AJP weekly market wrap | Nov. 9–13, 2026

SEOUL, November 14 (AJP) -Global stock markets ended a turbulent week on a mixed note as Nvidia's leadership turmoil unsettled the AI trade without triggering a broader selloff. South Korea's KOSPI fell 0.98 percent to 5,290.53 on Friday, while Japan's Nikkei gained 0.53 percent and Taiwan's TAIEX rose 1.35 percent. Hong Kong's Hang Seng lost 1.61 percent. In the preceding U.S. session, the Nasdaq declined 0.39 percent and the S&P 500 slipped 0.35 percent.

The unease spread to currencies and bonds. The dollar index strengthened to 103.17, the Korean won weakened to 1,336.7 per dollar, and the U.S. 10-year Treasury yield climbed to 5.127 percent. The divergent moves suggest investors are reassessing AI-related risks against a backdrop of elevated borrowing costs, with Nvidia's upcoming earnings and guidance set to test market confidence.

Oil prices rebounded even as industrial commodities weakened, underscoring diverging demand signals across global markets. Semiconductor memory prices remained elevated despite uncertainty over the AI investment boom. DRAM spot prices are tallied at $60.66, up 165.8 percent from a year earlier, while 128-gigabit NAND prices stood at $50.99, up 396.6 percent.

Tags: Nvidia, Jensen Huang, global stock markets, KOSPI, Nasdaq, S&P 500, Wall Street, AI stocks, semiconductor stocks, Korean won, U.S. Treasury yields, bond markets, foreign investors, market volatility, crude oil, WTI, Dubai crude, oil prices, commodity markets, DRAM prices, NAND flash, copper, aluminum, AI chip demand, South Korea

Seo Hye Seung

AJP weekly market wrap | Nov. 9–13, 2026

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