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Refund my money, I'm done! Korean retail investors leveraged bets on SK Hynix and Samsung suffer heavy losses, with a single leveraged ETF down 70% from its peak.

Refund my money, I'm done! Korean retail investors leveraged bets on SK Hynix and Samsung suffer heavy losses, with a single leveraged ETF down 70% from its peak.

South Korean retail investors have been aggressively leveraging bets on domestic tech giants amidst the AI chip craze, and now they are suffering heavy losses, with the cost of this gamble becoming increasingly apparent. The most severe losses have been incurred by holders of single-stock leveraged ETFs linked to SK

Panic signal! Goldman Sachs traders: AI credit risk has started to spread to broader markets

Panic signal! Goldman Sachs traders: AI credit risk has started to spread to broader markets

``` The credit risk of AI hyperscale data center operators (hyperscalers) is breaking through the boundaries of the technology sector and spreading to broader markets. Goldman Sachs’ top derivatives trader Brian Garrett issued a warning in the latest weekend prep report: Pressure in the AI-related bond market—including widening credit spreads

Citibank: Emerging markets rally is strong but overly concentrated, upgrades China to overweight and tactically downgrades Korea.

Citibank: Emerging markets rally is strong but overly concentrated, upgrades China to overweight and tactically downgrades Korea.

``` This year’s emerging markets rally has been a feast for the few—while Citi believes that the core question for the second half is: can this rally expand? The MSCI Emerging Markets Index is up about 20% year-to-date, marking one of the strongest starts in history. However, according to

Anthropic was reported to be testing AMD GPUs; AI giants are systematically reducing reliance on single computing power sources.

Anthropic was reported to be testing AMD GPUs; AI giants are systematically reducing reliance on single computing power sources.

``` Anthropic is incorporating AMD into its pool of compute power suppliers. According to analysis by semiconductor industry firm SemiAnalysis, AMD’s Senior Director of AI Business disclosed related information in public GitHub code, showing Anthropic will become an AMD customer. This move indicates Anthropic is proactively diversifying its chip sources

Goldman Sachs interprets New Yi Sheng’s financial report: Q2 profit far exceeds expectations, and shipments of 800G/1.6T optical modules will continue to increase.

Goldman Sachs interprets New Yi Sheng’s financial report: Q2 profit far exceeds expectations, and shipments of 800G/1.6T optical modules will continue to increase.

Based on New Yisheng's recently announced estimated net profit for the first half of the year, Goldman Sachs has comprehensively raised its profit forecasts for 2026 to 2028 and increased New Yisheng's 12-month target price. Wallstreetcn previously reported that New Yisheng announced its 2026 first-half performance

Goldman Sachs: June inflation has eliminated the possibility of a Fed rate hike in July; Waller needs to explain the response mechanism in detail to avoid financial volatility.

Goldman Sachs: June inflation has eliminated the possibility of a Fed rate hike in July; Waller needs to explain the response mechanism in detail to avoid financial volatility.

The unexpected cooling in June’s inflation data has completely eliminated the possibility of a Federal Reserve rate hike in July. Goldman Sachs Chief Economist Jan Hatzius stated in a new report released on July 19 that the improvement in inflation has essentially locked in an outcome where the FOMC

More tokens, more chips! Kimi K3 demonstrates the "Jevons Paradox": increased efficiency instead leads to greater resource consumption.

More tokens, more chips! Kimi K3 demonstrates the "Jevons Paradox": increased efficiency instead leads to greater resource consumption.

Kimi K3 brings AI investors back to a core question: Does cheaper, more efficient models mean lower demand for chips and memory? Citi and Bank of America Securities both lean toward “no.” Efficiency improvements may unlock more usage, driving up total resource consumption. According to Chasewind Trading Desk, Moonshot AI&