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Since Trump's victory, the US stock market has been booming overall, and the S&P 500 indexBreaking through the important milestone of 6,000 pointsI did it. Overall, Wall Street is very optimistic about US stock trends next year, and investment banks are raising the target value of the S&P 500 index one after another.
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Optimism spreads on Wall Street! The S&P 500 will reach 7000 points next year!?
● Goldman Sachs and Morgan Stanley:Goldman and Morgan S will have the S&P 500 Index by the end of 20256,500 pointsIt is expected to reach. As a reason for this,Sustained growth of the US economy,Expansion of corporate profits, and the US Federal Reserve'sInterest rate cutThe routes are listed. Furthermore, Mr. Trump will make a proposalFinancial deregulation policiesIt is also seen as another major factor boosting corporate profits.
Goldman Sachs's earnings per share (EPS) of the S&P 500 index in '24 reached 241 dollars, and are expected to increase 11% and 7% in 2025 and 2026, respectively, to reach 288 dollars. Also, according to Goldman Sachs estimates, domestic law under Mr. Trump's tax reduction policy...
● Goldman Sachs and Morgan Stanley:Goldman and Morgan S will have the S&P 500 Index by the end of 20256,500 pointsIt is expected to reach. As a reason for this,Sustained growth of the US economy,Expansion of corporate profits, and the US Federal Reserve'sInterest rate cutThe routes are listed. Furthermore, Mr. Trump will make a proposalFinancial deregulation policiesIt is also seen as another major factor boosting corporate profits.
Goldman Sachs's earnings per share (EPS) of the S&P 500 index in '24 reached 241 dollars, and are expected to increase 11% and 7% in 2025 and 2026, respectively, to reach 288 dollars. Also, according to Goldman Sachs estimates, domestic law under Mr. Trump's tax reduction policy...
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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.
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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...
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...
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$NVIDIA (NVDA.US)$
After being splashed with cold water for tweeting about raising tariffs, he turned the situation around at night ↗️.
Speak up after becoming president! Selfish man! That's why I dislike him. That old man.![]()
After being splashed with cold water for tweeting about raising tariffs, he turned the situation around at night ↗️.
Speak up after becoming president! Selfish man! That's why I dislike him. That old man.
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The stock prices of the four wire companies are performing well. $Sumitomo Electric Industries (5802.JP)$、 $Furukawa Electric (5801.JP)$、 $Fujikura (5803.JP)$The 'three major wire families' $SWCC (5805.JP)$のThe 4 stocks collectively hit year-to-date highs in November. Furukawa Electric increased its stock price by about 1.8 times in 3 weeks, while the other 3 companies hit record highs since listing.。
In the background, there is a growing demand for power cables for data centers expanding in the AI boom, as well as for wire harnesses for electric vehicles (EVs). Approximately four times the amount of copper used in gasoline vehicles is required for EV manufacturing. The rising copper prices are also due to concerns about a shortage in copper supply with the increasing demand, providing favorable conditions for price increases.
Check for investment opportunities in the momentum of the stock prices of the four wire manufacturers and relatively undervalued upstream and downstream related stocks.
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4 favorable wire companies
The share prices of four electrical wire manufacturers are all rising. All four companies have updated their year-to-date highs in November, with three companies excluding Furukawa Electric hitting all-time highs...
In the background, there is a growing demand for power cables for data centers expanding in the AI boom, as well as for wire harnesses for electric vehicles (EVs). Approximately four times the amount of copper used in gasoline vehicles is required for EV manufacturing. The rising copper prices are also due to concerns about a shortage in copper supply with the increasing demand, providing favorable conditions for price increases.
Check for investment opportunities in the momentum of the stock prices of the four wire manufacturers and relatively undervalued upstream and downstream related stocks.
The share prices of four electrical wire manufacturers are all rising. All four companies have updated their year-to-date highs in November, with three companies excluding Furukawa Electric hitting all-time highs...
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Quantum corp (QMCO.US)
Quantum computing inc (QUBT.US)
D-Wave Quantum (QBTS.US)
Snowflake (SNOW.US)
IonQ, Inc. (IONQ.US)
D-Wave Quantum Inc. (NYSE:QBTS), Quantum Computing Inc. (NYSE:QUBT), and IonQ, Inc. (NYSE:IONQ) stock prices surged on Monday. Here's what you need to know.
Key information to know: Amazon Web Services has announced the Quantum Embark program based on Amazon Bracket.
This program consists of three services. Use Case Discovery helps customers identify potential business applications of quantum computing. Technical Enablement Workshop...
Quantum computing inc (QUBT.US)
D-Wave Quantum (QBTS.US)
Snowflake (SNOW.US)
IonQ, Inc. (IONQ.US)
D-Wave Quantum Inc. (NYSE:QBTS), Quantum Computing Inc. (NYSE:QUBT), and IonQ, Inc. (NYSE:IONQ) stock prices surged on Monday. Here's what you need to know.
Key information to know: Amazon Web Services has announced the Quantum Embark program based on Amazon Bracket.
This program consists of three services. Use Case Discovery helps customers identify potential business applications of quantum computing. Technical Enablement Workshop...
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Being the primary sales partner of NVIDIA $Super Micro Computer (SMCI.US)$ ToThe risk of delisting is emergingCurrently
Super Micro, a leading AI server company, had a "red flag on its accounting" pointed out by short sellers in August, and at the end of October, the auditing firm resigned, leading to suspicions of misconduct. In the earnings call on November 5th, the company stated that no evidence of misconduct was found. However, regarding the missing Annual Report (Form 10-K), they explained that they cannot predict when it will be submitted. As the suspicions of misconduct remain unresolved and if the Form 10-K is not submitted by the deadline, there is a risk of delisting.
