Trump's election probability has risen to the 79% range on Polymarket!

After the U.S. post-market trading closed, according to Bloomberg information, in the escalating conflict between ARM and Qualcomm (QCOM), ARM is likely to cancel the chip design license for Qualcomm. Qualcomm's refusal to pay additional fees for the ARM contract previously acquired is believed to be the underlying cause, and recently, the announcement of the introduction of their proprietary architecture Orion has apparently angered ARM.is expected.
According to the information, ARM has sent Qualcomm a 60-day termination notice, which if not resolved, could impact Qualcomm chips used in the majority of Android smartphones after the 60-day period. Reacting to this information, Qualcomm's U.S. evening trading has been at a 5.6% decline to $163.49, and ARM is down 0.7% (as of 10:37 Japan time).
Regarding US semiconductor stocks, although it is unlikely to have a significant impact, it is negative as an opaque material. In particular, the impact of the cancellation of the ARM contract is significant, leading to a reassessment of dependence on ARM. By the way, Apple...

Following VALE and AS tonight

The shipping delay due to the GB200 ECO (Engineering Change Order) cannot be avoided, and it is becoming more difficult to meet the expected guidance for the next season. In addition, there is a decrease in the M7 position by funds, so breaking below the key level of $100 is now just a matter of time.

The US unemployment rate is a whopping 4.3%!! According to economist Claudia Sam's thumb rule, the coefficient has finally exceeded 0.5 points, which means that a recession has arrived. There are only 2 strategies: stocks benefiting from the depreciation of the dollar, and ETFs linked to gold, Bitcoin, and US bonds

The remaining US debt has finally exceeded the 35 trillion dollar mark. The expansion rate is as fast as a bullet train, and interest rate cuts are already urgent.