Oct 26, 2026 – Oct 30, 2026
NEWS EPOCH
WEEKLY NEWSLETTER
October 30, 2026
— All the News That Matters —
EXECUTIVE BRIEF
This week, markets focused on the earnings of global Big Tech and semiconductor firms to see who is actually profiting from massive AI investments. Meanwhile, turnaround stories caught our attention, featuring toy stores expanding by targeting 'kidults' despite declining birth rates, alongside nimble companies hitting record sales through bold pivots and niche strategies. From the reality check on the global tech race to clever business trends capturing market gaps, here is a summary of this week's essential news.
Weekly Newsletter: 4th Week of October 2026 — Big Tech's AI Profitability Dilemma
ARTICLES IN THIS ISSUE
- Big Tech Earnings Week Checkpoint: 'Short on GPUs, But Not Making Money?'
- Hanwha Ocean Target Price Slashed from 130K to 50K Won: JPMorgan Puts the Brakes on 'Order Backlog Premium'
- GC Biopharma Enrolls 1,806 for Phase 2/3 Trials of Flu Vaccine for Seniors Aged 65+, Comparing with Sanofi's High-Dose
- [Lunchbox] Claude Creator Anthropic Filed for Nasdaq IPO? Summary of Revenue, Losses, and Remaining Steps 🔍
- Daesun Shipbuilding Workout Ends, SB Sunbo's 90B Won Capital Increase Fully Applied to Repay KEXIM Debt
- Echoes of Korea's Solidigm Controversy: Why China is Putting the Brakes on Spin-Off IPOs of Core Businesses
- Former Apparel Brand 'Chuu' Ends Deficit After Pivoting to Contact Lenses
- Beyond Chicken Breasts to Cosmetics: The Story Behind Egnis' 193.2 Billion Won in Sales
- Who Earned the Money Spent on AI? The Gap Between the Magnificent Seven and the Rest
- [Lunchbox] Naver's AI Infrastructure Deal: Why $9 Billion and 18 Trillion Won Are Treated Differently 🔍
- Workit, a Regular in Safety Shoe Ads, Turns Out to Be Highly Profitable
- SK Hynix Earnings D-1: What to Check Before the '60 Trillion Won Shareholder Return' Rumors
- Brazilian Stock Market Surged 7.7% After First Vote, Plunged 13.9% Following Lula's Comeback Victory
- After Kamut Comes Farro: GrainOn's Business Strategy Behind a 30-Fold Revenue Jump in 4 Years
- Boston Dynamics Valued at 43-70 Trillion Won, Highly Rated for Securing Operational Data via Factories
- [Global] Meta and Google's Investment in India Marks the Largest in Indian Stock Market History
- [Lunchbox] Storing Severance Pay Outside the Company? Summary of External Accumulation and Fund-Type Retirement Pension Reforms 🔍
- Fewer Kids but More Toy Stores: How 'Kidults' Are Redrawing the Toy Market Map
- [5th Week of October IPO Trends] Market Buzzes with 8 Listings; 14 More Queued for Next Week
- [Lunchbox] Hyundai Motor Lowered Annual Targets Despite Higher Operating Profits? Sales and Investment Outlook Summary 🔍
- [Global] DoorDash Buying Instacart: Why It's Taking Two Years to Close the Deal
- [Weekly M&A] DeepSeek Seeks 19.5 Trillion Won Investment, Focusing on Strengthening AI Competitiveness
- The Bill for the Memory Boom Returns to Apple, Intel, and Samsung Smartphones