Korea's Stock Market Surges Another 3.5% Overnight. Intel, Coherent, and Micron Among Most Active Premarket Stocks in US Trading. - 24/7 Wall St.

The Korean stock market surged another 3.5% overnight, pushing into a technical bull market just over a month after a historic sell-off. The rally was driven by renewed optimism around AI infrastructu... Read original →

The rapid rally in the Korean stock market signals renewed investor confidence in AI infrastructure investment, with memory stocks leading the gain. SK Hynix and Samsung Electronics surged, reflecting global demand recovery in semiconductors. However, rising Treasury yields or a stronger dollar could dampen this momentum. In US pre-market trading, tech stocks dominated, although companies like Micron showed declines, indicating divergent market expectations. The upstream and downstream tech chains are being reshaped by AI-driven demand for memory and storage, while geopolitical tensions may disrupt global supply chains. Over the next 12–24 months, sustained AI compute demand will likely drive renewed capital spending in semiconductors, but policy shifts and regional conflicts pose persistent risks.