translation content. Please keep this in mind when viewing.
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Nvidia Q2 Earnings Call for Fiscal Year 2025 (subtitled translation)
Aug 28 16:00
136
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Eurozone GDP for the second quarter of 2024 increased 0.3% from the previous fiscal year, which is the same as the previous fiscal year and consistent with advance forecasts.
Major countries such as France (previous quarter: 0.3% increase), Italy (same: 0.2% increase), and Spain (same: 0.8% increase) grew in the previous fiscal year.
Belgium (0.2% vs. 0.3%), Ireland (1.2% vs. 0.7%), Portugal (0.1% vs. 0.8%), Lithuania (0.9% vs. 0.9%), Cyprus (0.7% vs. 1%), Slovakia (0.4% vs. 0.6%), and Finland (0.4% vs. 0.2%) also grew.
At the same time, GDP in Estonia (down 0.2% vs. 0.4%), the Netherlands (down 1% vs. 0.3%), and Slovenia (down 0.2% vs. 0.1%) recovered.
Meanwhile, Germany, which is the largest economy, unexpectedly shrank by 0.1% because the industrial sector continues to be exhausted due to high interest rates.
Also, Latvia stalled with a 1.1% decline and Austria with a 0.2% decline.
Eurozone GDP increased 0.6% from the same period last year, making it the biggest expansion in the past five quarters.
The European Commission expects the Eurozone economy to grow 0.8% this year after a major stagnation in 2023.
Source:...
Major countries such as France (previous quarter: 0.3% increase), Italy (same: 0.2% increase), and Spain (same: 0.8% increase) grew in the previous fiscal year.
Belgium (0.2% vs. 0.3%), Ireland (1.2% vs. 0.7%), Portugal (0.1% vs. 0.8%), Lithuania (0.9% vs. 0.9%), Cyprus (0.7% vs. 1%), Slovakia (0.4% vs. 0.6%), and Finland (0.4% vs. 0.2%) also grew.
At the same time, GDP in Estonia (down 0.2% vs. 0.4%), the Netherlands (down 1% vs. 0.3%), and Slovenia (down 0.2% vs. 0.1%) recovered.
Meanwhile, Germany, which is the largest economy, unexpectedly shrank by 0.1% because the industrial sector continues to be exhausted due to high interest rates.
Also, Latvia stalled with a 1.1% decline and Austria with a 0.2% decline.
Eurozone GDP increased 0.6% from the same period last year, making it the biggest expansion in the past five quarters.
The European Commission expects the Eurozone economy to grow 0.8% this year after a major stagnation in 2023.
Source:...
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Set a live reminder
I will explain market information before and after the Tokyo stock market close, individual stocks with conspicuous movements today, and market price forecasts for tomorrow and beyond.
Main Commentary: Kamata Shinichi (Radio NIKKEI Commentary Committee Member)
*This program does not solicit investment or other action.
Please use your own judgment when making the final investment decision.
Main Commentary: Kamata Shinichi (Radio NIKKEI Commentary Committee Member)
*This program does not solicit investment or other action.
Please use your own judgment when making the final investment decision.
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ザ・マネー～Today’s Market（2024.08.05）
Aug 5 01:00
5
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$Advanced Micro Devices (AMD.US)$ is scheduled to hold the earnings call for the second quarter of 2024 on Wednesday, July 31, 2024 at 6:00 AM Japan time. This callIn subtitle translation format.Will be delivered. If you wish to watch, please 「Reservation」button.
◆注意事項
The content of this live stream is provided through caption translation services for the convenience of our customers. The subtitles are generated using Microsoft Azure and Amazon Translate. We do not provide any guarantees, explicit or implied, regarding the accuracy, reliability, or precision of machine translation from English to Japanese. We are not liable for any damages resulting from the translated content. Please keep this in mind while viewing.
◆注意事項
The content of this live stream is provided through caption translation services for the convenience of our customers. The subtitles are generated using Microsoft Azure and Amazon Translate. We do not provide any guarantees, explicit or implied, regarding the accuracy, reliability, or precision of machine translation from English to Japanese. We are not liable for any damages resulting from the translated content. Please keep this in mind while viewing.
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Advanced Micro Devices 2024 Q2 Financial Results Briefing (subtitle translation)
Jul 30 16:00
5
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