Bank of America's sharp commentary on the AI boom: Just getting started, equivalent to the "early days of the internet in 1996"!
① Bank of America Merrill Lynch said that the AI boom is still in its early stages, much like the development of the internet in the 1990s. ② The bank said that the impact of AI will be felt earlier than previous technology booms.
Huang Renxun, Altman and other American AI experts gathered at the White House to discuss AI infrastructure layout with the Biden team.
Attendees include NVIDIA CEO Huang Renxun, OpenAI CEO Sam Altman, Anthropic CEO Dario Amodei, Google President Ruth Porat, and Microsoft President Brad Smith. The conference focused on how to integrate the public and private sectors, discussing the energy usage of AI, datacenter capacity, semiconductor manufacturing, and power grid capacity.
Nippon Steel Solutions, Celia, etc.
<2327> Nippon Steel Solutions Co., Ltd. 3D Investment Partners Private Limited (3D Investment Partners Pte. Ltd.) Shareholding ratio 5.00% → 6.08%, reporting obligation start date 2024/09/05 <2782> Seria Corporation Hiro Corporation Shareholding ratio 34.70% → 34.70%, reporting obligation start date 2024/09/
Daihen, Ricoh, etc. [List of stock-related materials from newspapers]
*Daihatsu <6622> strategically integrates five models of semi-automatic welding machines, and integrates functions (Nikkan Kogyo 1st page) - ○ *Shintō Kōgyō <6339> explores sales channels for 3D printers and provides components to NASA (Nikkan Kogyo 1st page) - ○ *Ricoh <7752> reduces 2000 people domestically and internationally, improves profitability, and switches to digital services (Nikkan Kogyo 3rd page) - ○ *Kansai Electric Power <9503> Large-capacity DC in Kyoto, scheduled to start operation in fiscal year 2027 (Nikkan Kogyo 3rd page) - ○ *NTT <9432> NTT Communications, NVIDIA's
Here's How Much You Would Have Made Owning Autodesk Stock In The Last 20 Years
Jabil Plans to Set up Electronics Manufacturing Unit in Tiruchirapalli, Creating 5K Jobs
Orikasashi Chemical, Furukawa Electric, etc. (additional) Rating
Upgrade - Bullish Code | Stock Name | Securities Company | Before | After | ------ | --------------- | ------------- | --------------- | --------------- | <4911> | Shiseido Company, Limited Sponsored ADR | GS | "Sell" | "Hold" | <5706> | Mitsui Gold | Mizuho | "Hold" | "Buy"
Rating [security companies rating]
Upgrade - Bullish Code | Stock Name | Securities Company | Previously | After Change | ------ | ----------- | ------------- | ----------------- | -------------- | <4523> | Eisai | UBS | "Neutral" | "Buy" | <4578> | Otsuka HD | UBS | "Neutral" | "Buy"
(ADSK) - Analyzing Autodesk's Short Interest
Buy Insurance and Sell Software – Oppenheimer Asset Management
Nippon Steel, Daki Aluminum Industrial, etc. (Part 2)
<5401> Nippon Steel Corporation Mizuho Bank shareholding ratio 5.26% → 4.93% Reporting obligation trigger date 2024/08/30 <5401> Nippon Steel Corporation Nomura Securities shareholding ratio 5.81% → 7.01% Reporting obligation trigger date 2024/08/30 <5702> Daiki Aluminum Industries Co., Ltd. Mizuho Bank shareholding ratio 5.82% → 4.44% Reporting obligation trigger date 202
List of cloud-clearing stocks (weekly) (part 2)
Below is a list of breakout stocks in the market: Code Stock Name Closing Price Leading Span A Leading Span B 6390 Kato Sei 1218 1399.25 1241.5 6407 CKD 2606 2833.25 2722 6615 UMC Ele 378 386 480 6622
List of Conversion Stocks (Part 4) [List of Parabolic Signal Conversion Stocks]
Sell conversion stock list market Code Stock name Closing price SAR Tokyo Prime <7095> MacbeeP 2988 3190<7199> Premia Group 2106 2169<7202> Isuzu Motors 2155 2243<7211> Mitsubishi Motors 407 431<7220> Musashi Seimitsu
Shares of Software Companies Are Trading Lower Amid Overall Market Weakness. Weakness May Be Due to August's ISM Manufacturing PMI Data Indicating an Economic Contraction.
Nikon Corp Spons, Asics, etc. [List of stock information from the newspaper]
*Nikon Corp Spons intensifies offensive with exposure equipment, meets demand for automotive semiconductors (Nikkan Kogyo front page) - ○ *Asics Co Ltd Executive Officer and Chief Officer in Charge, Mr. Horigome, hastens the development of global talent (Nikkan Kogyo page 3) - ○ * NITTAN acquires Ena Metal, with revenue of 5 billion yen in fiscal year 25 (Nikkan Kogyo page 10) - ○ *Shinmeiwa Kogyo develops equipment that generates ions with electromagnets, irradiates gas over a wide range (Nikkan Kogyo page 11) - ○ *Hitachi Construction Machinery invests in an Australian company, mining
What does the volatility of AI stocks mean? Morgan Stanley: This round of the semiconductor cycle is about to peak!
Daiwa's statement suggests that the market reaction to nvidia's financial report indicates that the current industry cycle is approaching its peak. The semiconductor industry reaches supply and demand balance approximately every two years, and the key point for the next phase of trade is whether AI demand will be released ahead of schedule before 2025-2026.
Over 70% of Companies That Reported Earnings This Week Beat Profit Estimates- Earnings Scorecard
Chipmakers Tick Up As Nvidia Halts Sell-Off, Dollar Rises As Traders Revise Fed Wagers: What's Driving Markets Friday?
Marvell Technology Posts Upbeat Sales, Joins MongoDB, Intel, MINISO Group And Other Big Stocks Moving Higher On Friday
Autodesk Analysts Increase Their Forecasts After Better-Than-Expected Earnings