This post was originally published on this site.A target window for an announcement by mid-2027 gives the merger speculation a timeline. That is likely to keep Tesla shares sensitive to any headlines from the special committees, and SpaceX shares sensitive to swings in AI sentiment, since its stock would be the deal currency. A sustained selloff in chip and AI stocks is the key market risk to the deal: it would weaken SpaceX’s valuation leverage and the investor enthusiasm needed for a transaction of this size. The midterm elections on November 3 add a political variable, as a Democratic win...

This post was originally published on this site.With the hold fully priced, attention shifts to Governor Shin’s news conference at 02:10 GMT for guidance on whether November remains live. A clear signal that the pause is temporary would likely support the won and push short-dated Korean government bond yields higher. A softer emphasis on monitoring the impact of past hikes could weigh on the currency. The board’s caution over recent stock market volatility suggests policymakers are wary of adding pressure to equities, which may offer some relief for the KOSPI. Chipmakers remain at the centre of the growth story given...