KOSPI
Closed for the weekend as of 2026-10-25. In the previous session (2026-10-23), it closed at 5,550.30 (+0.30%), showing defensive strength in large-cap exporters, though wait-and-see sentiment persists amid cautious tech sentiment.
Headline
Weekend Market Briefing: Ahead of 'Super Week' Amid AI Infrastructure Uncertainty
Key Takeaways
- As of Sunday, October 25, 2026, domestic equity markets are closed for the weekend; in the previous session (10-23), the KOSPI edged up to 5,550.30 points while the KOSDAQ closed lower at 751.69 points.
- U.S. markets weakened ahead of the weekend led by tech declines on doubts over AI investment sustainability and renewed Middle East tensions, with the Nasdaq closing at 25,955.34 points (-0.21%).
- Market volatility is anticipated to rise next week due to a convergence of the FOMC meeting, September PCE price index, advance Q3 GDP release, and global mega-cap tech earnings.
KOSDAQ
Closed for the weekend as of 2026-10-25. In the previous session (2026-10-23), it closed at 751.69 (-1.62%), seeing relatively steep losses driven by profit-taking across small-to-mid growth tech, biotech, and IT component names.
NASDAQ
Stood at 25,955.34 (-0.21%) in the previous session (2026-10-23). Downward pressure continues on major mega-cap tech stocks due to elevated crude oil prices and profitability concerns tied to surging AI datacenter and infrastructure CapEx.
Today's Watchlist
- The U.S. Federal Open Market Committee (FOMC) meeting and monetary policy decisions from major central banks (ECB, BOJ).
- Reassessment of tightening trajectories following U.S. September PCE price index and advance Q3 GDP releases.
- Q3 earnings and AI investment guidance from key mega-cap tech companies, including Microsoft, Alphabet, and Amazon.
Risk Note
With rising crude oil prices and Middle East geopolitical risks adding upward inflation pressures, market scrutiny over the return on investment (ROI) in AI has intensified, warranting caution over single-stock volatility driven by upcoming earnings results.
Last updated: 2026-10-25 16:00:31