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: Sony Eyeing Elden Ring as a PS Exclusive to Counter CoD on Xbox?
​SMCI's strong performance and efforts to avoid delisting set positive tone for Nidec. Sony's potential acquisition of Kadokawa point to downside...
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Japan Morning Connection: JP Set for a More Upbeat Start After Tech Rebound
​Nidec may be in focus on a lifeline for SMCI and NVDA's heating issues, Tesla and power-semis up on self-driving support, no bid for JP SPE's and...
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Japan Morning Connection: Markets Turning Surprisingly Risk-On Despite the Election Uncertainty
​Cummin's earnings a good read for DC-related power plays. Nintendo's miss may present a buying opportunity before new Switch announcement. JMDC...
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Japan Morning Connection: Palantir Sets Positve Tone for All Things AI
​Uncertain trading ahead of US vote likely to carry over to Japan. Palantir's big beat sets positive tone for AI. Can Ibiden rerate as an NVDA name...
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