About this episode

The episode discusses the impact of Kimi K3 and Qwen3.8 on the AI trade and market dynamics influenced by geopolitical tensions.

In this episode, we discuss how Kimi K3 and Qwen3.8 are reshaping the Korean AI trade, how Morgan Stanley is financing the data-centre boom, and how the Iran-Hormuz conflict is driving oil and market volatility. 00:00 Introduction 01:37 Crypto Headlines and Web3 Roundup 04:54 Mitsubishi Moves Into Humanoid Robotics 08:36 KOSPI Leverage Meets Kimi K3 and Qwen3.8 13:52 Kimi Demand Hits Its Compute Limits 18:00 Microsoft and the AI Sell-Off Trade 21:54 Morgan Stanley's AI Debt Machine 26:16 The Trillion-Dollar Memory Buildout 29:53 AI Financing Makes Markets More Fragile 33:02 Iran, Hormuz and the Oil Risk Premium 38:09 Polymarket Prices War and Fed Rate-Hike Risk 41:36 Positioning Through Extreme Tech Volatility 44:48 Earnings, Oil and the Week Ahead The content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only.

Topics covered

• AI competition
• financial markets
• oil volatility
• technology investment
• robotics
• crypto

More episodes of The Modern Market Show

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• KOSPI Plunges 6.4% as South Korea Delivers First Rate Hike · July 16, 2026 · 60 min
• CXMT Pre-IPO Perps Surge on Hyperliquid Before Its Debut · July 15, 2026 · 1h 6m
• Apple Hits All-Time High as AI Spending Gamble Pays Off · July 14, 2026 · 56 min
• KOSPI Crashes 9% as SK Hynix Stock Plunges 15% in One Day · July 13, 2026 · 54 min

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