Jerusalem Post, citing diplomatic sources, reports Qatari prime minister Mohammed bin Abdulrahman Al Thani told G7 foreign ministers in Paris that Doha has secured at least two weeks to press for a US‑Iran understanding aimed at averting another US m

Morgan Stanley predicts a significant shift in global demand for high-bandwidth memory (HBM, high-speed stacked memory used in AI chips) in 2027. Google's TPU is projected to account for 35% of global demand, slightly lower than Nvidia's 36%, bringing their combined share to 71%. AMD is expected to account for 16%, Amazon AWS for 5%, Creative Electronics customers for approximately 3%, and Microsoft and Meta for approximately 2% each. In terms of chip type, GPUs are projected to account for 52% of HBM demand, while custom AI chips (ASICs) will account for 47%, essentially splitting the market evenly. The HBM configuration per chip is also continuously increasing: the AMD MI500 is expected to have 768GB, the Google TPU v9 576GB, and the Nvidia Rubin Ultra 384GB. This signifies a shift in HBM demand from being dominated by Nvidia GPUs to being driven by custom chips from both Nvidia and major cloud vendors, with Google now becoming a comparable HBM consumer to Nvidia.

South Korea's KOSPI index experienced unusual fluctuations before the market opened on Monday, November 9th. At 8:50 AM local time, the predicted index was 3953.63 points, a sharp drop of 1106.06 points, or 21.86%, from the previous trading day, triggering investor concerns about a system malfunction. However, after the actual opening, the KOSPI index stood at 5034.20 points, a difference of 1080.57 points from the predicted index. The KOSDAQ index was predicted to fall 14.66% to 549.83 points during the same period, but opened at 638.82 points. Experts pointed out that the significant deviation between the predicted index and the actual opening price was mainly due to a large influx of forced liquidation orders accumulated from the previous stock market crash into the pre-market auction, causing an abnormal drop in the estimated transaction price. Data shows that on November 5th and 6th, the actual forced liquidation amount in the South Korean stock market reached 842 billion won and 202.2 billion won respectively, totaling over 1 trillion won in two days. Experts from the Korea Capital Market Research Institute stated that the forecast index is a reference indicator calculated based on pre-market buy and sell quotes, not actual transaction prices. When the market is highly volatile and orders have not yet accumulated sufficiently, the forecast index may show significant deviations. Its reference value gradually increases as the opening time approaches. Experts also cautioned that abnormal fluctuations in the forecast index may exacerbate investor panic, but even if sell orders are submitted, they will not be executed immediately but will be included in the opening auction at 9:00 AM. Therefore, investors should not rely solely on the forecast index to judge market trends and should avoid impulsive trading due to temporary abnormal quotes.