[Morning Report] NVIDIA's sales for the February-April fiscal year increased by more than 3 times, and there was also a 150% increase in dividends and stock splits to the 1000 dollar range outside of hours

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NVIDIA suggests continued AI boom in sales by more than 3 times for the February-April fiscal year
Major US semiconductor company $NVIDIA(NVDA.US)$In the financial results for the fiscal year ending 2-4 (1st quarter) announced on the 22nd, sales increased more than 3 times from the same period last year. The current earnings forecast for the May-July fiscal year also suggested a further boom in semiconductors supporting the artificial intelligence (AI) boom.
Related articles:[Earnings Update] NVIDIA (NVDA) FY25Q1 financial results、NVIDIA announces 150% dividend increase and stock split

NVIDIA is showing bullish guidance this time as well due to strong demand for AI in the 1000 dollar range outside of settlement time
$NVIDIA(NVDA.US)$has risen outside of hours, and has risen to the 1000 dollar range. Financial results for the fiscal year ending February-April (1st quarter) were announced after closing, and earnings per share and sales exceeded expectations.

FOMC agenda summary, it is desirable to maintain policy interest rates at a high level for a longer period of time
At the meeting held by the US Federal Open Market Committee (FOMC) from 4/30 to 5/1, officials agreed on the recognition that it is desirable to maintain policy interest rates at a high level for a longer period of time. Also, “many” had doubts about whether monetary policy was sufficiently suppressive to lower the inflation rate to the target of the authorities. It was revealed in the summary of proceedings published on 5/22.

The dollar yen in the morning was 156 yen 70 yen, and the dollar had the upper hand in the FOMC agenda summary hawks
The dollar yen changed in the morning in the 156 yen 70 yen range, and the FOMC agenda summary (held on 4/30 and 5/1), which attracted attention, agreed on a policy of maintaining high interest rate levels over a long period of time, and positive discussions were also seen on interest rate hikes, leading to a strong dollar.

Leading US funds bought back tech stocks in January-March, AI expectations continue
It became clear that leading US funds were buying back huge tech stocks. The status of holding stocks etc. as of the end of 2024/3, which was disclosed by the 15th, was delayed $Alphabet-A(GOOGL.US)$The movement to buy more major tech brands that had been sold at least once was conspicuous.

The number of second-hand housing sales in the US in April fell below expectations for 2 consecutive months
The number of second-hand housing sales in the US in April on this day decreased from the previous time to 4.14 million at an annual rate, and it also fell short of expectations. Mortgage interest rates also rose in April, and since housing prices also recorded record highs, it seems that they have declined for 2 consecutive months.