Analysis and news on global stock markets, indices, and investing trends.
Korea's Kospi crashed 25% from its peak, reviving fears that the AI trade is over. Here's what the evidence — and the experts — actually say about whether the AI boom is ending or just rotating.
SK Hynix raised $28 billion in a Nasdaq listing and jumped 13% on debut — even as its Korean shares slid with the broader Kospi bear market. Here's what the split reveals about AI memory demand.
As Korean chip stocks crashed, Hong Kong's Hang Seng China Enterprises Index surged — a textbook AI rotation trade. Here's why capital is moving and what it means for investors.
Korea's Kospi crash exposed a classic problem hiding in plain sight: concentration risk. Here's what it is, how it built up inside a "diversified" index, and how to check your own exposure.
The Kospi has plunged 25% from its June peak into a bear market, driven not by weak earnings but by crowded AI positioning, index concentration, and leveraged ETFs — here's what's really going on.
