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Tech & Innovation·October 26, 2026·1 min read

SK Hynix Leveraged Funds to Be Delisted in US as AI Rally Cools

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Leveraged SK Hynix ETFs being pulled just months after launch is a reminder that public-market AI euphoria can cool faster than the underlying demand for HBM and GPUs. Operators should not read this as a signal to slow infra or model bets—but CFOs should expect more volatility in equity-linked financing tied to the “AI trade.”

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Sources detail how Ramp investors Joe Lonsdale and Keith Rabois pushed US lawmakers to probe rival Airwallex's China ties after Airwallex scrapped a Ramp deal

Regulatory and geopolitical narratives are now competitive weapons in fintech—China exposure, data residency, and cross-border flows are becoming levers in dealmaking, not just compliance checkboxes. If you touch payments or financial data, assume counterparties may weaponize your jurisdictional footprint and preempt that with clear, auditable governance and disclosure.