Nvidia joins Dow… Possible delisting of Shumacom [美증시 특징주]

This is the original text of the broadcast.

[애플]

Let’s take a look at last Friday’s specific stock market performance and issues that emerged over the weekend. Apple announced earnings that exceeded expectations. Net profit was significantly reduced due to one-off tax payments due to the loss of litigation regarding tax benefits in Ireland. iPhone sales, which account for 49% of Apple’s sales, grew 6% compared to the previous year, and sales of the iPhone 16 series were visible for about a week. It was revealed that sales of iPhone 16 in the first 8 days were better than sales of iPhone 15. On the other hand, sales of iPad and Mac increased year after year but did not succeed as expected. Sales guidance in the fourth quarter was below expectations, and sales in Greater China also declined. And on local primetime, Apple announced the acquisition of satellite communications companies Globalstar and Pixel Mater. In addition, according to the 13F report, Berkshire Hathaway’s Apple shares in the third quarter decreased by about 25% compared to the previous quarter. Apple fell behind by 1%.

[아마존]

Next is Amazon. It looked like a great performance. This was attributed to a significant increase in sales in Amazon’s cloud division as the use of artificial intelligence expanded. Advertising demand also increased significantly, leading to double-digit growth in Amazon’s quarterly sales. In response, CEO Andy Jassy said Amazon’s cloud business had been presented with an unusually large, perhaps once-in-a-lifetime opportunity. He also expected Amazon to spend more than 103 trillion won this year, saying it will need to invest more capital in data centers, network equipment and hardware. Goldman Sachs raised its target price to $240, while Amazon’s price rose 6%.

[인텔]

Meanwhile, Intel posted sales that exceeded market expectations. Although it recorded its biggest loss ever in the third quarter, it is expected that the fourth quarter could record a better performance than the already low market expectations. Intel was very confident that it could exceed market expectations in the fourth quarter, and it showed a strong performance of almost 8% due to expected turnover.

[엔비디아]

Next up is Nvidia news. Starting on the 8th, it will be added to the Dow stock, pushing out Intel. CNBC assessed that Nvidia’s victory over Intel, the PC semiconductor powerhouse, to take the Dow index was an event that reflected the rise of AI and major changes in the semiconductor industry. Nvidia rose nearly 2%.

[슈퍼마이크로컴퓨터]

Let’s take a look at the Super Micro computer. Mizuho has raised the possibility that Super Micro Computer could be listed if it cannot announce its accounting report by November 16. As the suspicions about accounting practice did not go away, stock prices fell. On Friday, it fell again by more than 10%, reversing this year’s gains.

[보잉]

We will also mention Boeing. With the strike continuing for over a month and a half, both labor and management have agreed to a 38% wage increase over four years. This proposal came about a week after the Boeing union rejected a 35% wage increase over four years on the 23rd of last month, and a vote by union members is scheduled for the 4th local time. Boeing shares rose about 3% on expectations for the end of the strike.

[도미니언 에너지]

Next up is Dominion Energy. While announcing lower-than-expected sales, the CEO said that after signing a contract with Amazon, negotiations are underway with more companies and data center customers to model reactors bring in small. It fell nearly 1% on Friday.

[트럼프미디어]

Finally, let’s look at Trump Media. Trump Media’s stock price soared last October, as betting markets such as Polymarket expected Trump to win. CNBC reported that stock prices have fallen recently as investors take profits as the presidential election approaches and uncertainty grows, with the election of the sitting, which seemed to be leaning towards Trump, is changing to a very close race. It showed double-digit declines for three consecutive trading days on Friday. Trump Media fell 13% as some said there was great potential to sell highly volatile stocks.

We have looked at the stocks that have moved the market so far.

This is Hye-young, a foreign journalist

PD Kim Chae-eun ckim@wowtv.co.kr