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Advance Reading Strategy Command Room = Morpho: Amid a favorable outlook for revenue expansion, there is a bottom breakout.
Morpho <3653.T> has a positive outlook for revenue growth, but the sell-off during the Earnings Reports is seen as an overreaction. In fact, it is entering a bottom breakout phase. With "Imaging AI," which integrates digital image processing technology with cutting-edge Artificial Intelligence (AI) and deep learning, the company contributes to various fields in society, specifically providing high-quality next-generation digital image processing frameworks centered around smart devices, in-vehicle mobility, and the DX field, including image stabilization.
Cisco, the increase in infrastructure spending by companies utilizing AI is a tailwind.
On the 12th, Cisco presented a strong revenue outlook for the period from February to April (third quarter), driven by the increasing infrastructure expenditures of companies utilizing Artificial Intelligence (AI) technology. Corporate clients appear to be enhancing their network systems to accelerate the creation and use of AI.
The investor group led by Mr. Mask has proposed a buyout of OpenAI.
It has been reported that a group of investors led by Elon Musk offered $97.4 billion (approximately 14 trillion 800 billion yen) to acquire the nonprofit organization that manages the operations of OpenAI in the USA. Tensions are escalating between CEO Sam Altman and Musk regarding OpenAI, the developer of the generative Artificial Intelligence (AI) "ChatGPT." <6702> Fujitsu <7046> TDSE <401
U.S. large tech stocks still have room for growth.
[Generative AI] Wall Street's AI (Artificial Intelligence) stock purchases slowed down last week, but investors are reportedly still adhering to strategies that have performed well over the past two years. It is reported that investors are preparing for further increases in large tech stocks by entering into Single Option contracts that would allow them to profit if the stock prices of Apple and Amazon.com rise in the coming weeks. <6702> Fujitsu <7046> TDSE <4011> Head U.
The AI investment competition, with Google in hot pursuit.
[Generative AI] Google and its parent company Alphabet revealed plans to allocate $75 billion (approximately 11 trillion 500 billion yen) for capital expenditures in the fourth quarter of 2024. This is a significant increase compared to last year's $52.5 billion and corresponds to 19% of this year's revenue anticipated by Wall Street. <6702> Fujitsu <7046> TDSE <4011> Headwaters <3993>
OpenAI is considering the release of its technology.
It seems that Sam Altman, CEO of OpenAI in the U.S., has stated that the company should consider publicly releasing its AI models for free. It has been reported that Deep Seek, a Chinese Artificial Intelligence (AI) startup, has caused a significant stir in the industry and indicated the possibility of a major shift in Global Strategy. <6702> Fujitsu <7046> TDSE <4011> Headwaters <3993> PKSHA Technology <80