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Samsung’s AI Chip Warning Hits the Tech Rally
Samsung reported a massive surge in profits, but investors still punished the stock as questions grow over whether the AI-driven memory chip boom can keep beating expectations.
In this episode of The Financial Exchange, Paul Lane and Marc Fandetti break down why Samsung, Micron, SanDisk, and other memory chipmakers have become central to the AI infrastructure trade, how data center demand has changed the economics of a traditionally boom-and-bust business, and why markets may be showing more discipline around tech valuations. They also discuss SpaceX joining the Nasdaq 100, why analyst…
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