Samsung Forecasts $80B Profit—Why Did the Stock Fall?
Samsung’s AI-driven memory business is producing extraordinary profits, yet its shares fell about 2.4% anyway. The market’s attention is shifting from whether AI demand is real to whether today’s exceptional memory margins can last through Samsung’s October 29 earnings report.
A weekend report says some Nvidia AI server prices could rise more than 15% as soaring memory costs move through the AI infrastructure supply chain. Nvidia shares get their first chance to react Monday, just two days before earnings put margins, pricing power, and data-center spending in focus.