Japan Morning Connection: Hope for Trump-Xi Call Lifts Markets off the Lows
Tech and Semi's sell off as Trump administration announce more restrictions for Chinese goods. Ulta beauty's lift should help related JP brands...
211 Views
Japan Morning Connection: Risk-On with Investors Liking Optimistic Tone from EU-US Talks
May be a lift for names in Japan with high EU exposures. EU defence spending increasing sentiment for anything related to nuclear plant...
185 Views
Japan Morning Connection: Power/Analog Names Lower, but Seagate IR Day a Big Success
Rebound for Wolfspeed despite no news on avoiding bankruptcy. Quantum names like IonQ and D-Wave surging, setting positive tone for Socionext....
290 Views
Japan Morning Connection: Musk Planning an XAI 1-Million GPU AI-Factory May Lift Tech to Start
D-Wave's quantum success should benefit Socionext. Could be an opportunity to buy Renesas amidst Wolfspeed bankruptcy. SK Hynix allegedly to...
429 Views
Japan Morning Connection: Markets Uncertain to Start the Week After Moody's US Downgrade
Quantum computing names up after positive news from QUBT. Short squeeze for JP retailers after social media post about activist involvement. Recent...
295 Views