Reasons why AI investment is not slowing down [GAINIANBANKUAI for today].
Although questions temporarily arose among investors regarding the generated AI, it has been reported that the funds poured into Artificial Intelligence (AI) by major tech companies, governments, and venture capitalists have ballooned to an unprecedented scale. AI technology is shifting from traditional large-scale language models to inference models and AI agents. Although inference models are based on large-scale language models, it seems that the responses consume many times more microchips and Electrical Utilities.
Google is reallocating resources to AI, ETC.
According to sources, Google, a subsidiary of Alphabet, has conducted layoffs in its cloud division to redirect resources towards investments in Artificial Intelligence (AI) and other areas. It is reported that major Technology companies are being urged to invest in AI technology without compromising on profits. <6702> Fujitsu <7046> TDSE <4011> Headwaters <3993> PKSHA
Express News | [Large Shareholding Report] Tokai Tokyo Securities reports a 5.7% Shareholding in Technos Japan (3666.JP).
C6-8 Co., Ltd. Amends Tender Offer for Tecnos Japan Inc.
AI-native companies are growing rapidly.
AI-native companies have various characteristics, and a common tendency reported is that they perceive AI as more than just a tool to enhance productivity or improve specific investment returns. It is understood as a way to replace the structured processes that were central to companies in the era of industrialization with fast and powerful AI and reasoning.
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.
Express News | [Change Report] Asset Value Investors Limited reported an increase in Shareholding of Technos Japan (3666.JP) to 10.46%.
Volume change rate ranking (9 o'clock hour) - Data SEC, Nichicon, etc. are ranked.
In the volume change rate ranking, comparing the average volume over the last five days with the volume on the day of distribution allows insight into market participants' interests, such as trends in stock selection. ■ Top volume change rates [As of February 7, 9:32] (Compared to the average volume over the last five days) Stock Code Stock Name Volume Average Volume over 5 Days Volume Change Rate Stock Price Change Rate <3666> Technos JPN 2641000 107185.08 341.89% 0.015% <4591> Rebo
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>
Stocks that moved the day before part 2: DNA Chip Research Institute, Technos Japan, Toto Suisan, ETC.
Stock name <Code> 5-day closing price ⇒ Change from previous day * Nichirei <2871> 3581 -21110- The December term shows a turn to operating profit decline. * BIPROGY <8056> 4477 -34110- The December term falls below market expectations with an operating profit decline. * Mitsubishi Electric Corp. Unsponsored ADR <6503> 2436 -12510- December financial results show an upward revision but there are one-time factors, resulting in little surprise. * Gunma Bank <8334> 1047 -61 The progress rate of net profit in the third quarter may not meet expectations. * Socionext
Stocks that hit the upper or lower limit in the afternoon session.
■Limit Up <2397> DNA Chip Research Institute <3666> Technos Japan <3952> Chuo Shiki Industrial <4020> Beat Trend <4298> Proto Corporation <4475> HENNGEE <4935> Liberta <4978> Reprocell <5724> Asaka Riken <5979> Kaneso ■Limit Down <2345> Kushim <4062> Ibiden ※ Includes temporary limit up and down (indicative price).
Stocks that moved or were traded in the first half of the session.
*Proto Corporation <4298> 1580 - The MBO brought the TOB price closer to 2100 yen. *Tokyo Seimitsu <7729> 8719 +1500 Favorable outlook on expanding orders for generative AI. *Iris Ohyama <6908> 2924 +390 Evaluation of the upward revision of performance and implementation of structural reforms. *Takara Standard <7981> 1878 +214 Positive view on the expansion of profit growth rate for the October-December period. *Migaro HD <5535> 5160 +585 Today's financial results are announced.
Tecnos Japan Inc. Backs Tender Offer by C6-8 Co., Ltd.
Significant increase in Palantir's Big Data analytics.
In the U.S. stock market on the 4th, Palantir Technologies Inc, focused on Big Data analysis, surged, boosted by the expanding demand for Artificial Intelligence (AI) services. The financial results and revenue outlook announced on the evening of the 3rd for the quarter from October to December 2024 exceeded market expectations. The stock price rose nearly 24%. <2760> Tokyo Electron Ltd. Unsponsored ADR <3636> Mitsubishi Research Institute <3655> BrainPad <3666> Technos Japan <3680> Hotlink
Panasonic HD, 3Q operating profit increased by 8.8% to 348.3 billion yen.
Panasonic <6752> announced its performance for the third quarter of the fiscal year ending in March 2025, with revenue increasing by 1.6% year-on-year to 6 trillion 403.8 billion 97 million yen, and operating profit rising by 8.8% to 348.3 billion 8 million yen. While the living business experienced a decline in sales of heat pump water heaters (A2W) in Europe, air quality air conditioning and electrical materials, excluding A2W, remained strong. In the Connect division, there was robust order intake in field solutions including large projects, as well as in process automation and avionics.
Tecnos Japan Inc. Reports Increased Sales but Decline in Profits
Tecnos Japan: Presentation of financial results for the 3rd quarter of the fiscal year ending March 31, 2025
Tecnos Japan: Notice regarding revisions to dividend forecasts for the fiscal year ending March 2025 (no dividend) and abolition of shareholder benefit programs