Today: 22 July 2026
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KRX:005930 28 June 2026 - 20 July 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 climbs as AI trading contracts offset Dow weakness

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 rally pushes leverage as KOSPI whips nearly 10%

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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Dow hits record but chips slide in quiet trade ahead of July 4 break

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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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.
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.
28 June 2026
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