Bloomberg Podcasts · Delta Electronics Jumps, Recruit Soars, Zhongji Innolight Drops | Stock Movers

1. 1. Nvidia's investment in a Taiwan data center power producer boosted sentiment around the data center buildout, with Delta Electronics and other AI infrastructure names hitting limit up.
2. 2. Japanese stocks saw broad earnings-driven gains, with Recruit Holdings up about 20% on special quotation after beating earnings, and Seiko watches up 15% after raising guidance.
3. 3. Chinese optical transceiver makers like Zhongji Innolight and Eoptolink are being excluded from the US market, causing significant drops: Zhongji Innolight down 8.3%, Eoptolink down 7%.
4. 4. The yen weakened again to 158 per dollar, retracing gains after intervention, and further intervention is unlikely to succeed without BOJ follow-through.
5. 5. A BOJ member hinted at a faster pace of rate hikes than the market anticipates, which could be the messaging needed for the yen to strengthen appreciably.