【生配信】金利上昇でAI相場は終わるのか?注目の「SpaceX」IPOと次なる主役銘柄/西原里江氏【月曜マネーLIVE】

How long will the global "AI market" continue? With rising interest rates in Japan and the US putting pressure on the market, to what extent is the rapid growth of AI-related companies already priced in? This time, we welcome Rie Nishihara from JP Morgan Securities as our guest. We will thoroughly analyze the current state of the AI ​​market, which has been driven primarily by the US, and the risks of a future reversal from the perspective of a top strategist. Furthermore, we will delve into the impact that mega-IPOs such as "SpaceX" and "Anthropique," expected to be major market catalysts, will have on the market, and the "next opportunity for Japanese stocks" that emerges from this, in a full 30-minute discussion. [Tentative Discussion Topics] ・Will the "AI market" end with rising interest rates in Japan and the US? ・How far will AI growth continue? Market Warning Signs of a Reversal The Impact of Mega-IPOs: The Impact of SpaceX and Anthropique IPOs Understanding Japanese Stock Sectors Based on US Megatrends Viewer Q&A: Professionals Answer Your Chat Questions in Real Time! [Cast] Guest: Rie Nishihara (JP Morgan Securities) MC: Yuka Takezaki (TV Tokyo Announcer) [Broadcast Date & Time] June 1st (Mon) 18:30-19:00 Live Broadcast ■ What is "Monday Money LIVE"? This live broadcast program updates your "investment strategy for this week" on Monday nights, as a new week begins. Based on the professional prediction data "Morning Satellite Survey" announced on Monday mornings' "News Morning Satellite," we thoroughly analyze the "deep logic" of the predictions that couldn't be fully discussed on the broadcast, with guest experts. *This program does not recommend any specific investment actions. Please invest at your own risk. #TVTokyoBIZ #MondayMoneyLIVE #JapaneseStocks #AIStocks #Semiconductors #RieNishihara #YukaTakezaki #SpaceX #InvestmentStrategy #USStocks

【6月4日(木)東京株式市場】日経平均株価は反落📉中東情勢と米株安が背景/ブロードコム決算で半導体に売り膨らむ/スペースX大型上場を前に宇宙関連に換金売り/ヤマダHDとエディオンの統合報道で関連株上昇
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【6月4日(木)東京株式市場】日経平均株価は反落📉中東情勢と米株安が背景/ブロードコム決算で半導体に売り膨らむ/スペースX大型上場を前に宇宙関連に換金売り/ヤマダHDとエディオンの統合報道で関連株上昇

Japan's "Third Pole" Strategy to Win the US-China AI Hegemony | Japan's Growth Trajectory Defined...
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Japan's "Third Pole" Strategy to Win the US-China AI Hegemony | Japan's Growth Trajectory Defined...

イーロン・マスクのSpaceXは何が凄いのか!?自らもロケットに挑むホリエモンが技術・ビジネスを解説
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イーロン・マスクのSpaceXは何が凄いのか!?自らもロケットに挑むホリエモンが技術・ビジネスを解説

How to Handle the "Sharp Correction" in AI and Semiconductor Stocks? The Line Between "Investing ...
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How to Handle the "Sharp Correction" in AI and Semiconductor Stocks? The Line Between "Investing ...

【高橋洋一 】【国民大損】財務省の異常構造:記録的利上げは銀行を「ボロ儲け」させるだけ!
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【高橋洋一 】【国民大損】財務省の異常構造:記録的利上げは銀行を「ボロ儲け」させるだけ!

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

【誰も知らない森永康平】森永さんの半生を聞いてみたら、伝説級の話が盛り沢山でした!
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【誰も知らない森永康平】森永さんの半生を聞いてみたら、伝説級の話が盛り沢山でした!

【世界の超富裕層は、何を買っているのか】富裕層と超富裕層の違い/富裕層が気にする3大リスク/プライベートエクイティの魅力/プライベートクレジットの誤解/インフレ対策は、インフラ資産/空港とPE出資
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【世界の超富裕層は、何を買っているのか】富裕層と超富裕層の違い/富裕層が気にする3大リスク/プライベートエクイティの魅力/プライベートクレジットの誤解/インフレ対策は、インフラ資産/空港とPE出資

The number of bankruptcies is projected to increase by 1.5 times compared to 2025... Businesses t...
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The number of bankruptcies is projected to increase by 1.5 times compared to 2025... Businesses t...

Stocks won't fall any further! [Part 1] | Highlights from the ASAKUKRA Economic Seminar "Stocks w...
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Stocks won't fall any further! [Part 1] | Highlights from the ASAKUKRA Economic Seminar "Stocks w...

[Divided Fortunes for Japanese Stocks] The AI Bubble Seen Through the Silicon Cycle / Honda and N...
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[Divided Fortunes for Japanese Stocks] The AI Bubble Seen Through the Silicon Cycle / Honda and N...

【In Gold We Trust Report 2026】Back to THE Monetary Future:通貨の未来への回帰(貴金属スペシャリスト 池水雄一さん) [ウィークリーゴールド]
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【In Gold We Trust Report 2026】Back to THE Monetary Future:通貨の未来への回帰(貴金属スペシャリスト 池水雄一さん) [ウィークリーゴールド]

【SpaceX上場】時価総額1.75兆ドルの歴史的IPO!イーロンマスクの「オールイン構想」と市場への影響を徹底解説
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【SpaceX上場】時価総額1.75兆ドルの歴史的IPO!イーロンマスクの「オールイン構想」と市場への影響を徹底解説

[SpaceX IPO SPCX] A 300 Trillion Yen Market Cap. The Future of AI and Space Brought to You by Spa...
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[SpaceX IPO SPCX] A 300 Trillion Yen Market Cap. The Future of AI and Space Brought to You by Spa...

"A song was born from loneliness": What "value" will remain for humans in the age of AI? [YOSHIKI...
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Amid rising prices, what are some investment options besides AI-related stocks? [Morning Satellit...
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【史上最大のIPO】上場前にSpaceX、アンソロピックに投資ができる注目のETFについて徹底解説
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【史上最大のIPO】上場前にSpaceX、アンソロピックに投資ができる注目のETFについて徹底解説

【朝倉慶vsちょる子】みるみる消える現金…普通のママの資産増への条件は?焦らず配当が吉?【ReHacQ】
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【朝倉慶vsちょる子】みるみる消える現金…普通のママの資産増への条件は?焦らず配当が吉?【ReHacQ】

[Which stocks will increase 100 times in the AI ​​era?] Is the AI ​​bubble just beginning or abou...
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[Which stocks will increase 100 times in the AI ​​era?] Is the AI ​​bubble just beginning or abou...

スペースX、ispaceなど宇宙銘柄は成長産業フェーズへ!カノックスターの将来を守る夢の銘柄は見つかるのか?【どっちで増やしまショー  カノックスター(前編)】
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