KOSPI200 Plunges 25%: AI Returns Under Scrutiny as Korean Chip Stocks Face Further Downside Risks

The global AI trade is shifting from chasing demand for computing power to scrutinising investment returns. Combined with US interest rate pressures, financing risks in AI infrastructure, intensifying competition in memory chips, and gradually fading share buyback support from Samsung Electronics and SK Hynix, these factors have weighed particularly heavily on Korean equities.

Tesla (TSLA) Q3 2026 Earnings Preview

Tesla reports its Q3 result on Wednesday, October 21, after the US market close, with the call at 5:30 p.m. New York time, preceded by SpaceX’s results on the evening of Tuesday, October 20. The bar for EPS is low after the Q2 miss, so the headline number will not alone decide the move. Three things will: whether auto margins have stabilized, how capex above $25 billion will be funded, and whether management offers credible timelines for autonomy and Optimus.

Gold perp CFDs explained 

Learn how gold perp CFDs work, their extended-hours access, how the funding rate is set, and how they differ from spot and futures gold CFD trading.

SpaceX Q3 Earnings Preview: AI Growth, Capex and Stock Risks

Gold Outlook: Treasury Yields, Oil Prices and AI Earnings — Three Key Drivers for Gold

Gold has remained range-bound for a third consecutive week. Elevated US inflation and oil prices have weighed on gold, while falling US Treasury yields and safe-haven demand triggered by the sell-off in AI stocks have provided support. With US economic data relatively light this week, treasury yields, oil prices and AI earnings could collectively shape gold’s near-term movement.

Meta Q326 earnings preview: Can earnings deliver the catalyst for a breakout?

Meta Q3 earnings preview: Chris Weston examines AI monetisation, capex, Wall Street forecasts, options pricing and the key levels for a potential breakout.

Netflix Q3 Earnings Preview: Can Ad Growth Take the Baton and Fuel the Next Leg Higher?

Netflix (NFLX) will report its Q3 2026 results after the US market closes on October 20. The market expects revenue of $12.876 billion, up approximately 11.9% year on year, and adjusted earnings per share (EPS) of $0.831. Notably, the Q3 guidance issued by management in July was already below Wall Street expectations at the time. This means the bar for the company’s quarterly results has been lowered.

Wall Street Faces Its Biggest Test: Can Earnings Justify the Market Rally?

US Midterms 2026: What the Election Means for Bitcoin, Crypto and Tokenised Markets

How will the 2026 US midterms impact Bitcoin, Ethereum and altcoins? Explore election scenarios, crypto regulation, the CLARITY Act and tokenisation.

From the hottest trade of 2026 to a volatility powerhouse

South Korea's KOSPI has been one of the standout trading stories of 2026. Fuelled by extraordinary demand for AI memory chips, global capital poured into Samsung Electronics and SK Hynix, driving a rally of more than 120% in the first half of the year.

King Dollar Reigns Supreme: Will US CPI Trigger Another Breakout?

The US dollar is surging ahead of US CPI. Chris Weston examines Fed rate expectations, EURUSD weakness and whether USD strength can continue.

Gold Outlook: Treasury Yields Pull Back From Highs, Fueling a Bounce — September CPI Is a Key Test

Gold has bounced off a two-month low, though the short-term technical picture hasn’t fully turned around. Whether Treasury yields keep falling, whether September CPI eases pressure for a rate hike, and how the U.S.-Iran situation develops could together shape gold’s next move.