Japan Morning Connection: Huge Earnings After Hours All Point to Increased AI Capex Spending
Meta is surging +11% after reporting 1Q sales guidance. Tesla plans to invest $2bn in Musk’s xAI. Expect whole SPE ecosystem in Japan to be sharply...
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Japan Morning Connection: Micron Expanding NAND Capacity Does Little to Dent Sentiment for Peers
Upbeat tone for Japan power and semi makers set by US peers. Market will be expecting Fanuc to be a major 'physical AI' play.
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Japan Morning Connection: SOX Closes at New Highs After TSMC Numbers and Capex Beat Ests
Likely for Kioxia to hit new highs today with memory names trading well. Strong tone for JP SPE after US tarrifs on Taiwan were lowered.
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Japan Morning Connection: Boeing FCF Back on Track a Good Sign for JP Heavies and CF Makers
Memory names took a back seat, while power and industrial semi's were lifted by upbeat comments at a UBS conference. Intel had another strong move...
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Japan Morning Connection: Crypto Selloff Spooks Risk Assets Although Most Recover in the PM
Some rotation into defensive sectors in response to crypto weakness. AI connectivity name Credo is surging post-mkt, setting a better mood for JP...
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