The enthusiasm for Artificial Intelligence (AI) is growing stronger. Recently, a leader in USA AI Advertising Marketing $Applovin (APP.US)$Is,Has risen over 850% year to date.、Market Cap exceeds 127 billion dollars、Once again reaching an all-time high.Continuing the AI myth. Meanwhile, attracting attention with "AI + Defense." $Palantir (PLTR.US)$With a year-to-date increase of 318%, there is an expectation of being included in the Nasdaq 100 Index constituents.
The success achieved through AI is not limited to Applovin, but also to Palantir, $Salesforce (CRM.US)$、 $Workday (WDAY.US)$、 $Duolingo (DUOL.US)$and others have shown significant growth. In particular, Applovin and Palantir,year-to-date stock price growth rates $NVIDIA (NVDA.US)$Surpassed 。
"Queen of Investment" ARK Invest's CEO Cathy Wood believes that software-related stocks will be the next opportunity in AI, and these companies will tip $1 to suppliers such as NVIDIA...

Good morning moomoo users! We will bring you updates on hot stocks and the latest rating information for the morning session.
Strengths and weaknesses of today
11/27 [Strength and Weakness Factors]
3 key points to watch in the morning session
Movement focusing on short-term profit margins is predominant.
● $DyDo Group Holdings (2590.JP)$For the 3rd quarter of the fiscal year ending January 2025, revenue increased by 9% year-on-year to 180.1 billion72 million yen, and operating profit increased by 10.8% to 6.4 billion16 million yen.
Points of Interest in the Morning Session: $Sato Holdings (6287.JP)$Visualization of waste disposal and recycling, development of a history management system
Active stocks, hot stocks.
On the 27th, the Tokyo stock market continued to decline. The yen strengthened against the dollar in the foreign exchange market, leading to selling pressure on export-related stocks such as automobiles, electronics, and machinery, with concerns about their performance. On the other hand, Israel agreed to a ceasefire with Lebanon's pro-Iranian militia group Hezbollah, reducing geopolitical risks and providing support to the market. By industry sector, sell-off is dominant in export-related stocks such as other products, electricity and gas, pharmaceuticals, etc.

Riding the wave of artificial intelligence (ai), nvidia's market capitalization temporarily became the world's largest. According to Coatue's artificial intelligence (ai) evolution framework, AI has four main stages:AI infrastructure (Phase 1)、Edge AI (Phase 2)、AI applications (Phase 3)、フィジカルAI（フェーズ4+）Indeed.
AI相場の「4段階」とは？
ゴールドマン・サックスはリポートでAI相場を4段階に分類している。
●Phase 1: Represented by nvidia, the most clear beneficiary of AI is benefiting in this stage.
●Phase 2: AI infrastructureA stage where companies focusing on AI infrastructure can profit.semiconductors, idc service providers, datacenters, hardware, software, security, etcFocus on companies other than Nvidia that are involved in AI infrastructure.
●Phase 3:Potential for monetizing AIFocusing on the company.Software and IT (Information Technology) incorporating AI functions into their own productsSet.
●Phase 4:With the spread of AI and improvement in productivity, the largest revenue can be expected.Targeted at corporations. Utilizing AI technology to enhance production...

As the most important market event this week, the US presidential election vote counting is set to begin on the evening of November 5th US time (morning of November 6th Japan time). It is expected to take several days from that day until the results reach the winning line (270 people).
Yesterday, on November 4th, the final day of the election campaign, Kamala Harris, the Democratic Vice President, and Donald Trump, the former Republican President, held election rallies focusing on the swing state of Pennsylvania, which is considered the most important state. They appealed for support.
The backdrop to the US presidential electionthe "Electoral College system"is in place. Electoral votes are allocated to each state based on its population, and the candidate with the most votes in the state takes all of that state's electoral votes. Due to the large number of electoral votes allocated to Pennsylvania, the outcome in this state is considered to heavily influence the overall election results. Exactly"He who controls Pennsylvania controls the world."You could say.
By the way, no matter who becomes the president, there will be presidential election anomalies.Presidential Election AnomaliesSpecifically, please refer to the following link for information on the presidential election anomalies that affect stock prices:
Explaining the presidential election anomalies that impact stock prices.
...

This weekThe key point is
In the Japanese stock market this week, cautious movements are expected as the impact of domestic and international corporate earnings and the weekend lower house election are carefully assessed. In particular, on the 23rd, $Nidec (6594.JP)$and Tokyo Metro are drawing attention for their upcoming listings. In addition, the movements of semiconductor-related companies may have a significant impact on the Nikkei average, drawing attention to semiconductor-related stocks. The earnings announcement for semiconductor equipment $Lam Research (LRCX.US)$to be released on the 23rd may determine whether the market will feel reassured. On the other hand, there are reports of the possibility of the ruling party, the Liberal Democratic Party, falling short of a majority in the Lower House election scheduled for the 27th, which could lead to political uncertainty depending on the election results and potentially suppress stock prices.
In corporate earnings, this week, Nidec Corporation Sponsored ADR and $Fanuc (6954.JP)$、 $Shin-Etsu Chemical (4063.JP)$Earnings reports from major companies, etc, are scheduled. Depending on the results of the earnings, there may be active trading in individual stocks...

