moomooアプリ体験コーナーで驚き!😲 使いやすさと機能の豊富さに感動。これから積極的に使っていきます!
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Nvidia, one of the Magnificent Seven, is scheduled to announce its earnings on Wednesday. Investors are preparing for significant price fluctuations. According to Citigroup, trading in the options market indicates that investors are expecting a potential 9% movement in stock prices on the day after the earnings announcement. $NVIDIA (NVDA.US)$
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$Intel (INTC.US)$
インテル、米工場拡張で約200億ドルの資金獲得-政府が半導体支援
商務省によると、今回の資金提供はインテルがアリゾナ州とオハイオ州の大規模工場で先端半導体を生産する計画などを支援する。このほか、オレゴン州とニューメキシコ州の比較的小規模な施設で行われる研究開発や先端パッケージングプロジェクトにも充当される。インテルはこれらの取り組みに総額1000億ドルの投資を予定している。
インテル、米工場拡張で約200億ドルの資金獲得-政府が半導体支援
商務省によると、今回の資金提供はインテルがアリゾナ州とオハイオ州の大規模工場で先端半導体を生産する計画などを支援する。このほか、オレゴン州とニューメキシコ州の比較的小規模な施設で行われる研究開発や先端パッケージングプロジェクトにも充当される。インテルはこれらの取り組みに総額1000億ドルの投資を予定している。
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$Micron Technology (MU.US)$
Micron's revenue forecast exceeds market expectations for the AI sector.
Nvidia, a leader in AI semiconductors, opens a new tab, will adopt Micron's latest HBM for the next-generation image processing semiconductor (GPU). Up until now, only South Korea's SK Hynix (000660.KS) supplied HBM to Nvidia.
Analysts expect Micron's share to expand in the high-profit HBM market.
Micron's revenue forecast exceeds market expectations for the AI sector.
Nvidia, a leader in AI semiconductors, opens a new tab, will adopt Micron's latest HBM for the next-generation image processing semiconductor (GPU). Up until now, only South Korea's SK Hynix (000660.KS) supplied HBM to Nvidia.
Analysts expect Micron's share to expand in the high-profit HBM market.
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Following the results of the March FOMC, the US stock market, especially the semiconductor tech stocks, regained their vitality and the three benchmark indices all ended the market with successive gains. The key point is thatRegarding the content of the FOMC, there were no significant surprises, and even Chairman Powell's speech did not show much difference compared to the previous FOMC.However, local investors responded positively to the indication of maintaining the expectation of three interest rate cuts within the year shown in the dot chart, and they actively sought out risk-on stocks such as semiconductors and regional banks. From Chairman Powell's speech in this FOMC and the updated dot chart, they were able to obtain some important hints and clues. Therefore, in the near future, especially as per the scenario anticipated at the beginning of the year, they believe that the US stock market in Q2 will continue its upward trend.They expect that the US stock market in Q2 will generally continue the upward trend as anticipated at the beginning of the year.
Clues from Chairman Powell's speech and dot chart:
1) In the dot chart, the average interest rate outlook for the end of 2024, 2025, and 2026 by FOMC members is 4.6%, 3.9%, and 3.1% respectively. Compared to the expectations at the end of December last year, which were 4.6%, 3.6%, and 3.2%, there is an increase in rates for 2025 and 2026.
Clues from Chairman Powell's speech and dot chart:
1) In the dot chart, the average interest rate outlook for the end of 2024, 2025, and 2026 by FOMC members is 4.6%, 3.9%, and 3.1% respectively. Compared to the expectations at the end of December last year, which were 4.6%, 3.6%, and 3.2%, there is an increase in rates for 2025 and 2026.
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$Boeing (BA.US)$
Boeing predicts large-scale cash outflow - 737 MAX accident puts financial pressure on
It was clarified that large-scale cash outflows are expected from January to March (first quarter). In addition to strengthened investigations and surveillance by regulatory authorities, the company's finances are under pressure due to delays in production of the “737 MAX” due to the door plug blowing accident that occurred in January.
Boeing predicts large-scale cash outflow - 737 MAX accident puts financial pressure on
It was clarified that large-scale cash outflows are expected from January to March (first quarter). In addition to strengthened investigations and surveillance by regulatory authorities, the company's finances are under pressure due to delays in production of the “737 MAX” due to the door plug blowing accident that occurred in January.
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As delivered, I purchased 4 brands as appropriate, and 1 already made a profit of 16%.
Other than that, keep 1 and 2 are plus.
It was a no-lose start.
Stocks are just about what to buy and when.
It's probably difficult for everyone, but it's not difficult at all, so we can win quickly this way.
I think if you understand the difference, you'll be able to win.
Other than that, keep 1 and 2 are plus.
It was a no-lose start.
Stocks are just about what to buy and when.
It's probably difficult for everyone, but it's not difficult at all, so we can win quickly this way.
I think if you understand the difference, you'll be able to win.
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$UnitedHealth (UNH.US)$
When you're in trouble with the high-tech decline, come on UNH.
When you're in trouble with the high-tech decline, come on UNH.
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JALCO will soon increase 1.5 times $JALCO Holdings (6625.JP)$
Other than that, it also rose spectacularly from where several stocks were explained and notifications were received
The hope that this year will be a good hit is alive and well
Investments only need to be memorized once
As long as you keep your essentials in check, you can use it for a lifetime
Studying couldn't be more efficient
I think we should definitely do it little by little
Other than that, it also rose spectacularly from where several stocks were explained and notifications were received
The hope that this year will be a good hit is alive and well
Investments only need to be memorized once
As long as you keep your essentials in check, you can use it for a lifetime
Studying couldn't be more efficient
I think we should definitely do it little by little
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