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$Advanced Micro Devices (AMD.US)$ After the market close on February 4, Earnings Reports were announced.Down by 9% in after-hours trading.Overall performance remains strong,the PC business exceeded market expectations.However, attention is on thePerformance in the AI field and short-term outlook did not meet market expectations.。
●For the October to December 2024 period,ofTotal revenue exceeded market expectations by about 2% (recovery in the PC business contributed).after that recoveryDatacenter DivisionThe revenue of ISG division isIt fell 6% short of market expectations.
●For the January to March 2025 period,ofThe revenue guidance is between 6.8 billion and 7.4 billion dollars, slightly exceeding the market expectation of 7.04 billion at the median.However, no revenue guidance for AI Semiconductors for 2025 was provided.The first half of 2025 is expected to remain flat compared to the second half of 2024.which is expected to result in a decrease in stock price.
●The next generation AI Semiconductor 'MI350' Regarding the initiation of production.The schedule is expected to shift from "the second half of the year" to "the middle of the year".It is planned to be moved forward."Customer demand is very strong," commented CEO Lisa Su.
● CEO Lisa Su stated that, the annual revenue of the Datacenter AI franchise が2024年の50...
●For the October to December 2024 period,ofTotal revenue exceeded market expectations by about 2% (recovery in the PC business contributed).after that recoveryDatacenter DivisionThe revenue of ISG division isIt fell 6% short of market expectations.
●For the January to March 2025 period,ofThe revenue guidance is between 6.8 billion and 7.4 billion dollars, slightly exceeding the market expectation of 7.04 billion at the median.However, no revenue guidance for AI Semiconductors for 2025 was provided.The first half of 2025 is expected to remain flat compared to the second half of 2024.which is expected to result in a decrease in stock price.
●The next generation AI Semiconductor 'MI350' Regarding the initiation of production.The schedule is expected to shift from "the second half of the year" to "the middle of the year".It is planned to be moved forward."Customer demand is very strong," commented CEO Lisa Su.
● CEO Lisa Su stated that, the annual revenue of the Datacenter AI franchise が2024年の50...
Translated
![[AMD Earnings Summary] 9% drop! Disappointment over the short-term “flat” Financial Estimates for AI Semiconductors, with the benefits of DeepSeek being seen in the "medium to long term".](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20250205/web-1738736257915-e1ygew5FOf.png/thumb?area=105&is_public=true)
![[AMD Earnings Summary] 9% drop! Disappointment over the short-term “flat” Financial Estimates for AI Semiconductors, with the benefits of DeepSeek being seen in the "medium to long term".](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20250205/web-1738736255628-NGm0Ds5Bm2.png/thumb?area=105&is_public=true)
![[AMD Earnings Summary] 9% drop! Disappointment over the short-term “flat” Financial Estimates for AI Semiconductors, with the benefits of DeepSeek being seen in the "medium to long term".](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20250205/web-1738736255718-oQOsrl4d2C.png/thumb?area=105&is_public=true)
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Hello MOOMOO users!
This is an insight into NY stocks.
Market Overview
The USA market started with the Dow Jones Industrial Average, which consists of high-quality stocks, up $47.55 at $44,469.46, while the Nasdaq Composite Index, with a high proportion of technology stocks, started up 30.21 points at 19,422.17. The S&P 500 average, consisting of 500 large-cap stocks in the USA, was up 3.57 points at 5,998.14.
$Dow Jones Industrial Average (.DJI.US)$
$Nasdaq Composite Index (.IXIC.US)$
$S&P 500 Index (.SPX.US)$
Top News
Tonight's outlook
China will impose an additional tariff of 10% to 15% on some imported goods from the USA.
●【 $Palantir (PLTR.US)$Summary of financial statements20% surge! Focus on the 'two-pronged approach' of AI software and defense in the DeepSeek shock, outlook exceeded expectations.
● $PayPal (PYPL.US)$、The full-year results for December 2024 showed an increase in revenue and operating profit, with a 7% increase in revenue to $31.7 billion, a 6% increase in operating profit to $5.32 billion, and EPS of $3.99.
...
Market Overview
The USA market started with the Dow Jones Industrial Average, which consists of high-quality stocks, up $47.55 at $44,469.46, while the Nasdaq Composite Index, with a high proportion of technology stocks, started up 30.21 points at 19,422.17. The S&P 500 average, consisting of 500 large-cap stocks in the USA, was up 3.57 points at 5,998.14.
$Dow Jones Industrial Average (.DJI.US)$
$Nasdaq Composite Index (.IXIC.US)$
$S&P 500 Index (.SPX.US)$
Top News
Tonight's outlook
China will impose an additional tariff of 10% to 15% on some imported goods from the USA.
●【 $Palantir (PLTR.US)$Summary of financial statements20% surge! Focus on the 'two-pronged approach' of AI software and defense in the DeepSeek shock, outlook exceeded expectations.
● $PayPal (PYPL.US)$、The full-year results for December 2024 showed an increase in revenue and operating profit, with a 7% increase in revenue to $31.7 billion, a 6% increase in operating profit to $5.32 billion, and EPS of $3.99.
