Japan Morning Connection: Japan Set for a Decent Uptick as It Prices in Big US Gains from Friday
Space names may get a lift with defence names in focus. Expect strong gains for Japan SPE after US semi-cap names traded well.
203 Views
Japan Morning Connection: Memory Back on and Micron Steps Back from Consumer to Focus on Enterprise
A rotation back towards larger cap names and Memory made a bit of a comeback after a few down days. Quantum computing names are back in favor after...
542 Views
Japan Morning Connection: Power/Industrial Semi Strength Offsets Relative Weakness for Tech Big Guns
Calls for an end of year rally growing, especially for tech. Some excitement for all things robot related. Could be room for Japanese FA laggards...
341 Views
Japan Morning Connection: New Potential Fed Chairman Likely to Add Another Voice for 50 Bps Cut
NVDA and AMD fell lower with competition in AI chips, Bain plans to sell part of Kioxia stake, Socionext seems to have lost connection as a Google...
299 Views
Japan Morning Conection: Aggressive Dip Buying Sends Many Mainstay AI Names to New Highs
Socionext jumped to recent highs on Friday but tanked after numbers missed. Qualcomm was a beat after hours and should set a positive tone for...
220 Views