Expectations of easing Middle East tensions sent oil prices lower, bringing inflation relief to the market. However, mounting skepticism over the profitability of AI businesses prompted a sector rotation out of mega-cap tech stocks and into healthcare and traditional industrials.
Global oil prices fell on expectations of US-Iran mediation proposals and negotiations, easing market inflation concerns.
Skepticism over returns on massive AI investments weakened mega-cap tech stocks, driving capital flows into value sectors such as healthcare and industrials.
SpaceX posted a surprise third-quarter profit, and Elon Musk officially announced that he is considering a merger between Tesla and SpaceX.
Under the impact of high interest rates and surging mortgage rates, the US pending home sales index for September hit a record low, sparking warnings of a housing market slump.
Driven by a current account surplus and robust foreign currency liquidity, the USD/KRW exchange rate plunged into the 1,320-won range, setting a new low for the year.
Market wait-and-see sentiment is deepening ahead of the profitability verification of U.S. Big Tech's AI investments and shareholder return announcements by major domestic semiconductor companies. Coupled with heightened geopolitical tensions, investor risk appetite is shifting toward caution.
AI earnings announcements by global Big Tech and the disclosure of additional shareholder return policies by Samsung Electronics and SK Hynix emerge as key variables for the year-end stock market.
Market uncertainty expands due to escalating geopolitical tensions in the Middle East and Ukraine following the U.S. midterm elections, along with potential oil price volatility.
Elon Musk officially considers a potential merger between Tesla and SpaceX and announces SpaceX's turn to profitability in the third quarter.
Exit uncertainty for venture capital deepens as financial authorities strengthen market value-up initiatives and market capitalization criteria for Kosdaq delisting.
A consortium of CJ, Shinsegae, and Daou Kiwoom is selected as the preferred bidder for the acquisition of JoongAng Ilbo, valued at 500 billion KRW.
Kakao unveils 'Kanana Space,' an AI assistant integrated with KakaoTalk, at a developer event, presenting a new monetization model.
