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...
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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....
441 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...
622 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...
517 Views
Japan Morning Connection: Market Risk on with Trump Telling Punters to Buy Ahead of W/E
Positioning into risk assets with UK deal and China talks, Socionext may benefit from D-wave numbers; may be opportunity to buy into the dip for...
374 Views