Stock Market Review: 주식 시황 정리 (10/24/2026)
From October 22 to 24, 2026, global stock markets continued their record-breaking rally, driven by U.S. Big Tech investments in AI infrastructure and expectations of Federal Reserve rate cuts. However, NVIDIA's massive funding efforts have sparked concerns over AI circular transactions, emerging as a volatility factor for tech stocks. Meanwhile, the South Korean stock market showed a mixed trend as profit-taking emerged due to external variables like U.S.-China tariff conflicts, despite strength in semiconductor and AI-related stocks.
Key Findings
- U.S. Stocks Hit Record Highs: The U.S. stock market led global indices to record highs, fueled by the strength of AI-related stocks and rate cut expectations.
- Expansion of AI Infrastructure Investments: Intensifying investment competition in AI infrastructure among global Big Tech companies drove up shares of semiconductor and related hardware firms.
- NVIDIA Financing and Circular Trading Concerns: NVIDIA's large-scale fundraising reignited concerns over circular transactions within the AI ecosystem, sparking volatility in tech stocks.
- Mixed Trend in South Korea: The KOSPI index initially rose on the back of large-cap strength in semiconductors and secondary batteries, but showed limited movement as profit-taking emerged due to external factors such as the U.S.-China tariff conflict.
Details
Global Stock Market: Rally Led by AI and Rate Cut Expectations
Recently, the U.S. stock market has continued its all-time high rally, combining strength in AI tech stocks with expectations of Fed rate cuts. The expansion of AI infrastructure investments by global Big Tech companies is improving overall market sentiment.
However, news of NVIDIA's large-scale fundraising has brought concerns about "circular transactions" within the AI ecosystem back to the surface. This is acting as a negative factor that increases volatility across AI-related stocks.
South Korea Stock Market: Tug-of-War Between Semiconductor Strength and External Variables
The South Korean stock market started strong, centered around semiconductor and AI-related large-cap stocks, influenced by the U.S. market rally. However, a mixed trend unfolded as caution grew over external variables like the U.S.-China tariff dispute, leading to profit-taking.
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