Finance

The Circular Megadeals Reshaping the AI Infrastructure Landscape (AI 순환투자 문제없나?)

Leave a Comment / Data Science/General Science, Finance /

(Industry Analysis, 2025 Edition) 1. Executive Summary The global AI ecosystem has entered an era defined not by algorithmic novelty but by control of compute — the chips, data centers, and power that fuel intelligence at scale.Between 2023 and 2025, a web of symbiotic “circular megadeals” emerged among model developers, chipmakers, and cloud providers — […]

The Circular Megadeals Reshaping the AI Infrastructure Landscape (AI 순환투자 문제없나?) Read More »

Global AI Investment: Bubble or Sustainable Boom?(AI 투자 버블인가?)

Leave a Comment / Economics, Finance /

AI Investment: Boom or Bubble? AI Investment Analysis Boom, Bubble, or Something New? The Trillion-Dollar Question In the last two years, investment in Artificial Intelligence has exploded, reshaping markets and driving economic growth. Global AI-related spending is projected to reach $1.5 trillion by 2025. This unprecedented surge has sparked a critical debate: are we witnessing

Global AI Investment: Bubble or Sustainable Boom?(AI 투자 버블인가?) Read More »

Comparative Impact of Central Bank Policy Rates on NASDAQ and KOSDAQ

Leave a Comment / Finance /

나스닥 또는 코스닥 어디에 투자해야 하나 ? Interactive Market Analysis: US vs. Korea Policy Rates & Market Reactions An Interactive Report on the Comparative Impact of Central Bank Policy on NASDAQ and KOSDAQ (2005–2025) Executive Summary Deep Dive: U.S. NASDAQ Deep Dive: Korean KOSDAQ Core Analysis: Why They Differ Report Introduction Over the past two

Comparative Impact of Central Bank Policy Rates on NASDAQ and KOSDAQ Read More »

Mini NASDAQ 100 Futures Market Daily Report(Aug. 1, 2025)

Leave a Comment / Finance /

August 1, 2025 Estimated Mini NASDAQ 100 Futures Prices Estimated High: 23,347.50 Estimated Low: 22,788.25 Estimated Open: 23,021.66 (based on pre-market indicator) Estimated Close: 22,883.75 Explanation of Potential Price Movements Mini NASDAQ 100 futures experienced significant downward pressure on August 1, 2025, driven by a confluence of negative economic news and market sentiment. The primary factors contributing to this decline

Mini NASDAQ 100 Futures Market Daily Report(Aug. 1, 2025) Read More »

China’s Sell-Off of U.S. Treasury Holdings: Impact and U.S. Response(중국 미국채 매도 영향)

2 Comments / Finance /

1. Background: China’s Treasury Holdings 2. Market Impact on U.S. Treasuries 3. Effects on the U.S. Economy 4. Global Financial Implications 5. U.S. Administration’s Stance and Concern 6. Key Takeaways 7. Concluding Observations

China’s Sell-Off of U.S. Treasury Holdings: Impact and U.S. Response(중국 미국채 매도 영향) Read More »

Subscribe
Subscribe