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13.10.26 - 15:39
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Nasdaq Futures Slide As AI "Casino" Hangover Crushes Kospi; S&P Flat After JPM FICC Miss (ZeroHedge)
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Nasdaq Futures Slide As AI "Casino" Hangover Crushes Kospi; S&P Flat After JPM FICC Miss
US futures are mixed with the Nasdaq lagging as the AI rout that started on Wall Street on Monday ricocheted through Asia, where the Kospi crashed as much as 7% after Broadcom's Hock Tan likened AI investing to a casino and China's CXMT touted a denser memory chip design, while Q3 bank earnings kicked off with a FICC trading miss at JPMorgan; as a result, a flight to safety sent 10Y yields 5bps lower to 5.19% as cash Treasuries reopened after the holiday, while Brent slid back toward $105. As of 8:00am ET, S&P futures are down 0.1% around 7,850 while Nasdaq futures slide 0.7%, Dow futures are up 0.7% and Russell 2000 futures rise 0.3%. That follows a session in which the S&P dipped 0.1% and the Nasdaq 100 fell 0.7% on what was the lowest volume session in 23 years, with the SOX down 2.7% for its fourth straight decline even as two-thirds of S&P members rose. In premarket trading, memory names a...
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12.10.26 - 17:36
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"Memory Remains The Epicenter": Micron Tumbles Below $1,000 As Kospi Catches-Down And CXMT Shrinks The DRAM Cell (ZeroHedge)
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"Memory Remains The Epicenter": Micron Tumbles Below $1,000 As Kospi Catches-Down And CXMT Shrinks The DRAM Cell
Micron just delivered the kind of quarter that would have sent the stock into orbit in June. Instead, it is tumbling and about to lose the $1,000 handle.
Barely two weeks after Micron (MU) guided to $60-$63 billion in fiscal Q1 revenue, crushing the $56.8 billion consensus, and a week after Goldman calculated that Micron alone would deliver 19% of the entire S&P 500's Q3 earnings growth...
Source... the memory giant has slumped below $1000, down almost 5%, the lowest price in over 3 weeks.
Sandisk was down even more, tumbling 7%, and according to Goldman's TMT desk, both names are now lower in 6 of their last 7 sessions. Micron is about to enter a bear market, down almost 20% from its June record close, and a stock where sentiment was "11/10" back in June is now trading like nobody wants to be the last one holding it.
The reason for the latest selloff is com...
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14.09.26 - 10:12
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Hong Kong faces pressure to speed up trading hours review after South Korea′s move (SCMP)
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Hong Kong's stock market is facing fresh pressure to accelerate its review of longer trading hours after South Korea's main bourse extended its session by four hours on Monday, according to an industry player.
The Korea Exchange, South Korea's bourse operator, launched a real-time after-market from 4pm to 8pm in addition to regular trading from 9am to 3.30pm.
It also signalled ambitions to expand to nearly 24-hour trading, following similar plans by Nasdaq and the London Stock Exchange.
The......
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04.09.26 - 05:24
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South Korea expands loan limits for small banks (IntelliNews)
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Regulators are trying to revive credit access for riskier borrowers while preventing default spikes at major lenders. Steering extra capacity to smaller institutions lets them offset non-performing debts from high-risk loans....
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30.07.26 - 02:01
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How South Korea′s tech rout hit Hong Kong – and why regulators stepped in (SCMP)
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South Korea's roller-coaster market, driven by sharp swings in semiconductor giants Samsung Electronics and SK Hynix this year, has also reverberated in Hong Kong, where suspected fund embezzlement by a loss-making investment manager and outcry from leveraged-product investors have made headlines.
As an international financial centre, Hong Kong serves as a crucial gateway to access the Seoul stock market, with Futu Holdings – the Nasdaq-listed Chinese broker – just launching South Korea share......
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28.07.26 - 15:21
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Futures Slide As Tech Rout Continues, Kospi Halted As It Crashes 10% (ZeroHedge)
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Futures Slide As Tech Rout Continues, Kospi Halted As It Crashes 10%
Futures extend Monday's losses as the Tech tape continues to unravel; global Semis were hit yesterday and again overnight (despite the best attempts of Goldman and JPM to force retail to buy the falling knives) with Asian stocks and especially Korea (-10%) bearing the brunt with fears of Chinese competition accelerating the sell-off and then spilling back over into the US. As of 7:00am ET, S&P futures are down 0.2% with tech slammed pushing the Nasdaq 0.9% lower and leaving the index set for a five-day run of losses for only the second time this year. Semis are again lower pre-market led by weakness in Nvidia, Intel and Micron, while Mag7 names are mostly bid and outperforming. While Defensives are leading Cyclicals, there are bids to Discretionary and Financials as both sectors look to outperform. As JPM writes in its Market Intel post this morning (available to pro subs), the market is swept in a risk-off tone (where all t...
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22.07.26 - 03:06
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China Merchants Securities drops South Korea ETF as Seoul stock volatility spills over (SCMP)
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A leading Chinese brokerage house has ended market making for the mainland's only South Korea-focused exchange-traded fund (ETF), as Beijing steps up efforts to stabilise its capital markets and protect retail investors amid volatility in its East Asian neighbour's stock market.
Shenzhen-headquartered China Merchants Securities withdrew as a liquidity provider for the Huatai-PineBridge China-Korea Semiconductor ETF barely a month after assuming the role on June 17, according to Shanghai Stock......
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