The KOSPI 5,000 line barely held on Nov 9, 2026: close 5,018.85 (-0.81%) after a 2.24% intraday gain. Batteries fell 5-11% on profit-taking and foreigners sold for a 7th day; institutional buying of about 720 billion won (~$530 million) cushioned the drop.
Korea's three-year bond yield hit 3.652% on the morning of November 9, 2026, about 0.65 point above the 3.00% base rate. NH Investment & Securities still expects a Bank of Korea rate hike to 3.25% on November 26, citing low financial stress and the Fed's 2018 case. Core inflation and growth agree.
CoreWeave earnings will show whether markets keep funding debt-built AI infrastructure. Results come after the Nov. 10, 2026 U.S. close; the call is at 5 p.m. ET. With its 2032 bond yielding over 16% and the stock down 47.5% in a month, watch interest costs, backlog and funding.
The Poland protests stem from a fight over control of the Constitutional Tribunal between the Tusk government and President Nawrocki. After the court's president was suspended on Oct. 30, 2026, the zloty slid to 4.4372 per euro on Nov. 3, and S&P cut Poland's outlook to negative on Nov. 6.
The US CPI release for October is due Tuesday, Nov. 10, 2026, at 8:30 a.m. ET. Markets will judge whether headline (3.7% in September) and core inflation (2.6%) cool, shaping December Fed hike odds. China prices, UK GDP and US PPI follow the same week.
AI stocks fell because markets read the Democrats' Nov. 3, 2026 midterm sweep as a sign that AI data centers will get harder and costlier to build. On Nov. 5 the Nasdaq dropped 5.52% and Nvidia 9.26%, as 39 of 45 local data center ballot measures passed (as of Nov. 7, 2026).
A treasury stock sale lets a company raise cash, pay for an acquisition, reward staff or swap shares. After South Korea's 2026 Commercial Act amendment, cancelling treasury shares is the default, so a sale needs shareholder approval; judge it by purpose, buyer, price and size (as of October 2026).
Alphabet's Q3 earnings miss on October 28, 2026 sent Google shares down about 10% after hours. Revenue grew 25% to $127.58 billion, but investment losses, slower search sales and negative free cash flow left EPS below the $3.02 consensus (as of Oct. 29, 2026).
The Anthropic IPO process went public on October 26, 2026, when its S-1 was filed with the SEC for a Nasdaq listing under ANT. A raise of up to $100 billion at a valuation of up to $2 trillion is being reported. First-half revenue was $16.29 billion, net loss $80.75 billion (as of October 27, 2026).
China tech stocks are falling because of weak earnings, heavy AI spending, higher US yields, thinner Hong Kong fund flows and fading stimulus hopes. As of October 2026, the Hang Seng Tech Index hit 3,829.18 on October 22, its lowest since September 2024, and is down more than 30% this year.
