Market Signals

Seoul mayor says open to co-hosting 2036 Olympics with North Jeolla

Saudi Arabia looks to Korea to grow golf

Anthropic cut Haiku pricing 90% — $0.10/$0.50 per million tokens vs $1/$5 for Haiku 4.5 — and it lands exactly on OpenAI's GPT-6 Luna rate. Sonnet 5.5

US Bonds Rise as Yields at 2002 High Lures Buyers at Auction - Bloomberg.com

Nasdaq, S&P 500 slip from record highs as yields and oil rebound - The Detroit News

Strengthening the European fortress: the European Commission’s proposal for a public procurement regulation - www.hlc.com

EXCLUSIVE: Lebanon's Hezbollah gets $200 million from Iran to help displaced, sources say - Reuters

Pharma lobby sues Trump administration over Medicare drug price cuts - Reuters

US government, Google join Zuckerberg-backed Biohub in $1.8 billion push for AI biology data - Reuters

Exclusive-Priceline to face FTC action over deceptive hotel ads, sources say - Wichita Eagle

US 30-Year Yields Return to 2002 High With Crude Back Above $100 - Bloomberg.com

Crypto donors navigate mid-term spending dilemma after Senate bill defeat - Reuters

U.S. stock futures steady after tech rally lifts S&P 500, Nasdaq to records - Yahoo Finance

OpenAI says teens use ChatGPT for under 15 minutes a day as worries over risks grow

Poland competition authority launches investigation against Google for antitrust law violations - Jurist.org

Trump’s Tariffs Give Carney Cover to Fast-Track Canada Building Push - Bloomberg.com

John Lloyd: AI Investment Cycle and Corporate Credit - Funds Society

Stocks Are Due for a ‘Gut Check’ From Rates, Oil and the Dollar - Bloomberg.com

Could slowing AI capex actually lift equities higher? - Yahoo Finance

Sigurd raises prices, signs long AI capacity contracts, eyes higher 2026 capex - digitimes

‘Most dangerous product in crypto’ vexes Singapore - Financial Times

4 Semiconductor Stocks to Grab as Sales Hit $1 Trillion for First Time

Dalio Says We’re Nearing Point Where AI Bubble May Burst - Bloomberg.com

AMD’s Su to Meet Samsung’s Chip Head as Memory Crunch Persists - Bloomberg.com

Micron Tech chipmaker union in Taiwan gets OK to strike - Reuters

Why the AI capex boom is a fugazi - Business Post

🥛 Can big tech pay its AI bill? 💸 - Milk Road

Goodman’s Japanese data center under fire following Sydney site setback

Taiwan Dethrones Korea Atop World Markets as AI Trade Widens - Bloomberg.com

Once shunned, Myanmar's military-backed leader set for Malaysian red carpet - Reuters

Trump highlights a big new defense project in Maryland, a blue state whose governor didn't attend - AP News

South Korean megachurches probe suspected AI-linked cyberattacks - Reuters

Capex Catches Up With Amazon as AI Momentum Slows on Wall Street: By Dmytro Spilka - Finextra Research

RBI allows Sebi-regulated depositories to include customer deposit details in statements: What changes for investors?

Oil gains as US storm and Houthi air strikes threaten supply - Reuters

India bonds inch lower before pivotal RBI decision

Silicon Valley thinks AI will kill jobs. Economists are not convinced - Financial Times

Surging Yields Hit Asian Bond Sales as AI Fundraising Trails US - Bloomberg.com

Korea plans easier visa rules for Korean-speaking students, new gap-year track

What’s up with… TM Forum, Etisalat, telco capex - TelecomTV

Child Predators Turn to Open-Source AI to Make Unlimited Illegal Images - Bloomberg.com

Regional hospital crisis deepens in Korea as staffing shortages persist

Where do Korea’s chaebol heirs study?

AMD's Lisa Su courts Korean AI chipmakers as it takes on Nvidia

Update: S&P 500, Nasdaq Hit Record Highs as Focus Shifts to Fed Minutes - Yahoo! Finance Canada

Seoul shares open lower despite falling oil prices, bond yields

Gold edges lower with focus on Fed minutes, rate path clues - Reuters

Seoul bids to host Interpol hub for regional crime cooperation

Energy Transition Investment Council - Call for applications - Energy

Russia strikes Ukraine's Kyiv in fresh wave of attacks - Reuters