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Finance
Korea stocks outlook: KOSPI loses momentum as FOMC, chipmakers and Big Tech earnings in focus
South Korean stocks are expected to seek direction this week as investors watch the U.S. Federal Open Market Committee and earnings from domestic semiconductor firms and U.S. Big Tech. The KOSPI and Kosdaq posted sharp losses as risk aversion rose amid Middle East tensions, higher oil prices and rising U.S. Treasury yields. Analysts said profit forecasts have not deteriorated materially, and chip and AI-related guidance, foreign flows and Fed policy signals will be key drivers.
AI & Enterprise
Truth behind chip stock fall from China AI models
Chinese AI startups are stepping up challenges to OpenAI and Anthropic, with models such as DeepSeek V4, Z.ai’s GLM 5.2 and Moonshot AI’s upcoming open-source Kimi K3 drawing attention. The Kimi K3 announcement coincided with sharp falls in U.S.-listed chip and AI infrastructure-related shares, including Nvidia and Micron. The moves have fuelled questions over whether demand for expensive AI hardware will meet expectations as efficient, open-source Chinese models gain share.
Finance
KOSPI rebound key seen in Alphabet AI capex, SK Hynix earnings
South Korean stocks are expected to test the scope for a rebound this week, with attention on Alphabet’s artificial intelligence investment plans and SK Hynix’s earnings. Last week the KOSPI slipped 0.1 percent while the Kosdaq rose 4.5 percent amid volatile trading. Some concerns over the semiconductor cycle have eased after U.S. inflation data came in below expectations and global chipmakers posted strong results.
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Telecommunications & Media
KT Q1 operating profit falls 29.9 percent on cost burden, seeks rebound with AX
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Industry
Samsung Electro-Mechanics evolves into an AI infrastructure company
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AI & Enterprise
Big Tech AI investment set to top $650 billion; bitcoin and tech stocks under pressure despite strong earnings
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AI & Enterprise
Big cloud firms post record growth amid aggressive AI investment
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Industry
Korea semiconductors set to accelerate Q2 export momentum as supplementary budget kicks in
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Games & Commerce
Naver, Kakao shares lag despite solid earnings as AI monetisation delays cut valuation expectations
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Industry
Memory to account for 30 percent of hyperscalers\' capex in 2026 on AI demand
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Industry
Korea\'s three battery makers set for first-quarter losses
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AI & Enterprise
Oracle to cut thousands of jobs as AI investment expands
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Games & Commerce
Naver, Kakao expand R&D spending, focus on in-house AI
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Industry
Samsung Electronics posts record R&D spending last year, expands capex
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Industry
LG Energy Solution steps up ESS bet despite rising debt
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Industry
HBM market pauses in first quarter as industry awaits shift to next-generation products
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Industry
SK Hynix says 2025 operating profit doubles as HBM sales more than double