WS #13186

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Microsoft and Amazon beat earnings, boosting capex, and Samsung warned of a memory crunch into 2028, triggering a record rally in chip stocks (SK Hynix +30%, Samsung +27%, Kospi +17-18%).

AI trade reversal and chip rally

Microsoft and Amazon beat earnings, boosting capex, and Samsung warned of a memory crunch into 2028, triggering a record rally in chip stocks (SK Hynix +30%, Samsung +27%, Kospi +17-18%).

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