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Bloomberg17d agoneutral
Korean Stocks’ Record Rout Fails to Tempt Global Investors

(Bloomberg) -- South Korea’s stock market is displaying what would appear to be clear dip‑buying signs: July’s record 33% plunge that has left the benchmark Kospi at its cheapest valuation ever.Most Read from BloombergStocks Fall as 30-Year Bond Yields Surge After Fed: Markets WrapTrump Says US Will Strike Iran Hard as War Escalates AgainWarner Bros. Deal Collapse Would Cost the Ellisons $9.8 BillionUS Intercepts Iran Attack on Bases, Puncturing Days of CalmApple Set to Make Big Smart Home Push

Samsung operating profit up 1,800% in second quarter on AI boom
AFP17d agoneutral
Samsung operating profit up 1,800% in second quarter on AI boom

South Korean technology giant Samsung Electronics posted on Thursday a massive 19-fold jump in second-quarter operating profit from last year, buoyed by sustained AI-driven demand for memory chips.The boom results were posted despite South Korean stocks suffering a sharp sell-off on Wednesday as nervous traders unwound AI-driven bets, fretting whether lofty profit forecasts are realistic.

Samsung reports record profit as South Korean chip giants benefit from global AI boom
Associated Press17d agoneutral
Samsung reports record profit as South Korean chip giants benefit from global AI boom

South Korean technology giant Samsung Electronics on Thursday reported a record operating profit of 89.5 trillion won ($62 billion) for the April-June period, a day after crosstown rival SK Hynix also reported record earnings, as the world’s two largest memory chipmakers continue to ride the global artificial intelligence boom. Despite their soaring profits, the companies’ shares have fallen sharply this week in South Korea’s volatile stock market, where retail investors often drive sharp swings in share prices, as concerns grow over their plans to spend massively on increasing manufacturing capacity and the prospects of intensifying competition from China. Samsung’s second-quarter operating profit was a more than 19-fold increase from a year earlier, and nearly all of it came from its semiconductor business, which benefited from rising chip prices driven by demand for AI servers and increased shipments of advanced high-bandwidth memory chips used to power AI applications.

Samsung’s Chip Earnings Push Net Profit to Record
The Wall Street Journal17d agobullish
Samsung’s Chip Earnings Push Net Profit to Record

Samsung Electronics’ net profit surged 14-fold in the second quarter, as a stellar performance by its core semiconductor division, helped the technology titan extend its streak of record earnings.

Bloomberg17d agobullish
Samsung’s Chip Profit Soars Over 250-Fold on AI Memory Shortages

(Bloomberg) -- Samsung Electronics Co.’s semiconductor arm reported a more than 250-fold jump in profit after AI’s reliance on memory delivered hefty margins. Most Read from BloombergStocks Fall as 30-Year Bond Yields Surge After Fed: Markets WrapWarner Bros. Deal Collapse Would Cost the Ellisons $9.8 BillionTrump Says US Will Strike Iran Hard as War Escalates AgainUS Intercepts Iran Attack on Bases, Puncturing Days of CalmApple Set to Make Big Smart Home Push With Siri AI at CenterThe unit, whi

Samsung Q2 profit jumps 19-fold as AI chip demand offsets mobile loss
Reuters17d agobullish
Samsung Q2 profit jumps 19-fold as AI chip demand offsets mobile loss

Samsung Electronics said on Thursday its operating ‌profit jumped 19-fold to a ‌record in the second quarter, as solid ​demand for AI chips offset weaker earnings at its mobile business. "In H2 2026, the Memory Business expects robust ‌demand centered ⁠on servers stemming from continued AI infrastructure capex and broader ⁠adoption of agentic AI," Samsung said in a statement. The world's top memory chipmaker reported operating profit of 89.5 trillion won ($61.98 billion) for the April-to-June period, in line ‌with its estimate ​of 89.4 trillion won ​and up ​from 4.68 trillion won ‌a year earlier.

Samsung (KOSE:A005930) Faces ITC Patent Probe Over Memory Products
Simply Wall St.17d agobearish
Samsung (KOSE:A005930) Faces ITC Patent Probe Over Memory Products

The U.S. International Trade Commission has opened an investigation into Samsung Electronics over alleged patent infringement involving certain memory products. The case could lead to a ban on imports of affected Samsung memory products into the U.S. if the ITC finds a violation. The investigation also involves several major Samsung customers that rely on its memory chips in their own devices. For investors watching Samsung Electronics, KOSE:A005930, this ITC investigation comes at a time...

