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In the earnings announcements of major semiconductor-related stocks released from July to early AugustGrowth in AI-related businesses has been prominent, raising expectations for a V-shaped recovery in performance.Although the Tokyo stock market experienced a major crash in early August, there has also been observed buying opportunities for related stocks.On August 29th at 5:20 AM Japan time, the earnings report of the US semiconductor giant $NVIDIA (NVDA.US)$will have an impact not only on domestic related stocks but also on the Nikkei Stock Average itself.It is expected that the earnings report will affect not only domestic related stocks but also the Nikkei Stock Average itself.These are the main semiconductor-related stocks with a high weight (composition ratio) in the Nikkei Stock Average.I checked the key points of the settlement and the current stock price, as well as the analysts' views. (Note: Only Laser Tech announced the 4th quarter and full-year results for the fiscal year ending June 2024, others announced the 1st quarter results for the fiscal year ending March 2025)
Early upward revision in the 1st quarter
Generating good performance for AI and others, already at the 1st quarter stage $Tokyo Electron (8035.JP)$、 $Advantest (6857.JP)$ 、 $Screen Holdings (7735.JP)$Three companies have upward revisions...
Early upward revision in the 1st quarter
Generating good performance for AI and others, already at the 1st quarter stage $Tokyo Electron (8035.JP)$、 $Advantest (6857.JP)$ 、 $Screen Holdings (7735.JP)$Three companies have upward revisions...
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$Direxion Daily Semiconductor Bull 3x Shares ETF (SOXL.US)$
NVIDIA's stock price has increased more than 3 times in the past year, so if this momentum continues, it will be easier for individual investors to buy, making it easier for individual investors to buy, and about 105 dollars will soon reach 210 dollars, 315 dollars, or about 2 to 3 times? If that possibility is high, why not buy it before the split?
NVIDIA's stock price has increased more than 3 times in the past year, so if this momentum continues, it will be easier for individual investors to buy, making it easier for individual investors to buy, and about 105 dollars will soon reach 210 dollars, 315 dollars, or about 2 to 3 times? If that possibility is high, why not buy it before the split?
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Pierre Anduran, one of the most famous commodity traders in the world and a hedge fund manager, believes that the rise in copper prices will continue as demand surges, and it could rise to nearly 40,000 dollars per ton, almost four times in the coming years.
On Friday, the French fund manager told the Financial Times that the demand for copper, which will play a central role in the global energy transition, is expected to surpass supply in the second half of this decade. The price has further expanded the 28% increase since the beginning of the year, reaching a record high of $11,104.50 per ton earlier this week.
Mr. Andurando stated to the FT, "The growth in copper demand is doubling due to the electrification of the world, not only in electric vehicles, solar panels, wind power plants, but also in military applications and data centers."
Mr. Andurando also has a bullish view on other commodities, including aluminum. He believes that aluminum will continue to rise in price for the same reasons as copper, as it serves as an alternative to the red metal; however, the significant surge in crude oil price is no longer expected.
On Friday, the French fund manager told the Financial Times that the demand for copper, which will play a central role in the global energy transition, is expected to surpass supply in the second half of this decade. The price has further expanded the 28% increase since the beginning of the year, reaching a record high of $11,104.50 per ton earlier this week.
Mr. Andurando stated to the FT, "The growth in copper demand is doubling due to the electrification of the world, not only in electric vehicles, solar panels, wind power plants, but also in military applications and data centers."
Mr. Andurando also has a bullish view on other commodities, including aluminum. He believes that aluminum will continue to rise in price for the same reasons as copper, as it serves as an alternative to the red metal; however, the significant surge in crude oil price is no longer expected.
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The Biden administration is set to end exemptions from tariffs for some imported goods from China - hundreds of items are targeted.(excerpt)
This month, the Biden administration announced plans to quadruple tariffs on electric vehicles (EVs) imported from China, as well as raise tariffs on other imported goods including semiconductors, batteries, solar cells, and key minerals.
