The background to Fujikawa (藤川さん)'s recommendation of the first mega-cap stock in the series includes the Nikkei Average's decline of more than 2% and renewed activity around AI investment following Alphabet's quarterly earnings.
As the Nikkei Average falls by more than 2%, Fujikawa (藤川さん) is focusing on the first mega-cap stock in the series and outlining why its future direction warrants attention.
This week, doubts about AI semiconductor stocks have begun to ease, and the view is spreading that the stocks are showing signs of recovery. The focus is on how mega-cap stocks will be affected under current market conditions.
Following Alphabet's quarterly earnings announcement, massive AI investment has once again become a topic of discussion, drawing market attention to related stocks.