• Ronny Mor
  • •
  • 5 Min Read
  • •
  • 14 hours ago

SKN | KOSPI Plunges Below 5,000 to Nine-Month Low: Will U.S. Midterm Regulatory Fears Paralyze Asian Chipmakers?

South Korea’s benchmark KOSPI plunged 7.77% on Friday morning, November 6, 2026, dropping below the 5,000 milestone to trade near…
SKN | KOSPI Plunges Below 5,000 to Nine-Month Low: Will U.S. Midterm Regulatory Fears Paralyze Asian Chipmakers?
  • Lior mor
  • •
  • 6 Min Read
  • •
  • 15 hours ago

SKN | Global Desks Reprice the AI Trade as $2.5 Trillion Tech Rout Spills Into Asia: Is the Capex Cycle Broken?

Global asset managers and Wall Street strategists moved swiftly on Friday, November 6, 2026, to reassess the viability of the…
SKN | Global Desks Reprice the AI Trade as $2.5 Trillion Tech Rout Spills Into Asia: Is the Capex Cycle Broken?
  • sagi habasov
  • •
  • 6 Min Read
  • •
  • 16 hours ago

SKN | Unity Soars on $25 Billion Take-Private Talks With Silver Lake and Saudi PIF: Will Gaming Consolidation Accelerate?

Unity Software Inc. is in early acquisition talks with a consortium led by Silver Lake Partners and Saudi Arabia’s Public…
SKN | Unity Soars on $25 Billion Take-Private Talks With Silver Lake and Saudi PIF: Will Gaming Consolidation Accelerate?
  • Lior mor
  • •
  • 6 Min Read
  • •
  • 16 hours ago

SKN | Nasdaq Plunges 5.5% in Deepest Drop in 19 Months: Will Regulatory Backlash Derail the AI Infrastructure Trade?

The tech-heavy Nasdaq Composite suffered its sharpest single-day contraction in 19 months on Thursday, November 5, 2026, plunging 5.5% and…
SKN | Nasdaq Plunges 5.5% in Deepest Drop in 19 Months: Will Regulatory Backlash Derail the AI Infrastructure Trade?
  • Ronny Mor
  • •
  • 5 Min Read
  • •
  • 17 hours ago

SKN | Anthropic IPO Faces Potential Delays as Investor Pushback and AI Backlash Challenge $1.5 Trillion Valuation

Anthropic’s landmark initial public offering is confronting growing timing hurdles as prospective institutional investors push back against the startup’s lofty…
SKN | Anthropic IPO Faces Potential Delays as Investor Pushback and AI Backlash Challenge $1.5 Trillion Valuation
  • sagi habasov
  • •
  • 6 Min Read
  • •
  • 2 days ago

SKN | Big Tech Capex Tops $200 Billion in Record Quarter: Will Negative Free Cash Flow Spark an AI Multiple Reset?

The world’s largest technology conglomerates crossed an unprecedented financial threshold in the third quarter of 2026, committing more than $200…
SKN | Big Tech Capex Tops $200 Billion in Record Quarter: Will Negative Free Cash Flow Spark an AI Multiple Reset?
  • Ronny Mor
  • •
  • 5 Min Read
  • •
  • 2 days ago

SKN | KOSPI Plunges Over 5% as Korea Exchange Triggers Emergency Sidecar: Can Hardware Giants Absorb AI Capex Shocks?

South Korea’s financial markets suffered acute volatility as the benchmark Korea Composite Stock Price Index (KOSPI) tumbled as much as…
SKN | KOSPI Plunges Over 5% as Korea Exchange Triggers Emergency Sidecar: Can Hardware Giants Absorb AI Capex Shocks?
  • sagi habasov
  • •
  • 6 Min Read
  • •
  • 3 days ago

SKN | Stocks Wobble as Investors Eye U.S. Midterms: Will Political Gridlock Rebalance Elevated Tech Multiples?

Global financial markets traded with visible hesitation on Tuesday, November 3, 2026, as institutional investors navigated a divided tape while…
SKN | Stocks Wobble as Investors Eye U.S. Midterms: Will Political Gridlock Rebalance Elevated Tech Multiples?
  • Ronny Mor
  • •
  • 6 Min Read
  • •
  • 4 days ago

SKN | Marvell to Acquire Lumentum in $115 Billion Megadeal: Can Optical Interconnects Dominate the AI Hardware Race?

Semiconductor designer Marvell Technology Inc. announced a definitive agreement on Monday, November 2, 2026, to acquire optical components leader Lumentum…
SKN | Marvell to Acquire Lumentum in $115 Billion Megadeal: Can Optical Interconnects Dominate the AI Hardware Race?
  • omer bar
  • •
  • 6 Min Read
  • •
  • 4 days ago

SKN | Anthropic Preps Australian Retail Tranche for Landmark IPO: Can Global Retail Demand Offset Capex Jitters?

Artificial intelligence lab Anthropic is preparing to include an Australian retail offering as part of its blockbuster initial public offering,…
SKN | Anthropic Preps Australian Retail Tranche for Landmark IPO: Can Global Retail Demand Offset Capex Jitters?
  • Ronny Mor
  • •
  • 5 Min Read
  • •
  • 4 days ago

SKN | S&P 500 Pulls Back as Apple Dips Ahead of Crucial Earnings and Pre-Election Jitters Mount

The benchmark S&P 500 closed lower on Monday, November 2, 2026, as an early-session rally unraveled under renewed pressure in…
SKN | S&P 500 Pulls Back as Apple Dips Ahead of Crucial Earnings and Pre-Election Jitters Mount
  • Ronny Mor
  • •
  • 5 Min Read
  • •
  • 5 days ago

SKN | Asian Equities Bend Under AI Capex Fatigue as Markets Brace for Critical Apple Earnings Test

Asian share markets retreated on Monday, November 2, 2026, as institutional investors extended their reassessment of the generative artificial intelligence…
SKN | Asian Equities Bend Under AI Capex Fatigue as Markets Brace for Critical Apple Earnings Test

Hot Spot

Sectors Status

SectorWeight (%)YTD Return
All Sectors100.00%+10.75%
Technology30.52%+11.62%
Financial Services14.04%+2.89%
Healthcare10.38%+22.28%
Industrials10.22%+34.90%
Consumer Cyclical9.89%+2.35%
Communication Services8.45%-10.20%
Consumer Defensive4.92%+16.71%
Energy4.87%+31.12%
Basic Materials2.61%+7.83%
Real Estate2.11%+9.34%
Utilities2.00%+5.63%