...
Translated
![Outlook for the American market: Physical gold prices continue to hit record highs, MS, NVIDIA downwardly revise GB200 shipment estimates.](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20250103/5b958f73a68fbe1c08a700b34fd6cf38.png/thumb?area=105&is_public=true)
![Outlook for the American market: Physical gold prices continue to hit record highs, MS, NVIDIA downwardly revise GB200 shipment estimates.](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20250204/374c9436056ea7e5ba213b25fb0d5dc5.jpg/thumb?area=105&is_public=true)
![Outlook for the American market: Physical gold prices continue to hit record highs, MS, NVIDIA downwardly revise GB200 shipment estimates.](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20250204/3c20c88d61c17efde25ee12ac743959e.jpg/thumb?area=105&is_public=true)
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Hello MOOMOO users! Thank you for your hard work today at the close.
Today's summary of the stock market is as follows. Thank you.
●The Nikkei Stock Average ended at 39,414.78 yen, up 397.91 yen from the previous day.
●Advantest revises upward final forecast for the fiscal year by 37%, to a record profit for the first time in 2 years.
With the rise of low-cost generating AI models like Deep Seek, there is a buying trend in the AI services sector.
Shin-Etsu Chemical Co., Ltd. is declining, with an increase in revenue and profit in the third quarter of the fiscal year ending March 2025 falling short of market expectations on average.
Sony Group Corp - New high, new management structure announced, with Yuki Totoki appointed as CEO.
●Hot Stocks
$Migalo Holdings (5535.JP)$
$MUGEN ESTATE (3299.JP)$
$Goldcrest (8871.JP)$
MOOMOO News Japanese Stocks Kei
Market Overview
The Nikkei average rebounded significantly for the first time in 4 days on the 29th. The closing price was up 397 yen at 39,414 yen. The strong rebound in the U.S. market... $NVIDIA (NVDA.US)$Semiconductor and electric wire stocks, which were expected to become strong buying factors due to a sharp rebound, lost momentum after the initial buying spree. However, they maintained a three-digit high level and continued towards the end...
●The Nikkei Stock Average ended at 39,414.78 yen, up 397.91 yen from the previous day.
●Advantest revises upward final forecast for the fiscal year by 37%, to a record profit for the first time in 2 years.
With the rise of low-cost generating AI models like Deep Seek, there is a buying trend in the AI services sector.
Shin-Etsu Chemical Co., Ltd. is declining, with an increase in revenue and profit in the third quarter of the fiscal year ending March 2025 falling short of market expectations on average.
Sony Group Corp - New high, new management structure announced, with Yuki Totoki appointed as CEO.
●Hot Stocks
$Migalo Holdings (5535.JP)$
$MUGEN ESTATE (3299.JP)$
$Goldcrest (8871.JP)$
MOOMOO News Japanese Stocks Kei
Market Overview
The Nikkei average rebounded significantly for the first time in 4 days on the 29th. The closing price was up 397 yen at 39,414 yen. The strong rebound in the U.S. market... $NVIDIA (NVDA.US)$Semiconductor and electric wire stocks, which were expected to become strong buying factors due to a sharp rebound, lost momentum after the initial buying spree. However, they maintained a three-digit high level and continued towards the end...
Translated
![Tokyo Market Summary: Nikkei average up 397 yen, Advantest revises upward final forecast for the fiscal year by 37%, to a record profit for the first time in 2 years.](https://sgsnsimg.moomoo.com/sns_client_feed/181569713/20250129/c9220a02ad047040a2dfa68f6fa07463.jpg/thumb?area=105&is_public=true)
![Tokyo Market Summary: Nikkei average up 397 yen, Advantest revises upward final forecast for the fiscal year by 37%, to a record profit for the first time in 2 years.](https://sgsnsimg.moomoo.com/sns_client_feed/181569713/20250129/8fb763d79b546bdbb8ef4b5adc5dd4e5.jpg/thumb?area=105&is_public=true)
![Tokyo Market Summary: Nikkei average up 397 yen, Advantest revises upward final forecast for the fiscal year by 37%, to a record profit for the first time in 2 years.](https://sgsnsimg.moomoo.com/sns_client_feed/181569713/20250129/b4ad4f0597ed4f44664935ddc71f5927.jpg/thumb?area=105&is_public=true)
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Dear MOOMOO users, good morning!
The key points of this morning's report are here.
●[Tokyo Stock Market Expected Range] ¥9,250-¥9,600 (closing price on the 28th: ¥9,016.87)
●Top Silicon Valley Companies React to the Rise of Deep Sea Mining
●The Trump administration's freeze on spending aims to fundamentally correct the budget process.
●Mr. Mask's X partners with Visa to launch a money transfer service.
●British authorities are considering an investigation into Microsoft and AWS, regarding competition in the cloud market.
●Starbucks rises after earnings report outside of trading hours, existing store revenue does not decline as much as expected.
