JAPAN AND SOUTH KOREA STOCKS SET TO EXTEND REBOUND AS US AI CHIP GAINS BOOST SEMICONDUCTOR SENTIMENT; KOSPI UP ~4% AND EYES FOURTH STRAIGHT SESSION OF GAINS. AI CAPEX BOOM SUPPORTS JAPANESE CHIP SUPPLIERS AND KOREAN MEMORY STOCKS, WHILE BOJ SEPTEMBER HIKE ODDS SURGE TO ~75% FROM ~20% AT THE START OF AUGUST.

JAPAN AND SOUTH KOREA STOCKS SET TO EXTEND REBOUND AS US AI CHIP GAINS BOOST SEMICONDUCTOR SENTIMENT; KOSPI UP ~4% AND EYES FOURTH STRAIGHT SESSION OF GAINS. AI CAPEX BOOM SUPPORTS JAPANESE CHIP SUPPLIERS AND KOREAN MEMORY STOCKS, WHILE BOJ SEPTEMBER HIKE ODDS SURGE TO ~75% FROM ~20% AT THE START OF AUGUST.

Source:https://x.com/FirstSquawk/status/2087696687234179224