Today: 2 July 2026
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KRX:005930 21 May 2026 - 30 June 2026

South Korea chip shift moves AI capex focus to tool makers

South Korea chip shift moves AI capex focus to tool makers

ASML Holding was the biggest mover after South Korea’s new chip spending news. Shares in the Dutch equipment maker ended up 6.79% at 1,721.40 euros in Amsterdam on June 30. ASML’s market cap hit 675.86 billion euros, Google Finance shows. The gain adds around 43 billion euros to equity value in a day. That’s a big jump. SK Hynix said in March it made an 11.95 trillion won order for ASML EUV lithography gear, the biggest single order ASML has reported from a customer. The new southwest Korea fab plan comes in at $518.3 billion, about 65 times more than the tool order, though not all fab spending is for lithography.
30 June 2026
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Micron faces $20 billion data center test as Korean supply risk grows

Micron faces $20 billion data center test as Korean supply risk grows

Nasdaq is open for trading Tuesday. The 2026 calendar shows the next market holiday is July 3 for Independence Day. Premarket runs 4 a.m. to 9:30 a.m. Eastern, with regular hours from 9:30 a.m. to 4 p.m. Eastern. Micron traded at $1,145.28, up $14.43 or 1.3%. But the best gains in the memory space didn’t go to Micron. The semiconductor ETF rose 4.0%, Western Digital jumped 11.2%, and Seagate added 7.6%.
30 June 2026
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Nvidia holds $47 billion-per-point sway as Nasdaq tries for bounce

Nvidia holds $47 billion-per-point sway as Nasdaq tries for bounce

NVIDIA Corporation heads into Monday still trading on its size. Shares finished Friday at $192.53, off 1.64%. WSJ/FactSet data had it at $194.849 before the bell at 4:45 a.m. EDT, up 1.20% in premarket action. The dollar beta number is higher. According to finance data, Nvidia has a market cap of $4.696 trillion. So a 1% move is about $47 billion. A 2% change comes to nearly $94 billion.
29 June 2026
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Samsung, SK Hynix chip plan has investors looking beyond $1.3 trillion headline

Samsung, SK Hynix chip plan has investors looking beyond $1.3 trillion headline

South Korea put a number on its AI-chip plan: 800 trillion won from Samsung Electronics Co, SK Hynix Inc and suppliers to build four new fab sites in the southwest. That’s still a big wager, but well below the $1.3 trillion headline that moved memory shares ahead of the announcement. The figure is also less than the earlier 2,000 trillion won group total floated before Monday’s presidential briefing. The gap matters since shareholders pay for capacity with cash, not just headlines. The fab pledge is where memory supply, equipment orders and later depreciation show up. The larger numbers include data centers, physical AI projects and plans from conglomerates that might fall outside listed memory or could run through the next chip cycle.
29 June 2026
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Asia markets look to Korea, PMIs in the week ahead

Asia markets look to Korea, PMIs in the week ahead

Asian stocks are opening the week with moves that look driven more by balance sheet space than by earnings news. South Korea’s KOSPI stands out: after falling about 7% last week, it’s still up 66% for the quarter and has nearly doubled this year, according to a Reuters snapshot. That split between a sharp drop and a still-high gain puts Seoul in focus as a sign of how much leverage might be left in the AI rally. Asia got little help from global markets. The Philadelphia SE Semiconductor Index slid 7.7% last week, the biggest weekly fall since March 2025. MSCI’s broad Asia ex-Japan index dropped close to 3% on Friday. Mark Hackett, Nationwide’s chief market strategist, called it “a needed and healthy period of consolidation following the historic run since March” and “a dramatic rotation from tech and everything else.”
28 June 2026
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Europe heat heats up grid as investors watch low air-con adoption

