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$Micron Technology (MU.US)$
I've been waiting for this moment for so long!
This is not enough, but cheers today 🥂
I've been waiting for this moment for so long!
This is not enough, but cheers today 🥂
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Micron's business cycle
As a memory chip design and manufacturing specialist, Micron operates in a cyclical industry. The computer memory market is greatly affected by supply-demand dynamics in last-stage target markets such as smartphones, data center systems, and modern automobiles with large data processing capabilities.
Historically, Micron has experienced several periods of significant decline after rapid growth, which reflects an extensive semiconductor cycle. This cyclicality has the potential to make short-term investments difficult, but it is also an opportunity for long-term investors who can get through the recession.
Micron's recent financial performance appears cyclical at first glance. Despite excellent returns over the past year, the fall in stock prices from all-time highs suggests that market makers are wary of the next potential recession. However, this decline does not necessarily herald the end of Micron's recent swing back into a high-growth region.
Micron's business cycle
From a historical perspective, Micron's business cycle is rising...
As a memory chip design and manufacturing specialist, Micron operates in a cyclical industry. The computer memory market is greatly affected by supply-demand dynamics in last-stage target markets such as smartphones, data center systems, and modern automobiles with large data processing capabilities.
Historically, Micron has experienced several periods of significant decline after rapid growth, which reflects an extensive semiconductor cycle. This cyclicality has the potential to make short-term investments difficult, but it is also an opportunity for long-term investors who can get through the recession.
Micron's recent financial performance appears cyclical at first glance. Despite excellent returns over the past year, the fall in stock prices from all-time highs suggests that market makers are wary of the next potential recession. However, this decline does not necessarily herald the end of Micron's recent swing back into a high-growth region.
Micron's business cycle
From a historical perspective, Micron's business cycle is rising...
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$Super Micro Computer (SMCI.US)$ So that you don't fall, laugh at your seat belt.
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$Super Micro Computer (SMCI.US)$ Mr. Bora
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Set a live reminder
$Super Micro Computer (SMCI.US)$A financial results briefing for the 3rd quarter of fiscal year 2024 is scheduled to be held at 6:00 a.m. on 2024/5/1 (Wednesday) Japan time. This briefing sessionSubtitle translation formatIt will be distributed by If you would like to watch it,“reservation”Click on the button.
◆ Precautions
The content of this live show is provided by a subtitle translation service for customer convenience. Subtitles have been generated using Microsoft Azure (Microsoft Azure) and Amazon Translate (Amazon Translate). No warranty of any kind, express or implied, is made with respect to the accuracy, reliability, or accuracy of English to Japanese machine translations. If you suffer damage due to translated content, we are not responsible for such damage. Please be careful when watching.
◆ Precautions
The content of this live show is provided by a subtitle translation service for customer convenience. Subtitles have been generated using Microsoft Azure (Microsoft Azure) and Amazon Translate (Amazon Translate). No warranty of any kind, express or implied, is made with respect to the accuracy, reliability, or accuracy of English to Japanese machine translations. If you suffer damage due to translated content, we are not responsible for such damage. Please be careful when watching.
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Super Microcomputer 2024 Q3 Financial Results Briefing (subtitle translation)
Apr 30 16:00
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It is the largest computer memory chip manufacturer in the United States $Micron Technology (MU.US)$ The company is prepared to obtain grants of 6 billion dollars or more from the Department of Commerce to support the costs of domestic factory projects as part of efforts to return semiconductor production to the US.
According to people familiar with this matter, it is still not a final decision, but there is a possibility that it will be announced as early as next week. It is unclear whether the company plans to receive loans under the 2022 Chips and Science Act (2022 Chips and Science Act) in addition to direct grants.
Micron, which is headquartered in Boise, Idaho, has built factories in New York and the local community. After the preliminary agreement was announced, the company began due diligence spanning several months, and then received funds by dividing them into tranches linked to benchmarks for each project.
Representatives from Micron, the Department of Commerce, and the White House declined to comment.
According to people familiar with this matter, it is still not a final decision, but there is a possibility that it will be announced as early as next week. It is unclear whether the company plans to receive loans under the 2022 Chips and Science Act (2022 Chips and Science Act) in addition to direct grants.
Micron, which is headquartered in Boise, Idaho, has built factories in New York and the local community. After the preliminary agreement was announced, the company began due diligence spanning several months, and then received funds by dividing them into tranches linked to benchmarks for each project.
Representatives from Micron, the Department of Commerce, and the White House declined to comment.
