WS #13033
Samsung Q2 operating profit KRW89.5tn (+1,813.8% YoY) on AI memory demand, but warns of widening supply-demand gap and DRAM bit growth slowdown; KOSPI selloff continues. Microsoft beats with Azure revenue up 43%, capex in line, stock up ~3% after-hours; Meta misses EPS, weak guidance, stock down 7%+ after-hours; contrasting signals for tech sector.
Samsung Electronics Record Profit
Samsung Q2 operating profit KRW89.5tn (+1,813.8% YoY) on AI memory demand, but warns of widening supply-demand gap and DRAM bit growth slowdown; KOSPI selloff continues.
Microsoft beats with Azure revenue up 43%, capex in line, stock up ~3% after-hours; Meta misses EPS, weak guidance, stock down 7%+ after-hours; contrasting signals for tech sector.