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AI is one of the most important trading trends in 2024. Boosted by the AI boom and chip demand, $NVIDIA (NVDA.US)$temporarily became the world's largest publicly traded company and the most traded stock by individual traders in 2024.
In particular, technology giants are accelerating their capital expenditures in AI-related areas. $NVIDIA (NVDA.US)$、 $Broadcom (AVGO.US)$、 $Taiwan Semiconductor (TSM.US)$、 $Vertiv Holdings (VRT.US)$Companies in the Hardware division, such as, have experienced significant performance growth. $Vistra Energy (VST.US)$、 $Constellation Energy (CEG.US)$、 $NRG Energy (NRG.US)$Companies in the Energy and Nuclear Power industries are also gaining popularity. On the other hand, software companies achieving revenue growth through AI technology, $Applovin (APP.US)$、 $Palantir (PLTR.US)$、 $Oracle (ORCL.US)$ETC, in 2024...
In particular, technology giants are accelerating their capital expenditures in AI-related areas. $NVIDIA (NVDA.US)$、 $Broadcom (AVGO.US)$、 $Taiwan Semiconductor (TSM.US)$、 $Vertiv Holdings (VRT.US)$Companies in the Hardware division, such as, have experienced significant performance growth. $Vistra Energy (VST.US)$、 $Constellation Energy (CEG.US)$、 $NRG Energy (NRG.US)$Companies in the Energy and Nuclear Power industries are also gaining popularity. On the other hand, software companies achieving revenue growth through AI technology, $Applovin (APP.US)$、 $Palantir (PLTR.US)$、 $Oracle (ORCL.US)$ETC, in 2024...
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Columns Top 10 'AI Revolution Winners' in 2025! Is the next promising AI stock in the software sector?!
This article uses automatic translation in part.
Driven by the development and outlook of artificial intelligence, the bullish market for US high-tech stocks is expected to continue this year. Wedbush analyst Dan Ives expects major high-tech companies such as Apple, Tesla, Microsoft, under the upcoming Trump administration's anticipated regulatory easing and AI initiative strengthening, to maintain an upward trend in 2025 and is predicting a 25% increase.
Wedbush expects strong performance in high-tech stocks in 2025 due to the AI revolution, with AI infrastructure investment exceeding $2 trillion over the next 3 years. The firm has listed 10 potential major beneficiaries of the AI revolution, led by $NVIDIA (NVDA.US)$.
There is an expectation of continued fund inflows into AI Chip-related stocks.
Bank of America's analyst, Vivek Arya, stated that in 2025, the U.S. chip stocks are likely to see continued fund inflows, with a high possibility of bullish market resuming.The revenue of the AI Chip industry is expected to grow by 15% in 2025, reaching 725 billion dollars.The bank predicts that AI Chip-related stocks will maintain a strong momentum in the first half of this year, driven by the development and prospects of artificial intelligence, the bullish market for U.S. high-tech stocks is expected to continue this year.
Driven by the development and outlook of artificial intelligence, the bullish market for US high-tech stocks is expected to continue this year. Wedbush analyst Dan Ives expects major high-tech companies such as Apple, Tesla, Microsoft, under the upcoming Trump administration's anticipated regulatory easing and AI initiative strengthening, to maintain an upward trend in 2025 and is predicting a 25% increase.
Wedbush expects strong performance in high-tech stocks in 2025 due to the AI revolution, with AI infrastructure investment exceeding $2 trillion over the next 3 years. The firm has listed 10 potential major beneficiaries of the AI revolution, led by $NVIDIA (NVDA.US)$.
There is an expectation of continued fund inflows into AI Chip-related stocks.
Bank of America's analyst, Vivek Arya, stated that in 2025, the U.S. chip stocks are likely to see continued fund inflows, with a high possibility of bullish market resuming.The revenue of the AI Chip industry is expected to grow by 15% in 2025, reaching 725 billion dollars.The bank predicts that AI Chip-related stocks will maintain a strong momentum in the first half of this year, driven by the development and prospects of artificial intelligence, the bullish market for U.S. high-tech stocks is expected to continue this year.
