Market Signals

Foreigners' card spending in Seoul jumps nearly 58% to W8.84tr

AI Infrastructure Capital Cycle: Credit Discipline - Cash-Flow Constraints and the Economics of Artificial Intelligence Through 2030 - https://debugli

Man caught roaming naked at Korea Univ. arrested

N. Korean leader's sister blasts FBI's crypto theft probe as 'political provocation'

Trump approval near career low ahead of elections, Reuters/Ipsos poll finds - Reuters

Binance begins second withdrawal phase following record hack

Seoul opened sharply lower, KOSPI down 3.36%, as AI infrastructure spending concerns hit chip stocks ahead of the US midterms. Samsung fell 4.59% and

Markets Question How Long The AI Capex Boom Can Last - Finimize

FTC, 20 states file Dollar General lawsuit over register overcharges - Top Class Actions

'Grasping at straws': Judge dismisses Trump suit against Wall Street Journal over Epstein letter - AP News

Nasdaq 100 Enters Correction as Megacap Results Amplify AI Fears - Bloomberg.com

UK must expect AI-powered attack on critical infrastructure within two years, report says - Reuters

Korea's top court upholds W18.6b fine on Broadcom for pressuring Samsung into unfair deal

Independent commission calls for UK statutory regulation of counselling and psychotherapy in ‘watershed moment’ - The Guardian

Trump brushes aside tough midterm prospects with visit to Reflecting Pool - Reuters

How Marvell and Lumentum stack up in AI's optical race - Reuters

US judge orders Trump admin to stop demands California remove suspected noncitizen voters - Reuters

US judge dismisses Trump administration's Harvard admissions probe case - Reuters

Police release identity of suspect in Seoul building arson

S. Korea, Bulgaria reaffirm economic ties, nuclear cooperation

Trump Chooses DC Reflecting Pool for Midterm Closing Argument - Bloomberg.com

N. Korea tests 'dispersal warhead' for cruise missiles following cluster bomb test

Strive is climbing the bitcoin treasury ranks with another big buy. Another corporate balance sheet converting cash into $BTC is the signal here, not

Sumitomo Electric Earnings: Infocomms Led the Beat on AI Capex Spending; Raising Fair Value Estimate - Morningstar

Judge Warns ‘Hell to Pay’ If DOJ Misstated Role of Poll Monitors - Bloomberg.com

Hypersonic missile start-up secures funds to boost Europe’s deep-strike capability - Financial Times

Lumentum Stocks Drop 11% With Merger Risk Overshadowing Its $1.6 Billion Revenue Outlook - Yahoo Finance

Wall Street Escalates FinTwit Crackdown as AI Copycat Fears Grow - Bloomberg.com

Goldman Restricts Traders and Bankers From Using Some AI Tools - Bloomberg.com

Marvell to buy Lumentum in $115 billion deal in AI data-center bet - Reuters

Apple's new CEO faces earnings test as rising chip costs cloud outlook - Euronews.com

EDIT: AI capex boom - Business Standard

AI Capex Hits $740B [2026]: Markets Doubt the Payoff - shattered.io

‘Control and sovereignty’ to shape UK approach to AI - Financial Times

The AI Trade Is Being Repriced Around a Harder Question - Vocal

Marvell’s AI Megadeal Hands Wall Street Multiple M&A Milestones - Bloomberg.com

Trump Justice Dept breaks with tradition to intervene in midterms - Reuters

Anthropic's quarterly loss shrinks, revenue jumps ahead of blockbuster IPO

Iran says contacts over ending war continue as talks end with no breakthrough - Reuters

We urgently need to monitor AI agents’ actions in real time

S&P 500 Morning Wrap Oil Falls, Apple (NASDAQ:AAPL) Results Loom, What Next? - Kalkine Media

Despite strong cash flow, Microsoft taps bond market to fund AI ambitions - https://internationalfinance.com/

Apple cuts Taiwan App Store commission to 26% after antitrust probe - PPC Land

AI capex surge pushes Big Tech free cash flow below zero (AIQ:NASDAQ) - Seeking Alpha

Apple's new CEO faces earnings test as rising chip costs cloud outlook - Yahoo Finance

Wall Street futures rise as AI stocks catch their breath; midterms in focus - The Mighty 790 KFGO

AI selloff rattles US markets: What it means for GIFT City investors holding Nasdaq and S&P 500 mutual funds - Moneycontrol.com

Korea FTC touts gains as case wait times more than double - Chosunbiz

Binance users pull $3.6bn as crypto exchange restarts services after heist - Financial Times

US Pushes for Russia to Resume Gas Sales to Europe, WSJ Reports - Bloomberg