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ルコピョン Private ID: 182615636
AI半導体、カバー。最近推しの子一筋(^。^)
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    $Microsoft (MSFT.US)$ On Thursday, the S&P 500 index fell 0.60% to 5,235.48, while the Dow Jones Industrial Average fell 0.86% to 38,111.48, resulting in a turbulent trading day in the stock market. However, the stock price of this company fell 3.38% to $414.67.
    This stock has fallen for two consecutive days.
    Microsoft's stock price ended trading at a level 18.93 dollars lower than its 52-week high (433.60 dollars) recorded on May 23.
    On Thursday, Apple's stock price rose 0.53% to $191.29, while Alphabet's Class C stock fell 2.16% to $173.56, and Alphabet's Class A stock fell 2.15% to $172.11, showing a sluggish performance compared to its competitors.
    Trading volume (27.7 million) exceeded the 50-day average trading volume of 18.6 million.
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    $Meta Platforms (META.US)$ Declared a quarterly dividend of $0.50 per share for Class A common stock and Class B common stock issued.
    Forward yield 0.43%.
    The payment date is June 26th, the record date for shareholders' dividends is June 14th, and the ex-dividend date is June 14th.
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    The stock market... $Advanced Micro Devices (AMD.US)$ did not react much to the earnings report for AMD's first quarter. Investors were expecting some remarkable numbers due to the tailwind of artificial intelligence (AI), but the chipmaker failed to achieve those high targets, causing AMD's stock price to decline.
    The company's stock price later recovered the lost ground, but there is still an opportunity for investors to profit from the market's shortsightedness. The remarkable performance of Advanced Micro Devices is precisely thanks to AI, demonstrating the strength of this chipmaker.
    AI Power Boost
    Advanced Micro Devices' revenue for the previous quarter decreased by 11% to $5.47 billion, but this was due to seasonal factors. Sales increased by 2% compared to the previous year, surpassing the midpoint of the guidance provided by the company. This increase was mainly due to a significant increase in AI sales. Analysts estimate that AMD generated $0.6 billion in revenue from data center AI graphics processing units (GPUs), which is an increase from $0 last year.
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    Analysis of AMD Stock: Reasons for the True Opportunity of AI
    Over the past year, technology giants have dominated the price-earnings ratio of stocks. This is great, but substantial profits always lead investors to worry about whether it can be sustained. The growth in revenue and earnings may already be factored into the current valuation, but the growth in dividends may not be. And an increase in dividends could keep investors satisfied for years to come.
    $Microsoft (MSFT.US)$ $Apple (AAPL.US)$ $Amazon (AMZN.US)$ $Alphabet-C (GOOG.US)$ $Meta Platforms (META.US)$ $NVIDIA (NVDA.US)$ Stocks with a market capitalization of 1 trillion dollars, like this, account for nearly half of the over 9 trillion dollar increase in the S&P500 over the past 12 months. These six companies have risen an average of 66% during this period, surpassing all except apple...
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    Nvidia's stock price is expected to rise significantly with an increase in dividends.
    Investment management firm Alon Funds announced the investor letter for the first quarter of 2024 for the Baron Fifth Avenue Growth Fund. The fund saw a 12.6% increase in the first quarter (institutional investor shares), while the Russell 1000 Growth Index increased by 11.4%, and the S&P 500 Index by 10.6%. Despite rising interest rates, the US economy continues to outperform expectations.
    In the investor letter for the first quarter of 2024, Baron Fifth Avenue Growth Fund highlighted stocks such as. $Meta Platforms (META.US)$ . $Meta Platforms (META.US)$ is a technology company that develops products to connect people. The return for the past month has been10.54%, and the company's stock has performed over the past 52 weeks.Increased by 82.50%.した。
    On May 24, 2024, Meta's stock price ended trading at $430.16 per share, with a market capitalization of $3.197 trillion.
    The world's largest social network...
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    $Advanced Micro Devices (AMD.US)$ What is the stock price for the past month +3.9% It has risen.
    Media reports and rumors about major changes in a company's business outlook usually influence trends in the company's stock price and lead to immediate price fluctuations, but there are always specific basic factors that ultimately encourage buying and selling decisions.
