Japan Morning Connection: AI Winners Leading Higher to Start the Year
MSFT's announced AI investment should buoy tech, potential for previously China SPE as they diversify, US stocks pointing to big momentum plays .
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Japan Morning Connection: Nuclear News from Meta May Help Kansai After Settlement Day Selloff
Microchip setting downbeat tone for power/auto semi related. JP SPE may continue to see gains. Seagate delaying some HDD production but HAMAR...
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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: Will Shiseido Hit New Multi-Year Lows?
US semi-capex rebound positive for peers in Japan, but bad tone is set for SiC and MLCC related sectors. Shiseido may see new multi-year lows.
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