NVIDIA & SDVs: Full-Stack Headwinds Vs Physical AI Opportunity
Despite Nvidia's automotive segment being 1% of revenue, it leads China's EV chip market. But in-house silicon, export risk, and XPeng's full-stack...
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Major Highlights of the 5G Spectrum Auction in Korea
The results of the 5G spectrum auction in Korea were announced after the market close today. The three major telcos in Korea agreed to pay a...
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SYNNEX (THAILAND) Plc. (SYNEX): 1Q26 Core Profit Came in As Expected
Near-term outlook may remain challenging due to weak consumer purchasing power. However, we believe the company can continue to sustain improved...
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Dollar Bears Focus on Twin Deficits, as China Fears Imply Software Led 5G Rollout
US twin deficits have for the first time since 2004/5 become a focus for FX markets, fearing that a late cycle fiscal expansion will push combined...
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Soft IPhone X Black Market Prices Disappoint Chinese Scalpers
Apple Inc (AAPL US) iPhone X Spot Trading Price AnalysisNov 3rd, the 1st day of iPhone X sales: 64G and 256G models were traded at a premium of...
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