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# Evening Scan
- URL: https://adjacent.media/scan/2026-07-28-pm/
- Published: 2026-07-28T23:06:31.000Z
- Updated: 2026-07-28T23:06:31.000Z
- Description: Korean chip stocks fell sharply this morning. The “AI fatigue” narrative that’s been building for weeks showed up in a price chart. Apple shipped security patches, X launched its banking product, and a Minnesota judge ruled that prediction markets can continue operating.
- Author: Jonathan Greene
- Tags: #scan-pm, #scan

Korean chip stocks fell sharply this morning. The "AI fatigue" narrative that's been building for weeks showed up in a price chart. Apple shipped security patches, X launched its banking product, and a Minnesota judge ruled that prediction markets can continue operating.

> **11%+** — Samsung Electronics' opening-bell drop as Korean chipmakers sold off on AI fatigue fears. *(Bloomberg)*

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#### [Korean chipmakers' stocks plunge as AI fatigue sets in](https://www.bloomberg.com/news/articles/2026-07-28/korean-stocks-sink-as-chipmakers-plung-on-deepening-ai-fatigue?ref=adjacent.media) (paywall)

Samsung and SK Hynix both dropped at the open, dragging the Kospi down. The selloff suggests AI capex optimism has limits. *(Bloomberg)*

#### [X Money launches in the US](https://www.theverge.com/tech/971649/x-money-launch-elon-musk?ref=adjacent.media)

Premium subscribers now get a deposit account, 6% APY, and a Visa debit card. Musk's "everything app" bet cleared a real milestone. *(The Verge)*

#### [Judge blocks Minnesota's prediction-market ban](https://www.nytimes.com/2026/07/27/business/minnesota-kalshi-polymarket-ban.html?ref=adjacent.media) (paywall)

A federal preliminary injunction keeps Kalshi and Polymarket operating in the state. *(NYT)*

#### [Xbox's outage blocked even disc-based games](https://www.theverge.com/games/971545/xbox-outage-disc-physical-games?ref=adjacent.media)

A multi-day outage that started Sunday reached physical media — an unexpected cascade. *(The Verge)*