News

Micron gained ground on SK Hynix as AI-driven memory demand supported a fivefold increase in DRAM revenue.

Despite issues with the Yen Intervention, Nikkei 225 climbs 3% as chip stocks jump and Bessent Iran remarks lift Hormuz deal hopes.

(Bloomberg) -- Shares of SK Hynix Inc. advanced, lifted by an overnight rally in US chipmakers and speculation that the Korean firm may soon unveil buybacks and other details of a broader shareholder return plan. Most Read from BloombergBeer Dynasty Families Sell €731 Million Stake in AB InBevTaco Bell Met With Michigan on Parasite Weeks Before RecallChina’s AI Blitz Creates ‘Death Zone’ for Rival US Model MakersIran Weighs Allowing Europe to Clear Mines in Strait of HormuzTrump Discusses Iran W

Goldman Sachs just named a specific Kospi target that would make South Korean equities among the biggest winning trades of the decade, but it hinges on two chip giants delivering something the market has never quite seen before.

The South Korean company is the “memory leader for the AI era,” William Blair analyst Sebastien Naji says.

South Korean retail shareholder platform ACT said on Tuesday it had launched a campaign to call an extraordinary ‌shareholders' meeting at Samsung Electronics, urging the chipmaker to buy back about $32 ‌billion worth of shares and set limits on performance bonuses. ACT said it would begin collecting electronic ​signatures from shareholders at 5 p.m. local time and seek support from the National Pension Service and domestic and overseas asset managers to meet the 3% ownership threshold required to call the meeting. The move comes after Samsung shares lost over ‌one third of their value ⁠since hitting record-highs in June, despite the artificial intelligence boom.

Most AI ETFs quietly repackage the same Nasdaq heavyweights and charge you extra for the privilege. A closer look at the full field reveals three funds that actually go somewhere the index cannot follow.

Margin unwind from South Korean investors and the massive Situational Awareness blowup do not affect the fundamentals of AI stocks.

Apple's new Upgrade program is the latest sign that smartphone ownership is changing.

A weekly roundup covering Magnificent Seven earnings, Fed rate pauses, U.S.-Iran tensions, and MarketBeat analysts' takes on stocks including Microsoft, Alphabet, Broadcom, Tesla, and UnitedHealth.

Investing.com -- South Korean exports grew faster than expected in July, supported by strong global demand for semiconductors and computers used in artificial intelligence infrastructure, preliminary trade data showed on Saturday.

Samsung and SK Hynix produced their largest recorded gains as investors returned to Korean semiconductor stocks after a severe July selloff.

American and South Korean semiconductor and storage companies recovered a bit from an earlier selloff after fresh positive signs from Big Tech earnings.

In its first year, BCC Research's Artificial Intelligence vertical has developed a comprehensive suite of reports to provide a detailed view of the global AI market. This collection includes quarterly Core Four reports alongside monthly Pulse Reports and an AI Sentiment Index, offering insights into AI adoption, disruption, usage, and investment across various industries worldwide. Notably, the reports highlight a structural shift in industries such as finance, logistics, and digital health,...

SK Hynix surged on Friday alongside other South Korean shares as traders flooded back into artificial-intelligence stocks. SK Hynix rose 30% to 1.718 million won ($1,197) in local trading in South Korea. The KOSPI has been the world’s hottest stock market so far this year—logging a 57% gain through Friday’s close—but it has been an uncomfortable ride at times.

Shares of semiconductor companies are on the rise as investors return to stocks exposed to artificial intelligence after a few turbulent weeks. In Asia, shares of South Korean memory-chip maker SK Hynix closed nearly 30% higher, while Samsung Electronics gained 27%.

The gains in U.S. chip stocks on Thursday and Friday mark a dramatic reversal of the selloff this month.

Samsung Electronics (KRX:005930, LSE:BC94) and SK Hynix surged by almost 30% on Friday as strong results from Amazon and Microsoft were the catalyst for investors to rush back into semiconductor shares. Samsung jumped 28% to ₩265,000, while memory-chip rival SK Hynix climbed 30% to ₩1.7...

South Korean stocks soared a record 17 percent Friday as global tech firms performed a blistering recovery from an extended sell-off, with beaten-down chip giant SK hynix rocketing more than a quarter as the AI boom roared back.Seoul's Kospi had been at the forefront of the sell-off after hitting a record high a month ago, with chipmakers SK hynix and Samsung the poster children of the rout, losing around half their value in the panic.

South Korea’s Kospi index jumped more than 16% on Friday, tracking gains on Wall Street as artificial intelligence-related stocks bounced back after losses earlier this week. U.S. futures edged higher and oil prices rose. In early Asian trading, the Kospi surged at the open and ratcheted up, trading 16.5% higher at 6,515.40.

Most memory chipmakers extended Thursday’s gain after-hours as tech bigwigs flag continued rise in memory prices.

(Bloomberg) -- South Korean stocks climbed Friday, rebounding from steep losses earlier this week, as major technology firms’ spending plans refueled optimism on the artificial intelligence trade.Most Read from BloombergChip Stocks Post Biggest Advance Since April 2025: Markets WrapUS Strikes Iran Again as Conflict Spreads Across Middle EastBond Yields at 19-Year High Send Warsh Credibility WarningWarner Bros. Deal Collapse Would Cost the Ellisons $9.8 BillionMicrosoft’s $450 Billion Jump Is Big

The market seems to be in a "rip up the script every day" kind of mode, Steve Sosnick of Interactive Brokers told Fortune. Unless that changes tomorrow.

Lam Research forecast quarterly revenue and earnings substantially above expectations as AI investment increased chip-equipment demand.

Samsung's memory-supply warning strengthened expectations that tight industry capacity could continue supporting chip prices.

Samsung's shares ended lower as investors questioned whether record memory margins and costly AI spending were sustainable.

Today, July 30, 2026, investors are pivoting back into technology despite GDP slowdown, with the Nasdaq climbing on broad semiconductor strength.

Samsung Electronics (SSNLF) may have discovered a huge new growth market for its priciest smartphones, and it's not just in the biggest cities of India. The company said its Galaxy Z Fold8 Ultra, Galaxy Z Fold8, and Galaxy Z Flip8 received more than 271,000 pre-orders in India within 72 hours of ...

Memory stocks are surging across the board today, with some names posting gains that dwarf the broader tech rally. Here is what is pushing the entire sector into overdrive at once.

<body><p>STORY: 2028... That's when Samsung says the chip shortage will extend until.</p><p>The world's biggest memory chipmaker posted a 250-fold jump in chip profit for the second quarter...</p><p>hitting $61.7 billion.</p><p>The South Korean firm signed multi-year supply deals with the five biggest global data center operators, and says it's nearing five more.</p><p>Samsung said almost all customers are now requesting multi-year contracts.</p><p>But the chip boom hurt another part of the business — Samsung's mobile division posted its first-ever loss of $484 million.</p><p>Samsung shares still fell 0.7% on the day, after climbing as much as 8.4% earlier.</p><p>Rival SK Hynix dropped 5.6%.</p><p>It follows a recent sell-off in chip stocks due to investor concerns about the mounting cost of AI infrastructure...</p><p>and competition from China that could squeeze earnings.</p><p>But Samsung's cash pile hit $116.3 billion, fueling expectations of big shareholder returns.</p></body>