    Revision of profit forecasts
    Basically, sell-side analysts who cover stocks pay attention to how earnings forecasts are being revised to reflect the impact of the latest business trends. If a company's profit forecast rises, so does the fair value of its stock. If the fair value is higher than the current market price, investors will be interested in buying shares, and the stock price will rise. This is the reason empirical research shows that there is a strong correlation between revised earnings forecasts and short-term stock price fluctuations.
    $Advanced Micro Devices (AMD.US)$ Profit of 0.67 dollars per share is expected to be recorded for this quarter...
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    Last week, the SOX index rose by 5%, the nasdaq index rose by 1%, and the S&P index remained flat.
    Analysts stated that there were high expectations placed on $NVIDIA (NVDA.US)$ financial results.
    The company's performance exceeded expectations, despite the high expectations of investors. Nvidia's performance and guidance both surpassed the high expectations in revenue by about $1.5 billion.
    Mr. Kumar stated that the earnings for the same quarter significantly exceeded market financial estimates, and the management guidance provided further detailed explanation about the upcoming launch of the new Blackwell chip, scheduled to be fully operational around the October quarter. The same individual continues to emphasize that Blackwell is $Amazon (AMZN.US)$ $Alphabet-C (GOOG.US)$ $Meta Platforms (META.US)$ $Microsoft (MSFT.US)$...
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    Nvidia's record-breaking profits are boosting the SOX index and NASDAQ index.
    NVIDIA CEO: "We are changing what computers can do."
    the largest company in the massive AI shift with a market capitalization of 2 trillion 600 billion dollars, $NVIDIA (NVDA.US)$ announced its astonishing Q1 earnings late on Wednesday.
    "The next industrial revolution has begun", said Jensen Huang, CEO of the AI chipmaker based in Santa Clara, California, in a conference call with analysts during NVIDIA's earnings report.
    "Companies and countries are partnering with NVIDIA to migrate the $1 trillion installation base of traditional data centers to high-performance computing and build new types of data centers called AI Factories to produce new commodities, artificial intelligence," he continued.
    Huang, who co-founded the company in 1993, said, "AI will bring significant productivity improvements to almost every industry and help businesses increase revenue opportunities while enhancing cost and energy efficiency".
    Nvidia's Earnings per share were $6.12and exceeded the consensus estimate of analysts...
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    After the earnings report, NVIDIA's stock price target was revised.
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    Movements in Dow Jones futures, S&P 500 futures, and Nasdaq futures fell slightly on Sunday night, reflecting the delicate sentiment spreading in the market. Last week $NVIDIA (NVDA.US)$ The NASDAQ reached a record high due to its impressive performance, but other sectors faced headwinds and had various results in various indices.
    The stock market's rise last week was a mixture of highs and lows. Despite a downward reversal on Thursday, the Nasdaq rose to unprecedented levels due to Nvidia's strong earnings and optimistic outlook. In contrast, the S&P 500 temporarily reached an all-time high, but ended the week with a slight change.
    Conversely, the Dow Jones Index and Russell 2000 Index retreated, and sectors such as consumer goods, housing, commodities, and software faced significant challenges.
    Going forward, market participants are eagerly awaiting key earnings reports from notable companies scheduled to be announced this week. Among them are: $Salesforce (CRM.US)$ $CAVA Group (CAVA.US)$ ,...
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    While the market rise led by NVIDIA shrinks, 7 stocks approach buying points
    $Super Micro Computer (SMCI.US)$ targets small and medium-sized enterprises, $Advanced Micro Devices (AMD.US)$ A new server equipped with the latest EPYC 4004 processor has been announced. Supermicro's focus is on providing innovative solutions for a variety of applications, and we can look forward to future growth. SMCI shares rose more than 4% in Wednesday's after-hours trading.
    These new servers are perfect for businesses looking for a cost effective and compact solution. SMCI is the latest $NVIDIA (NVDA.US)$ They are also focusing on developing new generative AI and inference optimization systems based on AMD GPUs.
    It's worth noting that Supermicro offers high performance server and storage solutions...
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    Supermicro (SMCI) launches AMD-equipped servers, stock price rises