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July 16, the Bank of Korea announced an increase in the 7-day repo rate from 2.50% to 2.75%, with all seven monetary policy committee members unanimously voting to raise rates by 25 basis points. This marks the first rate hike since January 2023 and signals the start of

Storage chip stocks experienced sharp volatility this week, as multiple negative signals combined, putting sudden pressure on the gains previously driven by AI demand. On Wednesday, Micron’s share price plunged 10% in one day, SK Hynix’s US Depositary Receipts (ADR) simultaneously fell 9%, sharply erasing the previous session&

``` Thinking Machines Lab, an AI startup founded by former OpenAI CTO Mira Murati, has released its first general-purpose AI model, whose architecture directly draws on the technological achievements of Chinese AI labs. On July 15, according to the Financial Times, this foundational model, named Inkling, references DeepSeek’s DeepSeek-V3 at

``` A new round of sell-offs in semiconductor stocks weighed on Asian stock markets, raising fresh doubts about the sustainability of AI trading. Meanwhile, escalating tensions in the Middle East pushed oil prices higher for the fourth consecutive day. South Korea’s KOSPI Index extended its decline to over 7% on

``` While most hot AI technology stocks are under pressure, Apple has bucked the trend and reached a new all-time high. Apple's stock rose 4% on Wednesday, closing at $327.50 and setting a historic closing high. The Dow Jones as a whole gained only 0.3% that day,

``` CoreWeave is facing one of its toughest market tests since going public. The AI-native cloud service provider’s stock has experienced two consecutive steep declines in less than a month, and analysts note that its unusually high debt financing exposure puts it at unique risk in a rising interest rate