$Farfetch (FTCH.US)$、 $Forward Air (FWRD.US)$、 $Oracle (ORCL.US)$、 $3M (MMM.US)$

European investors with extensive experience in Japanese equity funds are clearly expressing their expectations for Japanese stocks. Stefan Reinebold, from the British Waybendor Investment Management, stated in an interview with the Nikkei: "I view the rise in Japan's long-term interest rates as a positive result of breaking the deflationary psychology that has persisted for years, which will serve as a tailwind for Japanese stocks." He also points out that unlike the speculative markets during the Koizumi era or Abenomics, this current surge in Japanese stocks is based on solid facts.
He listed several individual stocks that he is buying.
Highlighting its strong performance in the European market, $Asahi Group Holdings (2502.JP)$and its uniqueness in continuously increasing operating profit and dividends for over 20 periods, $KDDI (9433.JP)$as well as focusing on core businesses such as power transmission and distribution amidst the global shift towards renewable energy. $Hitachi (6501.JP)$As mentioned above.
Mr. Rowan Chaplin of Quaero Capital, which operates in London and Paris...

This article uses auto-translation in part.
The two dominant players in the AI field. $Microsoft (MSFT.US)$Next, $Alphabet-C (GOOG.US)$As companies focus on artificial intelligence (AI), they may become the "biggest winners" in the infrastructure transformation. $NVIDIA (NVDA.US)$This week, Google and Microsoft announced their earnings reports. Both companies have stated plans to invest heavily in artificial intelligence (AI) over the next year. As a result, analysts have financial estimates of Nvidia's future earnings.
Next year, both Google and Microsoft have announced plans to invest heavily in artificial intelligence (AI). As a result, analysts have financial estimates of Nvidia's future earnings.Showing a positive attitude..
Jeffries Securities analyst Mark Lipacis pointed out that our financial estimates for NVIDIA may be too conservative due to comments on capital expenditure and AI expenditure. According to Lipacis, the reasons for his optimistic view on NVIDIA's future earnings are as follows:Optimistic view onare as follows:
Ruth Porat, CFO of Google, stated at the earnings call that the company will continue to invest in "high-level" cloud datacenters for the rest of the year.

Moomooユーザーの皆様、こんばんは！今晩のＮＹ株の読み筋です。
市場概況
米国市場スタート、優良株で構成するダウ工業株30種平均は10.31ドル高の33103.65ドル、ハイテク株比率が高いナスダック総合株価指数が133.41ポイント高の13109.10で始まった。米国大型株である500社の銘柄で構成するS＆P500種平均は21.26ポイント高の4226.71。
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$Nasdaq Composite Index (.IXIC.US)$
$SPX Technologies (SPXC.US)$
トップニュース
米債務上限合意、議会通過の難関に向かう－デフォルト回避で
バイデン米大統領とマッカーシー下院議長（共和）が取りまとめた連邦債務上限を巡る合意は、同国のデフォルト（債務不履行）回避のための期限を６月５日に控え、具体的な法案として議会可決を目指す極めて重要な最終段階に入る。
ウッド氏にとって割高過ぎるエヌビディア株、バブルの領域との見方も
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