South Korea & Broadcom

South Korea: South Korea's Kospi index plunged due to the sell-off in AI-related shares, despite government plans for significant investments in computer chip manufacturing.

Broadcom: Broadcom fell significantly after its earnings report and cautious AI guidance, contributing to the broader AI stock sell-off and raising investor concerns about its valuation.

South Korea: South Korea's semiconductor shares rallied sharply, with its major chipmakers Samsung Electronics and SK Hynix seeing significant gains. JPMorgan Chase maintained an overweight stance on South Korea, describing it as its preferred market in the region.

Broadcom: Broadcom, a leading AI chipmaker, reported impressive revenue growth, particularly in its AI segment, and is a key player in custom silicon for hyperscalers.

South Korea: South Korea's Kospi index fell significantly, and its chipmakers experienced a rout, impacting the broader semiconductor market and contributing to Qualcomm's decline.

Broadcom: Broadcom's earnings guidance miss reset expectations for AI chip spending, contributing to a global chip sell-off that affected Qualcomm.

South Korea: South Korea unveiled a wider semiconductor investment plan, expecting Samsung Electronics and SK Hynix to invest significantly over the next decade, which supports the nation's semiconductor industry.

Broadcom: Broadcom partnered with OpenAI to develop its first custom AI chip, the 'Intelligence Processor.' Anthropic also signed a long-term deal with Broadcom for TPU compute.

Broadcom: Broadcom was a key contributor to market gains in 2025 due to artificial intelligence investments, but concerns about the profitability of AI technology could put pressure on its stock in 2026.

Broadcom: Broadcom rose after announcing deals with Alphabet Inc. and Anthropic, an event unrelated to the Iran ceasefire.