Global Intelligence
Market Pulse.
DATA2026-08-24
S&P 500
7,652.86
-0.28%KOSPI
6,696.96
-3.12%USD/KRW
₩1,381
-0.33%BTC
$78,964
+1.56%NASDAQ-0.76%
WTI Crude-2.35%
VIX+4.76%
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