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$Intel(INTC.US$
Intel secures nearly $20 billion to expand US plant — government supports semiconductors
According to the Department of Commerce, this funding supports Intel's plans to produce advanced semiconductors at large-scale plants in Arizona and Ohio. In addition, it is also used for research and development and advanced packaging projects carried out at relatively small-scale facilities in Oregon and New Mexico. Intel plans to invest a total of 100 billion dollars in these initiatives.
Intel secures nearly $20 billion to expand US plant — government supports semiconductors
According to the Department of Commerce, this funding supports Intel's plans to produce advanced semiconductors at large-scale plants in Arizona and Ohio. In addition, it is also used for research and development and advanced packaging projects carried out at relatively small-scale facilities in Oregon and New Mexico. Intel plans to invest a total of 100 billion dollars in these initiatives.
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$Micron Technology(MU.US$
Micron's sales forecast exceeds market expectations and is doing well for AI
NVIDIA (NVDA.O), opens new tab, which is leading the way in AI semiconductors, will adopt Micron's latest HBM for next-generation image processing semiconductors (GPUs). Until now, only South Korea's SK Hynix (000660.KS), opens new tab has supplied HBM to NVIDIA.
Analysts expect Micron's share to expand in the HBM market with high profit margins.
Micron's sales forecast exceeds market expectations and is doing well for AI
NVIDIA (NVDA.O), opens new tab, which is leading the way in AI semiconductors, will adopt Micron's latest HBM for next-generation image processing semiconductors (GPUs). Until now, only South Korea's SK Hynix (000660.KS), opens new tab has supplied HBM to NVIDIA.
Analysts expect Micron's share to expand in the HBM market with high profit margins.
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In response to the FOMC results for March, the US stock market on the 20th, especially semiconductor tech stocks, regained vitality again, and all of the benchmark 3 indices ended with continued growth. Liver'sAs for the FOMC content, there wasn't much of a surprise, and even Chairman Powell's speech didn't change much from the previous FOMC. However, local investors liked the maintenance of the forecast of 3 interest rate cuts within the year shown on the dot chart, and searched for risk-on stocks such as semiconductors and regional banks. Since we were able to obtain some important hints and clues from Chairman Powell's speech and the updated dot chart at the FOMC this time, for the time being, above all,The US stock market generally continued its upward trend in Q2 according to the scenario anticipated at the beginning of the yearI'm looking forward to doing that.
Clues from Chairman Powell's speech and dot chart:
1) On the dot chart, the average interest rate forecasts as of the end of 2024, 25, and 26 by FOMC members are 4.6%, 3.9%, and 3.1%, respectively, and compared to 4.6%, 3.6%, and 3.2% forecasts as of the end of December last year, an increase in 25 and 26...
Clues from Chairman Powell's speech and dot chart:
1) On the dot chart, the average interest rate forecasts as of the end of 2024, 25, and 26 by FOMC members are 4.6%, 3.9%, and 3.1%, respectively, and compared to 4.6%, 3.6%, and 3.2% forecasts as of the end of December last year, an increase in 25 and 26...
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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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$UnitedHealth(UNH.US$
UNH Cammon in trouble due to the high tech decline
UNH Cammon in trouble due to the high tech decline
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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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$iShares 20+ Year Treasury Bond ETF(TLT.US$ I watched the surprise index announcement yesterday! I felt that it affected the number of unemployment insurance claims and the number of ongoing unemployment insurance claims rather than GDP! After all, is the market conscious of a recession?
We are watching closely before the GDI recession compared to GDP. GDI has been in the negative range since last month! I still can't let my guard down, but I'll endure today's index announcement and put up with Powell's remarks 😖
Are large companies making lots of layoffs even with good financial results? Business owners know why 😋 Aftershocks leading to recessions have already occurred many times!
The reverse yield curve is resolved, and if there is a major recession, people entering MMF are now making the best savings for safety and security, so I think that if anything happens, large amounts of assets will flow into bonds in no small amount 🤔
Gachiho TLT.TMF holder!
We are watching closely before the GDI recession compared to GDP. GDI has been in the negative range since last month! I still can't let my guard down, but I'll endure today's index announcement and put up with Powell's remarks 😖
Are large companies making lots of layoffs even with good financial results? Business owners know why 😋 Aftershocks leading to recessions have already occurred many times!
The reverse yield curve is resolved, and if there is a major recession, people entering MMF are now making the best savings for safety and security, so I think that if anything happens, large amounts of assets will flow into bonds in no small amount 🤔
Gachiho TLT.TMF holder!
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