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104870076 Private ID: 104870076
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    104870076 reacted to
    The major U.S. high-tech $Microsoft (MSFT.US)$Announced the 2024 Q1 earnings (July-September) after the local market closed on October 30. Q2 (October-December)The outlook was disappointing.The stock price fell by 4.4% in after-hours trading.The revenue for the July-September (Q1) period increased by 16% year-on-year to $65.6 billion, with a net profit of $24.7 billion, up 11% from the previous year, exceeding analysts' expectations.The cloud computing business is performing well, and the significant investment in artificial intelligence (AI) is believed to be yielding results.The revenue for the July-September (Q1) period increased by 16% year-on-year to $65.6 billion, with a net profit of $24.7 billion, up 11% from the previous year, exceeding analysts' expectations.The cloud computing business is doing well, and it is believed that the significant investment in artificial intelligence (ai) is paying off.
    Earnings highlights: Revenue exceeds financial estimates.
    Revenue from cloud service 'Azure' increased by 34%, slightly slower than the 35% growth in the previous fourth quarter, but exceeded the company's expectations according to some analysts.AI contributed to the growth in revenue.
    The investment amount reached $14.9 billion, a 50% increase from the same period last year.Mainly reflected in investments in datacenters.The total capital expenditure, including finance leases, was $20 billion, an increase from $11.2 billion in the same period last year.
    O...
    Translated
    【Financial Results Summary】microsoft, increase in revenue and profit due to cloud growth, but concerns are growing for the second quarter outlook.
    【Financial Results Summary】microsoft, increase in revenue and profit due to cloud growth, but concerns are growing for the second quarter outlook.
    【Financial Results Summary】microsoft, increase in revenue and profit due to cloud growth, but concerns are growing for the second quarter outlook.
    104870076 reacted to
    Good morning, moomoo users! We will bring you the hot stocks and latest ratings information for the morning session.
    Today's market catalysts
    10/30 [Strengths and Weaknesses]
    Three key points to focus on in the morning session
    Exceeding financial estimates for large US tech stocks is a supportive factor.
    $Chubu Electric Power (9502.JP)$ In the second quarter, operating profit decreased by 41.9% to 142.7 billion yen, with the ordinary profit for 25/3 being revised upwards. It surpasses the consensus (around 123 billion yen). The performance for the fiscal year ending March 2025 has been revised upward from 215 billion yen to 275 billion yen in ordinary profit.
    Highlights of the morning session: $NS Tool (6157.JP)$Strategically introducing a cutting-edge product for stainless steel cutting with double the lifespan.
    Active stocks, hot stocks
    The US stock market on the previous day, the 29th, was mixed. In the September US Employment Trends Survey (JOLTS), the number of job openings decreased more than expected, leading to selling on concerns about a cooling labor market and economic slowdown. The Tokyo stock market today was dominated by buying. The announcement of earnings reports for major domestic companies for the April-September period has intensified, leading to a strong appetite for good earnings and performance stocks, providing support for stock prices. The yen exchange rate is hovering around 153.20 yen per dollar. ...
    Translated
    Today's moving stocks, hot stocks - October 30th (Wednesday)
    Today's moving stocks, hot stocks - October 30th (Wednesday)
    Today's moving stocks, hot stocks - October 30th (Wednesday)
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    104870076 reacted to
    On October 24th, Eastern Time, American electric vehicle (EV) giant Tesla's stock price surged by 22% in response to the good performance in the 3rd quarter, marking the best daily stock price increase in the past 11 years. Tesla also reclaimed its position in the top 10 market capitalizations of American stock market. Additionally, with the sharp rise in stock price, Musk's net assetsincreased significantly in the past 11 years with the highest daily stock price increase rate.recorded the highest daily stock price increase ratereturned to the top 10 in the market capitalization of the American stock market. Additionally, with the rapid increase in stock price, Musk's net assetsIn one night, it became $33.5 billion.increased, a total of 270.3 billion dollarsIs becoming.
    Following the financial results, the electric pickup truck 'Cybertruck' achieved profitability for the first time, and the CEO of mask announced a bullish statement of increasing next year's passengers carried by 20-30%. This has accelerated buying. However, Wall Street analystsrevised their target stock price for tesla,Opinions are divided.
    bullish advocates
    Analyst at Wedbush, Mr. Ives, The target stock price is $300.And predicted a potential increase of over 40% from Wednesday's closing price. He believes that based on the performance of this quarter, over the next few years, continuing to increase the net margin by transitioning to AI and FSD.
    Morgan Stanley analyst Adam Jonas raised the target price for Tesla to $310, The raise is expected to be significant, with the company's performance exceeding expectations...
    Translated
    Will Tesla's "lucky month" come again? Will the strong performance in November continue?
    Will Tesla's "lucky month" come again? Will the strong performance in November continue?
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    104870076 reacted to
    アメリカ大統領選挙まであと数週間となった今、トランプトレードとハリストレードも活気取り戻した。トランプ氏とハリス氏、両大統領候補の主張の違いが、それぞれの業界にどのようなメリットをもたらすかが注目されている。また、両候補のインフラ施設に関する主張には、共通点があると思われる。
    ハリス氏はインフラ施設に関する詳細が明らかにしていないが、民主党の政策綱領では「超党派によるインフラ法案」を推進し続けると述べている。トランプ氏も具体的な投資計画を公表していないが、その政策提案にはインフラ建設が含まれており、道路や橋梁、港湾、新興技術に重視することが予想される。
    モルガン・スタンレーのスリモン氏はCNBCのインタビューで、米国のインフラセクターが「非常に堅調」であると述べ、その理由として「政府によるインフラ支出の増加」と「台風ヘリーンによる災害復興」を挙げた。
    需要高いと供給不足
    米国のインフラ施設はその潜在的な資金需要に対し、投資の慢性的な供給不足の状態にあった。Oxford Economicsのデータによると、米国のインフ ラ開発...
    大統領選の嵐を乗り越え、米インフラ株は成長の波を迎えるのか?
    大統領選の嵐を乗り越え、米インフラ株は成長の波を迎えるのか?
    大統領選の嵐を乗り越え、米インフラ株は成長の波を迎えるのか?