Disco Corp Drops, Minimax Soars, Japan Tobacco Gains

Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Disco Corp and Resonac lead Japan lower after both Lam Research and Disco flagged capacity across the semiconductor supply chain as an issue.
- China is finally bouncing as the government allows LLM exports from DeepSeek and Minimax, and Chinese cars dominate EU sales.
- Holding the fort are cheap Japanese defensive plays such as Japan Tobacco and Fast Retailing.

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