# Сопутствующие статьи по теме Stocks

Новостной центр HTX предлагает последние статьи и углубленный анализ по "Stocks", охватывающие рыночные тренды, новости проектов, развитие технологий и политику регулирования в криптоиндустрии.

South Korean Youth Trading Stocks Overnight, Diving Headfirst into Samsung and SK Hynix

The article details a significant shift in South Korea's investment landscape, where young retail investors are moving from volatile cryptocurrencies to the booming semiconductor stocks, particularly Samsung Electronics and SK Hynix. This transition is driven by the explosive demand for AI-related chips, specifically High Bandwidth Memory (HBM), where these two Korean giants hold a near-oligopoly alongside Micron. Due to unprecedented demand from cloud providers, AI firms, and electronics manufacturers, HBM supply is critically low, with SK Hynix's inventory at a historic low of just four weeks. This scarcity has led to massive price increases for HBM and DRAM chips, fueling a dramatic surge in the companies' stock prices—SK Hynix's stock is up sixfold and Samsung's has quadrupled since early 2025. This rally has propelled the Korean KOSPI index past 6000 points, making it a top-performing global market. The piece explains that the AI era has inverted the traditional tech profit structure. HBM, now a critical and irreplaceable component for advanced GPUs, has given upstream memory suppliers unprecedented pricing power over downstream customers like NVIDIA. This has led to a fundamental "re-rating" of these semiconductor stocks. Consequently, online forums once dominated by crypto talk are now focused on "AI semiconductor concept stocks." Trading volume on crypto exchanges has plummeted, while stock market activity has soared. This shift is further encouraged by government policies aimed at strengthening the stock market and retaining domestic capital. The trend is so powerful that crypto exchanges have begun offering leveraged perpetual contracts on Korean stocks, symbolizing that in the AI age, semiconductors have become a more compelling investment than cryptocurrencies.

marsbit02/27 13:21

South Korean Youth Trading Stocks Overnight, Diving Headfirst into Samsung and SK Hynix

marsbit02/27 13:21

Netherlands To Amend Controversial 36% Tax On Unrealized Crypto, Stock Gains

Dutch Finance Minister Eelco Heinen has announced that the Netherlands will revise its controversial tax reform bill, which proposed a 36% tax on unrealized gains from crypto, stocks, and other investments. The legislation, known as the Actual Return in Box 3 Act and set to take effect in 2028, has faced strong criticism from lawmakers and investors who argue it is unfair and could drive wealth out of the country. Heinen acknowledged the need for amendments and stated that the government will reexamine the bill with the House of Representatives and the Senate, potentially leading to a complete rewrite if necessary. The current system, which taxes assumed returns, was ruled unsustainable by the Supreme Court, prompting the proposed overhaul.

bitcoinist02/26 11:02

Netherlands To Amend Controversial 36% Tax On Unrealized Crypto, Stock Gains

bitcoinist02/26 11:02

Bitcoin Price Weakens as Correlation With Stocks Hits Lowest Since FTX Collapse

According to Santiment data, Bitcoin's correlation with major U.S. stock indexes has dropped to its lowest level since the FTX collapse in late 2022, declining approximately 43% over the past six months. During this period, Bitcoin fell about 43%, while the S&P 500 rose 7% and gold climbed 51%, highlighting a significant divergence in performance. Bitcoin is currently trading around $65,420, showing minor recovery but remaining technically weak. Key indicators such as the death cross formation (50-day MA below 200-day MA) and an RSI of 35.26 suggest continued bearish momentum. The price is consolidating within a $60,000–$70,000 range with lower highs, indicating seller dominance. Near-term support lies at $63,900–$64,000, with critical psychological support at $60,000. Resistance levels are near $70,000 and the 50-day MA around $79,672. The analysis concludes that Bitcoin shows no clear signs of its downward trend reversal.

TheNewsCrypto02/25 14:15

Bitcoin Price Weakens as Correlation With Stocks Hits Lowest Since FTX Collapse

TheNewsCrypto02/25 14:15

Kraken, Coinbase expand into stock trading as equities outperform crypto

Kraken and Coinbase are expanding into stock trading to attract traditional finance investors as equities significantly outperform the crypto market. This move represents a strategic shift towards hybrid financial products. Kraken launched 24/7 perpetual futures contracts for tokenized equities like the S&P 500 and Nasdaq 100, offering up to 20x leverage and availability in over 110 countries. Conversely, Coinbase is focusing on spot equity trading through a partnership with Yahoo Finance, with plans to introduce tokenized U.S. equities later this spring. This expansion occurs amid a major crypto market contraction, with total capitalization falling to $2.24 trillion, down 47.5% since October 2025. In contrast, the S&P 500 has gained 17% over the same period. By integrating equities, both exchanges aim to capture capital rotation, diversify revenue, and boost user engagement.

ambcrypto02/25 09:48

Kraken, Coinbase expand into stock trading as equities outperform crypto

ambcrypto02/25 09:48

While Everyone Is Selling Software Stocks, HSBC Says You're Wrong

Amid a severe selloff in software stocks dubbed the "SaaSpocalypse" in early 2026, HSBC’s U.S. tech research head Stephen Bersey published a contrarian report titled "Software Will Eat AI." He argues that the market’s fear—that AI agents will replace traditional enterprise software—is a misjudgment. Instead, Bersey contends that AI will be absorbed into existing software platforms, becoming an embedded capability rather than a disruptor. Key points from the report include: - AI lacks the depth to replace complex enterprise systems due to training data limitations and inability to replicate decades of proprietary business logic. - "Vibe coding" and AI-native approaches overestimate the ability to rebuild reliable, large-scale enterprise software from scratch. - High switching costs and trust in incumbent software providers create durable barriers. Bersey believes software companies with deep data moats and AI integration capabilities—such as Oracle, Microsoft, Salesforce, and ServiceNow—are well-positioned to monetize AI through task-based agents operating within software-defined boundaries. He sees 2026 as the year AI monetization scales within software, driven by inference demand, not training. HSBC recommends buying select software stocks while downgrading others like IBM and Palo Alto Networks, emphasizing that not all will benefit equally. The core thesis: software is the vehicle through which AI delivers scalable, governed enterprise value—not its replacement.

marsbit02/25 02:51

While Everyone Is Selling Software Stocks, HSBC Says You're Wrong

marsbit02/25 02:51

Kraken snaps up $60B token platform Magna – IPO next?

Kraken's parent company, Payward, has acquired tokenization platform Magna for an undisclosed sum as it prepares for a potential IPO. Magna, which recorded a peak TVL of $60 billion in 2025, will operate as a standalone platform supported by Kraken's liquidity and resources. The deal enhances Kraken's capabilities in token issuance, vesting, staking, custody, and escrow services. This move aligns with Payward's confidential IPO filing with the SEC in November, following its reported $2.2 billion in adjusted revenue for 2025. Despite a challenging crypto market where Bitcoin has declined and newly listed firms trade below debut prices, Kraken aims to proceed with its public listing alongside other industry players like Ledger, Copper, Securitize, and Consensys.

ambcrypto02/19 09:01

Kraken snaps up $60B token platform Magna – IPO next?

ambcrypto02/19 09:01

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