KOSPI
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Headlines · 4
- AI tech stocks slump as Apple becomes second firm to top $5T market cap
The three main US indexes fell on Oct. 14 local time: the Nasdaq dropped 1.3%, the S&P 500 about 1% and the Nasdaq 100 1.5%, while the Philadelphia Semiconductor Index plunged 4.3% for its longest six-session losing streak since May 2025, with a cumulative decline of more than 12%. AI tech shares were hit broadly, with CoreWeave down about 15% and Dell down 10%, alongside sharp declines in memory chip and optical communications names. Apple was one of the few tech gainers, closing above a $5 trillion market capitalization for the first time to become the second company after Nvidia to reach that milestone. South Korea's KOSPI fell more than 7% and briefly triggered a circuit breaker, while Japan's Nikkei 225 lost over 4%.
IT之家 AI · 🔥 0 - Microsoft nears first record close in a year as AI spending fears ease
Microsoft rose as much as 1.8% to $551.13 on Tuesday morning in New York, on track for its first record close since October 2025, after closing Monday at $541.15 and a roughly $4T market value. The stock has gained more than 50% from a June low, adding about $1.5T in market value, after falling 17% in June — its worst month since 2000. The recovery followed Azure growth of 43% versus 40% expected, pushing Azure past $100B in annual revenue for the first time; shares jumped 16% the next day and the company posted its best quarter since 1998. SAP, hit by the same AI-disruption panic, is still down about 35% for the year and traded at €193.91 on Monday, while Microsoft also faces an unresolved June shareholder lawsuit alleging it concealed slowing Azure growth.
The Next Web · 🔥 0 - AI selloff sends Indian IT stocks to biggest one-day gain in 17 months
On October 13, a selloff in AI-related shares pushed Asian chip stocks lower while money rotated into Indian software-services names that some investors treat as an AI hedge. India's NSE Nifty IT index rose as much as 4.9%, on track for its biggest one-day gain in 17 months, led by HCL Technologies and Tata Consultancy Services. According to Sina Finance, Broadcom's CEO described the AI investment mood as akin to gambling at a casino, after which South Korea's chip-heavy KOSPI fell more than 5%; Samsung Asset Management portfolio manager Alan Richardson said Indian IT stocks bounce whenever the AI trade pulls back, but that alone is not enough to bring foreign flows back without sustained earnings and share-price recovery.
36氪快讯 · 🔥 0 - AI investment cooldown: foreign investors pull $131B from Korean stocks
As the AI investment boom cools, foreign investors have net sold about $131 billion of Korean equities this year, the largest outflow among major Asian markets, while the KOSPI has fallen 22% since the second half of 2026 and trading volume has shrunk about 70% from its late-May peak. Samsung Electronics and SK Hynix together account for more than 50% of the index's weight; Samsung's quarterly operating profit rose nearly ninefold year on year yet its shares still fell, and the two companies' combined 55 trillion won (about $41 billion) buyback programs are nearing completion. Retail participation is also fading, with margin loan balances down from a June peak of 38.6 trillion won to about 33 trillion won and broker customer deposits falling from near 140 trillion won to about 100 trillion won.
cnBeta · 🔥 0
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