[Morning Report] FRB Director Waller says interest rate cuts at the end of the year can be considered if inflation is good, Ethereum soars rapidly, and ETF approval is expected

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FRB Director Waller says it is possible to consider cutting interest rates at the end of the year if inflation continues well
Director Waller of the US Federal Reserve (FRB) stated on the 21st that if the softening of price data continues for the next 3-5 months, the financial authorities will also be able to consider implementing interest rate cuts at the end of the year.
Related articles:Atlanta Fed President Actively Discusses Neutral Interest Rates - October-December Interest Rate Cuts Begin、FRB Vice Chairman Barr says it is necessary to leave interest rates unchanged for “longer than thought”

Bitcoin and Ether are all high! Related stocks have risen 62% since May
Cryptocurrency has risen across the board due to market speculation that the US SEC's opposition to Ethereum ETFs may be mitigated. $Ethereum(ETH.CC)$It fluctuated by nearly 20%, and the price was over 3700 dollars at one point, making it the biggest increase among major virtual currencies.

Major semiconductor equipment companies have a clear trend of increase in sales from April to June, led by AI and China
The performance of the world's nine major semiconductor manufacturing equipment companies will bottom out. The fiscal year 2024/4/6 (partial fiscal year from May to July) is rice $Applied Materials(AMAT.US)$Eight companies, such as (AMAT), are expected to increase sales, and 6 companies will completely reverse from the January-March fiscal year when sales declined. The market for artificial intelligence (AI) and China will grow, and the consumer goods market will also recover.

[Financial Results Preview] Should I buy NVIDIA, the AI emperor, before the $1,000 mark at 5:00 a.m. on the 23rd before settlement?
$NVIDIA(NVDA.US)$After the end of trading hours on the 22nd(5:20 a.m. Japan time on the 23rd) We plan to announce financial results for FY2025 Q1. ● The data center, which is the company's most important business, is expected to achieve sales of 20.967 billion dollars, an increase of 389.43% from the same period last yearIt's there.
Related articles:NVIDIA's financial results are close!! Things to know before financial results are announced, and the latest trends in “AI festivals”

US stocks that hit new highs, still have plenty of room to rise - Mr. Slimon of Morgan S
Andrew Slimon of Morgan Stanley Investment Management pointed out that investors are sticking to cash even though the US stock exchange rate has hit a new high, and expressed the view that there is still plenty of room for an increase in US stocks.

ASML and TSMC can neutralize semiconductor manufacturing - if China invades
Dutch semiconductor manufacturing equipment manufacturer, $ASML Holding(ASML.US)$and Taiwan Semiconductor Manufacturing ( $Taiwan Semiconductor(TSM.US)$) has a means to stop the world's most advanced semiconductor manufacturing equipment when China invades Taiwan.