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EnglishپارسیEnglishپارسیSamsung Electronics (005930.KS) surged more than 6% to record highs after a senior executive emphasized the firm’s technological edge in next-generation HBM4 (high-bandwidth memory), boosting confidence in its production roadmap and competitiveness in advanced AI memory.
Investors are increasingly positioning for HBM4 as the next growth engine in AI hardware—supporting expectations for stronger margins and improved earnings visibility as demand shifts toward higher-performance memory stacks.
South Korean equities ripped higher, with the KOSPI jumping nearly 3% to a fresh all-time high of 5,515.8 in Seoul. The rally was led by Samsung and other heavyweight chip names as markets cheered AI-linked semiconductor demand, extending the broader momentum trade into tech and hardware.
The move underscores how the region’s equity leadership is increasingly tied to the AI capex cycle—with Korea’s benchmark acting as a high-beta proxy for global chip optimism.
U.S. markets closed slightly weaker on Wednesday, with modest declines in equities and a small dip in the VIX—suggesting soft risk appetite, but no panic.
The takeaway: equities faded a bit, but volatility fell, pointing to a controlled, low-stress pullback rather than a risk-off shock.
Asian markets traded with a mixed tone on Thursday morning. Hang Seng led declines while Nikkei was nearly unchanged, suggesting a cautious risk mood rather than a broad directional move.
The takeaway: regional breadth is thin strength in Singapore/China is being offset by softness in Hong Kong and India, keeping the overall Asian tape choppy.
Hilton Worldwide (HLT) posted EPS of $2.08 vs $2.02 expected (+2.97% surprise) and revenue of $3.09B vs $2.99B expected (+3.34% surprise), beating on both profit and sales. Shares were up ~3.08% (to $323.70) but down ~0.25% in extended trading (to $322.89), with a market cap near $75.24B—suggesting investors are now grading guidance, RevPAR/demand trends, and 2026 booking visibility.
TotalEnergies (TTE) reported EPS of $1.73 vs $1.65 expected (+4.85% surprise) and revenue of $45.93B vs $31.45B expected (+46.04% surprise), a massive top-line upside alongside an earnings beat. The stock was down ~0.11% (to $74.63) but up ~1.50% in extended trading (to $75.75), with a market cap near $162.34B—so investor focus is likely on cash flow, shareholder returns, and guidance against the commodity-price backdrop.
Shopify (SHOP) delivered EPS of $0.57 vs $0.51 expected (+11.76% surprise) and revenue of $3.67B vs $3.59B expected (+2.23% surprise), beating on both earnings and sales. Shares were up ~7.47% (to $127.24) and gained ~11.56% in extended hours (to $141.95), with a market cap near $165.65B—a move consistent with markets rewarding growth + profitability momentum and upbeat forward commentary.
T-Mobile US (TMUS) reported EPS of $2.14 vs $2.04 expected (+4.90% surprise) and revenue of $24.33B vs $24.18B expected (+0.62% surprise), beating on both lines. Despite the beat, the stock was down ~4.53% in extended trading (to $190.40) after closing around $199.43 (+0.90%), with a market cap near $223.06B—putting the spotlight on guidance, subscriber trends, and margin/cash-flow commentary.
U.S. markets finished yesterday with a clear rotation feel: the Dow held up, while S&P 500 and Nasdaq fell, volatility rose, and defensive hedges caught a bid.
The close signals risk appetite cooled, especially in growth/tech, while volatility and safe-haven demand (gold) strengthened—an end-of-session mix consistent with a more cautious market tone.
European equities finished yesterday’s session with a broadly softer tone, as most major benchmarks closed in the red—while France’s CAC 40 managed a small gain.
The takeaway: risk appetite cooled slightly into the close, with Spain underperforming, Germany and the UK edging lower, and the region-wide Stoxx 600 slipping—while Paris held up as the lone notable bright spot.
Cloudflare (NET) posted EPS of $0.28 vs $0.27 expected (+3.70% surprise) and revenue of $614.5M vs $591.43M expected (+3.90% surprise). Shares were up ~3.55% (last $179.91) and jumped ~7.52% after hours (to $193.52), with market cap around $63.43B—the market is likely rewarding growth durability and guidance.
Ferrari (RACE) reported EPS of $2.14 vs $2.48 expected (-13.71% surprise) and revenue of $1.8B vs $2.07B expected (-13.04% surprise), missing on both lines. Shares were up ~8.06% (last $363.22) with +0.09% in extended hours (to $363.55), and market cap is about $65.18B—a move that often points to guidance, order book, or mix/margins offsetting the headline miss.