Latest Market News
South Korea Chip Rout Deepens as AI Boom Shows Cracks
South Korea's Kospi plunges 5.5% amid global tech sell-off after Broadcom's weak earnings, signaling a potential cooling of the AI boom.
Broadcom Earnings Trigger Global Tech Rotation Out of AI
Broadcom's disappointing revenue miss sparks a global sell-off in AI and chip stocks, with investors rotating into defensive sectors. European and Asian markets tumble.
Broadcom Stock Plunges 10% on Weak Software Sales, AI Forecast Unchanged
Broadcom's stock drops 10% after weak software sales overshadow strong AI chip demand, raising concerns about revenue diversification.
Kospi's Heavyweight Duo Sparks Concentration Risk Warning
BTIG warns Kospi's rally is overly reliant on Samsung and SK Hynix, with breadth deterioration signaling potential reversal.
Nvidia Concedes China AI Chip Market to Huawei
Nvidia admits losing China's AI chip market to Huawei amid export curbs, but eyes future return.
TSMC Flags Middle East Conflict as New Risk to Chip Supply Chains
TSMC warns that prolonged Iran war could disrupt semiconductor supply chains, adding to AI-driven demand pressures.
Trump-Xi Summit: Taiwan Tensions Reshape Oil & Memory Markets
Analysis of Trump-Xi talks on Taiwan, its ripple effects on oil prices and memory chip markets, with original commentary on investor positioning.
US Clears H200 Sales to Tencent, Alibaba: A Strategic Pivot?
US approves Nvidia H200 chip sales to Tencent, Alibaba, ByteDance and others, signaling a potential shift in tech export policy.
US Clears H200 Chip Sales to Alibaba, Tencent: A New AI Era?
US approves H200 chip sales to Alibaba, Tencent, and others. What this means for China's AI race and Nvidia's strategy.
AI Chip Boom Fuels Market Concentration Fears in Asia
Taiwan and South Korea stock markets hit record highs driven by AI chip demand, but heavy reliance on giants like TSMC and Samsung raises concentration risks.
Samsung Electronics Hits Record High, Surpasses $1 Trillion Market Cap
Samsung Electronics reaches $1 trillion market cap, driven by AI chip demand and record operating profit.
Kospi Surges 6.5% to Record High Above 7,000
South Korea's Kospi index surged 6.5% to a record high above 7,000, driven by chip stocks and Samsung's earnings.
Intel Surpasses Dotcom Value, Chip Stocks Rally
Intel's market cap tops dotcom-era high, while Micron and SanDisk hit records amid surging chip demand.
Apple Stock: App Store Overhang, Intel Chip Talks
Goldman Sachs reiterates Apple as buy despite App Store overhang; Intel surges on report Apple may use its chips.
Apple in Exploratory Talks with Samsung for AI Chips
Apple has held exploratory talks with Samsung Electronics about AI chips, a CNBC report reveals.