WS #12923
A magnitude 7.1 earthquake in Kumamoto, Japan, disrupts power and transport, threatening semiconductor supply chains and impacting Japanese tech stocks. Large dark pool orders for Microsoft ($199M) and Meta ($178M) suggest institutional accumulation, providing a bullish signal for these MAG7 stocks. Morgan Stanley argues that extreme AI capex by Amazon, Google, and Microsoft will yield strong returns, countering the bearish AI narrative.
Japan Earthquake Disrupts Semiconductors
A magnitude 7.1 earthquake in Kumamoto, Japan, disrupts power and transport, threatening semiconductor supply chains and impacting Japanese tech stocks.
Large dark pool orders for Microsoft ($199M) and Meta ($178M) suggest institutional accumulation, providing a bullish signal for these MAG7 stocks.
Morgan Stanley argues that extreme AI capex by Amazon, Google, and Microsoft will yield strong returns, countering the bearish AI narrative.