Japan Morning Connection: Airlines Surging After Delta Numbers Helping SPX Close at New Records
Delta's earnings report causes airlines and cruise ships to jump. Tesla's plans for its robotaxi and Ai chatbot may be enough to help the...
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Japan Morning Connection: SMCI Numbers Casts a Gloomy Shadow over All Things AI to Start Today
βPoor SMCI numbers will reflect poorly on AI related plays, Qorvo stands out with strong outlook despite Apple uncertainty, Sony's spin off of...
437 Views
Japan Morning Connection: IPhone 16 Pro Orders Miss Expectations
βPositive sentiment from Intel's deal with AWS and Govt. iPhone 16 Pro miss will weigh on JP component suppliers. JP Govt. designating 7&I as...
493 Views
Global Semiconductors:Β Consolidation, but Active Funds Remain Well Invested
Allocations in Semiconductor stocks have seen tremendous growth over the past 3 years.Β Whilst ownership growth has slowed, exposure remains high.
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π―π΅ JAPAN β’ Results & Revisions ββββββββββββββββββββββββββββββ01/ββββββββββ26 Nitto Denko & Disco
Our best and worst pair from Tuesday's 23 results and 17 forecasts/revisions announcements is Nitto Denko (6988 JP) and DISCO (6146 JP).
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