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Hello MOOMOO users!Here is tonight's analysis of NY stocks.
Market Overview
Starting in the US market, the Dow Jones Industrial Average, which consists of high-quality stocks, started at 42,863.86 dollars, down 128.35 dollars, with a high-tech stock-heavy Nasdaq Composite Index starting at 19,460.41, down 261.62 points. The S&P 500, consisting of 500 large-cap US stocks, started down 50.17 points at 5,920.67.
$Dow Jones Industrial Average (.DJI.US)$
$Nasdaq Composite Index (.IXIC.US)$
$S&P 500 Index (.SPX.US)$
Top News
Tonight's outlook
US stock futures fell slightly as investors reduced their positions amid uncertainty heading into the year-end. The S&P 500 and Nasdaq 100 dropped by over 1% last weekend, with technology giants particularly affected.
The 39th President of the United States, Mr. Jimmy Carter, passed away at the age of 100, and President Joe Biden declared January 9th a national day of mourning...
Market Overview
Starting in the US market, the Dow Jones Industrial Average, which consists of high-quality stocks, started at 42,863.86 dollars, down 128.35 dollars, with a high-tech stock-heavy Nasdaq Composite Index starting at 19,460.41, down 261.62 points. The S&P 500, consisting of 500 large-cap US stocks, started down 50.17 points at 5,920.67.
$Dow Jones Industrial Average (.DJI.US)$
$Nasdaq Composite Index (.IXIC.US)$
$S&P 500 Index (.SPX.US)$
Top News
Tonight's outlook
US stock futures fell slightly as investors reduced their positions amid uncertainty heading into the year-end. The S&P 500 and Nasdaq 100 dropped by over 1% last weekend, with technology giants particularly affected.
The 39th President of the United States, Mr. Jimmy Carter, passed away at the age of 100, and President Joe Biden declared January 9th a national day of mourning...
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Hello, MOOMOO users, good morning!The key points of this morning's report are here.
Tokyo stock market expected range: ¥990,000 - ¥1,400,000 on the 27th closing price of ¥1,042,816.16.
With less than a month left until President Trump takes office, are US regional bank stocks the biggest winners in anticipation of relaxed capital regulations?
Will Tesla see a rise with record customer deliveries? The market expects record updates in the 4th quarter.
【Highlighted US Stock ETFs for 2025】 Will the revival of "Animal Spirits" lead to accelerated fund inflows? Selection of 8 "Basic Stocks + Latecomers"
In the era of quantum software, it has already begun.
● "Stocks bought last weekend!" Makino F, DNE, Sakura Net, etc.
● List of stocks with "sky-high" profit growth【Compilation】4th Edition <Growth Stock Special>
● 30 companies with the highest earnings this season and low PER available for less than 0.1 million yen
MOOMOO News of individual stocks Julie
Market Overview
◇On the 27th, the US market was discouraged by the rise in long-term interest rates and pushed down by profit-taking selling in high-tech stocks. The yield on 10-year government bonds rose to 4.62%, marking the third consecutive increase. However, market participants are somewhat cautious...
Tokyo stock market expected range: ¥990,000 - ¥1,400,000 on the 27th closing price of ¥1,042,816.16.
With less than a month left until President Trump takes office, are US regional bank stocks the biggest winners in anticipation of relaxed capital regulations?
Will Tesla see a rise with record customer deliveries? The market expects record updates in the 4th quarter.
【Highlighted US Stock ETFs for 2025】 Will the revival of "Animal Spirits" lead to accelerated fund inflows? Selection of 8 "Basic Stocks + Latecomers"
In the era of quantum software, it has already begun.
● "Stocks bought last weekend!" Makino F, DNE, Sakura Net, etc.
