The Morning 10
Challengers paid, champions sold — Seoul enters a bull market as the rotation shows its hand
- 1 The bellwether pair — verdict at the close
- 2 Coherent & Cisco — the beats got sold
- 3 Seoul enters a bull market — Asia's third vertical session
- 4 The rotation inside the AI trade — four indices, one message
- 5 The two tells — IEF under the floor, dollar-yen at the line
- 6 Print-record windows — three verdicts and the anti-Coherent
- 7 Semis vs software — the funding trade repeats
- 8 Vol, factors, temperature — the benign branch ran
- 9 Calendar: PPI and claims — 14:30 CET
- 10 Outside view — Dan Ives · Wedbush