Market Signals

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

S&P 500: Is AI Spooking Investors? - Investing.com

Goldman Hikes Oil-Price Forecasts on ‘Substantial’ Supply Risks - Bloomberg

Earnings Preview | A High-Stakes Gamble at 121x P/E: Palantir (PLTR.US) Stock Could Plunge if Guidance Falls Short of Expectations - Moomoo

Oaktree’s Howard Marks Says AI Stumbles Have Boosted Skepticism - Bloomberg

Seoul mayor says to review next year's marathons from 'scratch' after severe traffic disruptions

Korea delays faster stock settlement amid foreign investor concerns

China’s 5,000-Ton Digging Machines Are a Trade War Risk to India - Bloomberg

Gulf braced for escalation of war between US-Israel alliance and Iran - Financial Times

S. Korea officially recognizes 3 fishing crewmen abducted by N. Korea in 1973

Indian shares rise on Iran war talks, Reliance earnings beat - Reuters

Tous les Jours taps US bakery network to boost Korean grape exports

PPP slams Lee's budget speech for overlooking N. Korea, economic concerns

Crude Oil, AI, and Bonds: Has the Market Trading Landscape Undergone a Complete Transformation in the Past Month? - Moomoo

Abu Dhabi's ADNOC, G42 sign deal with OpenAI as Sam Altman travels to UAE

Stocks bounce as Apple earnings near, oil falls - Reuters

Data on 16,000 people compromised at 3 Seoul international schools in PowerSchool breach

N. Korea slams South Korea-US nuclear drills, vows to accelerate nuclear buildup

Another Chip Stock Selloff Shows How the AI Trade Is Getting Pickier - Business Insider

S&P cut Meta's outlook to negative, flagging elevated capex and cash flow risk. The AI buildout is now being scored by ratings agencies, not just by t

Seoul names 19 places to stay as medical tourism surges

Hanwha, LVMH heirs talk luxury at Galleria's Seoul flagship

Korea Exchange sets up plan for shorter settlement for stock trading

Astera Labs earnings preview hinges on whether the AWS Trainium boom fuels another blowout quarter. That is the whole debate for $ALAB into the print:

Astera Labs Earnings Preview: Can AWS's Trainium Boom Fuel Another Blowout? - Moomoo

Iran's IRGC Navy says two tankers 'exploded' after hitting mines in Hormuz - Reuters

DHL CEO sees Korea as winner in global supply chain shake-up

Sam Altman's surprise South Korea visit is really about chip partnerships. OpenAI is locking in compute supply early, and that is the part of the AI t

Lumentum Earnings Preview: The AI Boom Is Already Priced In - Seeking Alpha

FTC and USDA Request Public Comment on Equipment Manufacturing and Marketing Practices - The Presidential Prayer Team

AI capex boom - Business Standard

Turkish, East Timorese presidents to visit S. Korea this week for talks with Lee

Iran, Qatari mediators hold third day of talks to end US-Iran war - Reuters

Qatar surges, bucking Gulf market slide on Iran war concerns - Reuters

OpenAI slashes funding target by $10bn as tech anxieties mount - Financial Times

Binance to Resume Customer Withdrawals in Phases After Hack - Bloomberg.com

Goldman says S&P 500 earnings growth is set to slow as AI spending loses momentum. That is the capex tailwind that has been carrying index earnings es

China Communist Party Urges Tougher Action on Crypto Corruption - Bloomberg.com