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SK Hynix Reportedly Plans $12.1 Billion Special Dividend After Kioxia Stake Sale. The chipmaker could return 16 trillion won, or around 80% of the 20 trillion won net profit from the sale, to shareholders. An announcement is expected alongside Q3 results on October 28. SK Hynix says no final decision has been made. $SKHY $KORU
SK Hynix Reportedly Plans $12.1 Billion Special Dividend After Kioxia Stake Sale.

The chipmaker could return 16 trillion won, or around 80% of the 20 trillion won net profit from the sale, to shareholders.

An announcement is expected alongside Q3 results on October 28.

SK Hynix says no final decision has been made.

$SKHY $KORU
France’s 10-Year Bond Yield Tops 5% for the First Time Since 2002, Putting ECB Leadership Race in Focus. Political instability and budget disputes fuel bond-market pressure. A Bloomberg survey found 12 economists backed Pablo Hernández de Cos, while 9 favoured Klaas Knot to succeed Christine Lagarde. Crisis management is emerging as a key issue in the race to lead the ECB. $TLT.ETF $BTC
France’s 10-Year Bond Yield Tops 5% for the First Time Since 2002, Putting ECB Leadership Race in Focus.

Political instability and budget disputes fuel bond-market pressure.

A Bloomberg survey found 12 economists backed Pablo Hernández de Cos, while 9 favoured Klaas Knot to succeed Christine Lagarde.

Crisis management is emerging as a key issue in the race to lead the ECB.

$TLT.ETF $BTC
TLTETF+0,46%
Проверено
Goldman Sachs Cuts South Korea’s KOSPI Target by 25% to 9,000, Still Sees Over 60% Upside. The 12-month target has been reduced from 12,000 amid growing AI investment concerns. The KOSPI has fallen more than 35% from its June peak. Despite the downgrade, Goldman believes the sell-off has left South Korean stocks significantly undervalued. $SKHY $KORU
Goldman Sachs Cuts South Korea’s KOSPI Target by 25% to 9,000, Still Sees Over 60% Upside.

The 12-month target has been reduced from 12,000 amid growing AI investment concerns.

The KOSPI has fallen more than 35% from its June peak.

Despite the downgrade, Goldman believes the sell-off has left South Korean stocks significantly undervalued.

$SKHY $KORU
Crypto Sell-Off Intensifies as $200 Million in Long Positions Are Liquidated in 60 Minutes. Bitcoin falls below $80,000, Ethereum drops under $2,350, XRP slips below $1.30 and Solana falls under $100. BTC drops 0.8%, ETH 1.1%, XRP 1.0% and BNB 0.5% in the past hour. Leveraged liquidations add to selling pressure across the crypto market.
Crypto Sell-Off Intensifies as $200 Million in Long Positions Are Liquidated in 60 Minutes.

Bitcoin falls below $80,000, Ethereum drops under $2,350, XRP slips below $1.30 and Solana falls under $100.

BTC drops 0.8%, ETH 1.1%, XRP 1.0% and BNB 0.5% in the past hour.

Leveraged liquidations add to selling pressure across the crypto market.
S&P’s Growth-Value Rule Changes Could Trigger Rebalancing of at Least $375 Billion in Passive Assets. New rules add intangible assets, expected earnings and free cash flow, while removing 12-month price momentum. The changes take effect on December 21. Separately, S&P Global Ratings flagged 146 US data centre projects delayed or cancelled, with roughly 75% linked to local opposition, raising credit risks for developers.
S&P’s Growth-Value Rule Changes Could Trigger Rebalancing of at Least $375 Billion in Passive Assets.

New rules add intangible assets, expected earnings and free cash flow, while removing 12-month price momentum.

The changes take effect on December 21.

Separately, S&P Global Ratings flagged 146 US data centre projects delayed or cancelled, with roughly 75% linked to local opposition, raising credit risks for developers.
Nvidia Shares Slide as Jensen Huang Warns AI Cloud Providers Face Capital Shortages. Huang says neocloud demand is “off the charts,” but financing remains a major hurdle. Nvidia wants its computing hardware recognised as a “financeable asset” to help providers secure loans. Lam Research’s supply-chain warnings add further pressure on semiconductor stocks. $NVDA
Nvidia Shares Slide as Jensen Huang Warns AI Cloud Providers Face Capital Shortages.

Huang says neocloud demand is “off the charts,” but financing remains a major hurdle.

Nvidia wants its computing hardware recognised as a “financeable asset” to help providers secure loans.

Lam Research’s supply-chain warnings add further pressure on semiconductor stocks.

