Market Signals

Korean iPhone Duo owners recount screen failures, delayed replacements

Lee commends Korean team's No. 2 finish at world skills event, vows support

What DeFi Lending Rates Tell Us About Market Risk - Securities.io

Ironically, the Blue Wave Could Make Hyperscalers “Good Businesses Again” by Forcing Capex Discipline - TIKR.com

Fans in liquor company jackets under fire for leaving stadium trash at Korean Series opener

Korea to fix manual that classifies homosexuality as 'juvenile delinquency'

Soldiers on the runway? South Korean Army event sparks backlash

Seoul shares open lower on Democratic Party victory in US midterm elections

N. Korea says test-fired new air defense missile system, long-range cruise missile

Lee welcomes East Timor President Horta's visit to S. Korea ahead of summit

Coherent Capex Hit $776M, 7.5x, as Datacenter Sales Rose 79% - FourWeekMBA

Arm Fails to Impress Investors With AI-Fueled Sales Forecast - Bloomberg.com

OpenAI, ready to IPO in 2027, now counts majority of sales from enterprises, Brockman says

Food Week Korea opens in Seoul with focus on exports, food technology

Democratic gains unlikely to derail Korea-US investment deal

[Graphic News] Wallets top Seoul subway lost-item reports

Expedia (EXPE) Q3 Earnings and Revenues Surpass Estimates - Yahoo Finance

Vance repudiates Iran war after US electoral defeat - Reuters

Wall Street Girding for US Debt Ceiling Showdown in 2027 - Bloomberg

EU and partners advance talks on Ukraine’s post-war reconstruction and prosperity - INSIGHT EU MONITORING

AMD shares rise as AI-driven data-center strength fuels growth outlook - Reuters

Faze Three FY27 capex to free 40-50% operating cash flow - Multibagg AI

Drax plans £20 billion AI datacenter at UK power station - ET Datacenters

GFS: Record margins and AI-linked demand support a richer mix and approximately $4B of 2027 net CapEx - TradingView

Bill Ackman says AI hyperscalers' revenue will blow past expectations even as capex jitters rise - Business Insider

META (NASDAQ:META) Ad Revenue Beats as Legal Charge and AI Capex Reshape Profit Picture - Kalkine Media

Accenture accused of publishing AI paper littered with AI hallucinations - Financial Times

Buy The Big Tech Panic Before Capex Cools (NASDAQ:GFLW) - Seeking Alpha

Navigating MSFT Volatility: Leveraged Strategies for Microsoft’s AI Capex Shift - ETF Database

Japan to seek software vulnerability data from US AI firms amid cyberattack surge, Nikkei reports

AI shopping agents could threaten Amazon and Walmart's ad business - Reuters

US Allies See a Weakened Trump But They’re Wary of the Backlash - Bloomberg.com

S&P 500, Nasdaq end higher as markets weigh on U.S. midterms - TradingView

AI data-center stocks slide, renewables rally after Democratic US midterm sweep - Reuters

Debt Limit, Tariffs Top List of Likely Deals in Trump’s New Era - Bloomberg.com

Democratic sweep adds new twist to markets' Iran, AI, and debt worries - Reuters

Nasdaq rises 2% after Democratic sweep of Congress

Oracle Expects Capex To Fall In FY29 - I’m Bullish, But The Debt Warrants Patience (ORCL) - Seeking Alpha

Trump Plays Down Prospect of Strikes on Iran After Midterm Rout - Bloomberg.com

Euro zone inflation hit 4% for the first time in three years, with a rate hike looming. The ECB is now cornered by the same headline number it spent a

China Keeps Faith in Trump Even as ‘Total Defeat’ Adds New Risks - Bloomberg.com

Tencent Declares Latest AI Model Ranks Among China’s Best - Bloomberg.com

Iran's Khamenei says US hostility will persist regardless of party in power - Reuters

Hungary opens communist-era informer files in belated reckoning with Cold War past - Reuters

Crypto tracks stocks higher after Democrat midterm wins - Reuters

AI data center stocks dip, renewables surge after Democrat sweep in US midterm elections

Why Microsoft Was Rewarded for Spending Less on AI - 24/7 Wall St.

Top Links 1274 AI & recycled capex. Total social financing. Schacht-maxxing & the West Virginia coal wars. - Adam Tooze | Substack

Palantir Outlook Signals Slowdown in AI-Fueled Sales Growth - Bloomberg.com

25.7% in Japan to use food tax cut benefits for savings, survey finds