Global TradFi & Macroeconomics

According to SK Securities, the brokerage raised its target price for semiconductor and energy storage equipment maker Seojin Systems on September 28, citing expected profitability recovery in the second half of 2026. The target price was increased from 55,000 Korean won to 70,000 won,

Major US tech stocks diverged as AI expansion and company issues drove trading. NVIDIA and AMD posted gains supported by AI chip demand, with AMD entering the $1 trillion market capitalization club and Bank of America raising its price target from $620 to $720. Apple faced a $5.7 billion patent

Oracle stocks fell 1.75% last Friday on concerns that its massive AI data center project may face delays, while Bloom Energy stocks surged 8.27% after Morgan Stanley analysts assessed the impact as minimal. The divergent movements occurred as international oil prices declined, dragging energy stocks

Meta Platforms stock rose over 13% last week, approaching a $2 trillion market capitalization, driven by its AI service Muse reaching 3 million downloads in 15 days in the US and Wall Street analyst target price upgrades to as high as $920. The rally occurred as US 10-year Treasury yields hit

Hanwha Solutions and OCI Holdings are drawing investor attention as US solar module and polysilicon prices rise simultaneously, according to a report released on the 28th by Hana Securities. US import module median prices increased from $0.27 per watt before the August 7 policy announcement to $0.38

According to Hana Securities, US solar module and polysilicon prices have risen significantly in recent months as American trade restrictions narrow the competitiveness of low-cost Chinese products. US-manufactured mono PERC solar modules reached $0.313 per watt, up approximately 20% from the

Akamai Technologies secured a multi-year cloud infrastructure contract with AI company Anthropic last Friday. The base deal is valued at $11.6 billion over 7 years, with an additional $9 billion option that could bring the total contract value above $20 billion if cooperation expands. Akamai will al

South Korea recorded a net outflow of $340 million from emerging market-focused funds during May 17-23, according to a Yuanta Securities Research Center report released on May 28. The outflow marked the third consecutive

According to multiple Wall Street investment banks, Meta's AI service Muse reached 3 million downloads within 15 days of its U.S. launch this week, exceeding ChatGPT's initial pace by roughly double. JPMorgan raised its price target to $920, citing Muse's execution-oriented capabilities and

U.S. San Diego federal court jury ruled on Sept 27 that Apple infringed Taptic Technologies' patent on its Taptic Engine vibration module used in iPhones and Apple Watches, ordering the company to pay $5.7 billion in damages. The decision reversed an earlier ruling and marks a significant legal

According to Iran's Foreign Minister Araqchi on September 27, Iran will not make concessions to the United States, and any progress on reopening the Strait of Hormuz depends on whether Iran's stated conditions are met. Market data shows commercial vessel traffic through the strait has fallen to

According to Yuanta Securities research center, South Korea's emerging market investment funds saw net outflows of $340 million during the week of September 17-23, marking a significant slowdown from the previous week's $2.48 billion outflow. The easing outflows coincided with Meta's announcement of

Korean stocks reopened on May 28 after a three-day closure, with pre-market trading showing mixed performance as 482 stocks traded down 0.06% at 8:03 AM according to Nextrade pre-market data. The market reopening followed a period during which US markets experienced conflicting pressures from

Meritz Securities issued a research report on May 28 on Hansol Technics (004710), forecasting that the integration of subsidiary Hansol Wiltech will drive significant growth in the probe card business and corporate valuation. Analyst Yang Seung-su stated that Hansol Wiltech's growth potential

Independent research firm ValueFinder issued an analysis on Delicious (131180) on the 28th, stating that operating leverage effects are materializing following the company's return to profitability last year, with mid-to-long-term growth expected through overseas market expansion and new service

Hana Securities reported on September 28 that US long-term Treasury yields surged during the Chuseok holiday period (September 23-25). The brokerage maintained its 'reduce' investment opinion on US Treasuries. Analyst Hur Seong-woo stated that the US 10-year yield rose a cumulative 20 basis points o

According to Meritz Securities analyst Yang Seung-soo, Hansol Technics (004710) is expected to see accelerated probe card business growth following the consolidation of subsidiary Hansol Wiltek from June 2026. Hansol Wiltek, South Korea's only non-memory probe card supplier with vertical-type

According to News 1, South Korea's stock market reopened after a 3-day holiday, with 482 stocks trading down 0.06% in pre-market trading on the morning of September 28. As of 8:03 a.m. on NextTrade's pre-market, Samsung Electronics (005930) rose 0.18% to 286,000 won, while SK Hynix (000660)

Steve Eisman, the investor known for the film 'The Big Short,' warned on the 27th (local time) that a stock market correction appears imminent as US 10-year Treasury yields surge above 5%. Eisman stated that 5% appears to be the market's Rubicon, with high rates increasing fiscal deficits, harming t

According to Business Insider, U.S. 10-year Treasury yields exceeded 5% on September 27, prompting multiple Wall Street warnings of an imminent market correction. Investor Steve Eisman, known for the film "The Big Short," stated in a Substack post that the 5% level represents a critical threshold, n