● List of stocks with "sky-high" profit growth【Compilation】4th Edition <Growth Stock Special>
● 30 companies with the highest earnings this season and low PER available for less than 0.1 million yen
MOOMOO News of individual stocks Julie
Market Overview
◇On the 27th, the US market was discouraged by the rise in long-term interest rates and pushed down by profit-taking selling in high-tech stocks. The yield on 10-year government bonds rose to 4.62%, marking the third consecutive increase. However, market participants are somewhat cautious...
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Hello MOOMOO users, good morning!Here is a summary of the morning opening. Thank you.
Market Overview
In today's Tokyo stock market, the Nikkei Average stock price started at 40,325.78 yen, up 44.62 yen from the previous business day, and the Tokyo Stock Price Index (TOPIX) started at 2,809.93, up 8.25 points. It opened with buying momentum following the strong market on the 27th, but later shifted to profit-taking selling.
Top News
Summary of foreign exchange market in the United States: affected by the decline in US stocks, temporarily softening to the 157.30 yen level.
On the 27th, the dollar-yen exchange rate in the New York Foreign Exchange Market closed at around 157.87 yen per dollar, down about 10 yen compared to the previous day, with the dollar weakening and the yen strengthening. The euro was trading around 164.59 yen per euro, down about 6 yen, with the euro weakening and the yen strengthening. Dollar selling and yen buying for position adjustments ahead of the weekend, as well as a statement by Finance Minister Katsunobu Kato after the Japanese cabinet meeting on the morning of the 27th local time expressing concerns about the movements in the foreign exchange market, particularly speculative activities, and indicating appropriate responses to excessive movements. Also, the decline in major US stock indices including the NY Dow had an impact...
Market Overview
In today's Tokyo stock market, the Nikkei Average stock price started at 40,325.78 yen, up 44.62 yen from the previous business day, and the Tokyo Stock Price Index (TOPIX) started at 2,809.93, up 8.25 points. It opened with buying momentum following the strong market on the 27th, but later shifted to profit-taking selling.
Top News
Summary of foreign exchange market in the United States: affected by the decline in US stocks, temporarily softening to the 157.30 yen level.
On the 27th, the dollar-yen exchange rate in the New York Foreign Exchange Market closed at around 157.87 yen per dollar, down about 10 yen compared to the previous day, with the dollar weakening and the yen strengthening. The euro was trading around 164.59 yen per euro, down about 6 yen, with the euro weakening and the yen strengthening. Dollar selling and yen buying for position adjustments ahead of the weekend, as well as a statement by Finance Minister Katsunobu Kato after the Japanese cabinet meeting on the morning of the 27th local time expressing concerns about the movements in the foreign exchange market, particularly speculative activities, and indicating appropriate responses to excessive movements. Also, the decline in major US stock indices including the NY Dow had an impact...
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Columns 【Morning Report】Quantum, flying taxis are still surging, USD/JPY temporarily in the 158 yen range.
Hello, MOOMOO users, good morning!The key points of this morning's report are here.
●【Tokyo Stock Market Forecast Range】9,400-9,800 yen (Closing price on the 26th was 9,568.06 yen)
● The number of new jobless claims in the US falls below expectations, while the number of continuing jobless claims exceeds expectations
During the 2024 holiday season, consumption in the US was strong, promotions were successful, and there may be increased caution next year.
Quantum and flying taxi stocks are still skyrocketing, AI software is also popular today.
GameStop rises in response to Mr. Gill's post.
The USD/JPY has risen to around 158 yen in the NY foreign exchange market.
- ADR major stocks (Japan) - Mitsubishi UFJ, Shiseido Company,Limited Sponsored ADR have risen, while LINE Yahoo, JT have declined.
- Stocks bought the day before! Zalai Group, J. Front Retailing, Mitsukoshi Isetan, Sekisui Chemical Co., Ltd., etc.
● This Morning's Hot News! Dena, Piala, and Kaken Pharma are in the spotlight.
