CXMT closed its debut +466% at ~$489B — the most valuable China-listed company, above Intel's market cap; Micron fell 8% on the read-through; overhangs: a US DoD ban + a three-year HBM deficit. (CNBC · Nikkei)
2026-07-27
CXMT surged 466–472% on its Shanghai STAR debut — mainland China's most valuable listed company on day one (absolute mcap figure thin — primary fetches blocked). (Reuters)
2026-07-27
Korea's "Black Tuesday" session closed −10–11% with circuit breakers — SK Hynix below $140 (−10-13%), Samsung down with it; China chip-competition fear compounding AI volatility. SK Hynix reports within 24h. ([Reuters/Korea Times])
2026-07-28
⛔ Conflation caught: "CXMT debut triggered a Capitol Hill probe" — the Moolenaar/Whitesides letter is dated 07-16, eleven days pre-debut, and never mentions the IPO. Genuinely new today: an on-record federal official suspecting CCP-orchestrated price action.
2026-07-28
