Nikkei bounces, Kospi slides as AI capex concerns split Asian markets
Japan's Nikkei rose about 1% as SoftBank surged, while South Korea's Kospi fell on chipmaker losses amid AI spending worries and Middle East tensions.
15/09/2026 03:3514 min read
Equities News
Global stock markets: index moves, earnings, analyst targets and the policy and rate backdrop driving them.
Novo Nordisk Rebrands to 'Novo', Stock Falls as It Pivots to Consumer Market
Novo Nordisk rebranded as 'Novo' and introduced a new corporate culture. Shares fell 15.8% year-to-date as the company targets the consumer obesity market.
15/09/2026 02:267 min read
BlackRock shifts emerging markets back to overweight, citing Korea and Taiwan
BlackRock upgraded emerging-market equities to overweight, reversing its June downgrade, citing AI demand and Korea's deleveraging. South Korea and Taiwan,…
15/09/2026 02:0120 min read
Trump Calls Nvidia CEO; Shares Fall Despite AI Reassurance
President Trump phoned Nvidia CEO Jensen Huang at a tech summit, calling AI fears a hoax, but Nvidia shares fell 3% amid broader chip sell-off.
14/09/2026 20:4210 min read
AI, chip stocks slide after weekend warnings undermine growth expectations
AI and chip stocks fell sharply after warnings from industry leaders raised concerns about the pace of AI development.
14/09/2026 20:0212 min read
Aschenbrenner's AI fund turns red again after return
Leopold Aschenbrenner's fund bought AI stocks again, but they fell 5-8% after a viral essay from Anthropic's CEO.
14/09/2026 18:3012 min read
Morgan Stanley Exec Details Bitcoin ETP, Allocation Framework
Morgan Stanley's head of digital assets discusses the bank's spot Bitcoin ETP, allocation framework, and balance sheet possibilities.
14/09/2026 17:437 min read
Strive Increases Bitcoin Holdings to 25,000 BTC After Latest Purchase
Nasdaq-listed Strive now holds 25,000 BTC worth nearly $2 billion after buying 469 bitcoin at ~$77,954 each.
14/09/2026 16:426 min read
Coinbase rallies past $188 after Wall Street's 30-day crash caution
Coinbase climbed almost 8% to near $188.50 after an upgrade, even as Morgan Stanley's Mike Wilson warned stocks could crack within 30 days.
14/09/2026 16:429 min read
Strategy Opts for Stock Buyback Over Bitcoin Purchase
Strategy bought back $139 million of its preferred stock last week instead of adding bitcoin. It still holds 845,050 BTC.
14/09/2026 15:428 min read
Trump Claims Criminal Authority Over AI Firms, Investors Unmoved
President Trump asserted criminal and regulatory power over AI companies, but stocks fell. The AI trade faces internal slowdown concerns.
14/09/2026 15:4112 min read
Technical divergence emerges between Nasdaq Composite and Nasdaq 100
Nasdaq Composites holds above its 100-day moving average; Nasdaq 100 breaks below, shifting control to sellers.
14/09/2026 15:319 min read
Tesla Quietly Sets Up $3M Vietnam Sales Unit Without Announcement
Tesla has established a $3 million sales unit in Vietnam via a business registration, with no public announcement.
14/09/2026 14:128 min read
Insider stock sales exceeded purchases 10-to-1 at US public firms in August
Public-company insiders sold 10 times as much stock as they bought in August; tech chiefs also sold before Dario Amodei’s AI warning.
14/09/2026 14:0013 min read
MSCI Survey: 71% of Advisers to Boost Active ETF Allocations in Two Years
According to an MSCI survey, 71% of advisers plan to boost active ETF holdings in two years. Some 87% already invest in active ETFs.
14/09/2026 13:419 min read