MOOMOO News Julie
Market Overview
◇In the US market on the 26th after Christmas, the major indexes remained almost unchanged amid thin trading. In the early stages, it was expected that the market would shed some of its profits from the Christmas week, mainly focusing on tech stocks.
●【Tokyo Stock Market Forecast Range】9,400-9,800 yen (Closing price on the 26th was 9,568.06 yen)
● The number of new jobless claims in the US falls below expectations, while the number of continuing jobless claims exceeds expectations
During the 2024 holiday season, consumption in the US was strong, promotions were successful, and there may be increased caution next year.
Quantum and flying taxi stocks are still skyrocketing, AI software is also popular today.
GameStop rises in response to Mr. Gill's post.
The USD/JPY has risen to around 158 yen in the NY foreign exchange market.
- ADR major stocks (Japan) - Mitsubishi UFJ, Shiseido Company,Limited Sponsored ADR have risen, while LINE Yahoo, JT have declined.
- Stocks bought the day before! Zalai Group, J. Front Retailing, Mitsukoshi Isetan, Sekisui Chemical Co., Ltd., etc.
● This Morning's Hot News! Dena, Piala, and Kaken Pharma are in the spotlight.
MOOMOO News Julie
Market Overview
◇In the US market on the 26th after Christmas, the major indexes remained almost unchanged amid thin trading. In the early stages, it was expected that the market would shed some of its profits from the Christmas week, mainly focusing on tech stocks.
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Hello MOOMOO users!Here is tonight's analysis of NY stocks.
Market Overview
The U.S. market started with the Dow Jones Industrial Average, which consists of high-quality stocks, closing down $95.18 at 43,201.85. The Nasdaq Composite Index, with a high proportion of technology stocks, started at 19,979.25, down 51.88 points. The S&P 500, which consists of 500 large-cap U.S. stocks, closed down 15.07 points at 6,024.97.
$Dow Jones Industrial Average (.DJI.US)$
$Nasdaq Composite Index (.IXIC.US)$
$S&P 500 Index (.SPX.US)$
Top News
MicroStrategy announces plans for additional stock issuance, but Bitcoin falls.
Investing in Bitcoin. $MicroStrategy (MSTR.US)$Announced plans for additional stock issuance. The market has a positive view on MicroStrategy's purchase of Bitcoin, which analysts analyze as the main reason for the price increase.
Nevertheless, Bitcoin is down about 4% today...
Market Overview
The U.S. market started with the Dow Jones Industrial Average, which consists of high-quality stocks, closing down $95.18 at 43,201.85. The Nasdaq Composite Index, with a high proportion of technology stocks, started at 19,979.25, down 51.88 points. The S&P 500, which consists of 500 large-cap U.S. stocks, closed down 15.07 points at 6,024.97.
$Dow Jones Industrial Average (.DJI.US)$
$Nasdaq Composite Index (.IXIC.US)$
$S&P 500 Index (.SPX.US)$
Top News
MicroStrategy announces plans for additional stock issuance, but Bitcoin falls.
Investing in Bitcoin. $MicroStrategy (MSTR.US)$Announced plans for additional stock issuance. The market has a positive view on MicroStrategy's purchase of Bitcoin, which analysts analyze as the main reason for the price increase.
Nevertheless, Bitcoin is down about 4% today...
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Good morning, MOOMOO users! We will deliver the hot stocks and latest rating information for the morning session.
Today's strengths and weaknesses
12/26 [Strength-Weakness Analysis]
Three points to focus on in the morning session
●Individual investors are focusing on material stocks.
● $Tokyo Tatemono (8804.JP)$Announced a revision of the performance forecast for the fiscal year ending December 2024. The net profit was upwardly revised from 48.5 billion yen to 62 billion yen. The amount of investment securities profit (special profit) due to the partial sale of shares held by the company in connection with the secondary offering by Hulic <3003> has been determined.
