First Squawk(@FirstSquawk):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.

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First Squawk@FirstSquawk

2026.08.13 00:24

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.