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Good evening, Moomoo users!![]()
Here are tonight's market rumors on NY stocks.![]()
Market overview
Starting in the USA market, the Dow Jones Industrial Average, consisting of high-quality stocks, started at 37,949.67, up 150.70 points, while the technology-heavy Nasdaq Composite Index started at 15,942.29, up 77.04 points. The S&P 500 Index, consisting of 500 of the largest USA stocks, increased by 17.56 points to 5,068.97.
$Dow Jones Industrial Average (.DJI.US)$
$Nasdaq Composite Index (.IXIC.US)$
$S&P 500 Index (.SPX.US)$
Top news
IMF sounds the alarm on fiscal expansion in election year, warns of further price increases.
In the "Fiscal Monitor" released by the International Monetary Fund (IMF) on the 17th, it warned that in 2024, with a series of major elections, there is a risk of popular fiscal expansion. In election years, the fiscal deficit is expected to be 0.4 percentage points larger than the Gross Domestic Product (GDP). There are concerns that it will become difficult to control prices or have a negative impact on long-term economic growth...
Market overview
Starting in the USA market, the Dow Jones Industrial Average, consisting of high-quality stocks, started at 37,949.67, up 150.70 points, while the technology-heavy Nasdaq Composite Index started at 15,942.29, up 77.04 points. The S&P 500 Index, consisting of 500 of the largest USA stocks, increased by 17.56 points to 5,068.97.
$Dow Jones Industrial Average (.DJI.US)$
$Nasdaq Composite Index (.IXIC.US)$
$S&P 500 Index (.SPX.US)$
Top news
IMF sounds the alarm on fiscal expansion in election year, warns of further price increases.
In the "Fiscal Monitor" released by the International Monetary Fund (IMF) on the 17th, it warned that in 2024, with a series of major elections, there is a risk of popular fiscal expansion. In election years, the fiscal deficit is expected to be 0.4 percentage points larger than the Gross Domestic Product (GDP). There are concerns that it will become difficult to control prices or have a negative impact on long-term economic growth...
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Good morning to all moomoo users!![]()
Here are the key points of this morning's first report.
● [Tokyo Stock Exchange Rate Forecast Range] 39,300 yen - 39,800 yen (closing price on the 11th 39,442 yen 63 sen)
● The March producer price index (PPI) increased 0.2% from the previous month, and the core index, which falls short of market expectations, increased 0.2% from the same period
●The Dow Average is flat, IT/high-tech stocks are bought, and the NASDAQ is significantly higher = US stock overview
● NY Federal Reserve Governor Says There Is No Need to Cut Interest Rates “in the Very Near Future” - Long Way to Go
● US interest rate cut, only once in December by the end of the year - Deutsche Bank and BoFA forecasts were drastically revised
● Morgan S shares plummeted, reports that the US authorities are scrutinizing the asset management departments of the wealthy
● ECB leaves interest rates unchanged - solidifies path to June interest rate cuts
● Japanese authorities will intervene if they enter the 155 yen level - MUFG Goncalves
● Hedge funds are paying attention to Apple and are expected to strengthen AI - JP Morgan
— MooMoo News Kathy
Market Overview
In the US stock market on the 11th, the NY Dow Jones Industrial Average fell 2 dollars 43 cents from the previous business day to 38,459 dollars 08 cents for 4 days...
● [Tokyo Stock Exchange Rate Forecast Range] 39,300 yen - 39,800 yen (closing price on the 11th 39,442 yen 63 sen)
● The March producer price index (PPI) increased 0.2% from the previous month, and the core index, which falls short of market expectations, increased 0.2% from the same period
●The Dow Average is flat, IT/high-tech stocks are bought, and the NASDAQ is significantly higher = US stock overview
● NY Federal Reserve Governor Says There Is No Need to Cut Interest Rates “in the Very Near Future” - Long Way to Go
● US interest rate cut, only once in December by the end of the year - Deutsche Bank and BoFA forecasts were drastically revised
● Morgan S shares plummeted, reports that the US authorities are scrutinizing the asset management departments of the wealthy
● ECB leaves interest rates unchanged - solidifies path to June interest rate cuts
● Japanese authorities will intervene if they enter the 155 yen level - MUFG Goncalves
● Hedge funds are paying attention to Apple and are expected to strengthen AI - JP Morgan
— MooMoo News Kathy
Market Overview
In the US stock market on the 11th, the NY Dow Jones Industrial Average fell 2 dollars 43 cents from the previous business day to 38,459 dollars 08 cents for 4 days...
