Global Intelligence
Market Pulse.
DATA2026-07-10
S&P 500
7,543.64
+0.81%KOSPI
7,475.94
+2.52%USD/KRW
₩1,501
-0.31%BTC
$64,341
+2.67%NASDAQ+1.30%
WTI Crude-1.96%
VIX-6.27%
Themes to Watch
AI Infrastructure Value Chain
95%Agentic triple power chain (sub-agent token/memory I/O 10-100× + CPO 2026 commercial + BYOP ~14GW)
Optical Communications Revolution
95%NVIDIA 2026 CPO commercial year one + Coherent SAM $9.5B → $21B upgrade (OFC 2026)
Data Center Energy Revolution
93%Hyperscaler BYOP gas ~14GW disclosed (Meta Hyperion 7.46GW confirmed, MSFT Chevron WTX 2.5GW in negotiation)
Defense & Aerospace
92%U.S.-Israel joint strike on Iran (Operation Epic Fury) driving surge in defense demand
Interest Rates & Macro Strategy
88%Hormuz blockade causing 6.7M bpd production cuts across 4 Gulf nations -- largest supply disruption in history