Weak U.S. jobs data, stubborn interest rates, and AI’s expanding value chain are setting the market’s mood. Join Choi Chang-gyu for a lively look at investor moves, AI chips and servers, Anthropic’s IPO risks, and what U.S. midterms could mean for stocks.
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0:07 - Jobs, Interest Rates, and Market Performance
5:12 - Retail Investors Shift Across AI and ETFs
8:53 - AI Demand Reshapes MLCCs and Substrates
15:35 - Anthropic’s Growth, Costs, and Capital Risks
22:00 - Midterm Election Scenarios and Market Risks
28:04 - Key Economic Events and Earnings to Watch
30:30 - Korean Market Trends and Investor Positioning
42:24 - Closing Outlook for the Week
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