I-PEX, hatch work, etc.

I-PEX <6640> strengthens clean room facilities, enhances MEMS contract manufacturing (Nikkan Kogyo front page).

Fisco Japan07:44

Amazon announces the development of a supercomputer equipped with its own AI semiconductor.

On the 3rd, Amazon.com's cloud computing division, Amazon Web Services (AWS), announced plans to develop an artificial intelligence (ai) supercomputer called 'Ultra Cluster' that will incorporate hundreds of thousands of in-house designed semiconductors named 'Tranium' and a new server. It is reported that when it becomes operational in 2025, it is expected to be one of the largest in the world for training ai models. Additionally, it was mentioned that nvidia is involved.

Fisco Japan05:10

The Nikkei Average continued to rise significantly, with speculation of overseas investors buying futures.

U.S. stock market on the 2nd was mixed. The Dow Jones Industrial Average closed the trading at 44,782.00, down 128.65 points, while the Nasdaq rose 185.78 points to 19,403.95. This week, with the release of important economic indicators such as employment statistics approaching, adjustments intensified. After the opening, the market was mixed. The Dow was cautious due to concerns about the rise in long-term interest rates, geopolitical risks in the Middle East, and the possibility of the collapse of the French cabinet through a vote of no confidence, leading to a soft performance throughout the day. The Nasdaq was supported by the tech sector and remained strong.

Fisco JapanDec 3 15:00

Toray inds inc, Mitsubishi Gas etc (additional) Rating

Upgrade- Bullish code stock name securities company previous changes after -------------------------------------------------- <5021> Koss Energy HD mizuho "hold" "buy" <8985> JHR City "2" "1" <9025> Kounoike Transport Daiei "3" "2" <9107> Kawasaki Ship JPM "Hold" "Overweight" Downgrade- Bearish code stock name securities company previous changes after -----------

Fisco JapanDec 3 10:27

The Nikkei average rebounds as the GPIF plans to raise its investment yield target.

Last weekend, on November 29, the usa market saw the dow inc close at 44,910.65 dollars, up by 188.59 dollars, while the nasdaq finished at 19,218.17 points, up by 157.69 points. Following the presidential election, the confidence index of small and medium-sized enterprises has risen, and it became clear that President-elect Trump engaged in constructive dialogue regarding tariffs with the leaders of Canada and Mexico, alleviating concerns and improving investor sentiment, leading to increased buying after opening. On the day after Thanksgiving, Black Friday, retailers launched discount sales.

Fisco JapanDec 2 15:00

December 2nd [Today's Investment Strategy]

[FISCO Selected Stocks] [Material Stocks] Geostar <5282> 284 yen (11/29) Engaged in the construction of concrete products such as shield tunnel segments. The profit forecast for the year ending March 2025 has been revised upward. Operating profit is expected to be 1.27 billion yen (a decrease of 30.6% from the previous year). This is about 30% higher than the previous forecast. Although revenue has been revised downward due to project delays, etc., profits have been revised upward due to improvements in order prices and cost reductions. [Emerging Markets Stock] ZUU <

Fisco JapanDec 2 07:54