ASML's strong print boosts sentiment but weighed by NVDA restriction concerns. Corning off the highs; may see weakness in Fujikura and Furukara. Advantest's numbers may lift Japan SPE sentiment.
What is covered in the Full Insight:
ASML and Advantest Positive Impact
NVDA and US Restrictions
Microsoft AI Investments
Meta's AI Prospects
Corning's Market Response
SUMMARY
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