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Funds are suddenly pouring explosively into the AI software sector.
After November 2023, $Microsoft (MSFT.US)$Multiple AI applications such as "365Copilot" and "Firefly" $Adobe (ADBE.US)$have officially started to be offered on a paid basis.正式に有料化を開始andAI applications have entered the stage of commercialization.This indicates that one year has passed since the commercialization of AI applications, and overseas funding.Investment in AI is transitioning from hardware to software, with the value of vertical software companies being rapidly realized and the future of applications becoming clearer.It is becoming more evident that the value of vertical software companies is being rapidly realized and the future of applications is becoming clearer.
Among the most notable examples, many software companies in the US stock marketHave achieved astonishing growth this year.、AIコンピューティングパワーといった「シャベル銘柄」だけが急騰するという印象を覆している。11月20日時点で、最も注目を集めたのはAIと広告マーケティングを融合した $Applovin (APP.US)$で年初来８倍に急...
After November 2023, $Microsoft (MSFT.US)$Multiple AI applications such as "365Copilot" and "Firefly" $Adobe (ADBE.US)$have officially started to be offered on a paid basis.正式に有料化を開始andAI applications have entered the stage of commercialization.This indicates that one year has passed since the commercialization of AI applications, and overseas funding.Investment in AI is transitioning from hardware to software, with the value of vertical software companies being rapidly realized and the future of applications becoming clearer.It is becoming more evident that the value of vertical software companies is being rapidly realized and the future of applications is becoming clearer.
Among the most notable examples, many software companies in the US stock marketHave achieved astonishing growth this year.、AIコンピューティングパワーといった「シャベル銘柄」だけが急騰するという印象を覆している。11月20日時点で、最も注目を集めたのはAIと広告マーケティングを融合した $Applovin (APP.US)$で年初来８倍に急...
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$NVIDIA (NVDA.US)$ Announced earnings on November 20. Concerns about delays have emerged.Next-generation AI semiconductor BlackwellRegarding,Jensen Huang, CEOis in full production.It is assumed that, and the November-January quarterplans to ship more than the previous estimatesas stated.2025年on a quarterly basisan increase in shipmentsindicating expectations to exceed current product Hopper for both Hopper and Blackwelldemand for both is exceptionally strong.Good news for suppliers of Nvidia.This can be said.
At the earnings callJensen Huang, CEOBlackwell is expected to achieve shipments of tens of billions this quarter, which is a great achievement for the company.Great partner.Indicated that it was thanks to Mass production of the Blackwell systemTo achieve this,it is necessary to significantly expand the supply chain of components on a large scaleand introduced major suppliers. This time,nvidia's 「Great partner.」からTaking into account the performance outlookand,Top 5 "hidden gems" of NVIDIAPick up...
At the earnings callJensen Huang, CEOBlackwell is expected to achieve shipments of tens of billions this quarter, which is a great achievement for the company.Great partner.Indicated that it was thanks to Mass production of the Blackwell systemTo achieve this,it is necessary to significantly expand the supply chain of components on a large scaleand introduced major suppliers. This time,nvidia's 「Great partner.」からTaking into account the performance outlookand,Top 5 "hidden gems" of NVIDIAPick up...
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moomoo users, good morning!![]()
Here are the key points of the early morning report today.
●[Tokyo Stock Market Forecast Range] ¥800,000-¥850,000 (closing price on the 20th was ¥835,234)
●[Earnings Flash] Nvidia's revenue and EPS for FY25Q3 exceed estimates. Blackwell will start shipping from Q4.
Mask's xAI valued at $50 billion in new funding round
Snowflake's stock price rises 19% as profits and revenue exceed estimates
Target experiences significant decline following earnings report, profitability affected by inventory build-up
Trump administration transition team considering establishment of new position for cryptocurrency oversight
The U.S. economy, inflation remains the biggest concern = Bowman, FRB Director.
Risk of conflict between President Trump and the FRB is 'very high,' says top economist Blanchard.
moomoo News Kei
Market Overview
The US stock market is mixed. Amid reports that Ukraine launched a British-made long-range missile into Russian territory, geopolitical risks are being monitored and caution is being exercised, leading to a decline after the opening. However, semiconductor NVIDIA...
●[Tokyo Stock Market Forecast Range] ¥800,000-¥850,000 (closing price on the 20th was ¥835,234)
●[Earnings Flash] Nvidia's revenue and EPS for FY25Q3 exceed estimates. Blackwell will start shipping from Q4.
Mask's xAI valued at $50 billion in new funding round
Snowflake's stock price rises 19% as profits and revenue exceed estimates
Target experiences significant decline following earnings report, profitability affected by inventory build-up
Trump administration transition team considering establishment of new position for cryptocurrency oversight
The U.S. economy, inflation remains the biggest concern = Bowman, FRB Director.
Risk of conflict between President Trump and the FRB is 'very high,' says top economist Blanchard.
moomoo News Kei
Market Overview
The US stock market is mixed. Amid reports that Ukraine launched a British-made long-range missile into Russian territory, geopolitical risks are being monitored and caution is being exercised, leading to a decline after the opening. However, semiconductor NVIDIA...
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Contents: (1) Explanation of Nvidia's financial results (2) Future outlook of semiconductor stocks (3) Introduction of promising sectors and stocks.
①This will be conducted as a premium live event, so only users who have opened an account can watch. ②Open an account now to make a reservation for viewing >>https://j.moomoo.com/01BcFW
①This will be conducted as a premium live event, so only users who have opened an account can watch. ②Open an account now to make a reservation for viewing >>https://j.moomoo.com/01BcFW
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Are there still opportunities in AI-related stocks in the future?
Nov 21 06:00
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Is it a step with the CEO of Coinbase Global Inc Class A? The timing of the acquisition talks was good, right? Will the Trump cryptocurrency rally continue?!
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