The episode aired on 2 November 2026 was reported to cover domestic companies' earnings announcements and market reaction, with discussions of market trends following the US presidential election and challenges facing AI semiconductor-related stocks.
The program introduces the view that the stock market would react negatively if the Democratic Party held a majority in both houses of Congress after the US presidential election, and highlights the challenges facing AI semiconductor-related stocks, including local residents' opposition to data center construction. The discussion is expected to develop by seeking the views of Hiroki (広木).
Questions are raised about the potential range of fluctuations in the Dow Jones Industrial Average and the Nikkei Stock Average following the US midterm elections.
The problems surrounding the recovery of excessive investment in AI semiconductors are said to be coming into sharper focus, with whether excessive investment can be recovered cited as a concern. The view is also expressed that earnings, rather than sectors, will determine the winners and losers going forward.