Japan composite PMI rises to 53.1 as war related cost pressures persist
The data itself points to a private sector gathering pace, with manufacturing output growth the strongest in over a d ...
Kospi jumps 3%, Nikkei rises as Google’s AI capex boost lifts chip stocks
The rally in Korean and Japanese equities underscores how directly Asian chipmakers are now leveraged to the US hyper ...
White House to shift federal research funds to AI, away from colleges
The explicit push to fund AI as a primary research instrument, alongside the 2028 quantum computing deployment target ...
UBS lifts S&P 500 target to 8,100, sees earnings rally underestimated
UBS’s revised target implies the bank sees room for further multiple expansion even as earnings catch up, rathe ...
South Korea’s Lee flags won weakness and leveraged product risks
President Lee’s comments add a political dimension to two threads markets have been watching closely, the won ...
China’s national team spends nearly $9 billion to prop up stocks
The scale and speed of the intervention, nearly $9 billion deployed in a single weekend, signals policymakers are tre ...
South Korea’s ruling party presses regulator on stricter leveraged ETF oversight
The renewed political pressure comes just days after the FSC tripled the minimum deposit requirement for single stock ...
Best-performing market of 2026 hit by chip volatility, ETF unwind. Citi hits Kospi more, downgrades
The Kospi’s 4% drop on its first session back from Friday’s holiday confirms the market is still working ...
Beijing moves to steady markets after brutal tech stock slide – regulator calls stability meeting, state buyers step in
The CSRC’s decision to convene market participants for a stability meeting, alongside roughly 110 billion yuan ...
Moonshot pauses Kimi K3 signups as chip stocks tumble on China AI fears
Moonshot’s decision to pause new Kimi K3 subscriptions just days after launch is being read less as a company-s ...
Why Kimi K3 is adding to the market worries
A couple things are roiling markets at the moment:1) The release of Kimi K3, a Chinese open source model from Moonsho ...
Asian tech stocks slide as AI rally unwinds, oil set for biggest weekly gain since April
The pullback reflects a broader rotation out of semiconductor plays into sectors like banking following strong lender ...