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Triggered by Micron's earnings, there is a growing momentum for the resumption of the AI rally.。
$Micron Technology (MU.US)$ Consideration has begun for a collaboration with moomoo.The demand for AI semiconductor memory is strong, with a bullish performance outlook.and surged 15% on September 26.Semiconductor stocks also rose, with the SOX index up 3.5% on the 26th.While the AI semiconductor champion, Nvidia, saw a slight increase, its stock price broke through the resistance line for the first time since mid-June. $NVIDIA (NVDA.US)$ Consideration has begun for a collaboration with moomoo.remained relatively flatsince mid-June,reaching a new high.した。
This time,Check Micron's earnings reportAbove that, identify semiconductor stocks with significant upside potential from AI supply chain companiesIdentified semiconductor stocks with significant upside potential after checking from the AI supply chain company. Not as well-known as NVIDIA or Micron, also check niche top stocks.Although not as well-known as NVIDIA or Micron, also check niche top stocks.
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Will the AI rally resume with Micron's earnings report?
Sparked by Micron's strong earnings report, on September 26, Micron's stock price surged, and not only that, the SOX index (Philadelphia Semiconductor Index) also rose, reversing the S&P500 index in year-to-date performance.
Nvidia, the AI semiconductor leader, announced on September 26th...
$Micron Technology (MU.US)$ Consideration has begun for a collaboration with moomoo.The demand for AI semiconductor memory is strong, with a bullish performance outlook.and surged 15% on September 26.Semiconductor stocks also rose, with the SOX index up 3.5% on the 26th.While the AI semiconductor champion, Nvidia, saw a slight increase, its stock price broke through the resistance line for the first time since mid-June. $NVIDIA (NVDA.US)$ Consideration has begun for a collaboration with moomoo.remained relatively flatsince mid-June,reaching a new high.した。
This time,Check Micron's earnings reportAbove that, identify semiconductor stocks with significant upside potential from AI supply chain companiesIdentified semiconductor stocks with significant upside potential after checking from the AI supply chain company. Not as well-known as NVIDIA or Micron, also check niche top stocks.Although not as well-known as NVIDIA or Micron, also check niche top stocks.
Sparked by Micron's strong earnings report, on September 26, Micron's stock price surged, and not only that, the SOX index (Philadelphia Semiconductor Index) also rose, reversing the S&P500 index in year-to-date performance.
Nvidia, the AI semiconductor leader, announced on September 26th...
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Hello, Moomoo users!![]()
Thank you for today's closing. Here is today's summary of the stock market. Thank you.![]()
The Nikkei average closed at 36,581.76 yen, down 251.51 yen from the previous trading day.
Hedge funds forecast a sharp rise in the yen - betting expands in the options market.
●日銀の次回利上げ、エコノミストの半数以上が12月と予想－サーベイ
●日鉄によるＵＳスチール買収への反対「揺るがない」－労組トップ表明
●Hot Stocks: $Nippon Steel (5401.JP)$、 $AEON (8267.JP)$
Moomoo News Japan Stock Evelyn
Market Overview
In today's Tokyo stock market, the Nikkei Stock Average closed at 36,581.76 yen, down 251.51 yen from the previous trading day, and the Tokyo Stock Price Index (TOPIX) closed at 2,571.14, down 21.36 points.
Top News
Hedge funds expect a further increase in the yen - bets are expanding in the options market.
Some hedge funds are increasing their bullish positions on the yen in the options market. The yen weakened in the July-September (Q3) period...
The Nikkei average closed at 36,581.76 yen, down 251.51 yen from the previous trading day.
Hedge funds forecast a sharp rise in the yen - betting expands in the options market.
●日銀の次回利上げ、エコノミストの半数以上が12月と予想－サーベイ
●日鉄によるＵＳスチール買収への反対「揺るがない」－労組トップ表明
●Hot Stocks: $Nippon Steel (5401.JP)$、 $AEON (8267.JP)$
Moomoo News Japan Stock Evelyn
Market Overview
In today's Tokyo stock market, the Nikkei Stock Average closed at 36,581.76 yen, down 251.51 yen from the previous trading day, and the Tokyo Stock Price Index (TOPIX) closed at 2,571.14, down 21.36 points.
Top News
Hedge funds expect a further increase in the yen - bets are expanding in the options market.
Some hedge funds are increasing their bullish positions on the yen in the options market. The yen weakened in the July-September (Q3) period...
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This article uses automatic translation for some of its parts
Both the April US Consumer Price Index (CPI) and retail sales, which were announced last week, cooled down, giving vitality to the market. As a result, US stocks hit an all-time high during the day last week.
However, Albert Edwards, a well-known strategist at Societe Generale, pointed out that the current inflation problem facing the US is much more complicated than the market thought, and stated that “the Fed is also sowing a new kind of policy disaster.”
In the latest report, he pointed out that despite falling headline inflation, core service inflation, which is extremely sticky, continues to maintain inflation levels and is insensitive to the Fed's policies.
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Core goods inflation falls more than expected = deflationary ice
Mr. Edwards pointed out that the Fed tried to suppress the rise in supercore service inflation (supercore services inflation, core services inflation rate excluding housing, etc.) by keeping interest rates high. However, this is an unprecedented trend of core goods inflation (core goods inflation)...
Both the April US Consumer Price Index (CPI) and retail sales, which were announced last week, cooled down, giving vitality to the market. As a result, US stocks hit an all-time high during the day last week.
However, Albert Edwards, a well-known strategist at Societe Generale, pointed out that the current inflation problem facing the US is much more complicated than the market thought, and stated that “the Fed is also sowing a new kind of policy disaster.”
In the latest report, he pointed out that despite falling headline inflation, core service inflation, which is extremely sticky, continues to maintain inflation levels and is insensitive to the Fed's policies.