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![[Morning Report] March is lower than US PPI forecast, buyback to IT/high-tech stocks, hedge funds are paying attention to Apple, and AI strengthening is expected - JP Morgan](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240412/cd1ab4a18b58f9444b7eb8832f41e3f0.png/thumb?area=105&is_public=true)
![[Morning Report] March is lower than US PPI forecast, buyback to IT/high-tech stocks, hedge funds are paying attention to Apple, and AI strengthening is expected - JP Morgan](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240412/1712877614664-fff43a5b9b.png/thumb?area=105&is_public=true)
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Good evening to all Moomoo users!![]()
This is the reading for tonight's NY stock.![]()
Market Overview
The US market started, and the Dow Jones Industrial Average, which consists of excellent stocks, rose 90.86 dollars to 38983.66 dollars, and the Nasdaq Composite Stock Price Index, which has a high high-tech stock ratio, began at 16328.76 with a 74.80 point increase. The S&P 500 average, which consists of stocks of 500 large American stocks, rose 14.64 points to 5217.03.
$Dow Jones Industrial Average (.DJI.US)$
$Nasdaq Composite Index (.IXIC.US)$
$S&P 500 Index (.SPX.US)$
Top news
US authorities cut interest rates by 0.5 points in June and acted before presidential election - State S
State Street Global Advisors believes that the US Federal Reserve will cut interest rates by 0.5 points as early as June, against the recent hawkish shift in market consensus. The company believes that the US authorities will advance monetary easing ahead of the US presidential election in November. Interest rate cuts by the end of the year are expected to total 1.5 points, and this is due to the current market...
Market Overview
The US market started, and the Dow Jones Industrial Average, which consists of excellent stocks, rose 90.86 dollars to 38983.66 dollars, and the Nasdaq Composite Stock Price Index, which has a high high-tech stock ratio, began at 16328.76 with a 74.80 point increase. The S&P 500 average, which consists of stocks of 500 large American stocks, rose 14.64 points to 5217.03.
$Dow Jones Industrial Average (.DJI.US)$
$Nasdaq Composite Index (.IXIC.US)$
$S&P 500 Index (.SPX.US)$
Top news
US authorities cut interest rates by 0.5 points in June and acted before presidential election - State S
State Street Global Advisors believes that the US Federal Reserve will cut interest rates by 0.5 points as early as June, against the recent hawkish shift in market consensus. The company believes that the US authorities will advance monetary easing ahead of the US presidential election in November. Interest rate cuts by the end of the year are expected to total 1.5 points, and this is due to the current market...
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Columns トップニュース
Hello, Moomoo users! Good evening!![]()
Here is the forecast for the NY stock market tonight.![]()
Market Overview
Spot gold prices briefly exceeded $2,300 per ounce during trading on the 4th, reaching a new all-time high. The possibility of a US Federal Reserve interest rate cut by the end of the year and continued demand from central banks are behind this. Gold rose to $2,304.96 at one point, but has since traded at levels similar to the previous day. Federal Reserve Chairman Powell stated the day before that there is a high likelihood that it would be appropriate to begin cutting interest rates at some point during the rest of the year, which has reassured investors.
$Dow Jones Industrial Average (.DJI.US)$
$Nasdaq Composite Index (.IXIC.US)$
$S&P 500 Index (.SPX.US)$
Top News
The ECB may be influenced by the US economy depending on the course of US monetary policy after starting interest rate cuts.
The ECB claims that it will not take the Federal Reserve as a reference for the timing of the first interest rate cut. However, the subsequent policy trajectory may be influenced by developments in the United States.
TSMC plans to resume production within 24 hours after the earthquake, with facility recovery reaching 70-80%.
...
Market Overview
Spot gold prices briefly exceeded $2,300 per ounce during trading on the 4th, reaching a new all-time high. The possibility of a US Federal Reserve interest rate cut by the end of the year and continued demand from central banks are behind this. Gold rose to $2,304.96 at one point, but has since traded at levels similar to the previous day. Federal Reserve Chairman Powell stated the day before that there is a high likelihood that it would be appropriate to begin cutting interest rates at some point during the rest of the year, which has reassured investors.
$Dow Jones Industrial Average (.DJI.US)$
$Nasdaq Composite Index (.IXIC.US)$
$S&P 500 Index (.SPX.US)$
Top News
The ECB may be influenced by the US economy depending on the course of US monetary policy after starting interest rate cuts.
The ECB claims that it will not take the Federal Reserve as a reference for the timing of the first interest rate cut. However, the subsequent policy trajectory may be influenced by developments in the United States.
TSMC plans to resume production within 24 hours after the earthquake, with facility recovery reaching 70-80%.
...
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