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Started offering the "Digital Telus VM Service", which provides a one-stop virtualization platform.
On the 12th, No.1 <3562> announced that its subsidiary, No.1 Digital Solution (NDS), will begin offering a one-stop virtualization infrastructure service using open source software (OSS) called the "DigiTelus VM (Virtual Machine) Service." NDS has experienced engineers and is a partner of Japan's Oracle <4716>, providing a fully managed cloud service called "DigiTelus" to enterprises.
US stocks hit new highs, with Apple's market cap surpassing Microsoft's, Tesla rising for the ninth consecutive day, silver futures falling by 3% at one point, and French stocks opening high and falling low.
Waiting for this week's US CPI and PPI inflation and Powell's congressional hearing. The New York Fed survey found that Americans' inflation expectations have fallen for two consecutive months, and the market is still betting on two interest rate cuts later this year. The S&P and Nasdaq have hit new highs for at least four days in a row, and Apple's market cap has surpassed Microsoft to become the largest company. Nvidia's increase has been cut in half after a nearly 4% increase, and TSMC briefly rose more than 4.8% in market cap, breaking the $1 trillion barrier. AI concept stocks such as Arm and Oracle also hit new highs and Intel and Super Micro Computer rose more than 6%. The Chinese concept stock index fell 1%, Xpeng Motors fell more than 6%, and Niu Technologies rose 16%. The second round of the French parliament elections unexpectedly ended without any political party obtaining an absolute majority, and European stocks rose but fell in the final session. The euro and French bond yields also opened high
Ube, Kobe Steel, etc. (additional) Rating.
Upgrade - bullish code | Stock name | Securities company | Conventional | Revised | ------ | --------------- | ---------- | --------- | --------- | <9433> | KDDI | Mizuho | "Hold" | "Buy" | Downgrade - bearish code | Stock name | Securities company | Conventional | Revised | ------ | --------------- | ---------- |
NOEVIR Holdings, Mitsubishi MA, etc. (added) Rating.
Upgrade - Bullish code | Stock Name | Securities Company | Formerly | After change | ------ | --------------- | -------- | ------- | -------- | <5480> | Metallurgical | Daiwa | "3" | "2" | Downgrade - Bearish code | Stock Name | Securities Company | Formerly | After change | ------ | --------------- | -------- | ----
Bookoff GHD, Sawai Group HD, Sugi HD, etc.
NaITO < 7624 > fell sharply by 150-9. The company announced its first-quarter results the day before, operating losses turned into a deficit of 10 million yen, an deterioration of 130 million yen from the same period last year. The annual plan remains unchanged at 900 million yen, with a significant increase of 78.1% compared to the previous period, and it seems to have been considered an unexpected slow start. In addition to a decrease in sales of core cutting tools and industrial machinery and equipments, sales of measurement commodities have also declined. < 6535 > AIMOBILE
Oracle Japan - significant decline, this period's eps financial estimates are lower than the market consensus.
Japan's Oracle <4716> has fallen sharply. The financial results for the May 2024 period were announced the previous day. Operating profit increased by 7.3% over the previous year to 79.8 billion yen. Sales increased by 7.8%, and EPS of 434.16 yen exceeded the conventional estimate by 2.0-6.0% and 406-418 yen. The annual dividend is set at 674 yen, including a special dividend of 500 yen. For the May 2025 period, sales are expected to increase by 5.0-9.0%, with EPS forecast at 445-460 yen, due to increased costs for data centers and other factors.
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