South Korea's October exports hit a record $115.3B; chips drove ~$40.7B of the ~$55.8B year-over-year increase, about 73%
South Korea said Sunday its October exports nearly doubled from a year earlier to a record $115.3B, led by chips up 259% to $56.4B.
Back out the year-ago numbers and chips drove ~$40.7B of the ~$55.8B increase. That's 73% of the growth from one product line. Korea is basically an AI capex ETF with a flag now.
https://en.yna.co.kr/view/AEN20261101000951320
Sources: Reuters: Korean exports up 93.7% to $115.28B, strongest since 1974; chips $56.44B; Chuseok timing added working days · @business: South Korea's exports maintained strong growth in October, with an AI-driven boom powering the economy
Not financial advice. For informational and educational purposes only.
$420 million.
$420 million. That's roughly what Affle agreed to pay for all of Perion's equity, and $228.3 million of that sits on Perion's own balance sheet in cash, deposits and securities. The 34.5% premium makes this look like a win for $PERI holders, but to me it reads more like a…
Saylor hints at another Strategy Bitcoin buy; at ~$77,800 its 848,517 BTC sit only ~3.1% (~$2.0B) above the $75,446 average cost
Michael Saylor posted "We found room for even more orange" on Sunday, his usual hint that Strategy (MSTR) is about to buy…
BTC vs ETH: Sunday Research Deep Dive (Nov 1, 2026)
The through-line this week is shared structure with different stretch.
The through-line this week is shared structure with different stretch. Both coins sit roughly 1% above support, below their 50-day average and above their 200-day average. ETH is stretched further from its short-term trend than BTC. Price snapshot BTC: $77,893, +0.64% in 24h, -3.6% over 5 days. Volume is $51.2B against a $1.57T market cap.
Two February Peaks, Two Shocks
The S&P 500 peaked at 3,386 on February 19, 2020. It peaked again at 6,144 on February 19, 2025.
The S&P 500 peaked at 3,386 on February 19, 2020. It peaked again at 6,144 on February 19, 2025. That is the same calendar date, five years apart, and each peak came right before a very different shock. The 2020 top was followed by a 33.9% collapse…