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Technology, Media & Telecom (TMT)

Technology, Media & Telecom (TMT)
Digital Highway

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05 Nov 2024 07:31

Japan Morning Connection: Palantir Sets Positve Tone for All Things AI

​Uncertain trading ahead of US vote likely to carry over to Japan. Palantir's big beat sets positive tone for AI. Can Ibiden rerate as an NVDA name...

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05 Nov 2024 06:56Issuer-paid

Simplex Holdings (4373 JP) - Positive Underlying Growth Trend, Though Clarity Needed

Insurance project cancellation already priced in–Q1-2FY3/25 results confirmed a ¥0.6bn sales write-off for the cancellation of the Insurance System...

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05 Nov 2024 05:50

CSI All Share Semiconductor Index Rebalance Preview: 18 Changes as Adds Outperform

There could be 12 adds, 6 deletes in Dec. Impact is not very large, but 12 stocks will have flows from other index trackers too. The forecast adds...

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05 Nov 2024 05:01Syndicated

Tech Supply Chain Tracker (05-Nov-2024): Smart mobility impacts parking.

Smart mobility raises concerns about parking infrastructure, Silverstone drives innovation across industries, generative AI faces challenges,...

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bullishAppLovin
05 Nov 2024 01:08

Nasdaq100 December 2024 Forecasts (Part 2): APP & MSTR Poised for Entry; DLTR & SMCI Set for Exit

AppLovin (APP) and Microstrategy (MSTR) are forecasted as direct additions; Dollar Tree (DLTR) and Super Micro Computer (SMCI) as direct deletions....

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