Why did rates rise despite soft PCE, and what does Micron’s strong report mean for Korean chip stocks? We break down Samsung, SK Hynix, KOSDAQ’s biotech bounce, beauty exports, and sectors taking a breather. Get the market story—and the stocks to keep an eye on.
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0:09 - PCE Reaction and Market Overview
3:15 - Micron Valuation and Samsung Electronics
7:06 - KOSDAQ Leaders and Semiconductor Equipment
10:46 - K-Beauty Stocks and Earnings Outlook
13:34 - Power Equipment and Shipbuilding Pause
17:42 - Biotech Rebound and Investor Sentiment
21:02 - Market Breadth and KOSDAQ Reform
