Market Signals

Labor rallies, marathons to cause congestion in Seoul this weekend

Trump says he met Putin envoy Dmitriev - Reuters

Copper Moves Lower as US Election Undermines AI and Tariff Trade - Bloomberg.com

S&P 500 dropped 4.4%, the worst day since 2025, with AI chips leading the slide. A move that size in the index is a de-risking tape, not a rotation. S

Asian Stocks Brace for Selloff as AI Rout Deepens: Markets Wrap - Bloomberg.com

Trump Meets Putin Envoy Kirill Dmitriev at the White House - Bloomberg.com

This viral Santa recruitment notice can only be deciphered by Korean adults

BOK chief to attend BIS governors' meeting in Switzerland

Deputy FM meets British lawmakers for talks on N. Korea, Ukraine

USFK chief, Japanese defense minister discuss regional defense cooperation

OpenAI releases GPT-6 Cyber, and promises this one stays within 'rules of engagement'

AI Companies Brace for New Challenges After Democrats’ Win - Bloomberg.com

Hedge Funds Were ‘Massive’ Sellers of AI Debt, RBC’s Skiba Says - Bloomberg.com

Goldman Traders’ Phones Blow Up With Investors Seeking Answers to AI Rout - Bloomberg.com

AI capex growth is peaking, Citrini says, as mega commitments fade (XT:NASDAQ) - Seeking Alpha

A wipeout for AI stocks sends Wall Street reeling, and the S&P 500 tumbles more than 3% - KSL

Key facts: Amazon $201.9B Revenue; $220B Capex; Blocks AI Agents - TradingView

Google plans $17 billion Wyoming data center amid rising threats of curbs

Nasdaq set to confirm correction as AI spending worries mount - Reuters

AI capex growth is peaking, Citrini says, as mega commitments fade - TradingView

Bloomberg reports a mystery seller is shopping $500M of data center loans. No name attached, and now the loan market has to find a clearing price for

EU Pushes for Simplification on Banking, Agriculture, Tech Regulation - WSJ

Qualcomm topped Q4 estimates but the Q1 outlook came in short and the stock is trading lower. A beat on the quarter with a soft guide is the wrong ord

Apple Stock Is a Good Place to Hide Amid AI Capex Angst, but Don’t Expect Big Gains - Barchart.com

Microsoft's $5B AI Capex Gap: Satellite Images Point to Delays at IREN, Nebius Sites - BigGo Finance

Tankers hit in Hormuz as Iran keeps up pressure after US vote - Reuters

Energy is carrying European earnings growth forecasts to a four-year high. Watch whether the rest of the index can contribute once the commodity tailw

Big Tech Stocks And Mag7 ETF Jumps After Democratic Sweep Raises Bets For Easing AI Capex - Yahoo Finance

ChatGPT Is Getting a GIF Maker Powered by OpenAI's Unannounced Images 2.6 Model

Core Scientific Bills 485 of 590 CoreWeave MW; Capex $985M - FourWeekMBA

A&O Shearman invests $1.1bn in AI - Financial Times

Hong Kong Jails Joshua Wong for a Decade in Collusion Case - Bloomberg.com

Trump's political humbling signals short-term gain, long-term pain for China - Reuters

Bomb threat forces Aer Lingus Dublin-Rome flight to divert to a French military air base - AP News

AI sharpens cat-and-mouse hacking battle as companies strengthen defences - Reuters

Republicans paid the price for Trump’s failed policies — they must rethink - Financial Times

Emirates Reports 66% Profit Slump on War, High Fuel Costs - Bloomberg.com

Chip stocks, oil sink in the aftermath of Democratic election sweep - Reuters

S. Korea joins as co-sponsor of UN resolution on N. Korean human rights

Sony lifts outlook after Spider-Man and games fuel growth

Posco, Korea University cut voltage loss in next-gen battery cathodes

China blocks SoftBank’s $5.4 billion ABB robot unit takeover

EQT’s Zelestra Unveils $12 Billion Plan to Chase US AI Demand - Bloomberg.com

K-water promotes Korean water tech at Asia Water Council

Korea prepares to host half a million young pilgrims in Seoul for World Youth Day

Multicultural marriages in S. Korea edge down in 2025

Democratic Sweep Lifts Big Tech by Nearly $1 Trillion as Investors Bet on Slower AI Capex - BigGo Finance

No talks yet on sanctions over N. Korea's alleged Binance theft

European Commission publishes work programme 2027 - Global Regulation Tomorrow

Merck is putting $338M into Korea as it bets on Asia growth. For $MRK this is incremental Asia exposure, and the signal matters more than the check si