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KRX:005930 30 June 2026 - 9 August 2026

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Apple (NASDAQ:AAPL), Samsung (KRX:005930) high-end smartphones make up an estimated 24% of global units
Apple (NASDAQ:AAPL), Samsung (KRX:005930) high-end smartphones make up an estimated 24% of global units

Apple (NASDAQ:AAPL), Samsung (KRX:005930) high-end smartphones make up an estimated 24% of global units

Globally, premium smartphones with a wholesale average selling price above $600 accounted for 29% of unit sales in H1 2026. Apple and Samsung together captured 84% of this category. As a result, their premium offerings made up about 24.36% of total smartphone units, increasing from 20.50% in the previous year. Counterpoint’s preliminary rounded shares were used for this calculation.
9 August 2026
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AI stocks signal memory premium starting to fade

AI stocks signal memory premium starting to fade

AI stocks ended Monday in the red, though losses varied across the sector. A group of three memory and storage plays tied to AI dropped 7.2%, nearly double the 3.7% loss for a set of four compute and foundry names. The split points to investors shortening their view on how long shortage-fueled gains can last, despite healthy order books and continued spend on infrastructure.
13 July 2026
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Apple’s iPhone 18 Pro price could jump $200, even as margins stay tight

Apple’s iPhone 18 Pro price could jump $200, even as margins stay tight

Apple Inc. may have to bump up the average price of its next Pro Max phone by around $200 to cover higher costs, and even then could see a slightly lower gross margin compared to last year’s model, a Counterpoint Research estimate shows. The research firm is projecting the bill of materials for the 12GB, 1TB iPhone 18 Pro Max will go up by almost $300, before assembly, shipping or marketing.
13 July 2026
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South Korea chip rout turns leveraged ETFs into new KOSPI risk for investors

South Korea chip rout turns leveraged ETFs into new KOSPI risk for investors

South Korea’s bear-market fall is exposing a leverage loop built on two chipmakers, not just a shift in views on artificial intelligence. The KOSPI closed down 409.52 points, or 5.35%, at 7,246.79 on Wednesday, 20.5% below its June 22 record close of 9,114.55. Samsung Electronics fell 6.3% and SK Hynix lost 5.7%; Han Ji-young, an analyst at Kiwoom Securities, said there were “worries about a slowdown in memory price growth” and uncertainty over whether earnings have peaked.
8 July 2026
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Nasdaq futures weaker vs. Dow as chip shares slip ahead of Fed minutes

Nasdaq futures weaker vs. Dow as chip shares slip ahead of Fed minutes

U.S. stock futures were mixed early Tuesday, with Nasdaq contracts falling and the Dow and Russell futures higher. Around 5:50 a.m. EDT, Dow Jones E-minis gained 122 points, or 0.23%. S&P 500 E-minis slipped 10.75 points, or 0.14%, while Nasdaq 100 E-minis lost 311.25 points, or 1.04%. Russell 2000 futures added 4.6 points, or 0.15%.
7 July 2026
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Samsung Electronics (KRX:005930) sets profit record but Kospi drops as AI chip stocks slide

Samsung Electronics (KRX:005930) sets profit record but Kospi drops as AI chip stocks slide

South Korea's chip market tumbled on Tuesday even with Samsung Electronics Co reporting record numbers. The company said it expects second-quarter operating profit of about 89.4 trillion won, up from 57.23 trillion won in Q1 and 4.68 trillion won a year ago. Sales guidance was about 171 trillion won, up from 133.87 trillion won last quarter and 74.57 trillion won in the same period last year.
7 July 2026
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Nasdaq futures up, chip rotation risk in focus

Nasdaq futures up, chip rotation risk in focus

U.S. stock futures jumped early Monday, ahead of Wall Street’s return from the July Fourth holiday. Nasdaq futures outperformed Dow futures by 85 basis points, hinting at stronger demand for big tech and growth names after chips slipped last week. Google Finance tracked Dow futures up 0.21%, S&P 500 futures up 0.48% and Nasdaq futures ahead by 1.06%.
6 July 2026
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Nasdaq under pressure with chip names lower; futures drift before jobs data

Nasdaq under pressure with chip names lower; futures drift before jobs data

U.S. stock-index futures pointed to a mixed start Thursday. Dow and Russell 2000 futures edged up in early New York trading, but Nasdaq 100 futures slipped. Traders are watching for a jobs report that could shift rate hike bets ahead of a three-day break. Nasdaq’s premarket goes from 4:00 a.m. to 9:30 a.m. ET, and the regular session opens at 9:30 a.m. and ends at 4:00 p.m. ET.
2 July 2026
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AI PORTFOLIO

Top Stock Picks

Today’s highest-ranked model selections.

#1 STRONG BUY

Taiwan Semiconductor

NYSE: TSM 96 / 100
#2 BUY

AerCap

NYSE: AER 95 / 100
#3 BUY ON PULLBACK

Constellation Energy

NASDAQ: CEG 93 / 100
#4 BUY

Walt Disney

NYSE: DIS 90 / 100
#5 ACCUMULATE

American International Group

NYSE: AIG 87 / 100
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