Tech Stock Positioning Nears Neutral as Investor Rotation Enters Final Phase, Deutsche Bank Says 
Exosens H1 Profit Beats Forecasts as Defense Demand Drives Growth 
CATL Shares Jump as $5.6 Billion Buyback Signals Confidence in Long-Term Growth 
Barclays Q2 Profit Beats Forecasts as Investment Banking Strength Offsets Higher Costs 
Rio Tinto Stock Jumps as Strong Earnings, Higher Dividend and AI Metal Demand Boost Outlook 
Johnson & Johnson Proposes $5.5 Billion Talc Settlement to Resolve U.S. Ovarian Cancer Lawsuits 
Nvidia Invests $1 Billion in Naver as South Korea AI Data Center Expansion Gains Momentum 
Galp Shares Fall After Q2 EBITDA Miss Despite Profit Beat and Higher Dividend 
CXMT IPO Debut in Shanghai Puts $85.5 Billion Chipmaker in Spotlight 
GSK Unveils $2.52 Billion Cost-Cutting Plan to Accelerate Drug Pipeline 
ASML, Applied Materials Slide as China DUV Chip Equipment Breakthrough Sparks Market Jitters 
Nvidia Eyes $250B Guarantee for OpenAI’s Massive Ohio AI Data Center Project 
Sika Raises 2026 Sales Outlook After Strong First-Half Results Beat Expectations 
Air Liquide Q2 Sales Growth Tops Forecast as Electronics Business Drives Strong Performance 
Stellantis Sells Free2move Car-Sharing Business to Mutares to Strengthen Core Auto Strategy 
Unilever Raises 2026 Sales Outlook After Strong Q2 Volume Growth 
TSMC Gradually Restarts Japan Chip Plant After Kumamoto Earthquake 
South Korea provided 5.29 percent of imported intermediate goods in the US during the first half, up 1.16 percentage points from two years ago, according to the data compiled by the Korea International Trade Association (KITA).
The expansion was made possible by the prolonged US-China trade row, allowing South Korea to take more export orders from the US that were previously sourced from China.
South Korea's outbound shipments of goods to the US also advanced from 0.87 percentage points to take up 3.94 percent of the market.
Other Asian nations also benefitted with increased exports to the US by taking advantage of the trade row, with Vietnam advancing 1.3 percentage points and Taiwan 1.04 percentage points, to take up 3.22 percent and 2.95 percent of the market.
On the other hand, China's exports of such goods to the US dipped 4.04 percentage points to 13.21 percent.
KITA noted that the COVID-19 pandemic will further induce US firms to diversify their suppliers.
In September, South Korea's exports to the U.S. advanced 23.2 percent on-year. Shipments to China also expanded by 8.2 percent.
The US and China accounted for 40 percent of South Korea's combined exports in the month.