$NVDA
NVIDIA Launches 64GB DGX Spark at $4,999 as Memory Costs Push Prices Higher. The 128GB model now costs around $6,950, despite offering twice the memory. Both models use NVIDIA’s GB10 superchip, and up to 8 DGX Spark systems can be clustered for larger AI workloads. The 64GB version costs more than the original system did at launch.
NVIDIA Launches 64GB DGX Spark at $4,999 as Memory Costs Push Prices Higher.

The 128GB model now costs around $6,950, despite offering twice the memory.

Both models use NVIDIA’s GB10 superchip, and up to 8 DGX Spark systems can be clustered for larger AI workloads.

The 64GB version costs more than the original system did at launch.
Проверено
South Korea’s KOSPI Forward P/E Falls to Just 4, Half Indonesia’s Valuation. South Korea’s valuation hits its lowest level since 2006 among 18 markets with $1 trillion+ market caps at the start of 2026. Indonesia trades at a forward P/E of around 8. AI spending concerns and rising financing costs fuel the tech sell-off, while Indonesia faces separate market-classification risks. $SKHY $KORU
South Korea’s KOSPI Forward P/E Falls to Just 4, Half Indonesia’s Valuation.

South Korea’s valuation hits its lowest level since 2006 among 18 markets with $1 trillion+ market caps at the start of 2026.

Indonesia trades at a forward P/E of around 8.

AI spending concerns and rising financing costs fuel the tech sell-off, while Indonesia faces separate market-classification risks.

$SKHY $KORU
Hedge Funds’ Bearish Bets Near a 5-Year High, Raising Short-Squeeze Risk. Goldman Sachs data shows global equity short selling running at 5x the level of long buying, with short leverage at the 99th percentile of its 5-year range. Nasdaq 100 plunged 5.5% last week, its biggest weekly drop since April 2025. Global long-short funds lost 2.5% in October, while tech-focused funds fell 7.4%.
Hedge Funds’ Bearish Bets Near a 5-Year High, Raising Short-Squeeze Risk.

Goldman Sachs data shows global equity short selling running at 5x the level of long buying, with short leverage at the 99th percentile of its 5-year range.

Nasdaq 100 plunged 5.5% last week, its biggest weekly drop since April 2025.

Global long-short funds lost 2.5% in October, while tech-focused funds fell 7.4%.
SK Hynix Halts Solidigm’s US IPO Plans Amid Market and Shareholder Concerns. The South Korean chipmaker has also suspended Solidigm’s pre-IPO fundraising process. Regulatory scrutiny over Nasdaq’s dual-listing rules added to concerns about protecting existing shareholders. SK Hynix says Solidigm still needs a new US chip plant and will consider alternatives, including direct investment.
SK Hynix Halts Solidigm’s US IPO Plans Amid Market and Shareholder Concerns.

The South Korean chipmaker has also suspended Solidigm’s pre-IPO fundraising process.

Regulatory scrutiny over Nasdaq’s dual-listing rules added to concerns about protecting existing shareholders.

SK Hynix says Solidigm still needs a new US chip plant and will consider alternatives, including direct investment.
DeepSeek Could Shift Primarily to Huawei Chips by 2027–28, SemiAnalysis Predicts. Huawei’s Ascend 950PR reportedly benchmarks between Nvidia’s A100 and AMD’s MI300X. Huawei supplies chips and software, while DeepSeek provides AI workloads. Nvidia CEO Jensen Huang warns: “We should always take China seriously.”
DeepSeek Could Shift Primarily to Huawei Chips by 2027–28, SemiAnalysis Predicts.

Huawei’s Ascend 950PR reportedly benchmarks between Nvidia’s A100 and AMD’s MI300X.

Huawei supplies chips and software, while DeepSeek provides AI workloads.

Nvidia CEO Jensen Huang warns: “We should always take China seriously.”
Nasdaq Plunges 2.6% in Its Biggest Daily Drop Since June as AI Spending Fears Hit Tech Stocks. Philadelphia Semiconductor Index sinks 6.7%, while Meta drops 7%. Investors question whether massive AI investments will deliver sufficient returns. The Dow edges up 0.02% as investors rush into US Treasuries, sending yields lower.
Nasdaq Plunges 2.6% in Its Biggest Daily Drop Since June as AI Spending Fears Hit Tech Stocks.

Philadelphia Semiconductor Index sinks 6.7%, while Meta drops 7%.

Investors question whether massive AI investments will deliver sufficient returns.

