00:003 numbers before the open, 3.0 trillion won, 184%, and 7.800 billion won.
00:08Samsung E&A just reported third-quarter operating profit up 184%.
00:13And NVIDIA just unveiled a data center design that cuts build time from 6 months to 14 days.
00:19It's Friday, October 23rd.
00:21Here's what today's story could mean for the Korean market.
00:24Samsung E&A reported third-quarter revenue of 2.9 trillion won, up 45.8% from a year earlier.
00:32Operating profit came in at 500.6 billion won, up 183.6%.
00:38Cumulative nine-month revenue reached 7.8 trillion won, and cumulative operating profit reached 961.9 billion won.
00:46The company also raised its full-year order target from 12 trillion won to 19 trillion won,
00:52and lifted its operating profit forecast from 800 billion won to 1.4 trillion won.
00:58Here's what the numbers show.
00:59Samsung E&A plans to buy back about 780 billion won in treasury shares between October 23rd and January 22nd.
01:07Of that, 690 billion won will be canceled, and 90 billion won will go to employee bonuses.
01:13NVIDIA's new DSX POP design assembles seven Vera Rubin server racks inside a single container before shipping.
01:21Installation time falls from 6 months to as little as 14 days,
01:25though that figure assumes the site already has power and cooling in place.
01:29Meanwhile, Jensen Wang said a three-month delay on a 1-gigawatt AI data center could cost $10 billion in
01:35lost revenue.
01:36So what does this mean for stock investors watching the Korean market today?
01:40For Samsung E&A, the question is whether the order backlog of 27.2 trillion won,
01:46roughly three years of revenue, sustains margins as large projects ramp.
01:50The buyback signals management confidence,
01:52but investors should watch whether the 1.4 trillion won profit target holds through the next two quarters.
01:58On the sector side, NVIDIA's modular approach shortens the time between equipment arrival and revenue,
02:04which favors data center infrastructure names.
02:06Samsung's push into UAE AI infrastructure, including a $1.35 billion power project,
02:13adds a second growth thread.
02:14Earlier, we flagged the 184% profit jump.
02:18Here's what that actually means for you.
02:20It signals that project execution, not just order volume, is driving the earnings rebound,
02:25so the next earnings release matters more than the headline order number.
02:29Watch three things this week.
02:30Watch three things this week.
02:32Whether Samsung E&A's buyback starts on schedule on October 23rd,
02:37whether U.S. and Israeli strike plans against Iran move forward after the November midterms,
02:42and whether SpaceX's credit spreads keep widening as AI borrowing grows.
02:47Oil above $100 per barrel would pressure cost sensitive industrials,
02:51so keep an eye on crude alongside the earnings calendar.
02:54That's today's AI Prism, Stock Investors.
02:57This episode was produced with AI Assistance based on Seoul Economic Daily Reporting.
03:02AI Prism is a Juan IFRA award-winning series.
03:06We'll be back tomorrow.
