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The USA reevaluates nuclear power plants, and AI is used for operation management.
[AI] In the USA, amidst a surge in the demand for electrical utilities of artificial intelligence (AI) datacenters, there is a movement to reconsider nuclear power, with growing interest in the use of AI to improve the efficiency of nuclear power plants. The Argonne National Laboratory under the US Department of Energy appears to have developed AI-based tools to support reactor design and the operation of nuclear power plants. <6702> Fujitsu <7046> TDSE <4011> Headwaters <39
OpenAI is negotiating to acquire "Windsurf" for about 3 billion dollars.
According to sources, OpenAI is in negotiations to acquire the AI-assisted coding tool "Windsurf" for about 3 billion dollars. This acquisition is expected to be the largest to date for OpenAI. <6702> Fujitsu <7046> TDSE <4011> Headwaters <3993> PKSHA Technology <8031>
Information on individual stocks.
KG Information <2408.T> rebounded significantly for the first time in four days. The consolidated operating profit for the first quarter of the current fiscal year (January-March) was 88 million yen, an increase of 52.6% year-on-year. The HR solutions business is strengthening its initiatives to respond to the diversification of work styles and changes in the labor market. INGS <245A.T> rebounded significantly for the first time in three days. Same-store sales for March saw a 4.0% increase in the ramen business and a 0.5% increase in the Restaurants business compared to the same month last year.
Stocks that moved and those that were traded in the front market.
*MIGARO HD <5535> 2079 +339, the improvement in market conditions has strengthened individual buying interest on dips. *Fujikura <5803> 4293 +700, the decline rate over the last three trading days is the second highest in the Main Board market. *TOWA <6315> 1209 +187, a rebound as a strongly sold semiconductor-related stock. *Osaka Titanium Technologies <5726> 1563 +241, also one of the notable stocks for recent price decline. *Japan Steel Works <5631>
Stable, with a strong Nasdaq and a predominance of Buy on dips.
[Emerging Markets Individual Stock Global Strategy] Today's Emerging Markets are expected to exhibit a strong performance. In the U.S. stock market yesterday, the Dow Inc. fell 349.26 points (-0.91%) to 37,965.60, marking a three-day decline. Selling pressure was driven by concerns over the worsening U.S.-China trade friction. Subsequently, there was a report that President Trump was considering a 90-day suspension of mutual tariffs, which led to a significant rebound in stock prices, but the market reversed once again as the government denied the reports, resulting in a volatile situation. On the other hand, the semiconductor company NVIDIA (
Ilgloom --- strengthening the commerce support business from maintaining marketing support revenue, aiming for a long-term revenue target of 10 billion yen.
Ilgloom <3690> operates in two segments: commerce support business, which includes the e-commerce site building platform "EC-CUBE" (accounting for 39% of revenue in the first quarter of the fiscal year ending September 2025), and marketing DX support business, which includes the advertising effectiveness measurement platform "Ad Ebis" (accounting for 61% of revenue in the same period). The commerce support business involves the development and provision of the open platform "EC-CUBE" for building e-commerce sites, and last year's M&A.
