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AI & Enterprise

Alphabet wipes out 8.71 trillion won as MS, Meta, Amazon earnings fears begin next week

Alphabet burned $5.9 billion in the second quarter, marking its first quarterly cash burn and highlighting how rising AI investment is straining big tech cash generation. Investors are watching next week’s results from Microsoft, Meta Platforms and Amazon for their AI spending plans. Analysts expect big tech AI outlays to exceed $700 billion this year. Concerns are growing that capital spending, depreciation and operating costs may rise faster than AI revenue.

Finance

Semiconductor and Middle East risks overly priced in, KOSPI 6,000 seen as bottom

South Korea\'s stock market has undergone an excessive price adjustment as concerns over a semiconductor cycle peak and geopolitical instability in the Middle East overlap, an analyst said. Kim Byeong-yeon (김병연) of NH Investment & Securities said current declines look overstated if chipmakers avoid returning to loss-making structures. He suggested chip firms\' forward PBR of 1.3 to 1.4 implies a KOSPI level around 6,000, and said U.S. big tech earnings this week are a key variable for market direction.

AI & Enterprise

China AI token use surges 1,000-fold in two years, expands into Western markets

China’s daily AI token usage has surged more than 1,000-fold in about two years, rising from 100 billion in early 2024 to more than 140 trillion by March 2025. Chinese AI models have also gained share in Western enterprise markets via OpenRouter, reaching at least 30 percent of corporate AI traffic after February 2026 and 46 percent by mid-2026. Price competition and U.S. access restrictions are cited as key drivers, alongside growing privacy and regulatory risks.