Tom Lee of Fundstrat states he is buying the dip despite a stock market entering bear territory and Samsung's losses.

Bloomberg reports that Samsung's record profit failed to impress investors, as discussed on The Asia Trade program.

Bloomberg reports a millennial Samsung union leader's bonus victory turns bitter amid tech worker divisions over the AI boom.

Iran claimed its naval air defense shot down a US LUCAS drone off the southern coast, citing state media photos of a damaged drone.

South Korean stocks, including Samsung and SK Hynix, have become a key early indicator for global AI sentiment.

A broad selloff in chipmakers triggered a global market rout, with steep losses in Asia, Europe, and the US as investors reassessed AI-driven rally durability.

US trade regulators launched a probe into Samsung memory chips and products by Google, Nvidia, Broadcom and Super Micro following Netlist's patent infringement complaint.

Chinese domestic futures closed mixed overnight, with PTA down over 2%, synthetic rubber up over 1%, and plastic and soybean meal up nearly 1%.

South Korea's government is more optimistic about the economy than the IMF, citing sustained AI-driven chip demand outweighing Middle East conflict risks.

Apple and Samsung increased their market share in the second quarter despite an overall decline in global smartphone shipments.

Samsung's stock fell despite a 19-fold profit jump, indicating the market expects larger earnings beats from memory manufacturers but does not reward them with valuations reflecting exponential growth.

The post reports that US technology shares declined after Samsung's earnings failed to satisfy investors, raising worries about the AI trade's durability.

Semtech, Power Integrations, Amkor, Entegris, and Kulicke and Soffa stocks fell after Samsung's record profit triggered sell-the-news and DeepSeek's AI chip development was reported.

The post reports that SK Hynix's upcoming $29 billion ADR listing is seen as a test of the memory supercycle, as discussed on Bloomberg TV's The Asia Trade.

The post reports that SK Hynix and Samsung are planning large investments to increase production capacity, posing a warning for Micron stock investors.

The post reports on European regulators debating Tesla's FSD, leaked iPhone 18 Pro details, Comcast's split into two public companies, and South Korea's chip and AI mega-projects.

A strategist said on CNBC that the AI trade is cooling but chipmakers are quietly winning, following a sell-off in semiconductor shares.

Saturna CIO discusses AI and Shariah-compliant investing creating global equity opportunities, highlighting capital-intensive tech firms and defensive pharma.

ZeroHedge reports that Korea leveraged ETF AUM hit a record $40BN, and Goldman warns a 5% market move could trigger $4.7BN in dealer gamma rebalancing.