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
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.
Hotto Link To Go Ex-Dividend On December 29th, 2025 With 3 JPY Dividend Per Share
February 14th (Japan Standard Time) - $Hotto Link(3680.JP)$ is trading ex-dividend on December 29th, 2025.Shareholders of record on December 31st, 2025 will receive 3 JPY dividend per share. The ex-
Hotto Link To Go Ex-Dividend On June 27th, 2025 With 3 JPY Dividend Per Share
February 14th (Japan Standard Time) - $Hotto Link(3680.JP)$ is trading ex-dividend on June 27th, 2025.Shareholders of record on June 30th, 2025 will receive 3 JPY dividend per share. The ex-dividend
Hotto Link: Extraordinary Report
Hotto Link FY Loss Y564.00M Vs Net Y226.00M
Hotto Link: Summary of financial results for the fiscal year ending 2024/12 [IFRS] (consolidated)
Hotto Link: Notice regarding changes in dividend policy and dividend forecast for the next fiscal year
Hotto Link: Notice regarding the recording of impairment losses and differences between full-year earnings forecasts and actual results
Hotto Link: Supplementary material for the full year ending 2024/12 financial results summary
Sun Electric ETC [Stocks with intriguing features seen from Volume changes]
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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>
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
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
A UK hedge fund has developed a tool that surpasses Excel.
It is reported that Man Group, a hedge fund based in London, has developed its unique tool "Arctic DB" for analyzing large amounts of data at high speed and has begun commercializing it. Companies dealing with financial markets, especially those in Capital Markets, are said to be seeking increasingly advanced tech tools for rigorous data analysis.
Improving the productivity of American workers through the use of AI.
According to reports, Mr. Viktorov, who runs a gym in Boston, increased revenue by 30% in 2024 without adding any sales staff, maintaining the same two employees he already had. Instead of increasing staff, he introduced an Artificial Intelligence (AI) model, filling it with information such as internal documents and sales materials. As a result, tasks that previously took hours, such as drafting marketing plans, emails, and posting on Social Media, are now completed in just a few minutes.
AI agents are expanding their presence in the Business world.
It has been reported that if AI agents function as expected, companies may be able to earn profits from generative AI that are commensurate with their investments. Among executives in the tech departments of companies, there is also a view that this could lead to a reduction in employee working hours and hiring numbers. <6702> Fujitsu <7046> TDSE <4011> Headwaters <3993> PKSHA Technology <8031> Mitsui & Co.