WS #12922
A magnitude 7.1 earthquake in Kumamoto, Japan, causes damage, power outages, and transport halts, potentially impacting semiconductor supply chains. Dark pool alerts show large institutional orders for META ($178M) and MSFT ($199M), suggesting accumulation. Morgan Stanley argues that extreme AI capex by Amazon, Google, and Microsoft will yield strong returns, countering investor worries.
Japan Earthquake Disruptions
A magnitude 7.1 earthquake in Kumamoto, Japan, causes damage, power outages, and transport halts, potentially impacting semiconductor supply chains.
Dark pool alerts show large institutional orders for META ($178M) and MSFT ($199M), suggesting accumulation.
Morgan Stanley argues that extreme AI capex by Amazon, Google, and Microsoft will yield strong returns, countering investor worries.