Riding the wave of artificial intelligence (ai), nvidia's market capitalization briefly became the world's number one. According to Coatue's artificial intelligence (ai) evolution framework, ai has four main stages: AI infrastructure (Phase 1)、Edge AI (Phase 2)、AI applications (Phase 3)、フィジカルAI（フェーズ4+）Indeed.
AI相場の「4段階」とは？
ゴールドマン・サックスはリポートでAI相場を4段階に分類している。
●Phase 1: Represented by nvidia, the most clear beneficiary of AI is benefiting in this stage.
●Phase 2: AI infrastructureA stage where companies focusing on AI infrastructure can profit.semiconductors, idc service providers, datacenters, hardware, software, security, etcFocus on companies other than Nvidia that are involved in AI infrastructure.
●Phase 3:Potential for monetizing AIFocusing on the company.Software and IT (Information Technology) incorporating AI functions into their own productsSet.
●Phase 4:With the spread of AI and improvement in productivity, the largest revenue can be expected.Targeting companies. Utilizing AI technology to enhance production...

NY foreign exchange market: Dollar falls as U.S. Treasury Secretary nominee leads to a decrease in long-term interest rates.
November 26, 2024, 6:31 AM GMT+9
In the final hours of the New York foreign exchange market, the dollar fell from a 2-year high. This was due to President-elect Trump nominating prominent investor Scott Bessent as Treasury Secretary, leading to a drop in U.S. bond yields.
The euro is up 0.83% at 1.0503 dollars. It fell to its lowest level since November 30, 2022, on the 22nd, but recovered.
The dollar/yen fell by 0.37% to 154.16 yen.
Traders view Mr. Besent, a prominent hedge fund manager, as fiscally conservative. However, he openly supports a strong dollar and is in favor of tariffs, so the dollar's decline could be temporary.
The dollar index against six currencies such as the yen and the euro is down 0.09% to 106.83. It has fallen more than 1% from the two-year high set on the 22nd.
Trading was light ahead of the Thanksgiving holiday in the USA on the 28th.
Due to the expectation that President-elect Trump's policies will stimulate inflation and lead to a stronger dollar, the dollar has been rising for 8 consecutive weeks. Many technical indicators are showing overbought conditions...

Crude oil futures fell more than 2%, driven by reports of a potential ceasefire agreement in Lebanon.
November 26, 2024, 6:36 AM GMT+9
On the 25th in the trading session, crude oil futures dropped more than $2. Reports suggest a potential ceasefire agreement between Hezbollah, the armed group in Lebanon backed by Israel and Iran, may be concluded in the next few days.
Settlement prices are $73.01 per barrel, down 2.16 dollars (2.87%) for North Sea Brent futures, and $68.94 for US WTI futures, down 2.30 dollars (3.23%).
Israeli government spokesperson David Menashe said, "We are moving towards an agreement, but there are still several issues to be resolved." On the other hand, while there were cautious but optimistic views from the Lebanese side, some see Israeli Prime Minister Netanyahu as untrustworthy.

USA stock market continued to rise, supported by the decline in bond yields following the appointment of the US Treasury Secretary.
November 26, 2024 6:36 AM GMT+9
The US stock market saw the three main stock price indices continue to rise and closed the trading session. The decrease in US bond yields following the nomination of Scott Bessent, a prominent investor, as Treasury Secretary by President-elect Trump, was well received.
The Russell 2000 index, composed of australian small/mid cap stocks, hit a record high.
On the other hand, news of an imminent ceasefire agreement between Hezbollah, an armed group supported by Israel and Iran, in Lebanon led to a drop in the energy sector index due to falling oil prices.
US financial and bond markets = declining yields, 2-year and 10-year bond yields reversed for the first time in over a month.
November 26, 2024, 6:12 AM (excerpt)
In the US financial and bond markets, yields have declined. Following the nomination of prominent investor Scott Bessent as Treasury Secretary by President-elect Trump, there is a perception that the US fiscal trajectory will be more gradual than previously feared.
The yield on the key 10-year bond indicator is 4.269%. At one point, it hit the lowest level since the 6th.
The yield on the 2-year bond is 4.27...

$Direxion Daily Semiconductor Bull 3x Shares ETF (SOXL.US)$
Good morning!
Woke up in the morning, looked at En and was surprised, meow~
Can only say that you are in an unpleasant zoneThe current situation seems to be somehow showing resistance.
As long as it stays above the micro resistance of 135.94, I think there is a high chance it will rise towards 144/146/149.
If it falls below 135.94 and breaks through the swing low of 135.38, there is a possibility of falling to 132.07/128.83.
Last night's11/25 Tonight's financial estimates (N) 🧐🤔In the comments section, I responded to Kimihiko's comments with, According to American investors' analysis, there seems to be a possibility of falling to as low as 127 in the worst case.I am expecting a minimum of 132.now realistic
From what I can see, even if there is a breakdown, it will stay at 132, but when I consulted with American analysts, if it falls, it's probabilistically at 132But other investors are split
Position 136 is too bad.If you want to eat turkey on Thanksgiving, raise it and you'll feel happy...

The yen is in the lower 154 yen range against the dollar, with buying dominance due to the decrease in US interest rates - awareness of the shrinking interest rate spread between Japan and the USA.
Updated on November 26, 2024, 8:24 JST (excerpt).
In the morning of the 26th, the yen exchange rate in the Tokyo foreign exchange market rose to the mid-153 yen level per dollar. Following the appointment of Scott Bessent as the next US Treasury Secretary, long-term interest rates in the USA have significantly decreased, leading to continued yen buying and dollar selling in awareness of the shrinking interest rate spread between Japan and the USA.
SBI Liquidity Market's Shinichiro Ueda, Chief of Financial Market Research, mentioned that the US long-term interest rates have dropped to the 4.2% range and it feels like 4.5% is becoming more distant. He pointed out that the return of the Dollar-Yen to the 154 yen range is a natural flow. He stated, 'With the Thanksgiving holiday approaching and some adjustments to the overdone, the upside for the Dollar is heavy, and the downside to the 153 yen range is not unlikely.'
The yen exchange rate is 153.93 yen against the dollar as of 8:20 am, 0.2% higher compared to the New York closing price.

Subsidies for semiconductors for Intel from the US are expected to be reduced, taking into account contracts with the Ministry of Defense, according to sources.
November 26, 2024, 8:38 AM GMT+9
Intel, a major semiconductor company in the US, is expected to have its $8.5 billion subsidy reduced, which was intended to be provided by the US government for use in factory construction and other purposes. Two well-informed sources revealed this on the 25th.
In March of this year, the Biden administration announced a provisional agreement to provide Intel with $8.5 billion in subsidies and up to $11 billion in loans based on the CHIPS Act.
According to a source, the final agreement is expected to be reached within a few days. While the final amount of subsidies for Intel is unknown, the source mentioned the possibility of it being over $7.5 billion.
In September of this year, Intel signed a $3 billion contract with the U.S. Department of Defense. According to sources, this contract is not from the Department of Defense budget, but from the $390 billion allocated by Congress for semiconductor subsidies, which will lead to a reduction in direct subsidies to Intel.
The reduction in subsidies to Intel is unrelated to various hardships the company is facing, such as deteriorating profit margins and workforce reductions.
The US Department of Commerce refrained from commenting.

$BigBear.ai Holdings (BBAI.US)$
Good adjustment
Considering the extent of the rise, it is not a significant decline
Legs are gathering for an expected explosion