On September 22, 2026, South Korea's stock market showed mixed signals as the KOSPI closed at 7,017.91 (+0.15%) after rallying 2.34% early in the session, while the KOSDAQ declined 0.23%. Positive factors included won-dollar stabilization at 1,358.2 won and falling oil prices following improved US-Iran dialogue prospects, but profit-taking pressure emerged from the 7,100+ level and in mid-cap growth stocks ahead of the Chuseok holiday break.
Goldman Sachs strategists discuss how oil prices are the key variable determining interest rate paths and global asset performance, arguing markets are overpricing rate hikes at four when two is more likely. OpenAI's leaked financial projections show plans to spend $856 billion on compute and infrastructure by 2030, requiring massive funding to bridge a $278 billion negative free cash flow gap.
Discussion of AI infrastructure capital expenditure trends, with focus on power architecture evolution to 800V DC systems and broader economic concerns. Posts examine AI capex's role in US economic growth, geopolitical tensions affecting energy costs, and potential AI bubble risks alongside inflation and debt concerns.