WS #11220
JPMorgan warns AI hardware vs spender divergence echoes dot-com era; foreign investors pulled record $137bn from Asian stocks led by Korea/Taiwan; Microsoft had worst month in 26 years; KOSPI dumped 6% and Nikkei down 2.5%. Apple plans to launch at least 5 new iPhone models through early 2027, including a foldable, aiming to gain market share amid a memory crunch; talks to buy memory chips from Chinese suppliers.
AI Hardware Rotation / Tech Selloff
JPMorgan warns AI hardware vs spender divergence echoes dot-com era; foreign investors pulled record $137bn from Asian stocks led by Korea/Taiwan; Microsoft had worst month in 26 years; KOSPI dumped 6% and Nikkei down 2.5%.
Apple plans to launch at least 5 new iPhone models through early 2027, including a foldable, aiming to gain market share amid a memory crunch; talks to buy memory chips from Chinese suppliers.