Japan June machine tool orders ¥203.52B, +52.8% y/y
APAC morning themes include Knowledge Atlas surging on HK$31.41B placement; SK Hynix US offering more than 7x oversubscribed (9-Jul)
Morgan Stanley assumes 6273.JP, 6861.JP, 6954.JP
APAC morning themes include Meta's plan to sell excess compute weighing on Memory; Xero CEO flags AI as a tailwind (2-Jul)
StreetAccount Summary - Trading higher/lower: Japan mid-day
Japan physical AI and robotics sector trading higher; Public and private sectors to invest ¥10.5T by FY40 in physical AI - Nikkei (19-Jun JT)
Japan May machine tool orders ¥176.83B, +37.4% y/y
APAC morning themes include AI rally losing steam as Broadcom guides AI chip revenue below forecasts; Space names lower amid SpaceX's $75B IPO target (4-Jun)
APAC morning themes include Robotics strengthening on growing physical AI hype as Computex continues; Uranium names track US peers higher (3-Jun)
APAC morning themes include Semis rallying amid AI-related headlines as Qualcomm reaches deal with ByteDance for AI data centre chips; TSMC set to raise prices (27-May)
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