Europe heat heats up grid as investors watch low air-con adoption

Europe’s all-time June heat is putting cooling-system demand and grid resilience to the test. The World Meteorological Organization said the heatwave smashed late-June records and disrupted infrastructure and labour output in countries from Portugal to Romania. “Heatwaves like this are what we expect to see in a changing climate,” said WMO’s John Kennedy. Heat pushed east on Saturday. Germany saw a provisional high of 41.3 degrees Celsius near Saarbruecken, Reuters said, with most of Germany under extreme-heat warnings. Italy issued red alerts in 18 cities, including Milan and Rome. Karsten Brandt of Donnerwetter.de said some areas in Germany would hit “well over 40 degrees.”
27 June 2026
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Oil dip does little for Korea AI stocks stuck with chip cost pressure

Oil dip does little for Korea AI stocks stuck with chip cost pressure

South Korea's AI stocks fell Friday despite some relief in oil prices. Investors faced a split market with lower energy costs but higher memory prices. KOSPI dropped 5.8% after being down as much as 8% earlier, hitting a circuit breaker. Even after Friday’s slide, the index was still up 66% this quarter, the best quarterly gain since 1998. The move shows how far the trade had gone.
26 June 2026
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SK hynix (KRX:000660) ADR math puts Micron (NASDAQ:MU) valuation gap in play

SK hynix (KRX:000660) ADR math puts Micron (NASDAQ:MU) valuation gap in play

SK hynix ended Thursday’s Seoul session up 13.06% at 2,917,000 won after its planned Nasdaq ADR sale turned a capital-raising story into a valuation trade. Korean cash trading had ended by the 17:20 KST dateline; market data showed the last Seoul trade at 15:30 KST. The memory-chip maker plans to issue up to 17.79 million new common shares behind American depositary receipts and raise up to 45.45 trillion won, or about $29.4 billion. Ten ADRs will equal one common share. Bookbuilding starts on July 6, the offer price is due on July 9, and Nasdaq trading is set for July 10, subject to approvals and market conditions.
25 June 2026
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Samsung rally puts buyback plan under investor lens

Samsung rally puts buyback plan under investor lens

Samsung Electronics shares rallied Wednesday after a proposed buyback linked to staff bonuses spurred new interest in the stock. That follows a steep drop for South Korea’s chip-focused market a day earlier. Samsung jumped 9.84% to finish at 340,500 won, rising 30,500 won after swinging between 314,000 and 341,000 won in the session. Trading volume reached 53.4 million shares, Twelve Data said.
24 June 2026
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Foreign investors pull $8.6 billion from Korean, Taiwanese stocks

Foreign investors pull $8.6 billion from Korean, Taiwanese stocks

Foreign investors dumped about $8.6 billion of Korean and Taiwan stocks on Wednesday, while the KOSPI jumped 3.3% in Seoul. The bounce was led by Korean buyers. Overseas investors offloaded a net 4.66 trillion won, about 8.7% of market turnover, with local retail and instituionals picking up 4.55 trillion won. In Taiwan, foreign investors sold a record NT$177.42 billion, 12.2% of turnover. TSMC slid 4.02%, dragging the Taiex down by about 76% of its 1,057-point loss. “TSMC just fell victim to such profit-taking,” Cathay Futures analyst Tsai Ming-han said. The foreign outflows show that Seoul’s pop wasn’t a sign of risk appetite coming back. KOSPI ended at 8,471.02 after plunging 9.99% on Tuesday. That puts the index 7.1% under Monday’s all-time high of 9,114.55. Samsung Electronics climbed 9.84% and SK Hynix tacked on 0.98%, but Samsung stayed about 3.7% beneath Monday’s close following Tuesday’s 12.3% drop. Patrick Munnelly, market strategist at Tickmill Group, said investors are starting to wonder if the semiconductor rally has “run too high.”
24 June 2026
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Nasdaq Futures Drop Ahead of Open as Debt Concerns Hit AI Stocks

