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Reasons why AI investment is not slowing down [GAINIANBANKUAI for today].
Although questions temporarily arose among investors regarding the generated AI, it has been reported that the funds poured into Artificial Intelligence (AI) by major tech companies, governments, and venture capitalists have ballooned to an unprecedented scale. AI technology is shifting from traditional large-scale language models to inference models and AI agents. Although inference models are based on large-scale language models, it seems that the responses consume many times more microchips and Electrical Utilities.
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
Stable, possibly maintaining a solid base after the Sell has run its course.
[Emerging Markets Individual Stock Global Strategy] Today's Emerging Markets are expected to show a steady performance. In the US stock market on the 26th, the Dow Inc fell by 188.04 points (-0.43%) to 19,075.26 dollars, marking a pullback after three days. Buys supported by some retail companies' earnings reports and the decline in long-term interest rates bolstered stock prices. On the other hand, concerns about the economic and inflation impacts emerged after President Trump revealed plans for the announcement of tariffs against Europe, putting pressure on stock prices. Today
MetaReal: Interim report.
Information on individual stocks for the 18th.
Base Food <2936.T> is seeing a stop high Buy indication. MBF Acceleration, an Asset Management company affiliated with Melco <6676.T> (Chiyoda, Tokyo), is conducting a TOB (Tender Offer) at a price of 688 yen per share. The acquisition period is until April 15, with a maximum planned purchase of 3.69 million shares. The company supports the TOB and states that participation is "left to the Shareholders' judgment." After the TOB is established, it plans to maintain its listing. Hau Television <7064.T> is launching a new business regarding a new type of collateral.
Stocks that moved or were traded in the first half of the session.
*MIGARO HD <5535> 6270 +1000 after a sharp decline in the previous days, buying on dips is prevalent. *Sanwells <9229> 608 +56 after the Earnings Reports, rebound movements are dominant. *Kioxia HD <285A> 2258 +205 positive movement continues regarding this period's earnings guidance. *Enplas <6961> 4745 +415 movements are also conscious of filling the gap opened at the beginning of the month. *Mitsubishi Motors <7211> 421 +30.4