Markets are wobbling, chip stocks are under pressure, and AI’s big spenders are facing tough questions. We break down hot inflation, Korea’s key support levels, the shift to defensive stocks, and what to watch next. A timely market check-in—without the panic!
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0:05 - Korean Market Outlook and Key Levels
2:35 - US Market Weakness and Economic Concerns
4:49 - Inflation Data and Defensive Rotation
7:29 - AI Investment Risks and Debt Concerns
9:33 - Market Rotation, Semiconductors, and Upcoming Events
14:03 - Stock Reactions and Anthropic Earnings
16:50 - Cloud Debt Risks and Anthropic Growth
21:56 - Biotech, Oil, and Nuclear Power Themes
