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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