ARM is ripping +6% after-hours; the market is pricing in their aggressive 5-year outlook, targeting $25B revenue and $9.00 EPS by 2030, though these targets look lofty. 4
SK Hynix’s planned US listing is sparking shareholder backlash; investors prefer buybacks over new issuance to avoid dilution. 22
Advanced packaging demand is surging; SPIL’s NT$6.3 billion (US$200M) outlay for an Innolux plant is a tactical time-saver to fast-track capacity. 20
ETF dominance is hitting record levels, accounting for 37% of total US stock market volume—a +13 point jump since early 2025 that eclipses 2020 peaks. 13
Gold is reacting violently to geopolitical sentiment, surging past $4,550/oz on US-Iran peace talk optimism. 19
Algorithmic trading risks are rising; the increasing reliance on AI in execution creates a high probability of a massive “fat finger” error in the near future. 17
The latest “Market Clarity Act” draft effectively kills passive stablecoin yields; regulators are drawing a hard line, permitting rewards only for specific active transactions rather than simple holding. 25
Google (GOOGL) remains a fundamental fortress; its diversified model functions like an ETF, making current valuation mean-reversion a buying opportunity for long-term holders rather than a reason for panic. 27