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The Trading Day · Thursday, November 5, 2026

AI Trade — Kospi Falls 5.3%, SK Hynix 9.5% and Advantest 14.7% After Qualcomm; Hong Kong Rises 3.5%

Asia is where the AI trade shows first each morning, and this morning it sold it hard. Korea's Kospi never traded above Wednesday's close, fell as much as 6.1% and closed down 5.28% at 5,383.80; the selling set off the exchange's automatic curb on program sell orders, Investing.com reported. SK Hynix fell 9.5% and Samsung Electronics 7.6%. In Tokyo, Advantest lost 14.7% and Tokyo Electron 9.4%, and Taiwan's index fell 3.2%. Money did not leave the region: Hong Kong's Hang Seng rose 3.5% and India's Nifty 50 2.2%.

The Morning 10

AI Trade — Kospi Falls 5.3%, SK Hynix 9.5% and Advantest 14.7% After Qualcomm; Hong Kong Rises 3.5%

  1. 1 AI Trade in Asia — Kospi falls 5.3% and never trades higher; Hong Kong and India rise
  2. 2 Asia's AI Bellwethers — Advantest −14.7%, SK Hynix −9.5%, Tokyo Electron −9.4%; TSMC holds
  3. 3 Europe's AI Infrastructure — Siemens Energy −8.0%, Prysmian −6.9% on Wednesday while the STOXX 600 rose 1.8%
  4. 4 Qualcomm, Arm, AppLovin — chips sold after hours, AppLovin +22.8%
  5. 5 Wednesday in Brief — Dow +3.0%, the average stock beats the index; power stocks sink
  6. 6 US Futures — Nasdaq −0.95%, Dow +0.4%; the same split as Wednesday
  7. 7 Bonds, Gold, Bitcoin and Oil — TLT back above 81.50, gold 4,129, Brent −8.7% on Wednesday
  8. 8 AI Indices — Rubin −4.5% back under its line, AW40 +2.9%
  9. 9 Earnings Grades — Apple over its paid line, Palantir under its sold line; four new windows
  10. 10 Today — Bank of England 12:00 UTC, jobless claims 13:30 UTC; Cloudflare, JFrog, AAOI and IREN report

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