In today’s briefing:
- Japan Morning Connection: Market Ignoring Chinese Pullback from NVDA’s H20 with Tech Surge Higher
- Sustainable Investing Surveyor Focus on VGAS – August 11, 2025
Japan Morning Connection: Market Ignoring Chinese Pullback from NVDA’s H20 with Tech Surge Higher
- Power-Semi’s leading the charge higher on positive broker comments for the sector while AI related takes a backseat.
- Intel continues to move up with CEO Tan set to submit proposals to Trump next week which will certainly point to close alignment.
- CPI data points to Sep rate cut which helped Homebuilders and airlines were up on Spirit woes.
Sustainable Investing Surveyor Focus on VGAS – August 11, 2025
- Last week, the WTR Sustainable Index was up 1.6% W/W versus the S&P 500 Index (up 2.4%), the Russell 2000 Index (up 2.4%), and the Nasdaq Index (up 3.7%).
- Energy Technology (41% of the index) was up 2.7%, while Transportation Solutions (33% of the index) was up 1.2%, Climate Tech and Clean Tech (19% of the index) was down 2.2%, and Climate Tech Mining and Processing (7% of the index) was up 8.0%.
- Top 10 Performers: CGEH, PEV, CWSFF, LISMF, FCSMF, NRGV, TLOFF, ATLX, ALLIF, ORGN
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