Markets hit pause as rising Treasury yields rattled stocks—but strong bond demand, Samsung’s earnings, Micron’s rebound, and AI’s insatiable appetite for chips kept the story moving. We break down the biggest moves in semiconductors, energy, and robotics, plus what to watch next. Tune in for your market catch-up!
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0:05 - US Market, Bond Yields, and Korean Market Outlook
5:06 - Micron Rally and Semiconductor Stock Updates
10:18 - Samsung Earnings Meet Expectations
12:16 - Alteogen Patent Ruling and Biotech Volatility
14:08 - Samsung’s HBM4E Qualification and Competitive Position
16:48 - SpaceX GPU Financing and AI Demand
21:02 - US Energy Policy and Renewable Investment
24:16 - Nvidia’s Figure AI Investment and Robotics
