KOSPI Hits All-Time High of 5,969 as AI Data Center Power Demand Reshapes Energy Mix
KOSPI all-time high, global AI VC funding surges 85%, data center power clash, battery storage triples
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Macro Insight Daily
Global economic trends and investment implications
EU Horizon €93B Blocks China, Pax Silica Launches 11-Nation Chip Alliance | February 24, 2026
EU Horizon Europe excludes Chinese entities from key grants, US launches Pax Silica semiconductor alliance with 11 nations, Google Cloud grows 48%
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Trump Shifts to Section 122 at 15%, Samsung Reclaims Global DRAM Lead | February 23, 2026
Post-IEEPA ruling pivot to Section 122 tariffs at 15%, Samsung reclaims DRAM market share lead, SpaceX targets $1.5T IPO valuation
EconomyTechnologyPoliticsEnvironmentSociety
Supreme Court Strikes Down IEEPA Tariffs, Trump Immediately Imposes 10% Section 122 Tariffs | February 22, 2026
Supreme Court rules IEEPA tariffs unconstitutional, South Korea's tariff rate drops from 15% to 10%, Alphabet announces $185B AI investment, EPA repeals carbon regulations
TechnologyEconomyPoliticsEnvironmentSociety
India AI Summit Targets $200B Investment, OpenAI $850B Valuation | February 21, 2026
India AI Impact Summit attracts big tech investment rush, OpenAI $850B valuation, Trump sets Iran nuclear deadline
TechnologyEconomyPoliticsSociety
Iran-Hormuz Tensions Push Brent to 6-Month High, KOSPI Hits All-Time 5,677
Iran partially closes Strait of Hormuz, Brent crude reaches $71.50, South Korea's KOSPI hits all-time high of 5,677.25, India AI infrastructure investment tops $200B+
PoliticsEconomyTechnology
Japan Initiates $550B U.S. Investment, NAND Flash Prices Surge 13x
Japan-U.S. Energy-Mineral $36B First Investment, NAND Flash Supply Shortage Intensifies, Iran's Hormuz Strait Blockade and Asia's Record High Crude Oil Imports
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India's $200B AI Buildout — Big Tech and Adani Go All In | February 18, 2026
India eyes $200B in data center investment, Adani pledges $100B for AI, China's non-fossil capacity crosses 52%
TechnologyEconomyPoliticsEnvironmentSociety
Big Tech AI Capex Enters the $700B Era, Europe Begins Nuclear Deterrence Debate | February 17, 2026
Top 5 hyperscalers commit $700B in AI capex, India AI Summit draws major investment announcements, Germany-France launch early talks on European nuclear deterrence
TechnologyEconomyPoliticsEnvironmentSociety
Trump's Iran Tariffs, $350B Korea-US Investment MOU, India-EU FTA Deal
Trump imposes 25% tariffs on Iran trading partners, Korea-US strategic investment committee launches, India-EU FTA saves €4B annually
PoliticsEconomyTechnology
AI Capex Hits $650B, Korea's MASGA at $150B — Manufacturing Upside Widening | February 15, 2026
Hyperscaler AI capex at record highs, Korea commits $150B to MASGA shipbuilding initiative, KOSPI rallies, gold hits all-time high above $5,600
TechnologyEconomyPoliticsEnvironmentSociety
Global Electricity Demand Hits 15-Year High, SaaS Sell-Off Widens, Indonesia Cuts Nickel Output 30%
IEA projects 3.6% annual power demand growth, Siemens Energy books 102 gas turbines, Anthropic sparks SaaS rout, Indonesia slashes nickel and coal quotas, Samsung HBM4 shipment to Nvidia imminent
EconomyTechnologyPoliticsSocietyEnvironment
AI's $100B Arms Race, Russian Oil Realignment, US-Korea Alliance Shift
OpenAI $100B & Anthropic $20B raises, India accelerates exit from Russian crude, S&P sees China property down another 10-14%, Takaichi wins supermajority for constitutional reform, US-Korea tariff deal 25→15%
EconomyTechnologyPoliticsSociety
Big Tech Sheds $1T, Gold Reclaims $5,000, China Property Set for Further Decline
Big Tech's $120B capex meets $1T market cap wipeout, gold reclaims $5,000, S&P forecasts 10-14% further decline in China property, NATO agrees to 3.5% defense spending target
EconomyPoliticsTechnologySociety
Samsung HBM4 Starts World's First Mass Production, Global Trade Order Reshuffling Accelerates
Samsung HBM4 mass production this month, EU building alternative trade bloc, Japan's LDP wins 2/3 supermajority, gold hits $5,600 all-time high
TechnologyEconomyEnvironmentPolitics