U.S. and Korean tech stocks are now tightly linked — and that could be a worry for investors
Peter Kim, head of global investment strategy at KB Financial Group, said the Korean memory-chip rally began later than the Nasdaq's advance because U.S. investors initially focused more heavily on hyperscalers. The scale and volatility of the recent rally, however, have prompted global investors to treat Korea as a bellwether for broader AI trades.Samsung's earnings guidance can also provide one of the first concrete signals each quarter on the state of AI demand. The company typically reports earnings about two weeks before major U.S. semiconductor companies.Analysts cautioned, however, that Korean and U.S. technology shares are moving in tandem, rather than one consistently leading the other.
- ▪Peter Kim, head of global investment strategy at KB Financial Group, said the Korean memory-chip rally began later than the Nasdaq's advance because U.S. investors initially focused more heavily on hyperscalers.
- ▪The scale and volatility of the recent rally, however, have prompted global investors to treat Korea as a bellwether for broader AI trades.Samsung's earnings guidance can also provide one of the first concrete signals each quarter on the st
- ▪The company typically reports earnings about two weeks before major U.S. semiconductor companies.Analysts cautioned, however, that Korean and U.S. technology shares are moving in tandem, rather than one consistently leading the other.
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| Publication time | Tue, 28 Jul 2026 01:34:28 GMT |
| Retrieval time | 2026-07-28T01:38:17.959Z |
| Last seen | 2026-07-28T01:38:18.944Z |
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Peter Kim, head of global investment strategy at KB Financial Group, said the Korean memory-chip rally began later than the Nasdaq's advance because U.S. investors initially focused more heavily on hyperscalers. The scale and volatility of the recent rally, however, have prompted global investors to treat Korea as a bellwether for broader AI trades.Samsung's earnings guidance can also provide one of the first concrete signals each quarter on the state of AI demand. The company typically reports earnings about two weeks before major U.S. semiconductor companies.Analysts cautioned, however, that Korean and U.S. technology shares are moving in tandem, rather than one consistently leading the other. "The fortunes of U.S.
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