$Tesla (TSLA.US)$ The stock price dropped by about 9% in post-event trading, showing the largest decline among S&P 500 index ETF. Many analysts are analyzing this decline, and it is believed that the reason is that the event's content was not seen as immediately profitable. In particular, the absence of the low-priced 'Model 2' announcement was one of the factors that disappointed investors' expectations.
However, many analysts believe that Tesla continues to lead the market and see the recent stock price decline as an opportunity.
Additionally, whether Tesla's robotaxi business can achieve full self-driving capability depends on the technological advancements and regulatory trends in the coming years. Investors need to focus on the long-term growth potential without being swayed by short-term market reactions.
We are optimistic about the possibility of the stock price rebounding to its highest level in the next year. With the announcement of new models and successful updates to FSD, investor expectations will rise, leading to an increase in stock prices.

7月から8月初旬にかけて発表された主な半導体関連銘柄の決算ではAI関連向けの伸びが目立ち、業績のV字回復を期待させている。8月初頭には東京株式市場が大暴落に見舞われたが、関連株の押し目買いもみられている。日本時間8月29日午前5時20分には、米半導体大手 $NVIDIA (NVDA.US)$の決算発表があり、国内関連銘柄のみならず日経平均株価自体も影響を受けると予想される。日経平均に占めるウエート（構成比率）が高い主な半導体関連株７社の決算のポイントと株価の現在地、アナリストらの見方などを確認した。（注：レーザーテックのみ24年6月期４Q・通期、他は25年3月期１Q発表）
1Qで早くも上方修正
生成AI向けなどが好調で、１Q段階で早くも $Tokyo Electron (8035.JP)$、 $Advantest (6857.JP)$ 、 $Screen Holdings (7735.JP)$の3社が上方修...

Unstable transactions continued $NVIDIA (NVDA.US)$ The stock price fell 1.7% on Thursday.
NVIDIA's stock price began with a 7% drop, but it began to rise 2.1% in response to economic indicators that exceeded expectations. Amid geopolitical risks and valuation concerns, investors are moving away from mega-tech stocks such as Alphabet and Tesla, which are leader companies in artificial intelligence (AI), and recent financial reports of Alphabet and Tesla are also spurring selling pressure.
NVIDIA's stock price is currently falling in 4 of the 5 most recent daily trading sessions. The company's stock price is currently down about 17% from its peak on 6/18. Is now the time to buy high-profile AI stocks?
Can investors still win with NVIDIA shares
NVIDIA is a stock that affects the overall performance of the stock market, and is the most influential company. The company's graphics processing units (GPUs) and other accelerated computing technologies have become the main platforms for enhancing advanced AI applications.
Data center computing...

US Republican presidential candidate Donald Trump will make a speech at the Republican Party convention at 7:30 a.m. on 7/19 Japan time.
In a solo interview conducted for the first time after the shooting incident, Mr. Trump said,Bringing countries togetherThey say it's a great opportunity. It is said that it will be completely different from the original speech condemning Biden's policies.More details will be shared on the live broadcast, so stay tuned!
If you would like to watch it,“Reservations”Click on the button.
$Donald Trump (LIST22962.US)$