Amid uncertainty over interest-rate trends in Japan and the United States and growing discussion of the arrival of a ¥200-to-the-dollar era, the earnings performance of companies in focus and developments related to AI and semiconductors are emerging as the article's central themes.
Uncertainty surrounding monetary policy in Japan and the United States has been highlighted as a factor that could affect long-term asset management strategies, while market sentiment toward AI and semiconductor-related stocks has become a focus for investors.
Walmart shares temporarily corrected nearly 20% from their all-time high following its earnings announcement, with slowing growth at existing stores cited as a concern. Home Depot shares also rose 18% on earnings, but the validity of its full-year guidance is expected to be tested by its announcement around 18 August.
The downgrade of Oracle and the bankruptcy risk facing CoreWeave have been identified as credit risks developing beneath the AI market rally. The underlying factors behind the sharp decline in semiconductor stocks and cooling demand are also being analyzed as key themes.