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KRX:005930 7 March 2026 - 27 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.
27 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.
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.
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.
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.
22 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.
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.”
27 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.”
21 May 2026
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Nvidia’s Physical AI Push Is Pulling Asia’s Tech Stocks Into a New Race

Nvidia’s Physical AI Push Is Pulling Asia’s Tech Stocks Into a New Race

Nvidia’s focus on “physical AI”—that is, artificial intelligence powering robots, vehicles, and factory systems operating in the real world—has been pulling more attention to the chipmaker, especially as Asian suppliers take on a larger role in its supply chain. Bloomberg data put Asian firms at roughly 90% of Nvidia’s production costs now, a jump from about 65% a year ago.
3 May 2026
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Best Stock To Buy Today Outside The U.S.? SK Hynix’s AI Rally Forces The Question

Best Stock To Buy Today Outside The U.S.? SK Hynix’s AI Rally Forces The Question

Shares of SK hynix jumped 5.73% to 1,292,000 won on Monday, lifting Seoul’s KOSPI to another all-time high as investors chased chipmakers tied to AI. “There’s anticipation around companies linked to AI data centers,” Daishin Securities analyst Lee Kyoung-min said, highlighting semiconductor and power-equipment players in the broader AI value chain.
27 April 2026
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S&P 500 Hits ‘Line in the Sand’ at 200-Day Support as Oil, Fed Jitters Revive 10% Drop Call

S&P 500 Hits ‘Line in the Sand’ at 200-Day Support as Oil, Fed Jitters Revive 10% Drop Call

U.S. stocks sit at a crossroads heading into Thursday, after the S&P 500 closed Wednesday just above its 200-day moving average—finishing at 6,624.70, with the long-term trendline coming in at 6,615.70. That line is in sharp focus for money managers. BTIG warns that if the index drops through 6,600, there’s potential for a move down to 6,000. Over on the Dow and Nasdaq, both have already fallen through their own 200-day marks.
19 March 2026
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