Editorial companion

What stands out

An AI-fueled selloff that began in South Korea spilled into U.S. trading, knocking SK Hynix American Depositary Receipts (ADRs) lower and reminding investors how quickly an AI narrative can flip from tailwind to risk. Apple’s sweeping trade-secrets lawsuit against OpenAI turns the device-versus-platform fight into courtroom theatre, while Joe Lonsdale’s defense-tech pitch frames Palantir as a candidate to benefit from rising government AI spend. For owners of AAPL and PLTR, the clip is a compact lesson: headlines can reshuffle risk even when business trends and momentum point different ways.