-- 月曜午後、ハイテク株は小幅上昇し、ステート・ストリート・テクノロジー・セレクト・セクターSPDR ETF(XLK)は0.2%、ステート・ストリートSPDR S&P半導体ETF(XSD)は小幅上昇した。 フィラデルフィア半導体指数は0.5%下落した。 セクターニュースでは、AIチップメーカーのセレブラス・システムズが、新規株式公開(IPO)に向けたロードショーを開始する予定だ。同社は40億ドル強の資金調達を目指している。 企業ニュースでは、マイクロソフト(MSFT)が出資するオープンAIが、AI製品の普及拡大を目的とした100億ドル規模の新たな合弁事業のために、投資家から40億ドル以上を確保したとブルームバーグが報じた。マイクロソフト株は0.1%上昇した。 シスコシステムズ(CSCO)の株価は、同社が月曜日にアストリックス・セキュリティを買収し、自動エージェントおよび非人間型ID防御機能を強化する計画を発表したことを受け、1%上昇した。 Blaize(BZAI)は、Winmateと戦略的パートナーシップ契約を締結し、防衛および重要インフラ向けシステムに自社のAIチップを統合すると発表した。初年度の事業規模は約1500万ドルを見込んでいる。Blaizeの株価は27%以上急騰した。
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