Newsletter

Stock Price of TSMC Plunges 6.7% on Taiwan Stock Market Following Market Outlook Revision

On April 19th, the stock price of Taiwan Semiconductor Manufacturing Co, Ltd (TSMC), a large contract manufacturer of semiconductors, fell 6.7% on the Taiwan stock market. The picture was taken in March last year (2024 Reuters/Dado Ruvic) [台北 19日 ロイター] – On the Taiwan stock market on the 19th, the stock price of Taiwan Semiconductor […]

US Treasury Secretary Urges China to Cut Excess Production Capacity

US Treasury Secretary Janet Yellen (pictured) said on April 5 that China would benefit from cutting excess production capacity that is weighing down other countries’ economies. The photo was taken in Guangzhou on the 5th (2024, Reuters / Tingshu Wang) GUANGZHOU, China (Reuters) – U.S. Treasury Secretary Janet Yellen said on Wednesday there were growing […]

Investors Turn to Value Stocks in Industrial and Materials Sectors Amid AI Excitement

As the US stock market continues to be excited about artificial intelligence (AI), some investors are turning to sectors such as industrial and materials stocks, which have a high proportion of value stocks. Photo taken at the New York Stock Exchange in February (2024 Reuters / Brendan McDermid) [ニューヨーク 1日 ロイター] – As the US […]

S&P 500 Hits New Highs, But Fewer Stocks Participating in Rally Raise Concerns

As the S&P 500 index continues to hit new highs, fewer stocks are participating in the rally, raising concerns that the rally could reverse if the market leader stumbles. The photo shows a trader at the New York Stock Exchange. Picture taken on 1st (2024 Reuters/Brendan McDermid) [ニューヨーク 9日 ロイター] – As the S&P 500 […]

The AI Dilemma: Apple’s Contrarian Approach to Artificial Intelligence

Microsoft CEO Nadella mentioned AI 36 times in his keynote speech when announcing quarterly results on January 30, and it appears that AI is the dominant topic in the high-tech industry. However, there are exceptions. It’s Apple. Photo taken in September 2023 at the Apple Store in Shanghai (2024 Reuters/Aly Song) [ニューヨーク 1日 ロイター BREAKINGVIEWS] – Microsoft (MSFT.O) […]

Apple’s First Quarter Financial Results Exceed Market Expectations

Apple on the 1st announced its first quarter financial results (ending December 30, 2023), with profit and sales exceeding market expectations. Photo taken in September 2022 at a store in New York (2024 Reuters/Andrew Kelly) [Reuters]- Apple (AAPL.O), opens a new tab, announced on the 1st its first quarter financial results (ending December 30, 2023), […]

US Stock Market Faces Crucial Test: Big Events Loom Ahead

The week starting January 29 is likely to be a big test for the US stock market, which has been performing well since the start of the year. Photo: New York Stock Exchange. Photograph taken in May 2013 (2024 Reuters/Lucas Jackson) [ニューヨーク 26日 ロイター] – The week starting January 29 is likely to be a […]

TSMC Reports 19% Drop in Fourth Quarter Net Profit

On January 18, Taiwan Semiconductor Manufacturing Co (TSMC) announced its fourth quarter results showing a 19% drop in net profit. Photograph taken in Taiwan in 2021 (2024 Reuters/Ann Wang) [台北 18日 ロイター] – Taiwan Semiconductor Manufacturing Co, Ltd (2330.TW), opens a new tab, the largest contract manufacturer of semiconductors, announced on the 18th that its […]