Category: Next-gen Insight
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● **Headline Employment Shock, Rate Cut Gamble** Analysis of the Impact of Hidden Employment Data and Prospects for Interest Rate Cuts in the Rapidly Changing US Stock Market 1. US Stock Market Declines and Their Background The US stock market is currently experiencing declines, with Nasdaq down 2.2%, Dow Jones 1.4%, SP500 1.7%, and Russell…
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● Kospi-Tax-Hemorrhage KOSPI Plunge: Controversy over Major Shareholder Capital Gains Tax Shakes Stock Market 1. Market Status and Global Comparison The KOSPI and KOSDAQ indices plummeted by 3-4% in a single day.While major overseas markets such as Japan, China, Hong Kong, and Australia experienced only slight declines, the Korean market uniquely showed a sharp drop.This…
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● Tesla’s Robo-Taxi Tussle – Expansion, Battery Blues, Mobility Shakeup [1] Tesla RoboTaxi Service Expansion Timeline From June, when Tesla started its first unmanned RoboTaxi pilot service in Austin, Texas, it has now expanded to the Bay Area in California. Covering a 70-mile stretch from north of San Francisco to south of San Jose, it…
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● PCE SHOCK-TARIFF FEARS-RATE UNCERTAINTY US PCE Price Shock and Tariff War: A New Phase of Inflation, Interest Rates, and Economic Outlook 1. Vivid Stories from the Live Analysis Scene Focusing on the scene where the US PCE price data, which shocked the market, was announced and the analysis began immediately.In chronological order, the live…
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● AI-Fueled Spending-Spree Risks Hidden AI Investment Risks and Resilience in Microsoft and Meta’s Earnings Announcements: An Analysis of the Other Side of Big Tech Competition 1. Market Expectations and Hidden Warnings from Earnings Announcements A detailed look at the capital expenditures and debt issues that AI investment can bring behind positive indicators such as…
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● Trump’s Economic Blitz – 1940s Redux Trump’s Economic Stimulus Strategy: A Revival of the 1940s Golden Age? The Starting Point of Policy Shift: Changes Since May The Trump administration’s shift from austerity policies to aggressive economic stimulus measures since May is noteworthy.The government is trying to inject vitality into the U.S. economy through various…
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● Intel Quits Europe – Billions Gone, Global Strategy Shift Intel’s Withdrawal from European Investment and Global Economy’s New Investment Strategy In the context of the global economy, the semiconductor industry, and the transition to a smart economy, Intel’s latest decision to withdraw its investment has emerged as a major issue. This article details the…
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● Liquidity Tsunami- Asset Bubble Warning Economic Outlook for the Second Half of the Year and Investment Opportunities for the Next Year: Core Analysis of the Liquidity-Driven Market 1. Surge in Liquidity and Money Supply: Analysis by Time Period You can see that the money supply (M2) has been rapidly increasing, especially in the United…
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● Korea Stocks- Undervalued- Dividend- Boom Domestic Stock Investment: Why Korean Stocks Are More Promising Than U.S. Stocks Right Now With the investment environment rapidly changing after the amendment of the Commercial Act, we have summarized the hidden charms of the domestic stock market, the stability of dividend stocks, KOSPI’s upward momentum, and other key…
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● Samsung-Tesla AI Mega-Deal Shakes Market The Future of AI Starts Here – A New Paradigm in the AI War Led by Samsung Electronics, Tesla, and Elon Musk Contract Announcement and Key Background This contract began with Samsung Electronics securing a supply agreement worth 22.7 trillion won.At the time, Samsung Electronics did not disclose the…