StreetAccount Themes APAC Headlines (3-Jul)
APAC morning themes include Meta's plan to sell excess compute weighing on Memory; Xero CEO flags AI as a tailwind (2-Jul)
StreetAccount Macro Headlines:
APAC morning themes Japan METI committing ¥387.3B to physical AI models; Nuclear names firmer amid broker upgrades (1-Jul)
Japan METI to provide ¥387.3B development funding for FY26 to back Softbank-led physical AI models - Asahi (30-Jun) (¥5963.0000, 0)
APAC morning themes include Samsung and SK Hynix major investment plans; Pure Plays strengthening (29-Jun)
StreetAccount Summary - Trading higher/lower: Japan mid-day
APAC morning themes include South Korean Memory names rebounding after yesterday's selloff; Nanya Technology added as new Hedgeye short (24-Jun)
APAC morning themes include Memory rally; Rare Earths lead Pure Plays lower (19-Jun)
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