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``` South Korean retail investors are pouring into artificial intelligence chip stocks on an unprecedented scale, pushing the $4.7 trillion market to record highs—and to the edge of danger. Over the past 12 months, the Korea Composite Stock Price Index (Kospi) has surged nearly 200%, driven primarily by a

``` Multiple fund rebalancing windows are converging in a rare overlap, and the U.S. stock market may see sharp fluctuations at today’s close. After the U.S. stock market closes this Friday, the semi-annual reconstitution of the FTSE Russell Index will officially take effect. Nvidia will replace Apple as

``` The AI infrastructure investment boom is still ongoing, but the expansion of data centers underpinning this wave is facing resistance from the American public. According to The Information, since 2023, more than 300 U.S. states, cities, and counties have introduced new construction bans or moratoriums on data centers, with

June 26: South Korea’s KOSPI index plunged over 8%, triggering a 20-minute circuit breaker—the fifth trading halt this year and the third this week. The trigger wasn’t a new round of regulation or leveraged blow-ups, but a seemingly unrelated headline: Apple’s price hikes across the board.

``` According to the latest disclosures, Samsung Group plans to spend 1,000 trillion Korean won (about $646 billion USD) over the next decade on semiconductors and AI infrastructure, while SK Hynix is pushing ahead with a U.S. listing to raise $29 billion. This series of massive capital expenditure plans

``` JPMorgan Chase has officially launched the procedure for its highest-level power transition, bringing to light the competition for the helm of the world’s largest bank. According to a Wall Street Journal report on Friday, JPMorgan Chase’s board announced on Thursday a major personnel adjustment, promoting Troy Rohrbaugh and