● $Kioxia Holdings (285A.JP)$Next-generation SSD will be introduced in 2026, leading ahead of competitors.
Active stocks, hot stocks.
After a slight decline at the opening, it quickly turned upward. At 11:00 on the Tokyo Stock Exchange Main Board, the number of stocks rising was 865, falling was 686, and unchanged was 89. Among the 33 industries, 24 industries saw price increases. The top industry is Transportation Equipment, followed by Marine Shipping, Petroleum & Coal, and Iron & Steel. The top decliners include Pharmaceuticals, Airlines, and Real Estate.
$Toyota Motor (7203.JP)$Continuing to soar significantly day after day, it has surpassed the 3000 yen level. On the 25th, the Nikkei Electronic version reported...
Today's strengths and weaknesses
12/26 [Strength-Weakness Analysis]
Three points to focus on in the morning session
●Individual investors are focusing on material stocks.
● $Tokyo Tatemono (8804.JP)$Announced a revision of the performance forecast for the fiscal year ending December 2024. The net profit was upwardly revised from 48.5 billion yen to 62 billion yen. The amount of investment securities profit (special profit) due to the partial sale of shares held by the company in connection with the secondary offering by Hulic <3003> has been determined.
● $Kioxia Holdings (285A.JP)$Next-generation SSD will be introduced in 2026, leading ahead of competitors.
Active stocks, hot stocks.
After a slight decline at the opening, it quickly turned upward. At 11:00 on the Tokyo Stock Exchange Main Board, the number of stocks rising was 865, falling was 686, and unchanged was 89. Among the 33 industries, 24 industries saw price increases. The top industry is Transportation Equipment, followed by Marine Shipping, Petroleum & Coal, and Iron & Steel. The top decliners include Pharmaceuticals, Airlines, and Real Estate.
$Toyota Motor (7203.JP)$Continuing to soar significantly day after day, it has surpassed the 3000 yen level. On the 25th, the Nikkei Electronic version reported...
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The market has already entered the year-end buying trend, and it has become a time to foresee the market of the following year.The U.S. stock market in 2025For the next President Trump's promised tax cuts and regulatory easing are a tailwindTailwindare likely. However, the specifics of the policies, the feasibility of implementation, and the timingUncertaintyThere may be lingering risks. There may also be uncertainties surrounding the impact of tariffs and immigration policies on inflation, as well as the outlook for Fed rate cuts.
Considering the possibility of becoming an unstable market development,Based on this,"2025 Focus on US Stocks" First Editionincluding ByteDance, the parent company of TikTok, and OpenAI,High Dividend ListI decided to focus specifically ondividends yield,Not only,Health of dividendsやearnings per share growth rate, andbalance between stock price fluctuations and stock price levelsConsidering other factors such asTop 5 high-dividend stocksPicked up.
These stocks areMoving relatively steadily in stock priceand.12-month forward dividend yieldNext,Exceeding 4.5%In other words, it indicates that the dividend yield has increased not simply due to a decrease in stock price.S&P500指数Considering the expected dividend yieldof about 1.3%it can be said that it is worthwhile to invest as a high dividend stock.
Expected dividend...
Considering the possibility of becoming an unstable market development,Based on this,"2025 Focus on US Stocks" First Editionincluding ByteDance, the parent company of TikTok, and OpenAI,High Dividend ListI decided to focus specifically ondividends yield,Not only,Health of dividendsやearnings per share growth rate, andbalance between stock price fluctuations and stock price levelsConsidering other factors such asTop 5 high-dividend stocksPicked up.
These stocks areMoving relatively steadily in stock priceand.12-month forward dividend yieldNext,Exceeding 4.5%In other words, it indicates that the dividend yield has increased not simply due to a decrease in stock price.S&P500指数Considering the expected dividend yieldof about 1.3%it can be said that it is worthwhile to invest as a high dividend stock.
Expected dividend...
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