This month, the Biden administration announced plans to quadruple tariffs on electric vehicles (EVs) imported from China, as well as raise tariffs on other imported goods including semiconductors, batteries, solar cells, and key minerals.
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Applied continues to investigate the shipment of semiconductor manufacturing equipment to its Chinese customers, as stated by the U.S. Department of Commerce.(excerpt)
The U.S. Department of Commerce continues its investigation into the shipment of semiconductor manufacturing equipment to Chinese customers of Applied Materials, the largest semiconductor equipment manufacturer in the United States. This is part of a broad effort to ensure the effectiveness of stricter trade regulations with China.
Applied disclosed in its quarterly report submitted to the U.S. Securities and Exchange Commission (SEC) this week that it had received a summons from the Department of Commerce's Bureau of Industry and Security in May. The company had also received a summons from the same bureau in November last year.
The U.S. Department of Commerce continues its investigation into the shipment of semiconductor manufacturing equipment to Chinese customers of Applied Materials, the largest semiconductor equipment manufacturer in the United States. This is part of a broad effort to ensure the effectiveness of stricter trade regulations with China.
Applied disclosed in its quarterly report submitted to the U.S. Securities and Exchange Commission (SEC) this week that it had received a summons from the Department of Commerce's Bureau of Industry and Security in May. The company had also received a summons from the same bureau in November last year.
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The truth of "SambaNova", a game changer in the era of AI generation that has increased the efficiency of NVIDIA products by "28 times" (ITmedia Business Online) - Yahoo! News(Excerpt)
Since the "shock" of ChatGPT at the end of 2022, various companies have been focusing on the development of AI generation. SoftBank is also collaborating with overseas companies, including ARM, to advance development.
One of the companies supporting this is SambaNova Systems, based in Silicon Valley, USA. SambaNova is developing powerful processors for AI and is expected to replace the majority of the market currently occupied by NVIDIA chips.
Since the "shock" of ChatGPT at the end of 2022, various companies have been focusing on the development of AI generation. SoftBank is also collaborating with overseas companies, including ARM, to advance development.
One of the companies supporting this is SambaNova Systems, based in Silicon Valley, USA. SambaNova is developing powerful processors for AI and is expected to replace the majority of the market currently occupied by NVIDIA chips.
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The BSE index, after reaching a record high of 75,618 during trading as investors rushed to take profits following the recent uptrend, settled at 75,410.4 on Friday.
On the other hand, the outlook for the central bank to maintain high interest rates for a long period increased due to the strong corporate activity in the USA and the hawkish statements from the Federal Reserve.
Furthermore, amidst persistent selling pressure from foreign investors, caution regarding the Indian election results remained.
In individual stocks, HDFC Bank (+1.6%), Bharti Airtel (+1.1%), Larsen & Toubro (+1.1%), NTPC (+0.7%) performed well, while Tech Mahindra (-1.2%), Asian Paints (-1.2%), ITC (-1.2%), TCS (-1.1%), and Mahindra & Mahindra (-1.2%) recorded the biggest losses.
However, with strong domestic data and signs of a reduction in India's fiscal deficit for this fiscal year and next fiscal year due to the high dividend from the RBI, the market is heading for a sharp 1.8% surge this week, marking the second consecutive week of increase...
On the other hand, the outlook for the central bank to maintain high interest rates for a long period increased due to the strong corporate activity in the USA and the hawkish statements from the Federal Reserve.
Furthermore, amidst persistent selling pressure from foreign investors, caution regarding the Indian election results remained.
In individual stocks, HDFC Bank (+1.6%), Bharti Airtel (+1.1%), Larsen & Toubro (+1.1%), NTPC (+0.7%) performed well, while Tech Mahindra (-1.2%), Asian Paints (-1.2%), ITC (-1.2%), TCS (-1.1%), and Mahindra & Mahindra (-1.2%) recorded the biggest losses.
However, with strong domestic data and signs of a reduction in India's fiscal deficit for this fiscal year and next fiscal year due to the high dividend from the RBI, the market is heading for a sharp 1.8% surge this week, marking the second consecutive week of increase...
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