While the Nasdaq hit a record high, the impact of arguments about a slowdown in AI development was said to be limited, and 3 stocks to watch, including NVIDIA, were introduced from among AI stocks.
As part of the trend in the US equity market, the Nasdaq Index’s record high is highlighted, while the S&P 500 is described as continuing to mark time. The article presents the view that although arguments about a slowdown in AI development have emerged as a factor supporting the AI market, their impact is limited, and introduces 3 stocks to watch, including NVIDIA.
Rising long-term interest rates are identified as a factor restraining share prices, and the article explains that US corporate earnings trends and the interest-rate environment also affect the Japanese market.
Regarding the future direction of the AI market, the article presents the view that the slowdown narrative should not be interpreted too negatively and offers hints for stock selection when interest in AI-related stocks strengthens.
The article suggests that additional information is available for Basic and Premium members and provides part of an analysis of the latest outlook for US stocks.