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Current status of the AI industry: dominated by giants, venture companies seeking a way out.
An AI entrepreneur with a background in science, after experiencing the pain of fundraising and operation, chooses to return to a large corporation once again.
Musk 'betrays' Silicon Valley! Supporting the California AI regulation bill that promotes 'collective punishment'.
① California will vote on the AI regulation bill SB-1047 at the end of August. Once passed, it will be signed into California law. ② Its strict regulations are a concern for AI companies in Silicon Valley, including OpenAI, Meta, Alphabet, as well as many scientists who have expressed opposition to the bill. ③ However, AI owner Musk has expressed support!
Sumitomo Bakelite, Shibuya Kogyo, etc. [List of stock materials from the newspaper]
*Sumitomo Bake <4203> Next-generation granular encapsulation material for semiconductor back-end process, crack and warp suppression (Nikkan Kogyo 1st page) - ○* Tokai Rika <6995> Expanding semiconductor sales, introducing new facilities compatible with 0.35 micrometers (Nikkan Kogyo 1st page) - ○* Isuzu <7202> Collaborating with US startup on self-driving truck, aiming for on-road driving (Nikkan Kogyo 3rd page) - ○* Shibuya Kogyo <6340> New midterm plan, expected revenue of 150 billion yen for the fiscal year ending June 2027, anticipating domestic renovation demand (Nikkan Kogyo 3rd page) - ○* Hitachi <6501>
Taiwan Semiconductor Ramps Up Overseas Investments With $1.95B in Subsidies, Eyes Long-Term Growth
Key Insights for Investors From Nvidia's Q2 Earnings Preview
Is the rebound fading? Goldman Sachs: Hedge funds are selling stocks at the fastest pace in more than two years.
In August, 'smart money' is selling global equities at the fastest pace since March 2022, with the most net selling in North America. Hedge funds are skeptical of the sustainability of the stock market rebound, and geopolitical concerns continue to be worrying. The 'fly' of the economic situation may soon hit the glass windshield.