Tag: SK Hynix

Why the AI trade splintered beneath a steady market

Exante's latest equity review finds that July's seemingly placid headline numbers concealed one of the most turbulent rotations of the current cycle. The S&P 500...

AI capex boom reshapes inflation and global markets

Artificial intelligence has outgrown its status as a mere technology trend and is now functioning as a macroeconomic force, according to new analysis from...

AI reshapes Asia Pacific’s M&A landscape in 2026

Dealmakers across Asia Pacific are navigating a market shaped by larger transactions, shifting capital flows and the rising influence of artificial intelligence, according to...

Emerging markets: Why 2026 could be a breakout year

Emerging markets are heading into 2026 from a position of strength, underpinned by solid economic growth, strong capital inflows, and a shifting global monetary...

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