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)
Physical AI advancement fuels rally in Asian robotics stocks:
APAC morning themes include potential OpenAI IPO filing sending SoftBank sharply higher; Samsung reaches tentative wage deal as strike suspended (21-May)
APAC morning themes include bond market pressure weighing on risk assets; Masayoshi Son's OpenAI commitment sparking internal concern at SoftBank (20-May)
Weekly AI movers include Ford Motor, Fanuc, and Softbank (15-May)
Japan April machine tool orders ¥188.97B, +45.1% y/y
StreetAccount Summary: Asian stocks reaching new 52-week highs/lows (191 total)
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