Mr. Edwards pointed out that the Fed tried to suppress the rise in supercore service inflation (supercore services inflation, core services inflation rate excluding housing, etc.) by keeping interest rates high. However, this is an unprecedented trend of core goods inflation (core goods inflation)...
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The benefit of incorporating OpenAI's AI technology into their own products was also evident in this earnings report.
- In addition to the solid performance of its core divisions, the revenue from the cloud business, Azure, and other cloud services increased by 31% year-on-year (with AI services contributing to 7 points of growth), exceeding market expectations of 29% growth.
- The expansion of AI products and services continues.
3Q (January-March quarter) results: Exceeded financial estimates.
All three divisions are performing well, with accelerated growth in the cloud business.
The contribution of AI is expanding in the cloud business.
★ Operating profit above financial estimates as well.
・4Q (April-June quarter) guidance: Revenue from Azure and other cloud services is expected to increase by 30-31% compared to the same period last year (market estimates 29% increase).
・In the fiscal year ending June 2025, double-digit revenue and operating profit growth are expected. It is anticipated that the operating margin will only decrease by one point compared to the previous year, taking into account significant investments in cloud and AI.
★Key comments from management
・The benefits of introducing OpenAI's AI technology into our own products were also evident in this quarter's financial results.
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Hello, Moomoo users!![]()
Thank you for your hard work today. The summary of today's stock market situation is as follows. Thank you.![]()
Nikkei average closed at 38,460.08 yen, up 907.92 yen from the previous trading day
Possibility of foreign exchange intervention with the surpassing of 155 yen after the Bank of Japan meeting, preparations are in place - BofA
There are voices within the Liberal Democratic Party that it is premature for the Bank of Japan to raise interest rates further, and it is also difficult to do so by the end of the year.
Renesas' stock price is 10% higher, thanks to better-than-expected forecast from Texas Instruments.
Asahi Kasei temporarily dropped 5% after reports of a 200 billion yen investment in EV battery factories.
IHI experienced a sharp drop in the afternoon session due to reports of data tampering on fuel consumption rates for marine engines.
Hot Stocks: $Renesas Electronics (6723.JP)$、 $Asahi Kasei (3407.JP)$、 $IHI (7013.JP)$、 $Inpex (1605.JP)$など
- Moomoo News Japan Stock Sherry
Market Overview
In today's Tokyo stock market, the Nikkei average stock price closed at 38,460.08 yen, up 907.92 yen from the previous trading day, and the Tokyo Stock Price Index (TOPIX) was 44.5...
Nikkei average closed at 38,460.08 yen, up 907.92 yen from the previous trading day
Possibility of foreign exchange intervention with the surpassing of 155 yen after the Bank of Japan meeting, preparations are in place - BofA
There are voices within the Liberal Democratic Party that it is premature for the Bank of Japan to raise interest rates further, and it is also difficult to do so by the end of the year.
Renesas' stock price is 10% higher, thanks to better-than-expected forecast from Texas Instruments.
Asahi Kasei temporarily dropped 5% after reports of a 200 billion yen investment in EV battery factories.
IHI experienced a sharp drop in the afternoon session due to reports of data tampering on fuel consumption rates for marine engines.
Hot Stocks: $Renesas Electronics (6723.JP)$、 $Asahi Kasei (3407.JP)$、 $IHI (7013.JP)$、 $Inpex (1605.JP)$など
- Moomoo News Japan Stock Sherry
Market Overview
In today's Tokyo stock market, the Nikkei average stock price closed at 38,460.08 yen, up 907.92 yen from the previous trading day, and the Tokyo Stock Price Index (TOPIX) was 44.5...
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Good evening to all Moomoo users!![]()
This is the reading for tonight's NY stock.![]()
Market Overview
The US market started, and the Dow Jones Industrial Average, which consists of excellent stocks, rose 130.49 dollars to 38116.89 dollars, and the Nasdaq Composite Stock Price Index, which has a high high-tech stock ratio, began at 15396.13 with a 114.12 point increase. The S&P 500 average, which consists of the stocks of 500 large US companies, rose 20.10 points to 4987.33.
$Dow Jones Industrial Average (.DJI.US)$
$Nasdaq Composite Index (.IXIC.US)$
$S&P 500 Index (.SPX.US)$
Top news
Can Magnificent Seven change the trend of stock declines - financial results starting this week
The financial results of major US technology companies are in high gear this week. The S&P 500 stock price index fell drastically for the first time in about 1 year in the week ending on the 19th, and it can be said that the timing is perfect for investors who expect a backlash from artificial intelligence (AI) related stocks.
ECB senior officials are concerned that FRB dot charts will lead to political pressure = related sources
European Central Bank (ECB) system...
Market Overview
The US market started, and the Dow Jones Industrial Average, which consists of excellent stocks, rose 130.49 dollars to 38116.89 dollars, and the Nasdaq Composite Stock Price Index, which has a high high-tech stock ratio, began at 15396.13 with a 114.12 point increase. The S&P 500 average, which consists of the stocks of 500 large US companies, rose 20.10 points to 4987.33.
$Dow Jones Industrial Average (.DJI.US)$
$Nasdaq Composite Index (.IXIC.US)$
$S&P 500 Index (.SPX.US)$
Top news
Can Magnificent Seven change the trend of stock declines - financial results starting this week
The financial results of major US technology companies are in high gear this week. The S&P 500 stock price index fell drastically for the first time in about 1 year in the week ending on the 19th, and it can be said that the timing is perfect for investors who expect a backlash from artificial intelligence (AI) related stocks.
ECB senior officials are concerned that FRB dot charts will lead to political pressure = related sources
European Central Bank (ECB) system...
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