In today’s briefing:
- Ohayo Japan | Nasdaq Snaps Losing Streak as Tech Bounces
Ohayo Japan | Nasdaq Snaps Losing Streak as Tech Bounces
- Stocks bounced off intraday lows; Tech stocks recovered with Nvidia +1.8%, Oracle +2.4%, Palantir +1% by the close
- Investors still questioning elevated AI valuations, rising debt financing, and capex plans. Rate cut expectations receding.
- JP Earnings season drawing to close. NVIDIA results due on Wednesday likely to be focus of the week.
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