The 4 hyperscalers will have an even greater presence in future cloud services and AI. While concerns over financing are spreading among some semiconductor-related companies and private companies, KIOXIA stock is said to potentially be near a bottom.
The 4 hyperscalers (Microsoft, Amazon, Alphabet and Meta) are likely to have an even greater presence in future cloud services and AI. Other companies face uncertainty over their ability to raise funds, and it may also become necessary to monitor the ability of semiconductor manufacturers' customers to make payments.
While some believe that expectations have already been priced into share prices, a downward spiral in corporate valuations occurred in the US equity and debt markets, with falling corporate bond prices triggering declines in share prices. The sharp plunge in CoreWeave's bond prices is one example of this triggering a sharp drop in its share price. Japan's financial and equity markets are separate, making the kind of linkage seen in the US less likely.
Looking ahead, the decline in the AI market may also have been affected by falling valuations when private companies raised financing. The report also includes charts and lists of stocks as tools, and identifies the peak periods for upcoming earnings announcements and other points of focus.
The report covers stocks including MSFT, GOOGL, AMZN, META, ORCL, CRWV and 285A, and provides weekly analysis of the outlook for AI-related stocks.