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Futures Drop As Iran Hostilities Send Brent To 6 Week High Above $97

US stock futures slipped in cautious, low volume trading as Middle East escalation pushed oil prices higher, lifting bond yields in Europe and Asia. Asian markets were mixed, with the Kospi surging over 4.6% and Nikkei jumping nearly 2% on OpenAI's GPT-6 Astra debut reinvigorating the Asian semiconductor rally, while the Hang Seng fell 1%. Brent crude rose above $97 a barrel following the largest exchange of tanker attacks yet between Iran and the US.

NewsData: AI bubble (EN)2026-09-07MarketsGlobalrel 30Read original ↗

South Korea Bets on AI Boom Amid Lagging Consumer Recovery

In its September economic assessment, the Korea Development Institute (KDI) noted that the South Korean economy is riding the wave of AI investment, with exports and factory equipment investment growing rapidly, but this dividend is hard to transmit to ordinary households. The current recovery is highly concentrated in AI-related industries, with semiconductors and related manufacturing leading the upturn, while broad household consumption remains sluggish. Driven by ICT products, South Korea's exports surged 68.7% year-on-year in August, with semiconductor shipments soaring; driven by chip equipment demand, facility investment rose 24.9% month-on-month in July.

36Kr2026-09-07MarketsGlobalrel 60Read original ↗

Six reasons why investing in India is a compelling case - Ridham Desai of Morgan Stanley explains

Morgan Stanley prefers domestic cyclicals over defensives and externally facing sectors. The brokerage is overweight on financials, consumer discretionary, and industrials, while it is underweight on energy, materials, utilities and healthcare. IT sector could turn out to be a dark horse as the world turns to these firms to build AI applications and solutions.

NewsData: AI bubble (EN)2026-09-07MarketsGlobalrel 30Read original ↗

SK Hynix jumps 8%, Samsung 4%: why OpenAI's Astra is reigniting the memory trade

OpenAI's new model GPT-6 Astra has reignited enthusiasm for AI infrastructure, driving Samsung Electronics and SK Hynix shares sharply higher in Seoul. Samsung rose about 4.3% in early trading, while SK Hynix climbed roughly 6.1%, after its US ADR jumped 8.1% on Friday. Astra is built to handle longer, multi-step work across software and computers, potentially increasing demand for GPUs, HBM, server DRAM, and storage.

NewsData: AI bubble (EN)2026-09-07MarketsGlobalrel 70Read original ↗

Won Hits Two-Year High as Foreign Funds Flow into Korean Stocks

The South Korean won rose to its highest level in nearly two years, driven by gains in semiconductor stocks and foreign inflows. Foreign investors bought over 800 billion won (about $598 million) of Kospi stocks on the day, marking a third consecutive session of net buying. Chipmakers Samsung Electronics and SK Hynix led the advance.

36Kr2026-09-07MarketsGlobalrel 55Read original ↗

AI Boom in South Korea: Reality Show Matches Samsung and SK Hynix Employees, 9 out of 10 Seoul National University Students Choose Computer Science-Related Majors

South Korea's AI-related stocks have surged, making chip company employees popular in the dating market and even spawning a reality show pairing Samsung and SK Hynix employees. Meanwhile, the AI boom has influenced college students' major choices: at Seoul National University's engineering school, 9 out of 10 undeclared students chose electrical and computer engineering this year, compared to only 2 in 2023.

IT Home2026-09-05MarketsGlobalrel 30Read original ↗

IFA 2026 On-site: Skip Embodied AI and AI, Europe Doesn't Believe in 'Black Tech'

This article reports on the 2026 IFA trade fair in Berlin, noting that the European market prioritizes practicality and solving concrete problems over chasing cutting-edge concepts like AI and embodied intelligence. Chinese exhibitors exceeded 1,000, up nearly 35% year-on-year, but the show lacked flashy tech showcases, with attendees more concerned about whether products solve real issues.

36Kr2026-09-05MarketsGlobalrel 30Read original ↗

Spot Memory Prices Are Running 4 Times Contract Prices. That Is Not What a Cycle Peak Looks Like.

The article notes that spot market prices for memory chips have reached four to five times contract prices, indicating extremely strong demand. If the AI boom were peaking, buyers would unlikely pay such high premiums. Thus, the wide gap between spot and contract prices is seen as a sign that the market has not yet reached a cyclical peak.

NewsData: AI bubble (EN)2026-09-05MarketsGlobalrel 70Read original ↗

Chart of 'Token Below $1' Goes Viral, But Reality: Jevons Paradox and RSI Show AI Demand Explodes as Prices Drop

The article discusses a widely circulated chart claiming AI token prices have fallen below $1, but the author argues this ignores the Jevons paradox, where falling prices stimulate demand growth, increasing total spending. Combining technical indicators like RSI, the article suggests AI demand is not weakening but strengthening due to price drops.

Google News: AI泡沫2026-09-05MarketsGlobalrel 30Read original ↗

Where Should Technology Vendors Place Their AI Bets? 7 Market Signals for 2027 and Beyond

Enterprises are expected to spend US$220 billion on Generative AI by 2030, up from US$95 billion in 2026. Amid the AI market's ascendance, technology vendors face tougher decisions about which opportunities deserve investment, where customer demand originates, and which parts of the value chain still offer room for meaningful differentiation.

NewsData: AI bubble (EN)2026-09-04MarketsGlobalrel 50Read original ↗

Kospi Index nears an inflection point as South Korean won jumps

The Kospi Index rose by over 1% on Friday as a sense of calm emerged ahead of the upcoming US nonfarm payroll (NFP) data. It rose to 6,663 points even as its top companies, like Samsung Electronics and SK Hynix, rose modestly. Still, the index remains under intense pressure as the deleveraging continues.

NewsData: AI bubble (EN)2026-09-04MarketsGlobalrel 30Read original ↗