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Industry

Jim Cramer picks 5 promising investment themes for second half of 2026

Five trends seen during the latest earnings season could determine investment opportunities for the rest of 2026, CNBC reported on Aug. 6. Jim Cramer (짐 크레이머) highlighted resilient consumers, AI infrastructure, cybersecurity, mergers and acquisitions and healthcare. He said investors should focus on broad market themes rather than individual companies. Cramer cited Capital One, American Express, Ralph Lauren and Williams Sonoma, and also named Lam Research, KLA and Applied Materials, as well as CrowdStrike, Palo Alto Networks, Goldman Sachs, Morgan Stanley, Eli Lilly and Johnson & Johnson.

Games & Commerce

Kakao Games sets rebound push with five new games, targets return to profit in Q1 2027

Kakao Games is reorganising non-core businesses under a new co-CEO structure and concentrating on launching five new titles. The company reported second-quarter revenue of 75 billion won and an operating loss of 23 billion won, with revenue down year-on-year and quarter-on-quarter. It sees sales bottoming in the second and third quarters, expects a meaningful rebound from the fourth quarter, and aims to turn profitable in the first quarter of next year.

Telecommunications & Media

South Korea to cut wholesale mobile rates, spectrum fees to boost budget carriers

South Korea will expand wholesale mobile plans offered by telecom operators and cut wholesale charges to strengthen the price competitiveness of budget mobile carriers, the Ministry of Science and ICT said. It will also raise spectrum fee reductions for smaller operators to 90 percent and widen the provision of data options. The government plans to support access to mid- and low-priced handsets, promote eSIM activation and review competition conditions later this year.