Super Microisselling servers with NVIDIA AI semiconductors installedSuper Micro holds a crucial position in the AI supply chain. How will Super Micro's difficulties impact Nvidia and the AI supply chain?Super Micro's recent interim earnings reports...
Super Micro, a leading AI server company, had a "red flag on its accounting" pointed out by short sellers in August, and at the end of October, the auditing firm resigned, leading to suspicions of misconduct. In the earnings call on November 5th, the company stated that no evidence of misconduct was found. However, regarding the missing Annual Report (Form 10-K), they explained that they cannot predict when it will be submitted. As the suspicions of misconduct remain unresolved and if the Form 10-K is not submitted by the deadline, there is a risk of delisting.
Super Microisselling servers with NVIDIA AI semiconductors installedSuper Micro holds a crucial position in the AI supply chain. How will Super Micro's difficulties impact Nvidia and the AI supply chain?Super Micro's recent interim earnings reports...
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$NVIDIA (NVDA.US)$ There are pessimistic opinions because the stock price reaction after the earnings report is not favorable, but I believe that worrying too much about daily stock prices may not be necessary. It may sound optimistic, but all analyst price targets are significantly higher than the current stock price. While I don't necessarily trust the analyst price targets, NVIDIA consistently surpasses analyst consensus in its earnings reports. Each time the earnings are announced there are no surprises as analysts always have high estimates, especially in the recent Q1-Q3 earnings. In that case, it seems reasonable to believe that the stock price will move towards the analyst target prices, which should provide a sense of ease for those with less experience in the stock market.
At the GTC held in March, seemingly infinite possibilities were demonstrated as follows.
At NVIDIA's GTC 2024, innovative use cases of AI were presented across a wide range of industries. The following is a summary of the particularly notable areas of interest.
1. Health care
NVIDIA has announced more than 24 new microservices, highlighting their applications in medical image processing, natural language processing, and digital biology.
At the GTC held in March, seemingly infinite possibilities were demonstrated as follows.
At NVIDIA's GTC 2024, innovative use cases of AI were presented across a wide range of industries. The following is a summary of the particularly notable areas of interest.
1. Health care
NVIDIA has announced more than 24 new microservices, highlighting their applications in medical image processing, natural language processing, and digital biology.
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The SEC chairman, a 'Bitcoin critic,' is set to retire in January next year, which is seen as a positive factor. $Bitcoin (BTC.CC)$Bitcoin's price is approaching the $100,000 mark.
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Bitcoin, is there a possibility of doubling even after surpassing the $100,000 mark?
According to BCA Research data, even if Bitcoin approaches $100,000 for the first time, there is a possibility of doubling. Analysts believe that the cryptocurrency boom will continue in the future.Bitcoin is expected to reach $200,000 by the end of 2025, while Ethereum is predicted to reach $10,000.Analyst Sam Callahan of Swan Bitcoin points out that the price increase of bitcoin is driven by various factors such as improved liquidity, increased investment from institutions, and a regulatory environment changing from headwinds to tailwinds.Trump's return to the presidency could have a positive impact on bitcoin, given the expansion of fiscal deficits and inflation, as well as the potential changes in the dollar's international role.In the Trump administration, there was a tailwind for cryptocurrencies.
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According to the New York Times, in a trademark registration application submitted last week, DJT filed an application for a cryptocurrency payment service called 'Truth Fi'.
According to The New York Times, in the trademark registration application submitted last week, $Trump Media & Technology (DJT.US)$The Truth F...
According to BCA Research data, even if Bitcoin approaches $100,000 for the first time, there is a possibility of doubling. Analysts believe that the cryptocurrency boom will continue in the future.Bitcoin is expected to reach $200,000 by the end of 2025, while Ethereum is predicted to reach $10,000.Analyst Sam Callahan of Swan Bitcoin points out that the price increase of bitcoin is driven by various factors such as improved liquidity, increased investment from institutions, and a regulatory environment changing from headwinds to tailwinds.Trump's return to the presidency could have a positive impact on bitcoin, given the expansion of fiscal deficits and inflation, as well as the potential changes in the dollar's international role.In the Trump administration, there was a tailwind for cryptocurrencies.
According to The New York Times, in the trademark registration application submitted last week, $Trump Media & Technology (DJT.US)$The Truth F...
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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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This week's Japanese stock marketamid the focus on the Russia-Ukraine situationandbecome factors influencing the movement of the dollar. If these indicators fall below expectations, the risk of a weak dollar and a strong yen is likely to increase. In particular,is expected to rebound slightly. With the completion of the US presidential election and the earnings reports of Japanese and American companies, there is a lack of new materials, butDevelopments that are easily influenced by economic indicators and the trends of US stocks are expected. especially on the 29th, as Black Friday marks the start of the year-end shopping season. expectations that the year-end shopping season will support the rise of US stocks, making it difficult for Japanese stocks to decline. At the same time, there are expectations for further improvement in the US economy under the new administration, but concerns about tariffs continue to weigh on domestically focused export stocks. with a sense of comfort for buying domestic demand stocks gaining further attention. in particular, companies benefiting from inbound demand and price increases are expected to see improvements in their performance as supporting factors.
This week, the USA market will be closed for Thanksgiving on the 28th. On the 29th, it will enter the year-end shopping season with Black Friday. The three major US indices have all hit record highs in November, and the year-end shopping season is expected to be lively amidst the stock market highs. Black Friday marks the beginning of the year-end shopping season in the USA, an important event in the retail industry...
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