Joe Biden Vs. Jensen Huang: What White House's New Chip Export Restrictions Mean For Nvidia That Has The AI Giant Up In Arms
Jensen Huang Said Quantum Computing Is 20 Years Away, But Nvidia Bets Big On Strategic Hiring
Stocks that moved or were traded in the first half of the session.
*PR TIMES <3922> raised its operating profit Financial Estimates for 2018 by +27,625. *Inter Action <7725> 1100 +108 revised its full-year forecast upward due to significant profit increase in the first half. *Cosmos Pharmaceutical <3349> 7347 +4529 landed above market expectations for the November term results. *Ryohin Keikaku <7453> 3744 +209 received positive evaluations for its first quarter financial results exceeding expectations. *M3 <2413> 1459.5 +49.5 Merrill Lynch.
Tianfeng's Ming-Chi Kuo: The mass production capacity of the GB200 NVL72 is low, beware of NVIDIA's short-term risks.
Ming-Chi Kuo stated that the shipment volume of the GB200 NVL72 may be significantly lower than expected, currently about 25,000 to 35,000 units. More seriously, repeated delays have resulted in insufficient market confidence; even though the stock price reacted positively in advance, the lack of market confidence can easily amplify or overly interpret related market rumors.
Tosei, Aeon Delaire, Etc (additional) Rating
Upgraded - Bullish Ticker Symbol Company Name Brokerage Firm Previous Change After --------------------------------------------------- <7735> Screen Mizuho "Hold" "Buy" Downgraded - Bearish Ticker Symbol Company Name Brokerage Firm Previous Change After --------------------------------------------------- <6586> Makita GS "Buy" "Hold" <6857> Advante Mizuho "Buy"
Quantum Concept stocks have crashed again! Following Jensen Huang, Mark Zuckerberg is also coming to "pour cold water".
① Following Jensen Huang, Meta CEO Mark Zuckerberg has become the latest technology company leader to pour cold water on Quantum Computing; ② On Monday, Zuckerberg warned that the application of Quantum Computing will still take several years; ③ Following Zuckerberg's comments, related concept stocks in the US fell sharply again.
Options Market Statistics: Rigetti Computing's Stock Slides as Zuckerberg Sees Practical Uses 'Ways Off', Options Pop
January 14th [Today's Investment Strategy]
[Fisco Selected Stocks] 【Material Stocks】 Ringer Hut <8200> 2200 yen (1/10) operates Nagasaki Champon 'Ringer Hut', Tonkatsu 'Hamakatsu', etc. Announced third quarter financial results. Cumulative operating profit is 1.272 billion yen (2.6 times compared to the same period last year). Opened 13 stores and closed 16 stores. By the end of November 2024, the total number of group stores will be 652, including 641 stores in Japan and 11 stores Overseas (of which 157 are franchises). Operating profit for the period ending February 2025 is projected to be 15.0.
Attention is focused on Ryohin Keikaku and Cosmos Pharmaceutical, while Yaskawa Electric and Ministope may be weak.
During the three-day weekend, on the 10th, the Dow Jones Industrial Average fell by $696.75, and on the 13th, it rose by $358.67 to $42,297.12. The Nasdaq Composite Index fell by 317.25 points on the 10th and by 73.53 points yesterday to 19,088.10. Yesterday's Chicago Nikkei 225 Futures were down by 545 yen compared to the Osaka daytime at 38,705 yen. The exchange rate is $1 = 157.50-60 yen. In today's Tokyo market, JINSHD's operating profit for the first quarter increased by 83.8%.
List of stocks breaking through the cloud (weekly chart) (Part 3)
List of stocks that broke below the cloud market Code Stock Name Closing Price Leading Span A Leading Span B Tokyo Main Board <5933> Alinco 1030 1091.25 1052.5 <5957> Nitto Seiko 589635.75 619.5 <5988> Paiolax 23662372.5 2443.5 <6036> Keeper Giken 4425460 5397.5 <6143> Sodick 721733.57
Analyst Sees 'Broadening Rally' In Semiconductors In 2025: 2 Top Stock Picks, 2 To Avoid
Aeon, 3Q operating profit decreased by 17.7% to 117.5 billion yen.
Aeon <8267> announced its Q3 financial results for the fiscal year ending February 2025, reporting operating revenue of 7 trillion 470.5 billion 75 million yen, an increase of 6.3% compared to the same period last year, and operating profit of 117.5 billion 69 million yen, a decrease of 17.7% year-on-year. The comprehensive financial business saw improved capital profitability due to an increase in high-yield receivables, the developer business experienced increased rental income from extensions and renovations, and the service and specialty store business saw improved profits from all listed subsidiaries. On the other hand, GMS Inc (general super...
Wall Street Today: Market Turns Around, Let's See if it Lasts
"No one survives"! Popular Technology stocks fell across the board, with MSTR down over 7%, Palantir down nearly 6%, and NVIDIA down almost 5%.
Last Friday, the chip stocks that led the decline in the US stock market continued to fall, with Micron Technology dropping over 6% at one point; AppLovin, which had the highest increase in the Nasdaq last year, fell over 3% intraday; Algo "meme stocks" collectively experienced double-digit declines, with D-Wave Quantum falling over 30% intraday. Following last Friday's employment report that dampened rate cut expectations, the US stock market faced additional Bearish news: the Biden administration announced AI-related export controls; NVIDIA's new generation Datacenter chip was reported to have received order cancellations from customers due to malfunction.
BofA Sees 'Surprising' Broadening of Rally in Semis to Start 2025
Stocks Edge Down Ahead Of Key Inflation Reports, Crude Hits 5-Month High, Bitcoin Sinks: What's Driving Markets Monday?
Media: NVIDIA Blackwell chip racks have malfunctioned, leading major clients such as Microsoft to reduce some Orders.
① Reports indicate that the first batch of racks equipped with the Blackwell chip has experienced overheating issues, and there are also faults in the connection methods between the chips; ② It is reported that companies such as Microsoft, Amazon's cloud division, Google's parent company Alphabet, and Meta have reduced some Orders for the NVIDIA Blackwell GB200 racks.
Semi Industry Sales Forecast to Grow 12-14% in 2025: Wells Fargo
Nvidia Bulls, Bears Play Tug of War in Options Market as Trade Curbs Muddy Outlook
10 Information Technology Stocks With Whale Alerts In Today's Session