--- title: "☕️ [Task Coins Giveaway] Daily Market Talk — Samsung Rewrites the Record Book" type: "Topics" locale: "en" url: "https://longbridge.com/en/topics/100000000779019.md" description: "Samsung just dropped the most profitable quarter any tech company has ever reported. AI chips printed money, Nvidia walked back its own delay scare, and the Dow crossed 53K for the first time. SpaceX ..." datetime: "2026-07-07T02:58:27.000Z" locales: - [en](https://longbridge.com/en/topics/100000000779019.md) - [zh-CN](https://longbridge.com/zh-CN/topics/100000000779019.md) - [zh-HK](https://longbridge.com/zh-HK/topics/100000000779019.md) author: "[Captain's Watch](https://longbridge.com/en/profiles/24747427.md)" generator: "portal-rs" --- # ☕️ [Task Coins Giveaway] Daily Market Talk — Samsung Rewrites the Record Book Samsung just dropped the most profitable quarter any tech company has ever reported. AI chips printed money, Nvidia walked back its own delay scare, and the Dow crossed 53K for the first time. SpaceX joins the Nasdaq-100 today. Let's dig in 👇 ## 📊 Quick Recap — What Moved & Why ### 🇺🇸 US — AI Hardware's Revenge **🔑 Key Event:** The AI hardware trade bounced hard Monday. 📈 **Dow 53,055 +0.29% (first close above 53K, all-time high). S&P 500 +0.72% to 7,537. Nasdaq +1.12% to 26,121.** The rally was broad but chip-led, with AMD reportedly up ~7% and TSMC up ~4% after Samsung's blowout guidance (released today) pointed to durable AI memory demand. Nvidia helped by flatly denying the SemiAnalysis Kyber delay report: **"Our roadmap is intact."** The denial reversed Monday morning's supply-chain sell-off in Asia. **👀 Other to Watch** - **Western Digital (WDC)** +7-9% → AI data centers are now booking HDD capacity into 2027-2028; Bank of America raised its target to $732 on a "supply-constrained AI cycle." - **Dell (DELL)** +7-8% → Trump literally said "Go out and buy a Dell computer" from the Oval Office as he rang the NYSE/Nasdaq opening bell, launching the new Trump Accounts children's investment program. - **Tesla (TSLA)** reportedly +6% → autonomous taxi expansion news. The robotaxi story keeps pushing. - **Rivian (RIVN)** down after hours → preliminary Q2 revenue guided to $1.55-1.65B and launched a **75M-share offering to raise ~$1.5B**, mostly to fund a DOE loan equity requirement. Delivery beat, but dilution spooked traders. - **SpaceX (SPCX)** joins the Nasdaq-100 today → effective this morning, triggering ~$27B in passive forced buying; the stock is still ~28% below its ATH. > @Fattycat **:** "After making history with the largest IPO ever on June 12, SpaceX has seen a natural pullback but Wall Street views this decline as an attractive buying opportunity." > @Equity research **:** "NAND FLASH spot prices soared by over 670% into 2026, creating a broken memory market that is expected to send consumer electronics prices soaring." ### 🇸🇬 Singapore — Chips Keep STI Firm **🔑 Key Event:** Singapore's **June Manufacturing PMI hit 51.3**, the highest since November 2018 and the 11th straight month of expansion, driven by new orders, exports, factory output, and employment. STI is holding firm around **5,200-5,230**, and this PMI number is the cleanest confirmation yet that SG's AI-manufacturing cycle has real breadth. **👀 Other to Watch** - **ST Engineering (S63)** → signed a non-binding MOU with Air India to explore maintenance, repair, and overhaul opportunities, extending its existing 12-year Airbus A320 component support deal. - **Seatrium (5E2)** → started exporting electricity to Singapore's grid via its LNG + battery storage platform, enough to power ~1,500 four-room HDB households. - **SG real estate** → H1 2026 investment volumes hit **$31.1B**; Knight Frank projects full-year approaching $40B. - **SG tech funding** → June saw **$3.78B** raised (2,116% jump from May's $171M), led by DayOne ($2.5B), Supabase ($500M), Airwallex ($320M). > @TheInvestingIguana **:** "Both of these industrial REITs yield above 6 percent, and both have data centre exposure everyone is excited about. One REIT fails a basic balance sheet gate that the other clears." > @FaithAnchor **:** "Sheng Siong continues to demonstrate why it is regarded as one of Singapore's most resilient consumer staples: debt-free balance sheet, net cash of S$461.1M, net profit up 12.6% in 1Q FY2026." ### 🇭🇰 HK/China — Samsung Lift + Same-Ren Tang Lists **🔑 Key Event:** HSI reportedly rose **\~1.14%** on Monday (HSCEI +1.46%), tracking the US chip bounce. The AI-memory narrative is the dominant theme across the region. **👀 Other to Watch** - **TongRenTang Yiyao (Tongrentang Medical)** → **pulled its HK IPO on the scheduled day**, the first postponement in HKEX's current listing boom. One to watch when it refiles. - **Samsung Electronics (005930.KR)** → released Q2 2026 preliminary guidance today: consolidated operating profit ~**89.4 trillion KRW (~$58B)**, surging **+1,810% YoY** (yes, nearly 19x). Sales ~171T KRW, +129% YoY. This is the highest quarterly operating profit ever recorded by any tech company, topping Nvidia's ~$53.5B and Apple's ~$50.9B peaks. HBM and DRAM pricing drove it. ### 🌍 Other - 🛢️ **Iran / Hormuz** → Iran reportedly struck two commercial vessels in the Strait of Hormuz; oil prices fell sharply despite the attack (a ceasefire/deal framework reportedly in place softened the supply fear). Hormuz situation remains volatile. - 🏛️ **Fed** → June FOMC minutes due Thursday (Jul 9). Waller spoke Monday with no major surprises. ## 📅 Key Events Tonight / This Week - 🇺🇸 SpaceX joins Nasdaq-100 · today (Jul 7, effective open) - 🇺🇸 June FOMC minutes · Thu Jul 9 - 🇺🇸 SK Hynix (SKHY) Nasdaq debut · Fri Jul 10 **💬 Samsung just posted the most profitable tech quarter in history at ~$58B operating profit, up 19x in a year. Do you buy this as confirmation the AI memory supercycle still has legs to run?** 👇 Drop your take (20+ words) & click "Repost" to earn 288 Task Coins ✨ 🚫 No duplicates · ⏰ Deadline: July 7, 2026, 11:59 PM SGT Not investment advice, just market talk 🙏 ### Related Stocks - [AMD.US](https://longbridge.com/en/quote/AMD.US.md) - [TSLA.US](https://longbridge.com/en/quote/TSLA.US.md) - [SPCX.US](https://longbridge.com/en/quote/SPCX.US.md) - [TSM.US](https://longbridge.com/en/quote/TSM.US.md) - [WDC.US](https://longbridge.com/en/quote/WDC.US.md) - [SSNGY.US](https://longbridge.com/en/quote/SSNGY.US.md) - [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md) - [.DJI.US](https://longbridge.com/en/quote/.DJI.US.md) - [SMSN.UK](https://longbridge.com/en/quote/SMSN.UK.md) - [NVD.DE](https://longbridge.com/en/quote/NVD.DE.md) ## Comments (20) - **Shyon · 2026-07-07T15:57:10.000Z · 👍 1**: I think the market is entering a phase where stock selection matters much more than simply buying every AI-related name. The companies that can continue delivering earnings, strong cash flow, and sustainable growth will eventually separate themselves from those that only rely on market hype. That's - **NewUser_zS0M8w · 2026-07-07T14:47:30.000Z**: Memory stocks dump lower following the huge setback in earlier South Korea market. 2 groups of traders right now - one taking profit and moving into value stocks, the other short selling these memory stocks knowing that the supply bottleneck remains for another year or two. Whatever the case might b - **Wisely9 · 2026-07-07T10:40:54.000Z**: Spcx valuation was 100x at 135. Even if it makes into Nasdaq100, its lofty valuation with price above $160 is dangerous to chase. Maybe when it comes down to 75 then can consider to buy. - **TheRaccoonAnalysis · 2026-07-07T09:43:14.000Z**: The rally reflects renewed investor confidence in AI-related hardware after concerns over supply-chain delays eased. Strong guidance from Samsung reinforced expectations that AI memory demand remains robust, lifting semiconductor stocks. Nvidia’s denial of reported roadmap delays further reduced unc - **NewUser_oPJWOU · 2026-07-07T09:41:15.000Z**: Samsung reported amazing profits but the South Korea market collapsed another 8% after opening bell due to AI bubble fears and Korean traders playing with margins. Back home, the STI rose another 1%, with local banks continuing the bullish charge. - **dingdongbell · 2026-07-07T06:21:34.000Z · 👍 1**: The AI skeptics