Global TradFi & Macroeconomics

KB Securities forecasts the memory semiconductor market will enter a strong upward cycle starting next year, with simultaneous price increases and shipment growth driven by AI inference demand. Research Head Kim Dong-won projects Q4 DRAM prices will rise 10-15% quarter-over-quarter and NAND flash pr

According to KB Securities, memory chip prices are entering a strong upside cycle beginning next year. In Q4 2026, generic DRAM prices are forecast to rise 10-15% quarter-over-quarter, while NAND Flash prices are expected to climb 15-20%, both exceeding market expectations. Demand for server-grade D

According to KB Securities, high-bandwidth memory (HBM), DRAM, and NAND flash prices are expected to enter a strong growth cycle next year with simultaneous price increases and shipment volume expansion. KB Securities research head Kim Dong-won noted that DRAM prices are forecast to rise 10–15%

IBK Securities issued a 'Buy' rating for Dongkook Pharmaceutical stocks with a target price of 30,000 won on the 2nd, citing growth from expanded healthcare segment sales including cosmetics and overseas market entry. Analyst Jung Yi-soo noted that future overseas healthcare sales expansion and

Roundhill is scheduled to present at the ETF IQ event on Monday, drawing attention from traders. Eric Balchunas highlighted the announcement in a tweet, noting mixed reactions from the trading community that reflect both excitement and skepticism. The presentation occurs as institutional interest in

According to IBK Investment & Securities, the firm set a buy rating and 30,000 KRW (approximately $23) target price for Dongkook Pharma on October 2, citing growth in healthcare and overseas expansion. Healthcare revenue, including cosmetics, totaled 202.9 billion KRW in the first half of 2026,

According to Eric Balchunas, Roundhill is set to present at the ETF IQ event on Monday, generating mixed reactions from traders. The announcement reflects a blend of enthusiasm and caution regarding institutional interest in exchange-traded funds and potential market

According to a recent report from JPMorgan Chase, global humanoid and quadruped robot shipments are projected to increase nearly 30-fold to approximately 1.75 million units by 2030, from around 60,000 units in 2026, with China's shipments rising from roughly 50,000 to 900,000 units during the same p

Data center operator Firmus Grid plans to seek a A$43.7 billion (approximately $30.3 billion USD) valuation in an Australian IPO launching this month, with shares priced at A$11 per share.

Loop Capital upgraded discount retailer Dollar Tree (NAS:DLTR) stocks to Buy from Hold on 1일 (미국 현지시각), raising its 12-month price target to $140 from $130, according to CNBC. Anthony Chukumba, analyst at Loop Capital, cited the uncertain macroeconomic environment heading into the holiday shopping s

According to Loop Capital on Oct 1, the investment bank upgraded Dollar Tree (NASDAQ: DLTR) to Buy from Hold and raised its 12-month price target to $140 from $130. Analyst Anthony Chukumba cited strengthening bargain-hunting behavior as consumers face economic uncertainty ahead of the year-end

According to CNBC on October 1, Google released its next-generation AI model Gemini 4 Argon as Wall Street's attention shifted to the company's personal AI agent service Spark. Over the past three months, Meta's stock surged 19% while Alphabet's declined 6%, with shares closing down 1.70%

NH Investment & Securities maintained its 'Buy' rating for KB Financial Group (105560) on the 2nd, forecasting Q3 net profit at ₩1.8175 trillion. The target price remains ₩226,000, with the brokerage projecting a 7.8% year-over-year increase that aligns with market consensus of ₩1.821 trillion.

Vylor and Twilio stocks rose after-hours on Thursday after S&P Dow Jones Indices announced both will join the S&P 500. Vylor replaced Corteva immediately on Thursday, when the spin-off closed and regular-way trading began on the NYSE. Twilio will replace Warner Bros. Discovery before the open on

NH Investment & Securities maintains a 'Buy' rating and ₩34,000 price target for GS Retail (007070), announced on the 2nd. Analyst Joo Young-hoon cited non-convenience store segment normalization as the core investment driver. Historical earnings volatility in non-convenience store operations had

Kiwoom Securities forecast on the 2nd that Samsung E&A's Q3 earnings will exceed market expectations. The brokerage maintained its 'buy' rating and target price of ₩73,000 for the engineering and construction firm. Analyst Shin Dae-hyun projected Q3 operating profit at ₩276 billion, representing a 5

According to Kiwoom Securities research analyst Shin Dae-hyun on October 2, Samsung E&A's third-quarter operating profit is forecasted at 276 billion won, exceeding market consensus of 248.1 billion won and representing a 56.3% year-over-year increase. The company secured approximately 4.7

According to NH Investment & Securities report on October 2, the brokerage maintained a Buy rating on KB Financial Group with a target price of 226,000 Korean won, as Q3 net profit is expected to align with market consensus at approximately 1.8 trillion won. The report projected that KB Financial's

According to S&P Dow Jones Indices, Vylor (VYLR) took Corteva's S&P 500 seat on Thursday after the separation closed, with the stock rising 3% in after-hours trading. Twilio (TWLO) will replace Warner Bros. Discovery in the S&P 500 before Tuesday's market open, with shares gaining 1.2% after-hours.