Today's stock price information - Honda's low-priced EV in North America is below $0.03 million, on par with gasoline cars.
moomoo News Mark
Market Overview
On the 28th, the US stock market rose. The Dow Jones Industrial Average continued to rise. The S&P 500 index and the Nasdaq Composite index rebounded for the first time in 3 trading days and closed higher. All stocks of the mega-cap IT stocks, the 'Magnificent Seven,' increased in value, led by the significant decline in AI-related stocks the previous day. $NVIDIA (NVDA.US)$Due to the significant rebound, the high-tech sector...
●[Tokyo Stock Market Expected Range] ¥9,250-¥9,600 (closing price on the 28th: ¥9,016.87)
●Top Silicon Valley Companies React to the Rise of Deep Sea Mining
●The Trump administration's freeze on spending aims to fundamentally correct the budget process.
●Mr. Mask's X partners with Visa to launch a money transfer service.
●British authorities are considering an investigation into Microsoft and AWS, regarding competition in the cloud market.
●Starbucks rises after earnings report outside of trading hours, existing store revenue does not decline as much as expected.
Today's stock price information - Honda's low-priced EV in North America is below $0.03 million, on par with gasoline cars.
moomoo News Mark
Market Overview
On the 28th, the US stock market rose. The Dow Jones Industrial Average continued to rise. The S&P 500 index and the Nasdaq Composite index rebounded for the first time in 3 trading days and closed higher. All stocks of the mega-cap IT stocks, the 'Magnificent Seven,' increased in value, led by the significant decline in AI-related stocks the previous day. $NVIDIA (NVDA.US)$Due to the significant rebound, the high-tech sector...
Translated
![【Morning Report】NVIDIA rebounds by 9%, rising from the deep Sea shock. How are the top Silicon Valley companies reacting?](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20250129/af529d4c88e69bd41e7c2290a491a68a.png/thumb?area=105&is_public=true)
![【Morning Report】NVIDIA rebounds by 9%, rising from the deep Sea shock. How are the top Silicon Valley companies reacting?](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20250129/bd7ff3bc62a4cd0800e188b54e041ad4.jpg/thumb?area=105&is_public=true)
![【Morning Report】NVIDIA rebounds by 9%, rising from the deep Sea shock. How are the top Silicon Valley companies reacting?](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20250129/f2a36cc6b9daca40440bf0784b10f19b.png/thumb?area=105&is_public=true)
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Always together with Parantia![]()
LiRa
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Missed the Buy opportunity for TEM.
More than Lira.
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Stocks related to the next-generation computer 'quantum computer' are volatile.is doing. Google announced a new semiconductor for quantum computing, causing related stocks to soar in both the Japanese and American markets, but the American semiconductor giant. $NVIDIA (NVDA.US)$It is mentioned that it will take 15 to 30 years for practical utility, as NVIDIA's CEO Jensen Huang, the Chief Executive Officer (CEO) of the USA, indicated, pouring cold water on expectations.It is mentioned that it will take 15 to 30 years for practical utility, as NVIDIA's CEO Jensen Huang, the Chief Executive Officer (CEO) of the USA, indicated, pouring cold water on expectations.In the U.S. market on the 8th, the impact of NVIDIA's CEO's 'cold water' was felt. $Rigetti Computing (RGTI.US)$や $Quantum Computing (QUBT.US)$Related stocks, etc.Dropped more than 40%.Also in the Tokyo market on the 9th, related stocks that had risen by 80% in the previous 4 business days.Decreased by 22%.Were down.As much as.The day before.
A pioneer in the field of quantum technology $D-Wave Quantum (QBTS.US)$CEO responded to Mr. Fan's remarks, stating, completely wrongHe countered with an argument and the stock price rebounded in after-hours trading. Mr. Fan, a pioneer in the AI field who is also involved in research and development of quantum computing, has immeasurable influence.
Shares related to the USA areall in the redfrom investors due to the fact that it is predominantly LPromising for the future, but...
A pioneer in the field of quantum technology $D-Wave Quantum (QBTS.US)$CEO responded to Mr. Fan's remarks, stating, completely wrongHe countered with an argument and the stock price rebounded in after-hours trading. Mr. Fan, a pioneer in the AI field who is also involved in research and development of quantum computing, has immeasurable influence.
Shares related to the USA areall in the redfrom investors due to the fact that it is predominantly LPromising for the future, but...
Translated
![Quantum computer stocks are volatile! Which domestic stocks have solid support levels? Will the impact of NVIDIA's CEO's 'cold water' continue?](https://sgsnsimg.moomoo.com/sns_client_feed/181000001/20250110/692820679430a470429ad998100e2201.png/thumb?area=105&is_public=true)
![Quantum computer stocks are volatile! Which domestic stocks have solid support levels? Will the impact of NVIDIA's CEO's 'cold water' continue?](https://sgsnsimg.moomoo.com/sns_client_feed/181000001/20250110/33f4660a9d0c7ac855d8060477dd0de5.png/thumb?area=105&is_public=true)
![Quantum computer stocks are volatile! Which domestic stocks have solid support levels? Will the impact of NVIDIA's CEO's 'cold water' continue?](https://sgsnsimg.moomoo.com/sns_client_feed/181000001/20250110/a8ff8a279f1aed3ef449efe4075156bc.png/thumb?area=105&is_public=true)
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