will only get louder as we grind higher. Earning coming up will need to prove themselves to shut these ‘short sellers’ soon and make them cover. Squeeze them like a plushie! Use them as liquidity to soar higher. - **LazyCat · 2026-07-07T06:21:10.000Z**: With Samsung handing in such an exemplary report card, the market would undoubtedly become more greedy, being willing to chase higher prices and betting the next result would be even more smashing. It would be wise to control one's position size properly and enact an exit plan least one becomes the - **Jaces · 2026-07-07T05:14:43.000Z**: Samsung with record earning will only fuel their employees angry more with the wages differences. US tech giants will remain strong and with the laying off from Microsoft, it is not new but how many more rounds. - **Victor y · 2026-07-07T05:08:52.000Z**: Samsung's earnings highlight how strong AI-driven memory demand has become. The numbers are impressive but the real test will be whether AI infrastructure spending remains elevated over the next several quarters. If HBM demand and pricing stay resilient, the sector could have more room to grow thoug - **Dacai · 2026-07-07T04:56:45.000Z**: My local tech stocks are down today compared to yesterday. Every other day I see this. Just ignore the market noise if the fundamentals are unchanged. - **pohyc · 2026-07-07T04:51:50.000Z**: Sg equities holding firm with the banks doing the heavy lifting. A third batch of EQDP fund managers will be announced in H2 this year. many analysts looking at a stronger H2. this is exciting time! - **lungrisser · 2026-07-07T04:26:12.000Z**: SpaceX will reach new highs b4 year end.By just riding on its IPO euphoria and little else.So are u riding along or jus sitting on the sidelines? - **Heroic Lifesaver · 2026-07-07T04:13:38.000Z**: There will always be those trying to make a name for themselves by being the one who called the top. Because at these levels, the probabilities are good. However they are still noises taking their shots. Follow the price. - **FaithAnchor · 2026-07-07T04:08:13.000Z · 👍 1**: Samsung’s preliminary Q2 2025 guidance disappointed, weighed down by slower HBM momentum, export restrictions, and foundry weakness. While the near-term outlook remains challenging, the long-term AI memory demand story is intact. The key catalyst now is successful HBM qualification and execution in - **NewUser_CkrdqW · 2026-07-07T04:00:24.000Z · 👍 1**: Chip and memory stocks recovered last night with AMD & WD leading the way. Trump's call to go and buy a Dell computer worked magic once more as the stock soared 7%. Overall stock market edged higher but the last 2 times it reached this resistance, a pullback ensued. Let's see whether this rise c - **Tiffany lover · 2026-07-07T03:26:27.000Z · 👍 2**: Singapore's June Manufacturing PMI hit 51.3, the highest since November 2018 and the 11th consecutive month of expansion, driven by new orders, exports, factory output, and employment. The Straits Times Index (STI) is holding firm around the 5,200-5,230 range, and this PMI figure is the clearest con - **Fattycat · 2026-07-07T03:21:37.000Z · 👍 1**: Samsung reported an amazing consolidated operating profit. Congratulations . It is rare to see any company recorded such a good report card, 19x. Unbelievable.My next question, can they do it for the next few quarters. Investors are always expecting more. 🤭 - **Crazy rich · 2026-07-07T03:19:17.000Z · 👍 1**: singapore exports riding this memory wave hard. samsung numbers this size confirm the AI cycle isn't done. still long SG banks and not changing that. - **Bluegate1104 · 2026-07-07T03:10:01.000Z · 👍 1**: the biggest tech profit quarter ever and it happens right as semis just bounced off a 2-week selloff. peak earnings at peak expectations is still a risk. watching closely before adding more. - **levon9111 · 2026-07-07T03:00:51.000Z · 👍 1**: samsung 1810% yoy and this is supposedly near the peak? nand and hbm aren't going down anytime soon lah. my memory positions staying put. --- > **Disclaimer: This article is for reference only and does not constitute any investment advice.**