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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Japan Morning Connection: Earnings Driven Weakness Overnight Points to a Soft Start
Risk-off tone for Japan with tech and semi month-end weakness. Mag7 down although Intel and Amazon higher AH. Watch Ibiden if their NVDA business...
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Japan Morning Connection: Apple Suppliers in Focus After a Big Miss by Qorvo
​Tech sell-off sets weak tone for Japanese SPE after yesterday's gains, however Advantest's strong numbers may provide support. Hitachi's growth...
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