Samsung and SK Hynix Plan $97B in 2026 Shareholder Returns — Is It Enough to Close the Korea Discount?
Samsung and SK hynix have outlined KRW 130–150 trillion in returns, but conditional payouts and governance issues cloud a Korea re-rating.
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China PPI Accelerates 3.8% as Energy Costs Push Factory Inflation Higher
Financial Markets
Navan Beats Revenue Estimates but Sinks 17% as Operating Costs Jump 46%
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Google's $15.1B AI Infrastructure Bet Includes Its First Overseas Nuclear Power Deal
Google announced a €13 billion Finland investment for 2027–2028 and signed a 22-year PPA for up to half of Fortum’s Loviisa output.
Apple's September Event Tests Whether a Foldable iPhone Can Restart the Upgrade Cycle
Apple’s Sept. 9 event could unveil a foldable iPhone, but price, financing and manufacturing capacity may determine its upgrade-cycle impact.
AI Is Splitting the Stock Market: Software Sells Off While Chipmakers Keep Winning
NVIDIA’s $96.2 billion quarter highlights an AI market split: chipmakers monetize infrastructure demand while software faces a pricing reset.
Brent Nears $100 After a 25% Rise Since Early August
Brent crude rose 1.4% to US$99.33 a barrel by 0212 GMT on September 9, after jumping by a quarter since early August.
Amazon Commits Up to $60B to Qualcomm AI Chips in a Deal That Could Give It a $4B Stake
Qualcomm’s Amazon collaboration pairs custom AI inference chips with a warrant for up to 25 million shares tied to as much as $60 billion...
China Exports Surge 25% in August as AI Demand Pushes the Trade Surplus to $119.09B
China’s exports rose 25% year on year to US$401.44 billion in August 2026, lifting the monthly trade surplus to US$119.09 billion.
R-Star and the Fed: How the Neutral Interest Rate Shapes Bonds, Stocks and Valuations
R-star is the Fed’s unobservable neutral real interest-rate estimate. See how it frames policy restraint, bond yields, stocks and valuations.