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Is Samsung Electronics (KOSE:A005930) Still Undervalued After Its Recent Strong Share Price Momentum
Simply Wall St.72d agoneutral
Is Samsung Electronics (KOSE:A005930) Still Undervalued After Its Recent Strong Share Price Momentum

Recent performance snapshot for Samsung Electronics Samsung Electronics (KOSE:A005930) has seen its stock return 3.30% over the past day, 20.57% over the past week, and 63.49% over the past month, drawing fresh attention from investors. See our latest analysis for Samsung Electronics. The 1 year total shareholder return is very large compared with the share price return over the same period. Combined with the 180.54% year to date share price return and 109.35% 90 day share price return, this...

Samsung Electronics Deepens AI And Connectivity Role With New Partnerships
Simply Wall St.72d agobullish
Samsung Electronics Deepens AI And Connectivity Role With New Partnerships

Samsung Electronics announced new collaborations with Cadence Design Systems and Synopsys on second and third generation 2nm process technology for advanced AI chips. The company is working with Broadcom on what it describes as the industry's first unified Wi-Fi 8 and 5G fixed wireless access platform for broadband equipment. Samsung also introduced the Galaxy Book6 Enterprise Edition, a laptop aimed at secure, AI-focused productivity for corporate users. For investors watching...

DRAM Ran 128% in 40 Trading Days. Three Stocks Did All the Work.
24/7 Wall St.73d agoneutral
DRAM Ran 128% in 40 Trading Days. Three Stocks Did All the Work.

A $10,000 ticket into the Roundhill Memory ETF (CBOE:DRAM) on its first day of trading, April 2, 2026, at the opening NAV of $27.76 would be worth roughly $22,800 on the close Friday, May 29, with the fund at $63.20. That is a 128% price return in 40 trading days, on an unleveraged, plain-vanilla equity ... DRAM Ran 128% in 40 Trading Days. Three Stocks Did All the Work.

AI demand, earnings optimism lift tech giants' market value in May
Reuters73d agoneutral
AI demand, earnings optimism lift tech giants' market value in May

The world's most valuable technology companies with the exception of Alphabet added billions ‌of dollars in market value in May, ‌as upbeat earnings outlooks and strong demand for AI chips fuelled ​a rally in their shares. Apple, memory chipmakers Micron Technology, Samsung Electronics and SK Hynix led the gains, adding $598 billion, $512 billion, $481 billion and $377 billion, respectively, in market value. Their ‌valuations rose to $4.58 ⁠trillion, $1.09 trillion, $1.10 trillion and $1.34 trillion, respectively.

Intel’s $9 Billion Regret: The Business Sale Haunting It Today
24/7 Wall St.73d agoneutral
Intel’s $9 Billion Regret: The Business Sale Haunting It Today

The semiconductor industry has a funny way of changing the rules just when companies think they’ve figured them out. A few years ago, the hottest chip businesses were processors and foundries. Memory was viewed as a cyclical commodity business that could swing from shortages to gluts in a matter of quarters. Fast forward to 2026, ... Intel’s $9 Billion Regret: The Business Sale Haunting It Today

Forget Roku: This Stock Is a Far Better Value for Long-Term Investors
24/7 Wall St.73d agoneutral
Forget Roku: This Stock Is a Far Better Value for Long-Term Investors

Roku (NASDAQ:ROKU) is the streaming name everyone wants to talk about after a 64.41% EPS beat and a 79.82% one-year run. But here’s what you should actually be watching. Roku is the textbook crowded trade right now. The stock has ripped 15.29% year to date and trades at a trailing P/E of 93 with a ... Forget Roku: This Stock Is a Far Better Value for Long-Term Investors

Micron and SK Hynix Cross $1 Trillion Valuations as Chip Shortage Fuels AI Boom
24/7 Wall St.73d agoneutral
Micron and SK Hynix Cross $1 Trillion Valuations as Chip Shortage Fuels AI Boom

