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Samsung Electronics is likely to estimate that its operating profit jumped about 18-fold to another record high from a year earlier in the second quarter, as AI growth continues to strain memory supply and push chip prices higher. On Tuesday, the ‌world's largest memory chipmaker by sales is likely to flag an operating profit of 86 trillion won ($56.35 billion) for the April to June quarter, according ‌to an LSEG SmartEstimate based on forecasts from 30 analysts, weighted toward those with the best track records.

Gains were concentrated in tech stocks after the Dow closed shy of 53,000.

The major gauges advanced with gains concentrated in tech stocks leading to K-shaped fears

Micron Technology Inc. (NASDAQ:MU) is one of the top AI Stocks to buy according to billionaire Philippe Laffont. On June 29, Micron Technology Inc. (NASDAQ:MU) was hit with a class action lawsuit over claims that it is restricting DRAM supply to inflate prices. The private class-action lawsuit in the US also names Samsung and SK […]

The Nasdaq and many AI stocks like Sandisk are at key levels. Also watch Apple, SpaceX and Robinhood.

Micron's $1 trillion valuation is being tested as investors question how long AI memory shortages will last. AMD's broader AI business could help it reach the $1 trillion club, though both companies remain positioned for long-term growth.

Anthropic has opened early talks with Samsung Electronics to manufacture a custom AI chip, according to a report from Bloomberg. The Claude developer has never built its own silicon before. It has relied entirely on chips rented from Amazon, Google, and Nvidia, and that dependence is now colliding ...

Meta Could Ditch TSMC for Samsung in Massive $6.5 Billion AI Chip Bet

Kospi bounced after a near 10% two-day drop as investors awaited Samsung's Tuesday preliminary earnings.

Report signals possible shift away from TSMC

Meta is reportedly discussing an AI chip deal worth more than $6.5 billion with Samsung.

Samsung and major Korean firms deny formal Open USD ties, testing the new stablecoin's claimed 140-company alliance.

AI startup reportedly remains in early talks while keeping Nvidia, Google and Amazon chips central.

Micron stock had a bad end to the holiday-shortened week but there are already signs it could rebound once the Fourth of July celebrations end. The memory-chip maker fell 5.5% on Thursday after a 10.6% slump in the previous session, taking the shares to $975.56–the first time it’s closed below $1,000 since June 12. While U.S. stock markets are closed Friday, markets were open as normal in South Korea.

It followed a brutal tech rout in the previous session, which mimicked the chip-stocks selloff in U.S. markets where the tech-heavy finished 0.8% lower to end a holiday-shortened week. Trading was halted on the KOSPI Thursday as the slump triggered a sell-side regulatory halt, or “circuit breaker,” very early in the morning session for 15 minutes. The Seoul market is a hostage to the benchmark index’s two largest constituents—memory-chip titans SK Hynix and Samsung Electronics —and the pair again drove the recovery Friday, surging 10.9%, and 8.2%, respectively.

Technology stocks were rising in international markets after U.S. jobs data reduced expectations of a hike to interest rates.

Shares of European semiconductor companies were following their Asian peers in green territory, a day after investors shunned stocks linked to artificial intelligence.

Asian markets pushed higher on Friday after the Dow Jones Industrial Average closed at another record high, with several AI and related chip stocks staging a rebound even as others extended their recent slide.View on euronews

Shares rallied in Asia on Friday after the Dow Jones Industrial Average set another record, as some key AI related stocks rose while others extended losses. U.S. futures were moderately higher and oil prices also rose. Samsung Electronics, the country's biggest company and a major maker of computer chips, gained 7%.

Micron Technology just delivered the best quarter in its history. However, three days later, a federal courtroom in California turned that story upside down. A class-action lawsuit filed on June 25 accuses Micron (MU), Samsung, and SK Hynix of secretly restricting memory chip supply to inflate ...

SanDisk sinks 14%, Micron falls 5%, and Seagate drops 10% as investors price in a looming AI memory and storage supply glut.

Shares of memory chips maker Micron (NASDAQ:MU) fell 6.9% in the afternoon session after a class-action lawsuit, significant insider selling, and a broader sector-wide selloff prompted investors to take profits.

Investors received a sharp reminder that there are other players in the high-stakes AI chip game.

(Bloomberg) -- Government attempts to address the global memory chip shortage by influencing prices or production capacity would worsen a historic squeeze on supply driven by the artificial intelligence boom, a semiconductor industry group warned the Trump administration. Most Read from BloombergExxon to Change Name for First Time in Decades After RedomicileGermany Rejects Trump’s Demands for NATO Loyalty to WashingtonMeta Is Planning a Cloud Business to Sell AI Computing PowerRussia Indicates U

U.S. recruitment slowed significantly in June, dampening some of the employment growth momentum observed earlier this year.

American employers added 57,000 new jobs last month, the Labor Department said Thursday. Memory stocks were particularly hard hit, with Sandisk falling 14.1% and Samsung Electronics declining 9.1% overnight.

Anthropic joins OpenAI in the quest for a custom AI chip in its reported partnership with Samsung.

Suppliers reportedly preparing higher production volume.

The iShares MSCI South Korea ETF (NYSEARCA:EWY) just gave back a chunk of its blockbuster year in a single week. EWY closed near $192, down roughly 12% on its most recent trading day. The fund is still up sharply year-to-date, and that round trip in miniature is the EWY story for the next year: the ... The 2 Signals That Will Determine EWY’s Next 12 Months: AI Memory Demand and Samsung Concentration

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