Global equities are charging to fresh highs, led by a handful of technology giants, even as inflation remains elevated, yields keep rising, oil hovers near uncomfortable levels and geopolitical tensions refuse to fade. From SoftBank to Samsung, SK Hynix, TSMC and Micron, investors are piling into the AI trade with growing urgency. The most striking signal is South Korea’s volatility index surging alongside the Kospi, suggesting investors are no longer buying with confidence, but with fear of being left behind.
Watch the full episode to find out more!
Intro1:02 Market update
3:00 Panic Buying!
4:29 Tech vs the Rest
7:10 Week Ahead








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