bullish
Japan Morning Connection: Big Capex Guidance from Alphabet a Positive for Semicap Related
248 Views04 Feb 2025 23:44
Palantir surges on continuing high demand for AI. Estee Lauder sets a bad tone for Shiseido and Kose. Will SMCI business update aid the struggling Nidec?
What is covered in the Full Insight:
- Market Overview
- Significant Stock Movements
- Alphabet's Capital Expenditure Impact
- Palantir's Growth in AI Sector
- Challenges in Asian Retail Markets
SUMMARY
(Sign Up to Access)Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:
- Unlock research summaries
- Follow top, independent analysts
- Receive personalised alerts
- Access Analytics, Events and more
Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.
Upgrade later to our paid plans for full-access.
or
Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 3-minute read)
Related Insights
More »Loading
Trending Collections
More »Trending Insights
More »- CK Hutchison (1 HK): Political Turbulence
- Ramelius/Spartan Merger: MergeCo Close to ASX100 Index Inclusion
- HKBN (1310 HK): MBK Ups Stake Via VLN Conversion
- MV Global Junior Gold Miners Index Rebalance: 7 Adds & Other Changes Lead to US$610m Trade
- Tencent (700 HK): Expected Move on Profit Announcement and Option Insights
Top Unpaywalled Insights
More »Loading
Discussions
(Paid Plans Only)
- Japan Morning Connection: Selective Squeezes May Continue with Japan Back from Holiday11 Feb 2025
- Japan Morning Connection: Mixed Read from the US but Direction Pointing Higher06 Feb 2025
- Japan Morning Connection: Tech Rebound Shine May Be Tarnished by Apple Suppliers After Market05 Feb 2025
- Japan Morning Connection: Big Capex Guidance from Alphabet a Positive for Semicap Related04 Feb 2025
- Japan Morning Connection: Trump Tariff U-Turn Will Help Markets Start Better03 Feb 2025
- Japan Morning Connection: Trump Tariffs Set to Roil Markets to Start the Week02 Feb 2025
x