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

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. $Microsoft (MSFT.US)$and $Alphabet-C (GOOG.US)$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.

Hello, Moomoo users!Tonight's read on NY stocks.
Market Overview
US market started, Dow Jones Industrial Average composed of high-quality stocks started at $10.31 higher at $33103.65, while the Nasdaq Composite Index with a high proportion of high-tech stocks started at 133.41 points higher at 13109.10. The S&P 500 Index, consisting of 500 large-cap US stocks, started at an increase of 21.26 points at 4226.71.
$Dow Jones Industrial Average (.DJI.US)$
$Nasdaq Composite Index (.IXIC.US)$
$SPX Technologies (SPXC.US)$
Top news of individual stocks
US debt ceiling agreement, facing the difficult hurdle of congressional approval - to avoid default
The agreement between US President Biden and House Speaker McCarthy (Republican) regarding the federal debt ceiling enters a crucial final stage as the deadline to avoid default approaches on June 5th, aiming for congressional approval as a specific bill.
The view that Nvidia's stock is too expensive for Ms. Wood, and may be in bubble territory.
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