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KRX:005930 10 May 2026 - 30 June 2026

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Apple (NASDAQ:AAPL), Samsung (KRX:005930) high-end smartphones make up an estimated 24% of global units
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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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 100 Slides, Tech Stocks Wipe Out $1 Trillion

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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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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Editorial model selection. Not personalised advice.