Japan Morning Connection: Oracle +36% Pulls Most AI Related Sharply Higher, Expect Softbank Strength

425 Views11 Sep 2025 07:41

iPhone Air failed to impress, sending Apple lower. Oracle's success read as being negative for other AI hyper scalers. Synopsis down from export restrictions, pulling other EDA names down with it.

What is covered in the Full Insight:

Oracle's Impact on AI Sector
Broadcom and Socionext's Growth Projections
Apple's Latest Offering and Market Reaction
EDA Sector Challenges Due to Export Restrictions
Semiconductor and Memory Sector Movements

Andrew Jackson

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