Great Game – Israel running out of friends, China growing friendships
Welcome to this week’s Great Game, where we cover current geopolitical events relevant to your portfolio!Israel-Hamas War takes toll on...
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Post Nvidia GTC Industry Impact: Large Quanta Server Win Just the Beginning of an Order Wave?
Quanta secures large orders for Nvidia Blackwell-based servers from tech giants post-GTC conference; Asus's outlook is improving for its AI server...
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Micron Earnings: HBM Driving Price Increases in Other Sectors
Micron Technology sees positive revenues and profitability due to HBM demand creating a DDR5 DRAM shortage, benefiting Micron, Samsung, and SK hynix.
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LG Electronics: Investment In Bear Robotics and Aggressive Plans to Expand in Global Robotics
In this insight, we discuss LG Electronics (066570 KS) 's investment in Bear Robotics (US) and LG Electronics' aggressive ambitions to become a...
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ARM Holdings IPO Lock-Up Expiry - A US$127bn Lockup Release Might Be Too Tempting to Pass On
Softbank raised around US$4.9bn via selling some of its stake in ARM Holdings (ARM US)’ US IPO. Its remaining 90% stake will be released from its...
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