Expansion of investment in AI DatacentersAs a result, the popularity of Infrastructure-related stocks continues. The company involved in communication infrastructure such as Optical Fiber, "The three major wire companies'' $Fujikura (5803.JP)$、 $Sumitomo Electric Industries (5802.JP)$、 $Furukawa Electric (5801.JP)$The demand at the moment is strong, leading to a revision of the full-year consolidated results for the fiscal year ending March 2025.All were upward revisions.Fujikura has.This is the third consecutive upward revision for the current fiscal year.。
▼The status of the revisions for the consolidated results forecast for the three major electric wire companies for the fiscal year ending March 2025.
Are the concerns about slowed AI investment due to the DeepSeek shock unfounded?
By the end of January, the rise of low-cost AI by China DeepSeek will be prominent.concerns about a slowdown in AI infrastructure and hardware investmentspread,all three stocks fell significantly,but all recovered significantly and rose after the Earnings Reports, with Fujikura showingUpdated the all-time high since listing.Fujikura has a high ratio of revenue for Datacenter sales.It is likely to benefit the most from AI investments.It appears to be preferred due to certain reasons. The other two companies also seem to move in response to AI investment-related headlines, similar to Fujikura.However, their revenue structure is different from Fujikura's.。住友電工も古...

Key points for this week
This week's Japan stock market has seen the Earnings Reports of domestic companies and highly anticipated USA stocks completed, and on Monday the 17th, the USA market is closed with little material. However, on the 17th, the Cabinet Office will announce the preliminary GDP figures for the October to December period last year. If the strength of private consumption is confirmed, there is a possibility that buying of domestic demand-related stocks will become active.Additionally,On the 19th, Bank of Japan member Takada Sō will give a speech at the Miyagi Prefectural Financial and Economic Symposium, followed by a press conference.。Statements strengthening the observation of early additional interest rate hikes.If this leads to a strong yen, there is a possibility of selling mainly in export stocks.Statements related to President Trump's tariff policy.also, Continued caution is necessary.In particular, if policies related to Autos and Semiconductors are announced, they could significantly impact Japan's related companies.
This week in the USA stock market, there are few Earnings Reports and Economic Indicators, butthe remarks of FRB officials、and the announcement of various economic dataare attracting attention. Additionally, concerning USA tariffs,President Trump's erratic remarksalso continue to raise caution,and it is necessary to be alert to the risk of sudden market changes.だ。経済...

Hello MOOMOO users!This is the take on NY Stocks.
Market Overview
The US market has started, with the Dow Inc, composed of blue-chip stocks, up by $9.56 at $44,720.99. The Nasdaq Composite Index, which has a high proportion of technology stocks, began at 19956.82, up by 11.18 points. The S&P 500, composed of 500 large-cap stocks in the USA, was up by 0.45 points at 6115.52.
$Dow Jones Industrial Average (.DJI.US)$
$Nasdaq Composite Index (.IXIC.US)$
$S&P 500 Index (.SPX.US)$
Top News
Tonight's outlook
The US retail sales for January, announced at 10:30 PM Japan time on the 14th, fell short of expectations, with a month-on-month decrease of -0.9%.
● $Tesla (TSLA.US)$In after-hours trading, it rose by about 2%. According to the latest 13-F filing submitted by Bridgewater, the world's largest hedge fund led by Ray Dalio, the firm disclosed that it held $62 million in Tesla shares in the fourth quarter (0.28%...

$NVIDIA (NVDA.US)$ $USD/JPY (USDJPY.FX)$ $Global X US Tech Top 20 ETF (2244.JP)$ $E-mini NASDAQ 100 Futures(MAR5) (NQmain.US)$ $Daiwa iFreeNEXT FANG+ Index (04311181.MF)$ $iFreeETF FANG+ (316A.JP)$
Well, good night 😴

(2025/2/12 23:37)
The NY market started lower in response to strong CPI!
⭐ Software applications & Semiconductors led to overall selling ❗
・Dow−438 Nas−156 S&P−52 Russell−33↓
・Interest rate (Y10=4.63%)↑
・Gold↓ Silver Copper↑
・Crude oil 72.2↓
・Grains (Soybeans↓ Corn↑)
BTC is down⬇️
• Dollar-Yen 154.2↑
• F&G 43↓
Sector situation.
⭐ Approximately 80% sector decline!
(3 Strong) Silver, Copper, Luxury Goods
(3 weak) Electrical Equipment & Parts, Building Materials, Home Improvement Retail
🟦 Increase in positions for $PAAS after the opening.
Since Silver is being bought, increase in positions for $PAAS after the opening.
$Pan American Silver (PAAS.US)$
After the market opening, reinvest in $DRIP.
Since WTI is being sold off, reinvest in $DRIP after the market opening.
$Direxion Daily S&P Oil & Gas Exp. & Prod. Bear 2X Shares (DRIP.US)$
(1:05)
🟦 Increase in Buy for $RDDT.
$...

$USD/JPY (USDJPY.FX)$ Will it return to 160 yen? From a Candlestick perspective, it seems likely to return, but the Bank of Japan seems to want to raise interest rates, so I think 155 yen is the current market view.

$USD/JPY (USDJPY.FX)$ Sell yen, sell dollars.

$USD/JPY (USDJPY.FX)$ The volatility of Cryptocurrency is hilarious lol.

$Marvell Technology (MRVL.US)$
Although there was no news, I realized by confirming Marvel Technology's customer base once again.
The disappointing earnings of Amazon's AWS became the decisive blow of the cloud business, which started with Microsoft's Azure, causing Marvel, which had strength in the field of custom chips, to be sold.
I need to understand that stock properly.

$USD/JPY (USDJPY.FX)$ Oh well, in the end the dollar is weak... I had a feeling.