Market Signals

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

What the Democrats’ Sweep of Congress Means for Trump - Bloomberg.com

CapEx per share of IntelliAM AI Plc – FWB:OH7 - TradingView

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

Stocks fall as Democratic wins stoke fears for AI boom - Financial Times

Smith+Nephew cuts outlook, confirms failed merger talks with J&J's orthopaedics unit - Reuters

Oracle is walking away from a $7B Tencent AI deal under Trump pressure, per the FT. That puts a China-linked AI transaction squarely in the political

Shelby County Election Commission addresses DOJ monitors - Yahoo

Gibbeum Hospital’s hernia expertise reaching beyond Korea -- and the surgeon behind it

Seoul’s housing relief depends on where you look

Marshall Wace and Millennium hit as hedge funds suffer in October’s AI rout - Financial Times

Today’s Market Recap: AMD Surges Nearly 5% After Hours, AI Stock Rally Lifts Nasdaq, US Midterm Elections in Focus - TradingKey

AMD forecast eases AI spending fears as data-center sales surge - Reuters

Our current AI moment has darker historical echoes - Financial Times

S&P Cuts Meta Outlook to Negative: $252bn Capex [2026] - tech-insider.org

Korea to establish 2 new regional medical schools by 2030

Asian stocks fell as Democratic gains in the US add to AI worries. Two overhangs stacking on the same tape, policy uncertainty and a stretched AI trad

Korea identifies protein that helps spread Alzheimer’s-linked tau

Korea's Botox boom fuels battle over technology restrictions

British fintech Revolut slashes AI coding costs 10x by cutting out Claude and going self-hosted

Hanjin chair raises stake in Korean Air parent amid Hoban buildup

Seoul shares open sharply higher on tech gains ahead of US midterm election results

Kospi is slumping as Democrats' US election lead sparks a chip selloff. Korea semis are the high-beta read on election odds, so watch whether this sta

N. Korea's Kim inspects Nampho shipyard, calls for rapid naval buildup

Stock Futures Rise on AI Recovery as US Votes: Markets Wrap - Bloomberg.com

[Contribution] What the Nankai Trough megaquake threat means for South Korea

Super Micro Outlook Tops Estimates on AI-Fueled Server Demand - Bloomberg.com

Meta raises $15 billion in five-part US bond sale to fund AI expansion - Reuters

S. Korea’s defenses may fall short against low-cost drone swarms: report

Senior officials of S. Korea, Switzerland discuss N. Korea situation after Swiss FM's Pyongyang trip

Pope invites youth to bring 'questions and wounds' to 2027 World Youth Day in Seoul

Wave of cyber breaches exposes growing risks to S. Korea's digital economy

Binance says fake job interviews, AI tool used in $6 bln theft blamed on N. Korea

Seoul shares are down over 3% as AI jitters escalate. The AI trade is exporting its derating into Asia, keeping semis and high-multiple tech on the de

Appeals Court Lifts Election Limits on Trump Administration - Bloomberg.com

Man pardoned by Trump over January 6 role charged with threatening judges - Reuters

Google lets schools turn off Gemini, but not the AI in search

Nat'l Olympic body, sports ministry vow support for S. Korean Summer Games bid

Lee, Erdogan reaffirm ‘blood alliance’ at Seoul state banquet

[Graphic News] Korean children exposed to English books at younger age

Private sector steps in to revitalize Japan’s rural communities

Watch Markets: Capex Spend Keeps Earnings Central to AI Trade, Says Goldman’s Oppenheimer - Bloomberg.com

Apple Launches Beta Versions of Watch AI Listening Tools, New Health App - Bloomberg.com

Ukraine probes clashes at military recruitment dorm - Reuters

AI Inference Startup Fal Raises Capital at $16 Billion Valuation - Bloomberg.com

More drops for AI and tech stocks overshadow gains for most of Wall Street - AP News

US, Venezuela in Talks on Fresh Aluminum Cargo in Trade Revival - Bloomberg.com

Trump's Justice Dept identifies where US election monitors will be in the 50 states - Reuters