This weekThe key point is
Japanese stocks this week are expected to develop based on monitoring exchange rate trends, with little impact from the foreign exchange market.Check the domestic demand stocks.There seems to be a lot of attention on these. Additionally,the earnings announcements of retail companiesmay prompt a reevaluation of the domestic economy. $Fast Retailing (9983.JP)$and $Seven & i Holdings (3382.JP)$Earnings reports are scheduled, and these performances will significantly impact the Nikkei Average.
On the other hand, Prime Minister Ishiba's dissolution of the Lower House and the scheduled general election may affect the market.From past experience, elections are expected to have a positive effect on stock prices. However, due to the low approval rating of the Ishiba administration, the effect may be limited.
In the US market,Consumer Price Index (CPI)etcthe Producer Price Index (PPI) is scheduled to be announced. These data are important indicators to confirm the trend of inflation. Amid fading expectations of a significant rate cut at the November meeting by the Federal Reserve, the resilience of the US economy is being confirmed...

As we wrap up September, the U.S. stock market has continued its bullish trajectory, fueled by the Fed rate cut, with the $S&P 500 Index (.SPX.US)$ reaching a new all-time high on September 26th for the 42nd time this year.
October is well-known for its market volatility, often tagged with "Octoberphobia" due to its historical market shakes. However, it has also been dubbed the "bear kill...

$NVIDIA (NVDA.US)$
Simply because there are no materials, isn't it just being sold on technicals?
Well, semiconductors other than SMCI are generally weak.

$Dell Technologies (DELL.US)$ In line with Ndivia, the network business is growing smoothly. BLACK well will hold the buy position after Q4. The approach to the communications sector also appears to be optimal for the iot era. Overall smooth.