Only Burned Half the Game - 36Kr

Microsoft’s earnings sparked a U.S. tech rally that spread across global semiconductor and AI stocks.

South Korea’s KOSPI surged to record territory as SK hynix and Samsung Electronics jumped, aided by Choi Tae-won’s low-bar buy signal and strong export data.

A-shares also opened strong in tech but faded in the afternoon, showing that the momentum from global risk appetite was losing steam.

Weaker PMIs, rate decisions in Japan and Korea, divisions at the Fed, and higher oil prices from Middle East tensions all added to market volatility.