Navigating South Korea's AI-Driven Volatility
Zacks17d agoneutral
Navigating South Korea's AI-Driven Volatility

Investors in the South Korean stock market have experienced a rollercoaster-like ride in 2026. With the recent pullback and the fundamental story still intact, the index is poised to bounce.

The CLARITY Act divides finance giants ahead of congressional recess
Yahoo Finance Video17d agoneutralVIDEO
The CLARITY Act divides finance giants ahead of congressional recess

Scott Melker breaks down the growing divide on Wall Street over the CLARITY Act, as BlackRock (BLK), Fidelity (FIS), Goldman Sachs (GS), and SoFi (SOFI) publicly back the crypto market structure bill just one week before Congress heads into recess. Melker also discusses Morgan Stanley (MS) offering new ethereum (ETH-USD), Solana (SOL-USD) ETFs aunds, and what the latest developments mean for investors. "The Daily Wolf with Scott Melker" airs every day at 12:00 p.m. Tune in for your daily dose of all things crypto. Make sure to also check out Yahoo Finance's new crypto hub to find the latest crypto-related news.

Why Ericsson’s Worst Day in Three Years Wasn’t About This Quarter’s Numbers
Insider Monkey17d agoneutral
Why Ericsson’s Worst Day in Three Years Wasn’t About This Quarter’s Numbers

The AI buildout has resulted in an unanticipated casualty distant from Silicon Valley: telecom equipment manufacturers, who now compete with hyperscalers for the same memory chips. Three major companies, SK Hynix, Samsung, and Micron, control more than 95% of worldwide DRAM production, and as AI data centers use an increasing share of that output, memory […]

China Shock Just Came for Your Portfolio
The Wall Street Journal17d agoneutral
China Shock Just Came for Your Portfolio

If stock prices are your go-to economic barometer then you could be forgiven for ignoring the original “China Shock” a quarter-century ago. Manufacturing job losses in machinery, textiles, electronics and furniture slammed parts of the U.S. after China joined the World Trade Organization in 2001. There’s even a strong case that China’s industrial rise was a major tailwind for stocks overall.

Samsung Electronics (KOSE:A005930) Stock Looks Undervalued While Its 205% Return Raises Questions
Simply Wall St.17d agoneutral
Samsung Electronics (KOSE:A005930) Stock Looks Undervalued While Its 205% Return Raises Questions

Samsung Electronics stock has delivered a strong 204.8% gain over the past three years, yet the broader valuation checks still indicate the shares screen as undervalued. That combination of robust returns and a high value score puts the current price in focus for investors trying to judge what they are paying for future cash flows. The 204.8% return over three years highlights how strongly Samsung Electronics has rewarded long term shareholders, which naturally raises the bar for what now...

Stocks to Watch: Ford, Hermes, Microsoft, Meta
The Wall Street Journal17d agoneutral
Stocks to Watch: Ford, Hermes, Microsoft, Meta

↗️ Ford Motor (F): Despite posting a drop in second-quarter revenue, the automaker boosted its full-year earnings outlook. Shares climbed more than 4% premarket. ↗️ Kering (FR:KER): Shares in Gucci’s parent company jumped more than 11% after revenue rose, signaling a recovery after years of weak demand.

SK Hynix Proves That Sometimes a 76% Profit Margin Isn’t Enough
The Wall Street Journal17d agoneutral
SK Hynix Proves That Sometimes a 76% Profit Margin Isn’t Enough

SK Hynix reported a record operating profit of 60.54 trillion won (about $41.66 billion) in the second quarter, up 557% from the a year earlier. Its operating margin was 76%, up from 41% a year earlier. Analyst expectations for operating profit were even higher, and the miss fueled investors' concerns that SK Hynix's rival Samsung is pricing its products more aggressively, Jefferies wrote.

South Korean stocks collapse amid Asian tech rout
AFP17d agoneutral
South Korean stocks collapse amid Asian tech rout

South Korean stocks suffered one of their steepest plunges on Wednesday, with the blood-letting that has battered chip firms over the past month deepening as nervous investors unwound their bets on the AI boom.Tokyo dived around three percent as chip firm Kioxia plunged 13.9 percent, while Tokyo Electron was 11 percent off.