Nasdaq 100 Slides, Tech Stocks Wipe Out $1 Trillion

Nasdaq 100 was set to lose over $1 trillion in market value Tuesday, with tech stock selling moving from megacaps into chip and memory names, tightening the pressure ahead of the New York open. SpaceX shares slipped too, falling below the $2 trillion mark for the first time since its U.S. debut, Reuters said. Nasdaq 100 futures dropped 891.75 points, or 2.91%, at 06:42 a.m. ET, and S&P 500 futures lost 1.5%, Reuters reported. The market's leading 2026 trade — AI-related growth stocks — is under pressure from two sides: more concern about AI spending returns and the outlook for higher U.S. rates.
23 June 2026
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Micron Technology Stock Price Falls as $25 Billion Spending Plan Overshadows AI Forecast

Micron Earnings Take Center Stage for AI Stocks This Week

Micron Technology’s latest results are up next on Wednesday, with the stock down 8% in premarket trading as investors pulled back from memory chip names after their record run. Nasdaq 100 futures dropped 2.5%. The move comes as a broad tech selloff hit the AI trade this week. Micron’s reach goes beyond its own business. The company sells high-bandwidth memory, or HBM, used next to AI chips, plus server memory and storage. Its numbers are a gauge for data-center demand and how tight supply is boosting prices. Micron said it already sold out its HBM slots for 2026, and production on the next-generation HBM4 is underway.
23 June 2026
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SMH ETF flows point to AI chip trade moving away from Nvidia

SMH ETF flows point to AI chip trade moving away from Nvidia

The VanEck Semiconductor ETF saw nearly $7 billion pour in on Monday, the biggest sign yet of investors looking beyond just Nvidia and into a basket of chip suppliers. That flow is making its mark. Semiconductor stocks climbed on the day, while the big tech names dragged the Nasdaq lower. The timing is key. LSEG Lipper data said U.S. equity funds picked up $38.37 billion for the week ended June 17, the biggest since November 2024. Technology sector funds got a record $21.46 billion in the same period. SMH’s one-day creation made up about a third of those tech inflows, showing just how much the AI trade is passing through a handful of ETFs.
22 June 2026
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SK Hynix Tops Samsung as Korea’s AI Memory Trade Revalues

SK Hynix Tops Samsung as Korea’s AI Memory Trade Revalues

SK Hynix is now South Korea’s most valuable listed company after passing Samsung Electronics on Monday—a first in 26 years and a sign of shifting power in the memory-chip sector with the rise in AI demand. SK Hynix shares jumped 5.6%, pushing its market value to 2,080.4 trillion won. Samsung slipped 0.14% to 2,066.7 trillion won, excluding preferred, at the close. Handover is in focus now as investors stop seeing memory chips as just another cyclical trade. What’s at stake is control over HBM, the high-end memory inside AI accelerators from firms like Nvidia and Google. SK Hynix shares are up more than 340% this year, Reuters said.
22 June 2026
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Oil Pops, Tech Moves Sideways as Iran-Israel Tensions Flare

Oil Pops, Tech Moves Sideways as Iran-Israel Tensions Flare

Stocks opened up on Wall Street Monday, bouncing after a steep drop. Chip shares rebounded and some signs of calmer Middle East tensions seemed to outweigh early oil moves. The Dow Jones Industrial Average started up 0.26%. The S&P 500 opened ahead by 0.77%. The Nasdaq Composite jumped 1.38%. Markets now have to deal with two shocks at the same time: another inflation risk from higher oil and a rate scare after strong U.S. jobs numbers. Nonfarm payrolls increased by 172,000 in May and unemployment stayed at 4.3%, the U.S. Bureau of Labor Statistics said. That report kept worries alive that the Federal Reserve could leave rates higher for longer.
8 June 2026
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Asia Markets: Kospi Selloff Hits AI Shares in Region

Asia Markets: Kospi Selloff Hits AI Shares in Region

Asia stocks tumbled Monday. South Korea’s KOSPI slid 8.3% for the biggest loss in the region, as traders pulled back from AI chip names and oil climbed on new Middle East clashes. Japan’s Nikkei dropped close to 4%. Taiwan’s Taiex was off 3.5%. Hong Kong and Shanghai both ended lower. Timing is key. This year, most of Asia’s gains have come from a handful of AI hardware names. That’s left the region’s indexes more vulnerable as traders weigh rates, oil, and valuations together.
8 June 2026
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AI Memory ETF Reaches $10 Billion Mark Quicker Than Any Previous Fund

