$Amazon(AMZN.US)$We are scheduled to announce financial results for the 24th Q2 (April-6) on 8/2 Japan time. According to market forecasts, Amazon's second quarterSales increased 10.58% year over year to 148.595 billion dollars、Earnings per share increased 57.63% year over year to $1.02It becomes. Investors are mainly in preparation for the 2nd quarter financial resultsretail businesswithAWS (Amazon Web Services) businessYou'll pay attention to it. Furthermore, investors have cash on hand from AmazonStrengthening shareholder returnsI'm also paying attention to whether it will be used for.
AWS (Amazon Web Services) business
The AWS business, which is Amazon's main profit driver, will continue to attract investors' attention. Amazon is overwhelmingly large as an enterprise cloud service provider, $Microsoft(MSFT.US)$・Competitors such as Azure and Google Cloud Platform are also competing to add artificial intelligence services in order to gain more market share. this...

$USD/JPY(USDJPY.FX)$
If the yen appreciates, the stock price will drop ⤵️
They are beaten by capitalists.
If yen depreciates, prices will rise ⤴️
They are beaten by the public.
Well, let's keep it as usual here,
I wonder if the Bank of Japan is the most pitiful one?
“Set negative interest rates for monetary easing!”
From
“The yen is too cheap! Raise interest rates!”
it's swinging around so much lol
it's kind of a haphazard policy
is it because of my mind that I feel it?

$USD/JPY(USDJPY.FX)$
Yes, I'm already buying it (・∀・) lol ♪
⚠️ Just predicting fan riddles ⏰ waste of time 🦆

Semiconductor stocks suffered a brutal sell-off on Wednesday, with the $PHLX Semiconductor Index(.SOX.US)$ dropping nearly 7%, marking its worst performance since 2020. $ASML Holding(ASML.US)$ plunged more than 12%, while $Applied Materials(AMAT.US)$, $Advanced Micro Devices(AMD.US)$, $Marvell Technology(MRVL.US)$, and $Lam Research(LRCX.US)$ all fell more than 10%, and $NVIDIA(NVDA.US)$ dropped 6.6%.
What Happened?
The sharp decline in the semico...

Generative AI also makes it easy to create computer viruses,Cyber attacks are on the riseDoing it. Domestically, this year $Kadokawa(9468.JP)$Ya $NTT Data Group(9613.JP)$In addition to major companies such as, there are many organizations such as local government contractors such as Tokushima PrefectureRansomware-type virusIt was damaged by The payment of the ransom has not been disclosed. According to the Nihon Keizai Shimbun, in domestic cases,”In fact, there is also a survey that says 30% are responding to ransom payments“Yes, for the organization to protect itself”Security Investments” is likely to increase significantly in the future. In the US, in late June, the CDK Global system, which cooperates with car dealers across the United States, was shut down due to a cyber attack, $General Motors(GM.US)$Ya $Toyota Motor(7203.JP)$The number of units sold, etc., declined.The beginning of the AI eraWe welcomed it and checked cybersecurity stocks and ETFs that are attracting attention in Japan and the US.
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