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: Tech Rout Deepens, but JP May Be Largely Priced In
Kokusai Electric squeeze looks to continue. Will SMCI +25% finally help lift Nidec? Tesla suffers from Musk's involvement in EU politics.
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Japan Morning Connection: Power/Analog Names Drive SOX Higher, Defence Down
​Analog Devices' positive numbers should help the likes of Rohm and Fuji Electric. SMCI continues to move up. Sanken Electric sees gains following...
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Japan Morning Connection: Selective Squeezes May Continue with Japan Back from Holiday
​US semi onshoring boosted by positive comments on US production, SMCI points to big upside for 2026, Shiseido misses numbers but could bright...
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Japan Morning Connection: Tech Rebound Shine May Be Tarnished by Apple Suppliers After Market
​Blackwell's rack announcement boosts SMCI and server cooling names, Apple suppliers Cirrus and Broadcom up but Skyworks and Qualcomm drop after...
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