Asia Economics: AI capex, oil, the Fed, tariffs, and El Niño: climbing the wall of worry
Downloaded by Not for redistribution without written consent of Morgan Stanley Investors are raising 3 concerns: We see Asia’s growth outlook to remain…
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AI Data Center
Research reports tracking AI data center capacity, power demand, capex and supply-chain constraints.
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AROUND THE WORLD IN 80 CHARTS PODCAST The US inventory cycle and upcoming change in tariff regime, with our Chief US Political Economist
The market assumes a steady, extended US inventory restocking cycle through the second half of the year, but actual trade data reveals a compressed cycle…
Atlas Copco A: Semiconductor capex and a potential short-cycle uptick overpower our structural concerns. Upgrade to Neutral.
The market treats Atlas Copco A as a uniform cyclical industrial, but data reveals a structural divergence between its semiconductor capex-driven vacuum…
Larsen & Toubro (LART.BO): A structural beneficiary of the Saudi resilience-led capex wave; Buy
The market prices Larsen & Toubro as a cyclical EPC play exposed to GCC capex slowdown, but the reality is that Saudi's resilience-led capex wave is…
AI Adoption & Disruption: AI Meets the Drug Pipeline
The market treats AI in biopharma as a distant speculative trend, but data reveals it is already a measurable productivity engine accelerating drug discovery…
South Korea Economics: We Raise Our 2026E-28E GDP with Resilient April-May data and Strong CAPEX plan
The market broadly assumes South Korea's GDP growth will peak in 2026, but hard data reveals a structural reacceleration driven by semiconductor CAPEX and…
Terawulf Inc (WULF.O): WULF Is Scaling HPC Data Center Expansion; Initiate at Buy/High Risk
The market continues to price Terawulf as a bitcoin miner, but the company has structurally pivoted to an HPC/AI data center developer with a validated…
AI Supply Chain: Preliminary 2027 TSMC CoWoS Allocation
The market assumes AI supply chain growth is exclusively a GPU story driven by Nvidia, but data reveals a structural divergence where CPU and ASIC segments…
Energy Transfer LP (ET): Further Expanding Ethane Export Capacity; Permian and Commercial Wins Support Growth Story
The market treats Energy Transfer LP as a mature pipeline operator, but the data reveals a structural export growth story driven by a 240 kb/d ethane…
KR Auto Parts/Robotics; Initiate Mobis (N)/Mando (UW), Autoever (U/G to N), CH Auto; Policy from EU/CH, China’s HDT Electrification Goal, Global Xacros: AI CAPEX 2.0: APAC Industrial & Auto Sector Specialist Sales Commentary Auto & EV - Equipment - Machinery - E&C - A&D
APAC Specialist Sales JPMORGAN KR Auto Parts/Robotics; Initiate Mobis (N)/Mando (UW), Autoever (U/G to N), CH Auto; Policy from EU/CH, China’s HDT…
MU Buy side Bars, Tech HW Pre-Q Check-ins, HDDs, AI Capex, WFE TAM, AAPL, AV/GO: US Hardware / Semiconductors Sector Specialist Commentary Hardware • Semiconductors
MRVL), explaining when/why ASICs make sense & detailing the design flows, detailing performance efficiency and outlining the key AI ASIC pipelines. A great…
GS EUROPEAN EXPRESS: BMW | Siemens Energy | Nexans | BESI | Macro | Global | Corporate Access
GS EUROPEAN EXPRESS: BMW | Siemens Energy | Nexans | BESI | Macro | We are hosting two webcasts on Monday 1) ‘Navigating the Capex Boom: From Sahar Islam…
EE/MI Sunday Workaholics Weekly
the company pages of our client website, http://www.jpmorganmarkets.com . This report also sets out within it the material underlying Chigusa Katoku AC North…
Jabil Inc: F3Q26 Review: Robust AI Guide Implies Acceleration in Revenue Growth into FY27; Reit OW
Jabil delivered a robust F3Q26 beat and raised its FY26 AI revenue guidance to $13.6bn, while surprising investors with early FY27 AI revenue guidance…
AI Needs More Space: Energy Transport Emerges as the Key Bottleneck
Jefferies analyzes Redwire's (RDW) white paper on orbital data centers (ODCs), arguing that key technologies for scalable space-based data centers already…
JCR Pharma (4552.T): President Small. R&D expenses after Izcargo Global development may be lower than expected.
Citi's flash note on JCR Pharmaceuticals (4552.T) highlights the company's J-Brain Cargo (JBC) drug delivery platform and pipeline including JR-171, JR-141…
APAC Credit Roundup: EM Sovereign Strategy, China, US AI capex, QBE, West China Cement
JPMorgan closes its underweight positions in Sri Lanka and the Philippines, expecting EM Asia to lead a relief rally as the region most exposed to the energy…
Booming Datacenter pipeline and AI spending boom - the pivotal role of energy: POWERING UP EUROPE
Goldman Sachs updates its European datacenter pipeline estimate to approximately 480 GW, equivalent to 1.5x current European power demand, up from 170 GW in…