US Microsoft announces PC equipped with generative AI
[Generative AI] Microsoft in the US announced that it has developed a personal computer specialized in generative AI (artificial intelligence). It has been reported that AI processing performance is up to 20 times higher than before using high-performance semiconductors mounted on terminals, and image generation software runs at high speed in addition to instantaneous translation. Also, it seems that some functions can be used even when communication is not connected. <6702>Fujitsu <7046>TDSE<4011>Headwaters <3993>PKSH
WingArc Research Memo (2): Sees big data as a “new resource” and provides software and services
■WingArk 1st <4432> Company Overview 1. Company Overview The company group is “Empower Data, Innovate the Business, Shape the Future. Value for information, transformation for companies, and the future for society.” We have set this vision, and by utilizing various data existing in society, we aim to bring innovation to many companies, and as a result, realize a better society. Currently, su
Volume change rate ranking (9:00) ~ Finatext, Mitsui Marine, etc. rank
* In the volume change rate ranking, it is possible to know the interest of market participants, such as shopping trends, by comparing the average turnover for the last 5 days with the turnover on the day of distribution. ■Top Volume Change Rate [5/15 9:35 as of 9:35] (Last 5 Day Average Volume Comparison) Stock Code Stock Name Volume 5 Day Average Volume Volume Change Rate Stock Price Change Rate <4078> Sakai Chemical 344000 107185.08 280.19% 0.014
Stocks that moved the day before part 2 PKSHA, Isco, Alpha, etc.
<コード>Stock name closing price on the 14th ⇒ Tokyo Ohka Kogyo <4186> 3931 -503 compared to the previous day, a slight increase in profit for the 1st quarter, and market expectations are declining. Nippon Pillar Industries <6490> 5790 -880 The current fiscal year is expected to decline in 2-digit ordinary income. Kenko Mayonnaise <2915> 2043 -265 is the forecast for a slowdown in profit growth rate for the current fiscal year, etc. negative? Japan Transcity <9310> was significantly higher the day before due to the 825-76 stock buyback announcement. Micronics Japan <6871> 7180
High stop/low stop-down stocks backstage
■Stop High<1518>Mitsui Matsushima Holdings <2372>Irom Group<3286>Trust Holdings<3864>Mitsubishi Paper Mills <3993>PKSHA TECHNOLOGY<4078>Sakai Chemical Industry<4175>Coly<4258>Amiya <4760>Alpha <4770>Zuken Elmic <4887>Sawai Group Holdings<6030>Adventure <6235>Optran <6278 >UNION TOOL<6
Front market [stocks that have moved, stocks that have been created]
*ILOM G <2372> 2273 Ka-MBO implementation announcement brought the TOB price to 2800 yen. *Sakai Chemical <4078> 2520 Ka - Plans to drastically increase profits and dividends this fiscal year have had an impact. *Furukawa Electric <5801>'s earnings forecast for the current fiscal year is higher than consensus due to 4097 +648 earnings improvements for the first fiscal year. *Mitsubishi Paper Mills <3864> 762+100 The good financial results announced the day before continue to be viewed as material. *Mitsui Matsushima HD<1518> 5390 +705 city index
SoftBank G turns 24/3 ordinary profit and loss surplus to 57.8 billion yen
The financial results for the fiscal year ending 2024/3 announced by SoftBank G were sales of 6.756.5 billion yen, up 2.8% from the previous fiscal year, and ordinary profit and loss surplus of 57.81 billion yen (deficit of 469.27 billion yen in the previous fiscal year). The corporate value of investees improved due to global stock appreciation. The yen equivalent amount of US dollar debt increased due to the depreciation of the yen, and exchange losses of 703.1 billion yen were recorded. The investment profit and loss of the SoftBank Vision Fund (SVF) business was in surplus of 724.3 billion yen. [Positive Evaluation] <2587>Sa
PKSHA Technology: (Correction) Partial Corrections to the “Notice Concerning Revision of the Full-Year Earnings Forecast”
PKSHA Technology: Quarterly Report - 12th Quarter (2024/01/01 - 2024/03/31)
PKSHA Technology 1H Net Y1.40B Vs Net Y204.00M
PKSHA Technology Inc. (3993.TO) Japan 1st Half Ended March 31 GROUP 2024 2023 Revenue Y8.12 bln Y6.66 bln Pretax Profit Y2.23 bln Y57
PKSHA Technology: Notice regarding revisions to full-year earnings forecasts
PKSHA Technology: Summary of Financial Results for the 2nd Quarter of the Fiscal Year Ending September 2024 [IFRS] (Consolidated)
PKSHA Technology: Confirmation Letter
Taiseiken, Obayashi Corporation, Toray, Shiono Yoshi (13th) (1417-5070)
*The above calendar is just a schedule and is subject to change due to company circumstances. ---------------------------------------5/13 (Mon) <1417>Miraite One <1435>Robohome<146A>Colombia <1515>Nippon Steel Mining <1518>Mitsui Matsushima HD <1663>K&O Energy<167A>Ryosan Ryoyo <1736>Autech <174
Apple is developing AI semiconductors for data centers
[Generative AI] It is reported that Apple is working on the development of semiconductors designed in-house to run artificial intelligence (AI) software on data center servers. It is reported that there is a possibility that it will bring about an important advantage in AI competition. According to multiple stakeholders, the project for servers is called “Project ACDC” internally, and it seems that they are working on it by gathering all the strength of engineers. <6702>Fujitsu <704
Fund Inflow into Emerging US AI [Today's Shopping Theme]
[AI] Investors trying to follow the successful examples of US semiconductor giant NVIDIA and US Microsoft in the stock market have invested record levels of capital into AI start-ups, and have created dozens of companies with a valuation value of 1 billion dollars in the past year. <6702>Fujitsu <7046>TDSE<4011>Headwaters <3993>PKSHA Technology<8031>Mitsui & Co. <4819>de
Hedge funds are paying attention to Apple
[Generative AI] It is reported that JPMorgan analysts pointed out that US Apple is attracting the interest of hedge fund investors. It is reported that expectations are being placed on upgrades related to iPhone AI. The company seems to be looking for partners like Google to add AI functions to iPhones. <6702>Fujitsu <7046>TDSE<4011>Headwaters <3993>PK
Competition for US AI talent is overheated
[Generative AI] Against the backdrop of the artificial intelligence (AI) boom, it is reported that the competition for human resources acquisition in Silicon Valley in the United States continues to heat up. Technology companies are presenting rewards of 1 million dollars (about 150 million yen) per year and are speeding up vesting of stock rewards. Also, it is reported that there is a movement to pull out engineers for each team they belong to. <6702>Fujitsu <7046>TDSE<4011>Headwaters <39
Volume change rate ranking (10:00) ~ Ichigo, Birdman, etc. are ranked
* In the volume change rate ranking, it is possible to know the interest of market participants, such as shopping trends, by comparing the average turnover for the last 5 days with the turnover on the day of distribution. ■Top Volume Change Rate [as of 3/29 10:33] (Last 5 Day Average Volume Comparison) Stock Code Stock Name Volume 5 Day Average Volume Volume Change Rate Stock Price Change Rate <7063> Birdman 339200 14615.68 343.48% 0.244
Chinese IT giant Baidu changes its political and technical direction
[Generative AI] It is reported that Baidu (Baidu) is discussing how Apple will use the company's AI technology within China. While rivals are stumbling due to regulations and political obstacles, it is reported that Baidu may have finally found a way to outsmart them, and it is reported that the artificial intelligence (AI) boom may change that. <6702>Fujitsu <7046>TDSE<4011>Headwaters <3
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