Facing a shrinking market share and sluggish performance. $Intel (INTC.US)$is,Appointed Mr. Libu Tan, a technology leader with extensive experience in the Semiconductors industry, as CEO effective March 18.The company's stock price has shown a 28% increase over the past five trading days, making it the best-performing semiconductor manufacturer year-to-date. This rebound reflects investors' favorable view of the company's ability to overcome current difficulties under Mr. Tang's leadership.
Leadership and Global Strategy of the new CEO.
Mr. Lipbo Tan's appointment will be an important factor in boosting Intel's stock price.He is known for his strong execution capabilities and deep industry experience.His appointment signifies potential transformation in addressing Intel's management and strategic challenges.
Mr. Tan plans to reduce middle management, improve the company's chip manufacturing capabilities, and introduce new semiconductors for Artificial Intelligence (AI) servers.Intel's chip manufacturing business has been struggling, posting a loss of $13.4 billion last year.Planning. Intel's chip manufacturing business is struggling, reporting a loss of 13.4 billion dollars last year. Mr. Tan is focused on the company's future...

A massive $500 billion investment is flowing into the AI infrastructure in the USA.Behind this, the strategies of technology giants, political dynamics, and the future industrial structure are complexly intertwined.
On January 22, former President Trump announced a large-scale Artificial Intelligence (AI) investment plan."Stargate"is part of this investment plan.With an estimated amount of $500 billion.President Trump considers this as a "historic" AI infrastructure investment project.Taking the name 'Stargate' from a movie, this project aims to evoke expectations for futuristic technologies.The grand entrance of this project significantly boosts global technology stocks, causing a surge in large-cap technology stocks and US-listed companies in related industries.The futuristic nature of the project creates excitement and anticipation for SF-like technologies.The S&P 500 Index reaches an all-time high.The S&P 500 Index reaches an all-time high.Reached an all-time high last week.
In this project, $SoftBank Group (9984.JP)$OpenAI, $Oracle (ORCL.US)$, MGX plans to invest as a major shareholder and establish a joint venture company, "Stargate". The plan is to invest 500 billion dollars over the next four years to build a new Shareholder Holdingsand establish a joint venture company, "Stargate". The plan is to invest 500 billion dollars over the next four years to build a new AI infrastructureis planning to construct (2...

As a popular investment theme aimed at hitting a tenbagger, Quantum computing is once again in the spotlight Gathering.
Quantum computing related stocksisIt has surged in the past month.and its growth rate far exceeds that of AI and bitcoin related stocks, with some stocks seeing their stock prices increase by 2.6 times.
KeyReasons for the IncreaseAs follows, two examples can be cited.
1) Performance of quantum computing-related stocksExceeded market expectations. It is expected that profitability will occur in the future, but progress in commercialization and performance improvement is being observed.
2）Amazon.com's subsidiaryAWSsupports the Quantum Embark Program to prepare customers for quantum computing.This allows companies and organizations to easily prepare for the introduction of quantum computing, potentially driving industry advancement.announced the launch of the Quantum Embark Program to support customers' quantum computing readiness.
如上两起事件均与量子计算相关先行き見通しを明るくしている。世界の量子コンピューティング市場規模は今後約10年間で10倍に膨らむと予測されており、業界ではテンバガーを実現する銘柄も出てくるかもしれない。今回は、量子コンピ...