AI semiconductor No.2の $Broadcom (AVGO.US)$ announced earnings reports after the close on December 12th. Following that, in after-hours trading, the stock price surged by over 14%.Reached an all-time high last week.
KeyReasons for the Increaseare believed to be the following two.
1）Revenue from AI for the fiscal year 2024 reached $12.2 billion, up from $3.8 billion in the previous year.AI Revenuereaching $12.2 billion in the fiscal year 2024, up from $3.8 billion in the previous year.Expanded by 3.2 times.Reached an all-time high last week.
2）The company expects for the fiscal year 2027Including custom AI semiconductors and networksThe "attainable market size" of AI productsis predicted to potentially reach up to $90 billion.Custom AI semiconductor is the market leader.For Broadcom,the growth opportunity appears to be significant.Estimated.
Earnings Call Highlights
● Fiscal year 2024 performance: AI revenue triples.
◇For the fiscal year 2024 (October 2024).AI revenue including custom AI semiconductors and networks reached $12.2 billion, expanding 3.2 times from $3.8 billion in fiscal year 2023.The ratio of AI revenue to semiconductor solutions revenue has expanded from less than 5% five years ago to 41%.
◇Revenue from AI for the fiscal year 2024 reached $12.2 billion, up from $3.8 billion in the previous year.Revenue reached a record high. .AI products It was performing well...

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$NVIDIA (NVDA.US)$ Japan will hold the earnings call for the third quarter of the fiscal year 2025 at 7:00 a.m. on Thursday, November 21, 2024, Japan time.
The rise in Nvidia's stock price due to the AI boom is remarkable. The stock price has almost tripled year-to-date, surpassing apple again in market capitalization on the 5th and reaching the world's top spot. Furthermore, riding the wave of the Trump former president's comeback, it set a new all-time high on the 7th. Nvidia became the first chipmaker to solidify its position as the world's most valuable company.
Will this earnings report further push up the stock price? Don't miss this live event!
This presentationdelivered in subtitle translation formatWill be delivered on apple.。If you wish to watch,ReservationPlease click the 'Reserve' button.
◆ Notes
The content of this live is provided through subtitle translation services for the convenience of our customers. The subtitles are generated using Microsoft Azure and Amazon Translate. Machine translation from English to Japanese...

$NVIDIA (NVDA.US)$ After the closing of the US stock market on November 20th, Earnings for the third quarter of fiscal year 2025are scheduled to be announced.A comeback by former president Trumpriding the wave of a stock market rally on the 7threached a new all-time high,Will this earnings announcement further push up the stock price?
On the next business day after the earnings reports, what will be the closing price of nvidia stock? Let's predict the closing price and vote!
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At 10:30 PM on November 21st (Japan time)By the deadline, nvidia's Closing price on November 21st (6 AM on November 22nd Japan time) Predict the closing price and select from the price ranges below. If the actual closing price falls within the range you voted for, points will be equally distributed to all users who voted in that range (Example: If 50 users hit the target range, each will earn 200 points!)
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On November 21st...

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AI相場が2年近く続いているなか、決算ごとに新たな「勝ち組」と「負け組」が浮上and「勝ち組」と「負け組」の入れ替わりThis trend is also occurring. In this earnings season, there have been movements to 'classify' winners and losers based on earnings announcements.
今回は、決算発表を終えたAI・半導体関連の米国株の中からまずは、その「勝ち組」と「負け組」を確認する。そのうえ、決算内容や業績見通しから「順張り」と「逆張り」銘柄をセレクトした。中には注目の大型テック株に限らず、中小型の「隠れAI株」Also included in etc.
● Momentum stocks: Stocks with a strong stock price background due to good performance, and good performance outlook in the future
● Contrarian stocksAlthough the stock price fell due to weak earnings, the stock is expected to benefit from AI in the medium to long term.
Winners and losers in AI and semiconductor-related sectors.
In this earnings season, as in the previous one, there have been movements to 'classify' winners and losers in AI and semiconductor-related stocks. Some stocks have seen significant price increases, due to strong earnings and performance contributions from AI, while others have expressed concerns over weak earnings and AI contributions...

The Bank of Japan monetary policy meeting, which is the first since the July meeting that led to the "Black Monday of Reiwa," will be held on the 19th and 20th. The decision will be announced around noon on the 20th, followed by a press conference by Governor Kuroda in the afternoon.
The previous July meeting became an unforgettable event for stock investors.In addition to the second interest rate hike since March, Governor Kuroda mentioned the possibility of further rate hikes within the year in the press conference after the meeting.Giving a surprise to the marketprompting a sharp appreciation of the yen and contributing to the "Black Monday of Reiwa" on August 5th。
It is expected that there will be no policy changes at the September meeting, but利上げペースの加速に関する植田総裁らの発言次第ではドル円相場や株価に再び大きなインパクトを与え、二番底へと向かう可能性も否定できない。米国の利下げに関する思惑で足元の為替レートが円高に振れていることも前回の“悪夢”と重なる。株式投資家も固唾をのんで見守る緊迫の重要イベントになりそうだ。
令和のブラックマンデー招いた前回の7月会合
At the previous July meeting, many market participants' expectations were that the June meeting would result...