Japan Morning Connection: Rescinding of US Chip Restrictions to Send JP Semi Plays Higher
Upside for chips and semi-cap as US eases export curbs, poor outlook for Softbank as ARM drops 10%, Japanese shipbuilding expertise may be used as...
366 Views
Japan Morning Connction: Tech Surging with Trump Signalling Zero China Tariffs on a Trade Deal
Intel plans to cut workforce and streamline management, EV plays may continue to rise after Tesla's gains, Boeing's improved numbers to benefit...
430 Views
Japan Morning Connection: US Markets Pushing Back on Trump-Powell Tensions
Tech and AI fall further with NVDA facing issues with new chip, with Intel as a relative outperformer. Hexel's poor numbers impacting JP Carbon...
354 Views
Japan Morning Connection: TSMC Fails to Hold Early Gains While Semi-Cap Plays Also Sag
Disco may suffer from tough 2Q with AI spending nearing its peak, US homebuilders up after strong beat from DR Horton, Trump's fees on Chinese...
801 Views
Japan Morning Connection: Tech and AI Set to Drop on New NVDA Export Curbs
Tech and AI weakness after H20 chipset restrictions, discussion of dropping the SLR rule for Treasuries may cause volatility for financials,...
435 Views