Democratic wins drag Nikkei 3% lower as AI stocks tumble
US midterm Democratic gains triggered a 3.1% Nikkei drop to around 61,130, with AI and chip stocks leading the decline.
10 h ago12 min read
Semiconductors
India's Nifty 50 Defies Asian Selloff on Tax Hopes and Fund Flows
The Nifty 50 rose 0.17% while Asian markets fell over 3%, aided by tax hopes and returning foreign capital.
10 h ago10 min read
Semiconductor rally lifts Nasdaq while Dow slips
Stocks closed mixed Tuesday: the Nasdaq rose 0.83% and the Dow fell 197 points. After the close, AMD and Super Micro beat on earnings and revenue.
23 h ago16 min read
AI firms pile into debt markets while their shares tumble
AI companies have announced more than $200 billion of debt and equity deals in this year's second half, even as chip stocks slid 27% since June 30.
03/11/2026 13:1312 min read
Three signs point to more tech selling ahead as sentiment weakens
Three signs suggest tech stocks could fall further: chip weakness, AI spending fatigue, and narrow market breadth.
03/11/2026 11:119 min read
South Korea GDP Growth Outpaces Expectations, Yet KOSPI Drops
South Korea's GDP grew 1.0% in Q3, beating forecasts, but KOSPI fell 8.5% over three months amid chip concerns.
02/11/2026 04:429 min read
Hedge Funds Erase All 2025 AI Stock Purchases in Five-Day Selloff
Hedge funds reversed all AI stock purchases made since 2025 in a five-day October selloff, Goldman Sachs data shows.
01/11/2026 11:4211 min read
Racing Alone: Inside Musk's $119B Terafab Chip Plant With No Outside Buyers
The $119B Terafab chip plant has no outside customers. Suppliers praise its speed, but its captive model raises questions.
30/10/2026 16:2710 min read
KOSPI Tumbles 4.77% on Chip Rout as Alphabet's AI Bill Stings
South Korea's KOSPI fell 4.77% on Friday, led by chip stocks after Alphabet's capital spending surge, with Samsung and SK Hynix dropping sharply.
30/10/2026 03:1210 min read
Amazon, Intel earnings heighten AI cost worries as tech shares slip
Amazon and Intel results stoked concern over AI spending, sending chip and tech stocks lower in after-hours trading.
30/10/2026 02:1315 min read
Memory Chip Stocks Rally on Supply Outlook Through 2030
Micron and SanDisk rallied after SK Hynix forecast memory demand exceeding supply through 2030, though gains faded as earnings loomed.
29/10/2026 12:2612 min read
Washington assembles $30bn equity portfolio across 43 chip, mineral and quantum deals
The US government's stock portfolio, from 43 equity deals in chips, minerals and quantum computing, totals around $30 billion.
29/10/2026 02:1915 min read
AI memory demand lifts Samsung Q3 operating profit to record 107 trillion won
Samsung recorded a Q3 operating profit of about 107 trillion won, up nearly ninefold on AI chip demand, though net profit missed estimates.
29/10/2026 02:1214 min read
Cramer: Micron Tied to Seoul Trading, A Dislike
Jim Cramer dislikes Micron's tendency to follow SK Hynix's Seoul trading, a link he hopes will break eventually.
28/10/2026 01:568 min read
SK Hynix beats on Q3 operating profit, unveils 100 trillion won shareholder return
SK Hynix beat Q3 operating profit estimates with 83 trillion won, but net profit missed. It announced 100 trillion won in 2026 shareholder returns.
28/10/2026 00:1317 min read