On the 13th (next Friday), the regular replacement of the Nasdaq 100 index is scheduled to be announced.
Every year on the second Friday of December (this year on December 13th), the Nasdaq 100 index conducts a regular replacement of constituent stocks. The market capitalization of target companies is ranked by multiplying the issued shares on the last trading day of November (this year on November 29th) by the stock price at the end of the previous month, October.
As the scheduled regular replacement of the Nasdaq 100 constituent stocks approaches, investors are paying attention to which companies will be newly added and which will be excluded.
$Palantir (PLTR.US)$The recent market capitalization (closing price on the 4th) is approximately $159.1 billion, ranking 26th among the listed stocks on the NASDAQ. According to Dow Jones, other than Palantir, there are NASDAQ-listed companies that hold Bitcoin. $MicroStrategy (MSTR.US)$Data center world leader in the US $Equinix Inc (EQIX.US)$US-based derivatives giant...

$Dell Technologies (DELL.US)$ After the market closed on November 26 (local time), they announced the earnings reports for the 8-10 month period. Immediately after in after-hours trading, the stock price11.3％急落（11月27日日本時間18時過ぎは12％近く下落）した。AI servers are performing wellhowever, PC division is a burden.Moreover,Performance may fall short of market expectationsandSelling Factors.
Unimpressive short-term performance outlookmay be a drag on the stock price for a while. On the other hand, as shown from Dell's earnings callThe outlook for 2025 and beyond is positive.So, Recent events in the AI server market.With that in mind, the correction phase may be an opportunity to buy on dips.
Earnings Highlights
3Q results: AI servers performing well, but PC division is holding back.
◇In the 3rd quarter (August-October period), revenuerevenue was $24.4 billion, a 10% increase year-on-year, falling short of the market estimate of $24.6 billion.
◇Revenue from the infrastructure division including serversAt 11.37 billion dollars, the revenue increased by 34% compared to the same period last year, surpassing market expectations of 11.34 billion dollars, but the PC division は...

$Advanced Micro Devices (AMD.US)$ $Direxion Daily Semiconductor Bull 3x Shares ETF (SOXL.US)$
it's AMD... try a little harder

$Eli Lilly and Co (LLY.US)$
Eli Lilly Q2 2024 earnings conference call is scheduled for August 8 at 10:00 AM ET /August 8 at 10:00 PM SGT /August 9 at 0:00 AM AEST. Subscribe to join the live earnings conference with management NOW!
Beat or Miss?
What do you expect from Eli Lilly's Q2 earnings? Will the company beat or miss the estimates? Make sure to click the "Book" button to get what managements have to say!
Disclaimer:
This presentation is for information a...

$Qualcomm (QCOM.US)$
Despite good financial results, the stock price dropped due to the search for negative factors. What's going on? ❗

$Qualcomm (QCOM.US)$
Why is it going down? What is the difference from Meta?

$Advanced Micro Devices (AMD.US)$ is scheduled to hold the earnings call for the second quarter of 2024 on Wednesday, July 31, 2024 at 6:00 AM Japan time. This callIn subtitle translation format.Will be delivered. If you wish to watch, please 「Reservation」button.
◆注意事項
The content of this live stream is provided through caption translation services for the convenience of our customers. The subtitles are generated using Microsoft Azure and Amazon Translate. We do not provide any guarantees, explicit or implied, regarding the accuracy, reliability, or precision of machine translation from English to Japanese. We are not liable for any damages resulting from the translated content. Please keep this in mind while viewing.

$Alphabet-A (GOOGL.US)$ microsoft is scheduled to hold an earnings call for the second quarter of 2024 on Wednesday, July 24, 2024 at 5:30 a.m. Japan time. This briefing willIn subtitle translation formatIf you wish to watch, please click the button."Reservations"Click the button to watch.
◆注意事項
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