● $Microsoft(MSFT.US)$Is4/25 (local) after closingFinancial results for Q3 (January-March) are scheduled to be announced on
●Market sales for 24Q3 compared to the same period last year15.14% increase to 60.857 billionDollar and EPS compared to the same period last year$2.83, up 15.41%Expected.
● Analysts say Microsoft's corporate business and AI products are growing continuouslyMaintaining good momentumI'm watching
● Microsoft'sCloud DivisionThe growth of attention is being paid to,Once again a revenue driverPossibility of becoming
●The latest information on AI plansThere is a possibility that it will be announced, and analysts point out that Microsoft is in an advantageous position for AI-led growth
●What is the next growth catalyst for Microsoft stockAccelerating key AI product cyclesWhen it becomes BofA
● The majority of analysts who research Microsoft stocks are bullish, and out of 57 people, 54 people buy and 3 evaluate them as hold
Microsoft in the US is scheduled to announce financial results for the 24th Q3 (January-March) after closing locally on 4/25. According to market consensus, in the 24-Q3 (January-March) earnings forecast, sales are year-on-year15.1...

conclusions
・According to officials, Arm Holdings plans to begin a roadshow for investors after Labor Day while proceeding with preparations as a chip designer for the long-awaited initial public offering (IPO) in September.
・According to related sources, SoftBank Group $SoftBank Group(9984.JP)$Arm, which is under the umbrella, plans to set a range of sale prices next week, and the company added that it will price shares on 9/13 and that stock trading is scheduled to begin the next day
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・SoftBank's IPO sold approximately Arm sharesWe plan to sell 10% at a valuation of 60 billion to 70 billion dollars. Arm shares not directly owned by SoftBank's Vision Fund division25%After purchasing, it was decided to reduce arm shares to be sold in the IPO.
・Apple $Apple(AAPL.US)$ , Amazon $Amazon(AMZN.US)$Several Arm customer companies, such as Intel, NVIDIA, and Alphabet, are discussing participation in the IPO. , Microsoft, Sam...

Major US semiconductor company $NVIDIA(NVDA.US)$The 24Q2 financial results were announced after closing on the 23rd. Sales exceeded double the same period last year,A record highIt has been reached. It rose 8% in pre-market trading on the 24th.
● Sales:135.07100 million dollars (market forecast $11.042 billion), year-over-year101% increase
● EPS after adjustment and dilution:2.70USD (market forecast $2.07), year-over-year429% surge
● Adjusted gross profit margin: from 45.9% in the same period last year71.2%Rapid increase to (market forecast 70.1%)
● Data center division sales:103.23100 million dollars (market forecast 7.981 billion dollars), year-on-year171% rapid growth
● Gaming Division Revenue:24.86100 million dollars (market forecast $2.38 billion), up 22% from the same period last year
●Q3 Sales Forecast:160It is 100 million dollars (± 2%), exceeding market expectations of 13.1 billion dollars.
According to a statement from Chief Executive Officer Jenson Hwang (CEO),”A new era of computing has begun. Companies around the world are moving from general-purpose computing to accelerated computing and generative AI...

Summarize
・10-year US Treasury yields are approaching a 16-year high
・An optimistic view of technology will anticipate NVIDIA's performance and raise European and Asian stock prices
・The yen rose slightly after the meeting between Bank of Japan Governor Ueda and Prime Minister Kishida
exhaustive
US bond yields, which serve as an indicator, reached a high level for the first time in about 16 years due to concerns that interest rates might remain high over a long period of time, and since the safe haven dollar remained steady, the rebound in world stocks stalled on Tuesday. Close to a high price for the first time in 10 weeks.
S&P 500 Index $S&P 500 Index(.SPX.US)$ fell 0.28%, Dow $Nasdaq Composite Index(.IXIC.US)$ The average of 30 industrial stocks fell 0.51%, and the Nasdaq Composite Index remained almost unchanged.
Analysts at TD Securities stated that Chairman Powell “is unlikely to show direction in September, but there is a high possibility that he will suggest a long-term interest rate hike to ensure a decline in inflation,” referring to the next policy meeting in September.
However, what came into the limelight again was US bonds, and the 10-year bond yield, which is an indicator, rose to 4.366%, 200...