The trillion-dollar club just got two new memory chip members. Micron Technology (NASDAQ:MU) and South Korea’s SK Hynix (000660.KS) both crossed $1 trillion in market capitalization for the first time this week, joining Samsung in a rarified tier of semiconductor giants. The move reflects that demand for AI infrastructure continues to outpace the industry’s ability ... Micron and SK Hynix Cross $1 Trillion Valuations as Chip Shortage Fuels AI Boom

Investing.com73d agobullish
Samsung and SK Hynix rally surpasses IT bubble gains, says Jefferies

Investing.com -- South Korean semiconductor stocks Samsung Electronics (KS:005930) and SK hynix have risen 798% from their 500-day low as of Monday, surpassing the 717% increase recorded during the IT bubble, according to Jefferies. The rally in the two stocks began in late May. Jefferies stated that the stocks have additional upside potential, citing that bubbles typically extend the leadership of top-performing stocks and turn them into historical outliers, while support from earnings and reta

China’s Chip Ambitions Run Into a Global Tech Wall
The Wall Street Journal73d agoneutral
China’s Chip Ambitions Run Into a Global Tech Wall

In 2019, while researching a book on the U.S.-China competition, I visited Huawei’s sprawling new R&D campus in Dongguan, a city about an hour’s drive from the company’s Shenzhen headquarters. A Huawei executive explained the design to me with a straight face: “We’re doing well in Europe.” In a Wall Street Journal interview that November, founder Ren Zhengfei invited President Trump to come visit and brushed off U.S. sanctions with characteristic bravado.

SK Hynix Plans to Double Capacity to Ease Memory Chip Crunch
Bloomberg73d agoneutral
SK Hynix Plans to Double Capacity to Ease Memory Chip Crunch

(Bloomberg) -- SK Hynix Inc. plans to double its memory chip capacity over the coming half-decade, a major expansion that should help ease a global shortage of an essential component of AI.Most Read from BloombergRussia Finance Officials Tell Putin War Spending Is UnaffordableCanada Dips Into Technical Recession for First Time Since 2020Alphabet to Raise $80 Billion in Equity for AI SpendingUS Says Deals With Iran for Safe Hormuz Transit Are ProhibitedAndrew Left Found Guilty in Case That Spooke

SK Hynix plans to double wafer capacity in next five years, group chairman says
Reuters73d agoneutral
SK Hynix plans to double wafer capacity in next five years, group chairman says

The chairman of South Korea's SK Group said on Tuesday its memory chip ‌unit SK Hynix aims to double wafer capacity ‌over the next five years. Chey Tae-won was speaking at the Computex conference ​in Taipei, where executives from some of the world's top technology companies, including Nvidia, are gathering. He added that he hopes his company can be a major high-bandwidth memory (HBM) supplier for Nvidia's Vera Rubin system.

Pay workers 'as much as possible', Nvidia's Huang says
AFP73d agoneutral
Pay workers 'as much as possible', Nvidia's Huang says

Companies should pay workers "as much as possible", Nvidia boss Jensen Huang said Tuesday ahead of a trip to South Korea, where Samsung Electronics recently averted a strike by making an agreement on bonuses with its union.Huang is due to arrive in South Korea on Friday and will reportedly meet with companies including SK Group and Hyundai to discuss robotics and so-called "physical AI".

Bloomberg73d agoneutral
Nvidia Boss Says Workers Should Be Paid ‘as Much as Possible’

(Bloomberg) -- Nvidia Corp. Chief Executive Officer Jensen Huang said he pays his workers as much as possible, weighing in on a growing global debate about how profits from the AI infrastructure boom should be shared.Most Read from BloombergRussia Finance Officials Tell Putin War Spending Is UnaffordableCanada Dips Into Technical Recession for First Time Since 2020Alphabet to Raise $80 Billion in Equity for AI SpendingUS Says Deals With Iran for Safe Hormuz Transit Are ProhibitedAndrew Left Foun

