Assuming office as U.S. President in January 2025Mr. TrumpandcybersecurityOne word that connects'Attack'towards external entities.”攻撃的”なトランプ氏が再選された後、サイバー攻撃から企業や組織を守るサービスを提供するサイバーセキュリティ関連銘柄の株価は15％～30％上昇した。その間、S&P500指数の上昇率は7％弱にとどまっている。
The stock market is beginning to factor in the "America First" policy.Possibly, as a result of President Trump's reelection, there may be an increase in cyber attacks targeting the US government and businesses.From 2025, it is also anticipated that the introduction of AI will shift from hardware to software, which may further drive the expansion of cybersecurity demand surrounding AI.Increased cyber attacks targeting the US government and businesses may be looming due to President Trump's potential reelection.It may be possible that there is. From 2025, the introduction of AI is expected to shift from hardware to software.The expansion of cybersecurity demand related to AI could serve as a tailwind.It seems like it.
This time,The second installment of "2025 focus US stocks" (*) decided to focus on cybersecurity-related stocks. based on performance outlook, valuation, and deviation from the average target price, we selected "Cybersecurity stocks 5 selections". Cybersecurity Stock 5 Selections was picked up.
(*)The first installment is 【High Dividend US Stocks to Watch in 2025】Five stocks with consecutive dividend increases and a strong yield of 4.5%! Both performance and stock prices are solid.Please refer to the 'Global X Cybersecurity ETF'.

$NVIDIA (NVDA.US)$ Japan will hold the earnings call for the third quarter of the fiscal year 2025 at 7:00 a.m. on Thursday, November 21, 2024, Japan time.
The rise in Nvidia's stock price due to the AI boom is remarkable. The stock price has almost tripled year-to-date, surpassing apple again in market capitalization on the 5th and reaching the world's top spot. Furthermore, riding the wave of the Trump former president's comeback, it set a new all-time high on the 7th. Nvidia became the first chipmaker to solidify its position as the world's most valuable company.
Will this earnings report further push up the stock price? Don't miss this live event!
This presentationdelivered in subtitle translation formatWill be delivered on apple.。If you wish to watch,ReservationPlease click the 'Reserve' button.
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The content of this live is provided through subtitle translation services for the convenience of our customers. The subtitles are generated using Microsoft Azure and Amazon Translate. Machine translation from English to Japanese...

● $Tesla (TSLA.US)$is Japan timeThe earnings call for the third quarter of 2024 will be announced on October 24th at 5:00.Planning to do so.
According to moomoo, the market is focused on Tesla's.Q3 revenue.25.674 billion dollars, up 9.95% year over year.EPS isA decrease of 5.96% to $0.5 compared to the same period last year.and financial estimates。
●The Q2 earnings exceeded expectations in revenue, but both operating profit and earnings per share (EPS) saw a double-digit decrease.
●Noteworthy: Outlook for the automobile division's sales, gross profit margin, energy business, and progress on the "Robo-taxi".
Tesla, a major U.S. EV companyThe earnings call for the third quarter of 2024 (July-September) will be announced at 5:00 on Thursday, October 24th (Japan time).The unveiling event of the "Robo-taxi" led to investor disappointment and the company's stock has dropped nearly 16% since the beginning of this month.
Following the announcement of Robo-Taxi, Barclays analysts stated that Tesla's focus is currently back on fundamentals, and investors should pay attention to the company's revenue outlook and profit margin recovery. Analysts led by Dan Levy mentioned in a note to clients on the 16th...

This week'sPoints
The Japanese stock market this week is expected to have an unstable development. With Shigeru Ishiba being elected as the new president in the LDP presidential election,Market reactions to strengthened taxation on financial income and the Bank of Japan's monetary policies are being watched.There is attention on Mr. Ishiba's policies, which include regional revitalization and the establishment of a disaster prevention agency.Disaster-related stocksandRegional revitalization-related stocksThere is a possibility of increased investment in disaster-related and regional revitalization-related stocks.
On the other hand, after Mr. Ishiba's victory,Yen appreciation is progressing.and日本株市場は売りが優勢となる見込みだ。また、月末月初の週であるため、利益確定売りが増える可能性も高く、株価の下振れリスクが意識されやすい。さらに、米国の重要経済指標（ISM製造業景気指数、非製造業景気指数、雇用統計）の発表も控えており、これらのデータが市場に大きな影響を与える可能性がある。
米国株式市場はContinued strong movement is expected.This year, US stocks have been performing well, and the S&P500 index has risen by 20% year-to-date.Approaching record highs. Since the third quarter ends on Monday, the same index willbe near record levels.Since 1997, it has been the best 1-9 months period...

$Apple (AAPL.US)$ $Microsoft (MSFT.US)$ $Alphabet-A (GOOGL.US)$ $Palantir (PLTR.US)$ $Snowflake (SNOW.US)$ $Dell Technologies (DELL.US)$ $ExlService (EXLS.US)$ $LGI Homes (LGIH.US)$ $Neurocrine Biosciences (NBIX.US)$ $Camden Property Trust (CPT.US)$ $Invitation Homes Inc (INVH.US)$
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$Alphabet-A (GOOGL.US)$ microsoft is scheduled to hold an earnings call for the second quarter of 2024 on Wednesday, July 24, 2024 at 5:30 a.m. Japan time. This briefing willIn subtitle translation formatIf you wish to watch, please click the button."Reservations"Click the button to watch.
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