AI inside: Interim Report
AI inside: Confirmation Letter
AI inside: Securities Report – Fiscal Year 2025 (April 1, 2025 – March 31, 2026)
Google and Blackstone to establish an AI cloud company.
Google, a subsidiary of Alphabet Inc., and U.S. investment firm Blackstone are reportedly planning to establish an artificial intelligence (AI) cloud company, according to multiple sources familiar with the matter. The initiative is said to aim at leveraging Google's custom-designed chips to compete with AI-focused cloud providers such as CoreWeave. <1447> SAAFHD <2158> FRONTEO <2349> NIDEC <2351> ASJ <2479>
Steady performance and the peak of earnings announcements may stimulate investor interest.
[Emerging Market Stock Strategy] The emerging market is expected to perform solidly today. On the 13th in the U.S. stock market, the Dow Jones Industrial Average fell by 67.36 points (-0.14%) to 49,693.20, marking its first decline in four days. While the Producer Price Index (PPI) recorded its largest increase in nearly three years, weighing on stock prices, the decline was cushioned as crude oil prices fell mid-session. Supported by tech stocks such as NVIDIA (NVDA), the Nasdaq remained strong throughout the session. Today's emerging
Express News | [Test] AI Inside Inc 4488.t 2026 Parent Recurring Profit 487 Mln Yen (+20.1%) Vs Profit 405 Mln Yen, 2026/27 Forecast Profit 515 Mln Yen (+5.7%)
AI inside: Financial Results Presentation for the Fiscal Year Ending March 2026
AI inside: Financial Results Briefing for the Fiscal Year Ending March 2026 [Japanese GAAP] (Non-Consolidated)
AI Inside FY Parent Net Y351.00M Vs Loss Y497.00M
AI Inside Sees Parent FY Net Y362.00M
Inpex, Matsumotokiyoshi, Takeda Pharmaceutical, and Nippon Steel (13th) (131A-5997).
※The above calendar is a tentative schedule and is subject to change based on the company's discretion. --------------------------------------- May 13 (Wed) <131A> CCN Group <143A> Ishin <1515> Nippon Steel Mining <1518> Mitsui Matsushima HD <1605> INPEX <1662> Petroleum Resources <1663> K&O Energy <1726>
Anthropic introduces the latest AI agent for financial institutions.
Anthropic, an AI startup, has reportedly unveiled its latest AI agent tailored for banks and other financial services companies. The company anticipates an initial public offering (IPO) as early as this year and aims to expand its adoption among corporate clients as it charts its path toward going public. <4488> AI inside <6182> Metarials <3300> Ambition DX Holdings <4011>
Aftermarket [stocks that moved / stocks that traded]
* Kōdo Paper <3891> 5,150 +705: Operating profit is expected to increase by 43.6% year on year and by 24.5% in the current fiscal year. * Suruga Bank <8358> 2,253 +732: Revised upward its earnings forecast for the fiscal year ending March 2026. Also announced a share buyback and cancellation. * Sockets <3634> 678 +100: Reiterated an upward revision to its earnings forecast for the fiscal year ending March 2026. * Tomen Deba <2737> 14,620 +2,340: Operating profit for the fiscal year ending March 2026 is projected at 18.7 billion yen, up 84.7% from the previous forecast of 17.7 billion yen. * High Purity <49
April 24 [Today's Investment Strategy]
[FISCO Select Stocks] [Material Stock] Tokyo Enesis <1945> 1,740 yen (April 23) engages in the maintenance and management of thermal, nuclear, hydroelectric power plants, substations, and more. The company has upwardly revised its earnings forecast for the fiscal year ending March 2026. Operating profit is projected to reach 4.7 billion yen (a 76.4% increase year-over-year), marking a 20% increase from the previous forecast. This improvement was driven by order acquisition activities focused on profitability and productivity enhancement efforts. The year-end dividend has been set at 35 yen, up from the previous forecast of 29 yen and last fiscal year's year-end dividend of 26 yen.
Targeting pullbacks in semiconductor and AI-related stocks.
[Opening Comments on Stock Market] The Japanese stock market on the 24th is likely to open with selling pressure due to the downturn in U.S. stocks, but a subsequent awareness of underlying support could shape market movements. On the 23rd, the U.S. market saw the NY Dow fall by 179 points and Nasdaq drop by 219 points. Amid reports that Iran’s Islamic Revolutionary Guard Corps (IRGC) has taken the lead in peace negotiations while parliamentary speaker Ghalibaf stepped back, along with news of parts of Iran's air defense system being activated, discussions toward ending hostilities between the U.S. and Iran are ongoing.
The market remains sluggish, with continued pressure from high crude oil prices.
[Emerging Market Stock Strategy] The emerging market is expected to trade lower today. On the 23rd in the U.S. stock market, the Dow Jones Industrial Average fell by 179.71 points (-0.36%) to close at 49,310.32, reversing previous gains. Reports that Iran's Revolutionary Guard Corps (IRGC) took control of the negotiating team for peace talks between the U.S. and Iran, replacing parliamentary speaker Ghalibaf, alongside reports of partial activation of Iran’s air defense systems, have dampened hopes for a peace agreement with Iran. This caused crude oil prices to surge, weighing on stock prices.
Valtes HD, AIinside, and others.
<277A> Gloving has received approval to change its market listing segment to the Tokyo Stock Exchange Prime Market. <3793> Doricom has revised its earnings forecast, with the previous fiscal year's operating profit outlook adjusted from 5.00 billion yen to 4.00 billion yen. <4060> Rakumo <4060> and AvePoint Japan have initiated the third phase of their joint development of add-on products for Microsoft 365. <4442> Baltes HD has revised its forecast upwards, with the previous fiscal year’s operating profit outlook adjusted from 6.50 billion yen to 9.00 billion yen. <4488> AIinside
Canon revises its operating profit forecast downward to 456 billion yen from the previous 479 billion yen as of December 26.
Canon <7751> announced a revision to its earnings forecast for the fiscal year ending December 2026, lowering its operating profit forecast from 479 billion yen to 456 billion yen. While sales of digital cameras and surveillance cameras are performing well, rising memory prices and other cost increases are posing headwinds. For the first quarter of the fiscal year ending December 2026, consolidated revenue increased by 3.3% year-over-year to 1,093.653 billion yen, while operating profit declined by 26.1% to 71.37 billion yen. [Positive Evaluation] <4082> Rare Elements
AI inside: Notice Regarding Revision of Earnings Forecast
AI inside: Third Quarter Financial Results Briefing for the Fiscal Year Ending March 2026 [Japanese Standards] (Non-consolidated)