Japan Morning Connection: Riskier Momentum Trades Back in Play Post SpaceX IPO Nerves
With Iran deal signed and SpaceX IPO complete, riskier momentum trades are in focus with optical and space names offering entry points after heavy...
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Japan Morning Connection: Space Names to Fly High on SpaceX IPO Success
Synspective, QPS, Astroscale and Axelspace all set to recover after heavy recent selling with SpaceX IPO priced at $135 and $100bn of retail demand.
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Japan Morning Connection: AI Derate Continues and Recent Intel Winners Face Capitulation
Another risk-off day for tech and AI as the market grapples with the deteriorating situation in Iran as well as uncertainty over what the SpaceX...
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Japan Morning Connection: AI Rally Faces a Correction After SOX Has Biggest Drop in 6 Years
SOX worst day in 6 years leaves Japan's AI names facing a tough open. Expect a sharp rotation back to domestic defensives and the software plays.
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Japan Morning Connection: Toray and the Heavies in Focus as China Eyes a Possible Deal with Boeing
Boeing's China deal boosts Toray and Japan's heavies; Space names like Astroscale and QPS surge; TDK flagged as a play for lifecording AI wearables.
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