The Morning 10
Asia's Chip Markets — Kospi and Taiwan fall 3.6%, Bitcoin slips under 77,000, Nasdaq futures dip
- 1 Asia — Kospi and Taiwan −3.6% as chip stocks sell off again; India up, Japan closed
- 2 Asia's AI Names — SK Hynix −5.0%, Samsung −4.1%, MediaTek −7.4%, TSMC −1.5%
- 3 US Futures — Nasdaq-100 −0.2%, S&P 500 −0.3% at 07:09 UTC
- 4 Bitcoin and Gold — Bitcoin slips under 77,000; gold back to 3,921
- 5 Oil, Dollar and Bonds — oil −7.1% on Iran hopes; TLT holds above 81.50
- 6 Monday in Brief — S&P 500 −0.5%, the average stock +0.8%; tech −3.0%, consumer +2.4%
- 7 AI Indices — Ecosystem −5.0%, Rubin −1.5%, HALO +1.3%
- 8 Earnings Grades — Amazon, Twilio and Intel graded tonight; Apple and Palantir near their sold lines
- 9 Today — US job openings at 15:00 UTC, AMD after the close, election results overnight
- 10 Dan Niles · Niles Investment Management