While AI-related stocks continued to plunge last week, domestic-demand stocks, particularly cybersecurity stocks, rose relatively strongly. This week, earnings announcements from major companies and monetary policy events in Japan, the US and Europe will be the market's focus.
AI stocks continued to decline last week, while domestic-demand stocks, including cybersecurity stocks, performed steadily. Heightened tensions in the Middle East and the outlook for AI capital investment weighed on the market as sources of concern, but buying of domestic-demand and resource stocks prevailed.
Some cybersecurity stocks surged, with issues involved in security services for website management software recording substantial gains. Restaurant-related stocks also rose at times following reports of government measures to stimulate consumption.
With earnings announcements from Microsoft and Google's parent company due this week, trends in AI-related stocks are expected to influence the market. At the same time, it has been suggested that share price reactions may be limited even when earnings are strong.