Nuclear fusion
Recently, there have been many opportunities to discuss 'nuclear fusion' in the news. In August, the government embarked on revising the national strategy in order to bring forward the realization of nuclear fusion power generation as a next-generation energy source.
On August 20, the expert meeting on nuclear fusion strategy at the Cabinet Office resumed, with plans to develop a new strategy within the fiscal year. There are increasing plans for nuclear fusion power generation overseas. While the current strategy sets the realization timeframe for nuclear fusion power generation around 2050, it is possible to aim for demonstration in the 2030s if the development competition intensifies among major countries. Nuclear fusion is a technology that generates vast energy by fusing atomic nuclei to produce electricity. Thus, the focus will be on upcoming companies.
$Mitsubishi Heavy Industries (7011.JP)$ For the purpose of realizing a fusion reactor that uses nuclear fusion reactions for power generation, the construction of the International Thermonuclear Experimental Reactor (ITER) is underway in France by the seven major countries (Japan, European Union, Russia, USA, China, South Korea, India) for fusion experiments. Mitsubishi Heavy Industries is participating in this ITER project and is responsible for manufacturing the equipment that will make up the core of ITER. In July, they partnered with the National Institutes for Quantum and Radiological Science and Technology for the components used in ITER...

October marks the beginning of the second half, with timing for changes in selling prices and regulations. Some of these changes may potentially boost the performance of listed companies.Among the companies likely to benefit from price increases and system changes starting in October, there are 4 gainianbankuai and 6 individual stocks expected to rise sharply due to their current stock prices and strong performance.will be picked up.
【2 Individual Stocks Expected to Boost Performance with Price Increases】
◆ $Takara Holdings (2531.JP)$
Listed on the HP Inc., with its subsidiary Takara Shuzo being the largest producer of sake, shochu, and mirin. The strong overseas operation surpasses the domestic market. Takara Bio, engaged in the manufacturing and sales of reagents and equipment, is also part of the group.Starting from the shipments on October 1st, prices of alcoholic beverages will be raised by up to 23%, and processed / industrial condiments will be raised by up to 33%.Done.
For the first quarter of the fiscal year ending in March 25 (April-June), the financial results showed that revenue increased by 4.2% year-on-year to 84.956 billion yen, operating profit decreased by 42.8% to 4.064 billion yen, and net profit, which included special profits from the sale of investment securities and fixed assets totaling approximately 2.5 billion yen, increased by 4.1% to 5.17 billion yen. The full-year outlook includes revenue increasing by 6.7% year-on-year to 362 billion yen, operating profit increasing by 15.5% to 25.7 billion yen, net profit...

The U.S. Federal Reserve Board (FRB) implemented a 0.5-point rate cut last Wednesday, the first in 4 years. Following last week's significant rate cut, statements from the FRB have been coming one after another, providing clues to assess future monetary easing.
One week after the rate cut, the utilities industry, metals, energy, and consumer goods sectors are leading the rise in the US stock market.utilities industryIn the sector, $Utilities - Independent Power Producers (LIST2462.US)$が19.6％、 $Utilities - Renewable (LIST2461.US)$Surged by 11.5%.MetalIn the sector, $Copper (LIST22865.US)$が10.0%、 $Silver (LIST2093.US)$Rose by 9.5%.
EnergyIn the sector, $Uranium (LIST2430.US)$が19.7%超、 $Coking Coal (LIST2505.US)$rose more than 9.2%. The semiconductor sector surged by 7.82%.Consumer goodsIn the sector, $Auto Manufacturers (LIST2468.US)$increased by 8.2%,

The Federal Reserve Board's monetary policy is shifting from tightening to easing.Central banks around the world are transitioning from tightening to easing.As central banks around the world cut interest rates and begin a new cycle of monetary easing, ...Which assets are becoming more attractive for investment?。
As mentioned in the previous article...Biotech stocks, utility stocks, consumer staples stocksIn addition, this time the other major sector that will benefit from the FRB rate cut cycle,telecom services (communication service sector)will be discussed.
Related Articles
The first installment of 'Fed rate cut trade'! Along with the FRB's decision, is the counterattack of biotech stocks beginning?
"US rate cut trade" Part 2! Defensive nature + AI boom Is there also a chance for utility stocks?
Low interest rate environment promotes consumption and increases consumer disposable income. This means stable or growing demand for companies providing essential consumer goods such as food, beverages, and other basic necessities.
Ken Fisher, a well-known American investor, sees the "communications services" sector as a hot sector similar to tech.
In terms of sector performance this year, the communications services sector has been performing well. $The Communication Services Select Sector SPDR® Fund (XLC.US)$It is nearing 19% from the beginning of the year ...