Japan Morning Connection: Risk-On for the AI Ecosystem
AI sentiment rising with NVDA de-risked, Kioxia IPO positive for memory ecosystem names, Deere's positive outlook lifts AG machinery names like...
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Japan Morning Connection: Will SPE Sentiment Begin to Rise?
NVDA slight beat with promising AI outlook. TEL and Disco may benefit with NVDA de-risked. Qualcomm down post-IR day, doubts about future focus on...
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Japan Morning Connection: Sony Eyeing Elden Ring as a PS Exclusive to Counter CoD on Xbox?
SMCI's strong performance and efforts to avoid delisting set positive tone for Nidec. Sony's potential acquisition of Kadokawa point to downside...
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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: Potential for Ibiden and Renesas to Be Seen as NVDA Plays
AMAT numbers impact US SPE which should effect in Japan, Trump's Energy Secretary nomination may benefit oil/gas short term, Ibiden and Renesas...
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