未来を織り込む株式市場~AI相場はどこまで先を見ているのか~(岩井コスモ証券 竹下隼人)
[Recorded July 3, 2026] Register for the Iwai Cosmo Securities WEB Seminar here! ⇩ ⇩ ⇩ https://www.iwaicosmo.co.jp/lp/ws/ Lecturer: Hayato Takeshita, International Section, Investment Research Department Lecturer Profile Born in Amagasaki, Hyogo Prefecture. Joined Iwai Cosmo Securities in 2017. After 6 years in sales at the Kobe branch and nearly 3 years at the Yokohama branch, he was assigned to the International Section of the Investment Research Department in January 2026. His hobby is fishing. He focuses on momentum, aiming for single-line catches of both fish and stocks. Iwai Cosmo Securities Co., Ltd. ◆Corporate Website: https://www.iwaicosmo.co.jp/ ◆Online Trading Website: https://www.iwaicosmo.net/ ▼Official Social Media Accounts 《X》https://x.com/iwaicosmosec 《Instagram》 / iwaicosmosec 《LINE》https://lin.ee/K47cIIh ▼Account Opening Information Request (Choose from 3 Trading Channels!) https://www.iwaicosmo.co.jp/request/ ▼Cosmo Net Channel @iwaicosmo_net_official The products we handle may result in losses exceeding the principal investment due to price fluctuations, exchange rate fluctuations, etc. Furthermore, some products may result in losses exceeding the principal. Fees and risks vary depending on the product, so please carefully read the pre-contractual disclosure document, prospectus, or the "Risk and Fee Explanation Page" for the relevant product. ▼Risk and Fee Explanation Page https://www.iwaicosmo.co.jp/importance/ Iwai Cosmo Securities Co., Ltd. Financial Instruments Business Operator, Kinki Local Finance Bureau Director (Financial Instruments) No. 15 Member Associations: Japan Securities Dealers Association, Japan Asset Management Association, Japan Financial Futures Association #Micron #Memory #US Stocks #Hayato Takeshita #Iwai Cosmo

ソフトウェア業界特集 ~『SaaSの死』の淵から復活はあるのか~

Yahoo Finance Live: Daily Market Coverage - July 13, 2026 3PM - 5PM (ET)
![The "Disturbing Shift" Happening in the AI Semiconductor Industry... [Rapidus, Kioxia, TSMC] (Sem...](https://i.ytimg.com/vi/EG1XilqV7MY/hqdefault.jpg?sqp=-oaymwEjCNACELwBSFryq4qpAxUIARUAAAAAGAElAADIQj0AgKJDeAE=&rs=AOn4CLD5KuNP4x3XlgpDtx98RZJxkFSsvw)
The "Disturbing Shift" Happening in the AI Semiconductor Industry... [Rapidus, Kioxia, TSMC] (Sem...

【経営者必見!AI「使えなさ」の正体】29歳天才官僚が提言した未来モデル|AIに“現場の暗黙知”を注入せよ|「データを集めるだけ」の時代は終わり|これからは「分散型」【津田通隆×西山圭太】

半導体の「次」を狙え!AI社会を物理的に支える「データセンター・インフラ株」特集(岩井コスモ証券 堂林克規)

2시간만에 주린이 탈출...주식투자 기초 완전 마스터 (18만원 상당의 선물까지!) / 주식투자 기초강의 / 이대호 와이스트릿 대표
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[Emin & Emori] Our Latest Portfolio Revealed! Asset Building in the Age of Inflation: The Gold Pe...

【国策の本命】防衛・AI・エネルギーのすべてに絡む注目の「またがり銘柄」とは?大川智宏が教える、「骨太の方針」からみえる厳選3テーマ(さくら咲く!マネーラウンジ#50後編)

The AI market has truly begun, but it's far from a bubble; it's still just the beginning. [Gues...

【河野龍太郎】円安はもう止まらないのか?/円の実力は1970年代にまで落ちた【西田亮介×安田洋祐】

【国山ハセン】FANG+全力ポートフォリオを著者が本気で診断|攻め を殺さない『真の分散』

【安野貴博xPKSHA上野山勝也】AIネイティブ時代の生存戦略/地頭はAIに食われる/残るのは欲望する力だ | Startup Aquarium 2026

市場をけん引する半導体銘柄によるバトンリレー現在の主役は誰?/「後半戦に続く💨」【金曜3時半のマーケットライブ~BullとBear~】

【“株時計”で読み解く日本株相場】AI相場の焦点は?/「AI・データセンター関連」は好調継続か/防衛関連の三菱重工の今後/トヨタ自動車の株価動向/注目セクターは「ガラス」「DX」
![[A Booming Economy in Japan and the U.S.] The Final Phase of the Bull Market!? U.S. ISM, Employme...](https://i.ytimg.com/vi/fjv_u4p20jk/hqdefault.jpg?sqp=-oaymwEjCNACELwBSFryq4qpAxUIARUAAAAAGAElAADIQj0AgKJDeAE=&rs=AOn4CLALI6ZpnRG05i-7nS8wy7BAh2wwXQ)
[A Booming Economy in Japan and the U.S.] The Final Phase of the Bull Market!? U.S. ISM, Employme...

AI半導体株の崩壊!安川電機、キオクシア、太陽誘電、アドバンテスト、東京エレクトン

This DANGER investors are overlooking now / How do you win the stock market game? Professor Rieck

【極端すぎる】最悪の急落の翌日の大幅高!SKハイニックスの変動に振らされる日本株 #米国株 #日経平均 #sp500 #soxl #nvda

【大川智宏】「骨太の方針」で見通す金利・為替・ 株の未来!「インフレは収まらない」とプロが断言する根拠と次の国策テーマ(さくら咲く!マネーラウンジ#50前編)

