No Data
S&P rises over 2%, the best in nearly two years, with chip stocks up about 7%, Nasdaq and Chinese stocks up 2.8%, and US Treasury yields and the yen falling for three consecutive days.
The latest employment data alleviates concerns over the US economy, and US stocks rose more than 1.7%. Nvidia's stock rose more than 6%, and Tesla, Alibaba, PDD Holdings, and Tencent ADR rose more than 3%. Bullish on weight loss drug reports, Eli Lilly and Co's stock rose more than 13%, and Novo-Nordisk A/S's US stock rose nearly 8%. The 10-year US Treasury yield rose above 4%, and short-term bond yields rose by 10 basis points. Oil prices rose for the third consecutive day, gold halted its five-day decline, and digital currency had a big increase.
Tanabe Research Memo (6): Brand & PR, HR management consulting areas are performing well (1).
Regarding the performance trend of Tanabe Consulting Group <9644>, 2. Operating consulting area sales trend: Looking at the sales trend for each operating consulting area, it has greatly expanded, including the performance contributions of the newly added brand & PR Kurt Media Works. The strategy & domain, digital/DX, and HR areas also showed steady growth. Although the finance and M&A area only slightly increased, all consulting areas achieved increased revenue. (1) St.
Oracle Corp Japan: Announcement regarding the dividends of surplus funds.
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 | ------ | --------------- | ---------- |
No Data
