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#SK Hynix

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Jul 13, 2026 • 4 min read

SK Hynix's $28B Nasdaq Listing: A Bright Spot Inside Korea's Bear Market

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.

Aby Varghese

Jul 13, 2026 • 4 min read

Why the Kospi Crashed 25% From Its Peak — And What It Means for the Global AI Trade

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.

Aby Varghese