Samsung Electro-Mechanics plans to execute investment over the next three years equivalent to the past decade, with companywide capital spending expected to more than double from a year earlier. Five brokerage houses raised target prices to 1.05 million to 1.10 million won from the 600,000-won range, citing analysis that a triple phase of price increases has begun. The investment is described as order-based spending backed by long-term supply agreements with AI big tech customers.

Quarterly results from Meta, Microsoft, Amazon and Alphabet beat market expectations, but investors focused on the scale of future AI spending. Industry talk has put their combined 2026 capital expenditure at more than $650 billion. Meta and Microsoft fell in after-hours trading on higher capex guidance and AI infrastructure costs, while Alphabet rose on cloud strength. Analysts cited growing concern about payback timing, with spillover to bitcoin as its correlation with the Nasdaq 100 rises.