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...
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Japan Morning Connection: Rough Start with US Meltdown but Trump Showing Willingness to Negotiate
​Tech/AI/banks suffer big losses in selloff, Intel gains on agreement with TSMC, Secretary of State Rubio urges EU to increase defense spending.
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Japan Morning Connection: Tech Shrugging off Megacap Weakness as Quantum Shines
​AI is back in focus as NVDA GTC developers conference. Intel's new CEO aims to shake up its AI lineup. Buffet's increased stakes in Trading Houses...
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Japan Morning Connection: Tariff War Escalation Zaps Yesterdays Growth Rebound
​Tech gains falter, Softbank may see a lift on news of data center project with Open AI, Ulta Beauty exceed expectations, setting a positive tone...
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Japan Morning Connection: Relief Rally for Tech and High-Beta Laggards After Macro Data
​New Intel CEO a positive for related plays such as Ibiden. Apple struggles with AI delay. NAND plays may still have room to run on price hike...
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