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https://wccftech.com/nvidia-might-shift-to-improved-foplp-packaging-for-a-i-chips-in-2025-report/ 本日の記事ですがエヌビディアがFOPLPが25年に移行する可能性について言及されています。記事ではPowerTechやInnoluxがFOPLPを生産できるメーカーとして挙げられHRDPは言及されていませんが最後に以下のような記載があります。 The report also mentions the use of a glass substrate, which should enable chips to withstand higher temperatures for longer and maintain their optimal performance. ガラス基板、熱に強いということからHRDPを連想しましたが他のFOPLPも同様の性質を持っているのでしょうか。
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Dimon then commented on credit markets, saying, "Investment-grade credit spread will be dead wrong too," adding, "It's just a matter of time." His comments about the credit markets followed a Bloomberg interview last week in which he warned that higher interest rates and possibly stagflation could spark problems in the commercial real estate sector, leveraged firms, and private credit. "If you have higher rates and — God forbid — stagflation, you will see stress in real estate and leveraged companies, and private credit," Dimon said last Thursday. Dimon confirmed again, "We're not going to buy back stock now." He noted buybacks will come into play when the stock goes back down. その後、ダイモンは信用市場について「投資適格の信用スプレッドも完全に間違っているだろう」とコメントし、「それは時間の問題だ」と付け加えた。 信用市場に関する彼のコメントは、先週のブルームバーグのインタビューに続き、高金利とおそらくスタグフレーションが商業用不動産セクター、レバレッジ企業、民間信用に問題を引き起こす可能性があると警告しました。 「あなたがより高い金利と - 神が禁じる - スタグフレーションを持っているなら、あなたは不動産やレバレッジ企業、そして民間信用にストレスを見るでしょう」とディモンは先週の木曜日に言いました。 ダイモンは「今は株を買い戻すつもりはない」と再び確認した。彼は、株価が下落すると買い戻しが出てくると指摘しました。
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In 2011, Fed Chairman Bernanke told Congress that QE was not debt monetization because the balance sheet would have no permanent increase. It's now about 3x higher than when he said that, and 8x higher than the pre-crisis level. So by his definition, it was debt monetization. 2011年、バーナンキFRB議長は議会に対し、バランスシートが恒久的に増加しないため、QEは債務の貨幣化ではないと述べた。 今では彼がそう言ったときより約3倍高く、 8倍も危機前のレベルより高くなっています。つまり、彼の定義によれば、それは債務の貨幣化でした。 Lyn Alden
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Utility Stocks Are the Market’s Best Sector. What’s Driving Them Higher. h ttps://www.barrons.com/articles/utility-stocks-ai-ce5c508d?siteid=yhoof2
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> > The Dow Jones Industrial Average topped the 40,000-point mark during trading on the New York Stock Exchange on Thursday. It is the first time for the index to reach that number. > > Traders on Wall Street saw interest rates start to rise two years ago. Many warned the higher borrowing costs would weigh down even blue chip stocks. However, the downturn so many predicted never happened. > > > > <nhkワールド> > > > > nyダウが史上最高値を記録してるなら、NKも早く40,000円台を回復しろ。 > > これって、CNBCのコピーやろね The Dow Jones Industrial Average closed slightly lower Thursday after briefly jumping above 40,000 for the first time. At its high of the day, the blue-chip average reached 40,051.05, the culmination of a bull market that began in October 2022. The index had neared the 40,000 mark earlier this year before a slight April pullback on worries about high interest rates knocked it back down. The rally was rekindled in May on the back of strong earnings and some soft inflation readings. (CNBC)
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> The Dow Jones Industrial Average topped the 40,000-point mark during trading on the New York Stock Exchange on Thursday. It is the first time for the index to reach that number. > Traders on Wall Street saw interest rates start to rise two years ago. Many warned the higher borrowing costs would weigh down even blue chip stocks. However, the downturn so many predicted never happened. > > <nhkワールド> > > nyダウが史上最高値を記録してるなら、NKも早く40,000円台を回復しろ。 これって、CNBCのコピーやろね
Toll Brothers (…
2024/05/23 02:09
Toll Brothers (TOL) Q2 Earnings Miss, Revenues Beat, Guidance Up h ttps://finance.yahoo.com/news/toll-brothers-tol-q2-earnings-134600571.html --引用 PA-based homebuilder reported EPS of $3.38, which missed the Zacks Consensus Estimate of $4.13 by 18.2% but increased 18.6% from the year-ago period profit level of $2.85. The increase was due to higher revenues.