Global
Stocks
UBS: "SK hynix ADRs Are Undervalued"... 61% Upside Potential
Global investment bank UBS issued a “Buy” rating and a target price of $204 for SK hynix(000660) American Depositary Receipts (ADRs) in a client note on the 30th (local time). CNBC reported that this …
Stocks
Supercycle vs. Overheating… Global Perspectives on Samsung and SK Hanik
SamsungElectronics and SK hynix posted record-breaking combined operating profits of approximately 150 trillion won ($104 billion) in the second quarter, driven by demand for artificial intelligence (…
Stocks
Meta Stumbles on AI Gamble… Shares Down 10% in After-Hours Trading Following Earnings Release
Meta Platforms’ stock price is plummeting on the 29th (local time) following the release of its second-quarter earnings report. This is due to the company’s third-quarter revenue forecast falling shor…
Stocks
Bond Market Remains Skeptical Despite Fed Rate Hold… Dow Plummets Over 2% [Wall Street in]
On the 29th (local time), the New York stock market closed sharply lower. Although the U.S. Federal Reserve (Fed) decided at its July Federal Open Market Committee (FOMC) meeting to maintain the curre…
Economic Indicators
Only the U.S. Came Out Smiling… Mixed Fortunes for the Host Nations of the 'North, Central, and South American World Cup'
Scenes from the Fan Festival held in conjunction with the 2026 FIFA (International Federation of Association Football) North and Central America World Cup. (Photo: FIFA)
Opinions are divided regar…
Management
“A Historic Day, a Breakthrough Has Been Achieved”: China Eagerly Anticipates Changxin Memory’s IPO
Changxin Memory Technology (CXMT; hereinafter “Changxin Memory”), China’s largest DRAM manufacturer, has become the talk of the town after topping the market capitalization rankings on its first day o…
Management
Is the ‘Opening Rally’ Over?… China’s Blue-Chip Changxin Memory Slightly Down on Second Trading Day
Changxin Memory Technology (CXMT; hereinafter “Changxin Memory”), China’s largest DRAM manufacturer, is showing a slight decline on its second day of trading. Changxin Memory, which debuted on the Chi…
IT
Will Open Source Prevail?… The Route War in Silicon Valley Sparked by the Kimi K3
Chinese startup Moonshot AI has recently caused a stir in the U.S. artificial intelligence (AI) industry by fully releasing the weights of its self-developed AI model, “Kimi K3.” This is because the m…
Management
NVIDIA-Led 1,100 Trillion AI Deal... Bond Market Also Sounds Alarm Over 'Circular Financing'
Controversy over “circular financing” is reigniting amid a series of massive artificial intelligence (AI) investment and financial support deals recently finalized by NVIDIA. Warnings are growing that…
IT
Changxin Memory, Which Struggled with Losses Until the Year Before Last, Has Emerged as a Leading Stock in China [Cai Gong]
Changxin Memory Technology (CXMT; hereinafter “Changxin Memory”), China’s largest DRAM manufacturer, attracted significant attention as its stock price surged on its first day of trading on the Chines…