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%.

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

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%.
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.
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.
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.
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.
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.
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.
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.
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.