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08.07.26 - 16:39
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South Korea Falls Into Bear Market As Memory Euphoria Fizzles (ZeroHedge)
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South Korea Falls Into Bear Market As Memory Euphoria Fizzles
It started off with the usual morning rush by retail momentum chasers into the handful of massive, market-moving names (read Samsung Electronics and SK Hynix), but as has been the case over the past two weeks, the initial euphoria quickly reversed and the Kospi rolled over, closing down 5.4%, 9.99% over the past two days, and down 22% from the all time high of 9385 hit just over 2 weeks ago on Jun 18.
... officially entering a technical bear market as investors express growing concerns about the long-term prospects of the AI chipmakers that have driven a world-beating rally.
To be sure, the Kospi is still the world's top-performing major stock index this year, having returned more than 70% in local currency terms. but the momentum is clearly to the downside, and finding dip buyers who are willing to hold more than just a few minutes is becoming especially difficult.
On Wednesday, the market's two largest constituents, Samsung E...
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08.07.26 - 10:06
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Samsung widens Nvidia Vera Rubin memory play with PCIe 6.0 eSSD (Digitimes)
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Samsung Electronics has started mass production of its PM1763 enterprise SSD, a PCIe 6.0-based drive built for AI infrastructure and slated for Nvidia's next-generation Vera Rubin platform, expanding the company's AI memory strategy beyond HBM into high-performance server storage....
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08.07.26 - 08:54
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Oil prices rise after fresh US strikes on Iran and return of sanctions on Tehran – business live (The Guardian)
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Almost all major Asian stock markets fall, with Samsung Electronics shares sliding for a second dayGood morning, and welcome to our rolling coverage of business, the financial markets and the world economy.Oil prices have risen by more than 3% after fresh strikes from the US and Iran tested a fragile truce.Short-term profit taking on long-term winners, particularly the AI theme, appears to be a global dynamic… we sh ould expect elevvated volatility and continued foreign sellingin orea equities in the near term.7pm BST: US Federal Reserve minutes Continue reading......
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