Why Broadcom (AVGO) Is Up 11.1% After New AI Data Center And Edge Network Platforms
Simply Wall St.73d agoneutral
Why Broadcom (AVGO) Is Up 11.1% After New AI Data Center And Edge Network Platforms

In late May 2026, Broadcom and partners including Samsung, FuriosaAI, Applied Materials, LSEG, and telecom operators announced new Wi‑Fi 8, 50G PON, FWA, and AI accelerator platforms that tie Broadcom’s chips deeper into both AI data centers and next‑generation broadband networks. These moves highlight how Broadcom is trying to link its fast‑growing AI semiconductor franchise with “edge AI” in homes and enterprises, potentially widening the company’s role across the full path from cloud to...

Nvidia courts Korea's tech giants at Taipei dinner as AI push deepens
Reuters74d agoneutral
Nvidia courts Korea's tech giants at Taipei dinner as AI push deepens

Nvidia CEO Jensen Huang hosted top South Korean tech executives including the boss of chipmaker SK Hynix at ‌a boisterous dinner on Monday, as he looks to deepen ties with key partners ‌ahead of what he called an "incredibly busy" stretch for the AI boom. SK Hynix CEO Kwak Noh-Jung, executives from Samsung ​Electronics, LG Electronics and Naver were among those at the "Korean Partner Night", held at a traditional Taiwanese restaurant in Taipei on the sidelines of the Computex trade show. "Korea is a critical part of our ecosystem."

This Niche 3X Korea Fund Rode the Memory Chip Boom to a 2,108% One-Year Gain, but Don’t Expect a Repeat
24/7 Wall St.74d agoneutral
This Niche 3X Korea Fund Rode the Memory Chip Boom to a 2,108% One-Year Gain, but Don’t Expect a Repeat

Korea has gone mad for AI. Capital-M Mad, the kind that turns a niche 3x leveraged country fund into the most-watched ticker on Korean retail brokerage screens. Direxion Daily MSCI South Korea Bull 3X Shares (NYSEARCA:KORU) opened 2026 at $181.55 and closed today at $1,014.98, a year-to-date move of 459.06% in under five months. Today ... This Niche 3X Korea Fund Rode the Memory Chip Boom to a 2,108% One-Year Gain, but Don’t Expect a Repeat

The Hidden AI Trade Already up 31% in Just One Month
24/7 Wall St.74d agoneutral
The Hidden AI Trade Already up 31% in Just One Month

The AI trade is hot, and it could stay hot for quite some time. Undoubtedly, much of the strength has been concentrated in the storage and memory stocks. The AI revolution is moving into that leftmost fast lane, and it feels like there’s not enough DRAM, NAND, or SSDs to go around. Just because the ... The Hidden AI Trade Already up 31% in Just One Month

U.S. Stock Futures Rise Amid AI Enthusiasm
The Wall Street Journal74d agoneutral
U.S. Stock Futures Rise Amid AI Enthusiasm

A jump in oil prices is doing little to take the shine off of U.S. stocks this morning. Brent crude futures are up more than 3% to trade above $94 a barrel after a weekend exchange of fire between the U.S. and Iran, even as both countries continue to hammer out a peace deal. Adding to the fervor this morning was Nvidia’s unveiling of its new superchip, which it described as “the most efficient PC chip ever built.”

Samsung, LG shares rally ahead of Nvidia CEO meetings with Korean executives
Reuters74d agobullish
Samsung, LG shares rally ahead of Nvidia CEO meetings with Korean executives

Shares in Samsung Electronics, LG Electronics and other South Korean tech firms ‌rallied on Monday, as expected meetings between Nvidia CEO Jensen Huang and Korean ‌executives boosted hopes of tie-ups in AI and robotics. Chipmaker Samsung Electronics was also buoyed by data that ​South Korea's semiconductor exports surged to a record high in May on the AI boom, helping the country's total exports post their biggest rise in over four decades. Huang is expected to visit South Korea later this week and meet LG Group Chairman Koo Kwang-mo and ‌other Korean executives, a person ⁠with knowledge of the matter said.