In today’s briefing:
- Japan Morning Connection: AWS Outage and Calls for Improved Redundancy Infra Drives Tech and AI Up
- Ohayo Japan | Apple Rings up Record High
Japan Morning Connection: AWS Outage and Calls for Improved Redundancy Infra Drives Tech and AI Up
- Apple to ATH’s with its China iPhone17 sales tracking 14% better than the same period for the iPhone16.
- With an LDP – Ishin pact signed, Takaichi is set to reign as PM. Space names and JSW look to have more upside as do Heavies.
- Will a China trade deal include a big Boeing order after a 5-year hiatus? Comments from the US Ambassador and Trumps play book point to YES.
Ohayo Japan | Apple Rings up Record High
- US stocks: SPX +1.1%, Nasdaq +1.4%; Apple’s 3.9% surge to ATH on strong iPhone demand
- US government shutdown into 3rd week; President Trump optimistic ahead of meeting with President Xi Jinping; U.S. signed rare earth pact with Australia.
- LDP+JIP coalition signed. Continued mkt focus on Takaichi-thematics: security and technology stocks.
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