Episode Details

AI stocks are riding a wild ride as major chipmakers like Samsung and SK Hynix dip sharply, yet the sector remains resilient—driven by massive investor appetite. SK Hynix is preparing to raise $28 billion in the U.S., fueling speculation despite recent turbulence. Globally, markets are mixed: Tokyo and Hong Kong fall, while the U.S. surges on AI momentum, led by Broadcom’s Apple deal and TeraWulf’s $19B data center pact. Meanwhile, oil prices stabilize amid fresh regional tensions after a tanker attack off Oman, underscoring ongoing supply risks.

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