Japan Morning Connection: JP Set for a More Upbeat Start After Tech Rebound
Nidec may be in focus on a lifeline for SMCI and NVDA's heating issues, Tesla and power-semis up on self-driving support, no bid for JP SPE's and...
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Japan Morning Connection: Markets Turning Surprisingly Risk-On Despite the Election Uncertainty
Cummin's earnings a good read for DC-related power plays. Nintendo's miss may present a buying opportunity before new Switch announcement. JMDC...
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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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Japan Morning Connection: Earnings Driven Weakness Overnight Points to a Soft Start
Risk-off tone for Japan with tech and semi month-end weakness. Mag7 down although Intel and Amazon higher AH. Watch Ibiden if their NVDA business...
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Japan Morning Connection: Apple Suppliers in Focus After a Big Miss by Qorvo
Tech sell-off sets weak tone for Japanese SPE after yesterday's gains, however Advantest's strong numbers may provide support. Hitachi's growth...
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