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Korea’s KOSPI Circuit Breaker: Three Buyer Pools Retreat at Once

KOSPI triggered its 10th circuit breaker of the year on October 15, closing at 5,554.22 as three buyer pools — foreign investors, corporate buybacks, and retail margin — retreated at once. The...

· 3d ago

Asia’s Black Thursday: One AI Narrative, Four Prices, Seven-Fold Spread in Losses

Asian markets fell together on October 15, but losses ranged seven-fold across Korea, Japan, Taiwan, Hong Kong and mainland China. The dispersion reveals that the AI narrative is no longer a single...

· 3d ago

BIT Securities Debuts: Hong Kong Stock Trading Opens with USDT/USDC Settlement

BIT Securities has launched Hong Kong stock trading with stablecoin settlement, allowing users to trade HKEX Main Board and GEM stocks using USDT/USDC without a bank account. This move signals deeper convergence...

· Oct 11, 2026

Gold Slips to $4,066: Why the Selloff Was Not a Flight to Safety Failure

Gold's drop to $4,066 was framed as a flight-to-safety failure, but the selloff happened before the Treasury auction results. The sequencing reveals the real driver: the rising cost of holding non-yielding assets...

· Oct 8, 2026

GPT-6 Launch Meets Rate Fears: Dow Drops 340 Points as December Hike Odds Surge

The Dow fell over 340 points as GPT-6's global rollout raised near-term inflation concerns while CME FedWatch shows December rate-hike odds between 70% and 86%. Markets are pricing an October pause but...

· Oct 8, 2026

Moonshot AI Eyes Hong Kong IPO at $50B Valuation as Kuaishou Spins Off Kling AI

Moonshot AI, maker of the Kimi chatbot, has completed a private funding round valuing it at approximately $50 billion, up five-fold in a year, and is preparing for a Hong Kong IPO....

· Oct 7, 2026

AI Capex Gets Selective: Storage Stocks Shed $40B While Indexes Hit Records

US indexes hit record highs while storage stocks lost about $40 billion in a single session. The split reflects a maturing AI trade: capital is rotating away from segments where supply can...

· Oct 7, 2026

Micron’s Q4 2026 Earnings Preview: Can HBM, SCA and Buybacks Break the Memory Cycle?

Micron's fiscal Q4 2026 earnings will be judged on three signals: growth in Strategic Customer Agreements, the durability of HBM pricing premiums through 2027, and whether a buyback program unlocks real cash...

· Sep 28, 2026

Google’s Power Play: Buffett’s Rare Tech Endorsement and the AI Energy Moat

Warren Buffett's rare public endorsement of Google highlights the tech giant's strategic push into energy infrastructure. Planet Labs and Fervo Energy see stock gains as investors recognize that AI dominance hinges on...

· Sep 25, 2026

Quantum Computing Conference Opens: IonQ Jumps 12% Pre-Market, MPWR Rallies 8% as Nasdaq Hits Record

IonQ surged nearly 12% pre-market as a quantum computing conference opened, while power-management chipmaker MPWR rose over 8% and the Nasdaq hit a record. The twin moves show investors repricing the two...

· Sep 23, 2026
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