AIの恩恵を得るセクター

July 22nd [US Stocks] Daily One-Point Market Commentary - [Iwai Cosmo Securities] Our experienced analysts in the International Section of our Investment Research Department will provide their unique perspectives on the US NYSE/NASDAQ market situation, earnings summaries, noteworthy stocks, and market topics. Instructor: Hayato Takeshita, International Section, Investment Research Department Instructor 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 2014. His hobby is fishing. He focuses on momentum, aiming for a single catch, whether it's fish or 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 #DataCenter #SemiconductorStocks #USStocks #HayatoTakeshita #IwaiCosmo

【年末7万5000円も?日経平均の今後】AI・半導体株"調整”の背景/グーグルが「好決算なのに売られた」理由/中国発の懸念材料/政府「戦略17分野」370兆円投資の影響度/大きな下落リスクはもうない?
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【年末7万5000円も?日経平均の今後】AI・半導体株"調整”の背景/グーグルが「好決算なのに売られた」理由/中国発の懸念材料/政府「戦略17分野」370兆円投資の影響度/大きな下落リスクはもうない?

Semiconductor stocks rebound: Kioxia, Taiyo Yuden, and others
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Semiconductor stocks rebound: Kioxia, Taiyo Yuden, and others

[Tax on NISA?] Supreme Court Issues Shocking Ruling! Is Your NISA Account Safe? Impact on Individ...
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[Tax on NISA?] Supreme Court Issues Shocking Ruling! Is Your NISA Account Safe? Impact on Individ...

The Future of the Japanese Economy Through the Lens of the Japan Company Handbook
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The Future of the Japanese Economy Through the Lens of the Japan Company Handbook

Taisuke Tanaka's Money Talks: How Will the U.S. and Japanese Stock Market Crash End? (Taisuke Tan...
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Taisuke Tanaka's Money Talks: How Will the U.S. and Japanese Stock Market Crash End? (Taisuke Tan...

【杉村太蔵×新刊】金利急騰時代の資産防衛|ついに債券は復権するのか
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【杉村太蔵×新刊】金利急騰時代の資産防衛|ついに債券は復権するのか

Is Intel staging a full comeback? Earnings announcement tomorrow morning (JST)
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Is Intel staging a full comeback? Earnings announcement tomorrow morning (JST)

【AIバブル崩壊】「今回は違う」が崩壊のサイン...半導体は来年危うい?/高ボラは続き「デイトレ天国」に?/決算シーズン、注目はオラクル/損切りはなるべくするな《上岡正明×大川智宏×佐田志歩》
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【AIバブル崩壊】「今回は違う」が崩壊のサイン...半導体は来年危うい?/高ボラは続き「デイトレ天国」に?/決算シーズン、注目はオラクル/損切りはなるべくするな《上岡正明×大川智宏×佐田志歩》

NVIDIAはなぜ売られた?好決算の半導体株が総崩れした理由(ASML/TSMC/Palantir)【米国株 #183】
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NVIDIAはなぜ売られた?好決算の半導体株が総崩れした理由(ASML/TSMC/Palantir)【米国株 #183】

Inflation, Deficits, Interest Rates: Warning, Immediate Danger!
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Inflation, Deficits, Interest Rates: Warning, Immediate Danger!

6 Rock-Solid Japanese Stocks to Withstand Market Volatility: Kazuki Kodama × Eiji Kinouchi / The ...
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6 Rock-Solid Japanese Stocks to Withstand Market Volatility: Kazuki Kodama × Eiji Kinouchi / The ...

【見逃し配信】「2026年後半からの日本株はどうなる?」日本株5夜連続セミナー第1夜:広木隆(2026年7月13日(月)開催)
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【見逃し配信】「2026年後半からの日本株はどうなる?」日本株5夜連続セミナー第1夜:広木隆(2026年7月13日(月)開催)

【楽街追加解説】AI半導体株崩壊で大口機関やプロがこっそり仕込む次の爆益セクター※楽街チャンネル補足説明 ♯楽街♯楽街チャンネル
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【楽街追加解説】AI半導体株崩壊で大口機関やプロがこっそり仕込む次の爆益セクター※楽街チャンネル補足説明 ♯楽街♯楽街チャンネル

【MC柴田阿弥のポートフォリオは何点?】米国ETFの生みの親に学ぶ/ほったらかし投資の次に選ぶべきETF活用術/目的別「S&P500」の選び方
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【MC柴田阿弥のポートフォリオは何点?】米国ETFの生みの親に学ぶ/ほったらかし投資の次に選ぶべきETF活用術/目的別「S&P500」の選び方

【Will Japanese Stocks Fall Further?】 Eiji Kino-uchi’s Latest Long-term Forecast / Will the Plunge...
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【Will Japanese Stocks Fall Further?】 Eiji Kino-uchi’s Latest Long-term Forecast / Will the Plunge...

【杉村太蔵が骨太の方針を解説】大注目は「情報通信分野」|オール光ネットワーク、海底ケーブル、ビヨンド5Gって何だ|太蔵さんが「8月の概算要求」に注目している理由|創薬、先端医療とスタートアップ
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【杉村太蔵が骨太の方針を解説】大注目は「情報通信分野」|オール光ネットワーク、海底ケーブル、ビヨンド5Gって何だ|太蔵さんが「8月の概算要求」に注目している理由|創薬、先端医療とスタートアップ

【半導体まだ強い】「騒いでいるのは株式市場だけ」…踊らされる投資家/キオクシアが「劣勢」に?/「ポスト半導体」銘柄は銀行・⚫︎⚫︎株/中国AIの強さは本物/NVIDIA「裏の思惑」《大川智宏×大山聡》
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【半導体まだ強い】「騒いでいるのは株式市場だけ」…踊らされる投資家/キオクシアが「劣勢」に?/「ポスト半導体」銘柄は銀行・⚫︎⚫︎株/中国AIの強さは本物/NVIDIA「裏の思惑」《大川智宏×大山聡》

Alphabet Reports Strong Earnings
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Alphabet Reports Strong Earnings

Dips Never Last. I'm Buying These 5 Stocks Now.
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Dips Never Last. I'm Buying These 5 Stocks Now.

[The Real Cause] *Urgent* The Collapse of the AI Bubble and the Kioxia Shock: The Hidden Role of ...
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[The Real Cause] *Urgent* The Collapse of the AI Bubble and the Kioxia Shock: The Hidden Role of ...