AI Memory ETF Reaches $10 Billion Mark Quicker Than Any Previous Fund

Roundhill’s Memory ETF crossed $10 billion in assets in under two months after launching, breaking the previous record for the quickest ETF to reach that mark. Investors have rushed into memory-chip stocks on the artificial-intelligence theme. DRAM is up 87% since its April 2 launch and has brought in $8.6 billion of inflows, the Financial Times said, citing Morningstar data. AI bets are shifting from big names like Nvidia toward hardware plays that power model training and deployment, making speed key. Micron briefly hit $1 trillion in market cap Tuesday. SK Hynix crossed the $1 trillion mark Wednesday, putting both alongside Samsung Electronics as rare trillion-dollar memory makers.
27 May 2026
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S&P 500, Nasdaq post record closes as AI stocks drive after-hours action

S&P 500, Nasdaq post record closes as AI stocks drive after-hours action

Stock-index funds in the U.S. moved up late Tuesday after both the S&P 500 and Nasdaq Composite ended at fresh records. The S&P 500 was up 0.61% to 7,519.12, the Nasdaq climbed 1.19% to 26,656.18, and the Dow Jones Industrial Average slipped 0.23% to 50,461.68. Chris Zaccarelli, chief investment officer at Northlight Asset Management, called this year’s tech gains “reminiscent of the boom at the end of the 1990s.” Adam Sarhan at 50 Park Investments said Middle East tensions still seemed likely to “resolve itself in a peaceful fashion sooner rather than later.” That’s in focus now since buying wasn’t just in Nvidia. The tape had investors moving into more of the AI supply chain — memory, custom chips, servers, data centers — while oil and inflation risks remained.
27 May 2026
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Micron Beats Market as Samsung Deal Lifts Shares

Micron Beats Market as Samsung Deal Lifts Shares

Micron Technology shares traded higher on Thursday, outperforming as buyers stayed with the memory-chip stock. This came after Samsung Electronics struck a late labor agreement that helped ease worries over another supply disruption. The stock last changed hands at $746.81, a gain of $14.82 for the day. That stood out with the VanEck Semiconductor ETF and the Invesco QQQ Trust both trading down.
21 May 2026
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Asia Chips Rally Lifts Nvidia, Samsung Shares

Asia Chips Rally Lifts Nvidia, Samsung Shares

Asian stocks climbed Thursday, with gains in chipmakers after Nvidia’s outlook kept interest in AI plays and Samsung Electronics avoided a strike seen as a risk for the global chip supply chain. MSCI’s Asia-Pacific shares ex-Japan index gained 2.6%. South Korea’s KOSPI rallied more than 7%. Taiwan stocks rose 3.5%. Japan’s Nikkei 225 was up 3.6%. Dan Ives at Wedbush said it’s “Nvidia’s world with everybody else paying rent.” Tony Sycamore at IG called market moves “relatively muted.” Stocks climbed, breaking a stretch of losses for risk assets. U.S. equities gained overnight, helped by falling oil prices and lower Treasury yields as traders bet on movement toward an Iran agreement. That opened the door for buyers in Asia, who stepped up in tech and exporter names.
21 May 2026
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Stock Market Today

  • UK woman finds 38 brain parasites after India trip
    July 1, 2026, 11:45 PM EDT. Lowri Denman, a woman from the UK, says she struggled with neurocysticercosis after visiting India in 2007. Denman's health problems began in 2011, after she passed a tapeworm and then started having seizures, bad headaches, and trouble talking. Doctors found 38 parasites in her brain. Neurocysticercosis, caused by pork tapeworm larvae, can happen from eating food or touching things contaminated with the eggs-not just from undercooked pork-which makes it a health risk in some places.
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