Morning Call 10/13/26

Despite a sharp Asia-led tech/semi selloff, guests argue AI demand and consumer spending remain strong heading into bank earnings.

• Asia tech rout: South Korea's KOSPI fell over 5% (briefly down 7%, piercing 6,000) on Samsung, SK Hynix, LG weakness; U.S. semis (AMD, Micron, SanDisk) slid pre-market too.
• Ives stays bullish: Yorkville's Dan Ives calls the AI selloff 'overdone,' cites 13-to-1 chip demand-supply, and names Microsoft, NVIDIA, Palantir, CrowdStrike as winners while flagging Meta's new AI rollout as a 'game changer.'

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