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Here’s why the booming Kospi Index may suffer a harsh reversal soon

South Korean stocks have soared in the past few months, with the KOSPI Index doubling this year, helped by the strong performance of Samsung and SK Hynix. It peaked at 9,388 this month and then pulled back to the current 8,410. Still, there is a risk that the index will retreat sharply once the ongoing… Continue reading Here’s why the booming Kospi Index may suffer a harsh reversal soon

Apple and Microsoft hike prices due to memory: is AI becoming an inflation machine?

The artificial intelligence boom has long been pitched as a transformative force that would boost productivity and eventually lower costs across the economy. But this week, investors were confronted with a less discussed consequence of the AI race: higher prices. Apple and Microsoft both announced product price increases on Thursday, citing soaring costs for memory… Continue reading Apple and Microsoft hike prices due to memory: is AI becoming an inflation machine?

Why China’s top money managers believe the AI bubble is about to pop

A growing chorus of China’s most influential hedge fund managers is sounding the alarm on what they describe as a dangerously overheated global AI trade. After an explosive run-up in semiconductor and model‑development stocks from Seoul to Silicon Valley, several of Beijing’s money managers now argue the rally has detached from fundamentals – and that… Continue reading Why China’s top money managers believe the AI bubble is about to pop

Dow ends lower as AI selloff drags Nasdaq, defensive stocks gain

The Dow Jones Industrial Average and the broader US stock market closed lower on Friday as investors continued rotating out of technology and semiconductor stocks while shifting into more defensive sectors such as healthcare, consumer staples, and utilities. The S&P 500 slipped 0.27% to close at 7,337.68, while the Nasdaq Composite fell 0.48% to 25,236.88.… Continue reading Dow ends lower as AI selloff drags Nasdaq, defensive stocks gain

Apple stock gains on Friday as Wall Street sees buying opportunity

Apple Inc. (AAPL) shares have come under pressure after the company raised prices on several MacBook and iPad models. But some Wall Street analysts believe the pullback could present a buying opportunity as the company leverages its pricing power and loyal customer base. Apple stock fell 6.1% on Thursday after the company announced price increases… Continue reading Apple stock gains on Friday as Wall Street sees buying opportunity

Moderna stock soars as cancer pipeline and CAR-T push ignite optimism

Moderna Inc. (MRNA) shares surged nearly 10% on Friday, extending a powerful rally that has lifted the stock about 40% over the past month and significantly outperformed the broader market. The gains followed the company’s Science Day presentation and investor event, where Moderna outlined an ambitious strategy to expand beyond its COVID-19 vaccine business and… Continue reading Moderna stock soars as cancer pipeline and CAR-T push ignite optimism

Omeros stock crashes on regulatory setback: buy the dip?

Omeros Corp (OMER) stock is tumbling on Friday morning following a major regulatory setback in Europe that has caught investors off guard. Investors are bailing on OMER mostly because the European Medicines Agency’s (EMA) expert panel has rejected its primary commercial asset. At the time of writing, Omeros stock is down some 50% versus the… Continue reading Omeros stock crashes on regulatory setback: buy the dip?

SpaceX stock rises as Russell 1000 inclusion fuels index fund demand

Shares of SpaceX (SPCX) rose 3% on Friday as investors prepared for the company’s addition to the Russell 1000 Index. The move is expected to drive demand from passive investment funds and broaden the stock’s presence across major benchmarks. The gains came after a difficult stretch for the newly public company. The stock surged to… Continue reading SpaceX stock rises as Russell 1000 inclusion fuels index fund demand