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bullish
Japan IT
Japan Morning Connection: Memory Related in Focus After Knock-Out Numbers for Micron.
Thematic (Sector/Industry)
279 Views
25 Sep 2024 23:17
Memory back in focus thanks to Micron numbers showing there is plenty of AI runway left, while Fuji Electric and Kansai Electric may see renewed interest with Microsoft paying overs for stable power.
What is covered in the Full Insight:
Micron's Earnings Impact
Microsoft's Nuclear Energy Deal
Capcom and Monster Hunter Wilds
US Homebuilders’ Performance
Japanese Automakers' Market Movement
SUMMARY
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Full Insight
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