Friday, August 28, 2026
We collect and summarize the messages we receive daily from stock Telegram channels.
The same night, light and darkness were divided.
Nvidia, which released its results yesterday, rose 8.7% overnight. It was the biggest gain since April last year, and the Nasdaq also rose 1.57%, with tech stocks following suit.
However, memory chips were different. Micron fell slightly, and during the day it fell even further before recovering at the end.
The reason cited was tariffs. There have been reports that the Trump administration is considering imposing broad additional tariffs on semiconductors. Although it is still in the review stage, the story came out the day after Nvidia directly mentioned the burden of memory costs, so there was a big reaction from the channel.
There were concerns about what would happen if tariffs were added on top of rising prices.
Cybersecurity soared in a single day.
US cybersecurity stocks rose sharply one after another. CrowdStrike rose 18%, Okta rose 23%, Palo Alto Networks and Zscaler rose 10% each.
The trigger was a joint letter. OpenAI led 116 companies in urging a coordinated response to the "imminent threat of widespread cyberattacks using AI." The names included Anthropic, Google, Amazon Web Services, Microsoft, Cisco, Cloudflare, IBM, Oracle, SAP, Visa and Mastercard.
The message was that existing security systems were not sufficient. This warning immediately translated into a discussion about the relevant industry.
Six Big Tech companies are going negative in cash flow.
Credit rating agency forecasts also circulated. Alphabet, Amazon, Microsoft, Meta, Oracle and SpaceX are expected to have negative excess operating cash flow in both 2026 and 2027.
The reason is capital expenditures. AI capital expenditures by large cloud service providers are projected to exceed $1.3 trillion by 2027.
It means that the companies that make the most money will spend more than they earn.
Samsung Biologics has decided on a rights offering.
Samsung Biologics announced a rights offering. It will be a public offering of common shares after shareholder allocation, with a ratio of 0.05 shares per share. The purpose of the funds is listed as facility capital.
The schedule includes a record date of October 6th, subscription on November 10th, payment on November 17th, and listing of new shares on November 30th.
Today, 'rights offering' has been added as a new top keyword in the channel.
Power equipment and nuclear power plants rose together.
In terms of themes, power equipment and wires rose seven steps, nuclear power plants rose six steps, construction and real estate rose ten steps.
The story that has been going on all week has taken its place. News continued to circulate that Korea Electric Power Corporation (KEPCO) is reviewing participation in the construction of a US nuclear power plant and acquisition of a stake in Westinghouse with the government, and Hanwha Engineering & Construction was also mentioned along with the Romanian nuclear power plant project. In addition, news spread that a major investment bank had added domestic power equipment stocks to its new analysis targets.
The trend of AI data centers drawing power and the story shifting to the side that produces and delivers that power has continued throughout this week.
Others
News broke that Meta is pursuing a 1 trillion won won-denominated bond issuance in Korea.
International oil prices rose again. WTI rose 1.58% as expectations for negotiations between the US and Iran weakened. It was a reversal of the plunge two days ago on news of a ceasefire.
Domestically, Hyundai Motor made headlines with its decision to introduce sodium-ion batteries and repurchase its own shares, while Simtek continued to be discussed for its new facility investment in response to demand for AI boards.
Data included in this article
Item | Quantity |
|---|
Collection Channels | 317 |
Collected Messages | 10,868 (6,163 on August 27th · 4,705 on August 28th) |
Among them, Late Night Section | 1,809 |
Domestic Issue Keywords | 2,198 types (as of August 28th) |
Domestic Theme Collection | 26 themes |
US Theme Collection | 15 themes |
Source: hatzze.fun/kadera
※ The mention volume and collection figures are expressions that indicate how much something is being quoted, for entertainment and reference purposes only, and are not buy or sell signals. It does not verify the truth of rumors.
▶ Original Source: https://hatzze.fun/