The Dow edges up 0.02% as investors rush into US Treasuries, sending yields lower.
Musk Advisers Target Mid-2027 Announcement for a $3.7 Trillion SpaceX–Tesla Merger. The deal could become the largest corporate merger ever, with AI ambitions reportedly a key driver. Both companies have formed independent director committees to explore a combination. No terms have been agreed yet, and shares of both companies slipped after the report.
Musk Advisers Target Mid-2027 Announcement for a $3.7 Trillion SpaceX–Tesla Merger.

The deal could become the largest corporate merger ever, with AI ambitions reportedly a key driver.

Both companies have formed independent director committees to explore a combination.

No terms have been agreed yet, and shares of both companies slipped after the report.
Nvidia CEO Jensen Huang Says Neocloud Demand Is “Off the Charts.” Huang calls neoclouds a “good investment,” despite mounting financing concerns. CoreWeave shares and bonds have plunged as debt worries grow. Huang says GPUs can last 8 years, but banks typically finance them over just 3–4 years.
Nvidia CEO Jensen Huang Says Neocloud Demand Is “Off the Charts.”

Huang calls neoclouds a “good investment,” despite mounting financing concerns.

CoreWeave shares and bonds have plunged as debt worries grow.

Huang says GPUs can last 8 years, but banks typically finance them over just 3–4 years.
Проверено
JPMorgan Says Semiconductor Sell-Off May Signal Markets Are Nearing a Bottom. The bank believes crowded long positions may have largely been unwound, potentially limiting further downside. AI financing risks remain, but strong computing demand could support the industry’s growth cycle. $NVDA $SKHY $SOXL
JPMorgan Says Semiconductor Sell-Off May Signal Markets Are Nearing a Bottom.

The bank believes crowded long positions may have largely been unwound, potentially limiting further downside.

AI financing risks remain, but strong computing demand could support the industry’s growth cycle.

$NVDA $SKHY $SOXL
South Korea’s KOSPI plunges 3.52% to 5,533.77, its lowest close since April 7. Chip stocks slide as AI investment concerns resurface after Wednesday’s 3.3% rally. Profit-taking and Bank of Korea rate-hike concerns add to selling pressure. $SKHY $KORU
South Korea’s KOSPI plunges 3.52% to 5,533.77, its lowest close since April 7.

Chip stocks slide as AI investment concerns resurface after Wednesday’s 3.3% rally.

Profit-taking and Bank of Korea rate-hike concerns add to selling pressure.

$SKHY $KORU
China’s CSI 300 enters bear-market territory, falling 20% from its June peak. The index has declined for 10 consecutive weeks. Weak consumer demand, property-sector troubles and AI stock selling are weighing on Chinese equities. $BABA
China’s CSI 300 enters bear-market territory, falling 20% from its June peak.

The index has declined for 10 consecutive weeks.

Weak consumer demand, property-sector troubles and AI stock selling are weighing on Chinese equities.

$BABA
Tesla’s Q3 profit plunges 44% to $787 million, down from $1.4 billion a year ago. Revenue remains flat at $28 billion, while free cash flow hits $1.53 billion. Tesla–SpaceX merger talks reportedly target the first half of 2027, with a potential combined valuation of $3.7 trillion. $TSLA $SPCX
Tesla’s Q3 profit plunges 44% to $787 million, down from $1.4 billion a year ago.

Revenue remains flat at $28 billion, while free cash flow hits $1.53 billion.

Tesla–SpaceX merger talks reportedly target the first half of 2027, with a potential combined valuation of $3.7 trillion.

$TSLA $SPCX
JPMorgan more than doubles its SpaceX price target from $240 to $500, implying a $6.8 trillion valuation. The bank projects SpaceX revenue could reach $254 billion next year. AI computing capacity is expected to jump from 1.7 GW to 10 GW by end-2027. $SPCX $TSLA
JPMorgan more than doubles its SpaceX price target from $240 to $500, implying a $6.8 trillion valuation.

The bank projects SpaceX revenue could reach $254 billion next year.

AI computing capacity is expected to jump from 1.7 GW to 10 GW by end-2027.

$SPCX $TSLA
Bitmine stakes 159,728 ETH worth approximately $390 million. Its total staked Ethereum now exceeds 5.227 million ETH, valued at around $12.8 billion. Meanwhile, 1.33 million ETH are waiting to enter staking, with a queue exceeding 23 days. $ETH $BMNR
Bitmine stakes 159,728 ETH worth approximately $390 million.

Its total staked Ethereum now exceeds 5.227 million ETH, valued at around $12.8 billion.

Meanwhile, 1.33 million ETH are waiting to enter staking, with a queue exceeding 23 days.

$ETH $BMNR
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