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South Korea's KOSPI Surges 5% to 5,925 as Samsung and SK Hynix Lead Record Institutional Buying Amid AI Memory Boom

South Korea's benchmark KOSPI index surged more than 5% on Wednesday, closing at 5,925.03 on record institutional net buying of 3.1 trillion won — the single largest institutional buy day in the exchange's history. Semiconductor giants Samsung Electronics and SK Hynix led the rally, reclaiming key psychological price levels at 200,000 won and 1 million won respectively, as investors positioned ahead of Micron Technology's blockbuster earnings expected after the U.S. close.

Micron Technology Reports Q2 Fiscal 2026 Earnings After the Bell; $19.3B Revenue and $8.66 EPS Expected as HBM Demand Hits Record

Micron Technology reports its fiscal second-quarter 2026 earnings after the close on Wednesday, with Wall Street consensus projecting revenue of approximately $19.3 billion — a 138% year-over-year explosion — and EPS of $8.66, up more than 450% from the prior year. The chipmaker has already sold out its entire 2026 HBM allocation and guided for record gross margins near 68%, positioning the report as a potential inflection catalyst for the entire semiconductor sector.

Nvidia CEO Jensen Huang Raises AI Revenue Forecast to $1 Trillion Through 2027 at GTC, Unveils Vera Rubin and Groq LPU

Nvidia CEO Jensen Huang revealed at the company's annual GTC developer conference in San Jose that he now expects 'at least $1 trillion' in purchase orders for Blackwell and Vera Rubin GPU systems through 2027 — doubling a prior $500 billion estimate — while also debuting the Groq 3 Language Processing Unit and announcing Uber as an autonomous vehicle partner across 28 cities. The announcements supercharged an already-rallying AI infrastructure sector and sent Nvidia shares to fresh multi-week highs.

Amazon Launches 1-Hour and 3-Hour Delivery Across U.S. Cities in Direct Challenge to Walmart's Same-Day Dominance

Amazon announced Tuesday that it is rolling out 1-hour and 3-hour delivery services across hundreds and thousands of U.S. cities respectively — marking its most aggressive assault yet on Walmart's same-day shipping dominance. With more than 90,000 products eligible for sub-3-hour fulfillment, Prime members paying $9.99 for 1-hour and $4.99 for 3-hour delivery, and an 'Amazon Now' 30-minute test underway in select markets, the e-commerce giant is shifting the battleground of retail logistics to the realm of near-instant gratification.

Bitcoin Surges Through $75,000 as Iran War Reshapes Safe-Haven Narrative; BTC Outperforms Gold, Stocks Since Conflict Began

Bitcoin pushed through the psychologically significant $75,000 threshold in Asian trading on Tuesday — gaining nearly 14% since the Iran war erupted on February 28 — as the cryptocurrency increasingly attracts safe-haven capital that has historically flowed to gold and the U.S. dollar. With Brent crude up more than 40%, global equities down 4%, and gold actually lower on the month, Bitcoin's relative outperformance is forcing a fundamental reassessment of digital assets' role in institutional portfolios during geopolitical crises.

Disney Trades at Lowest P/E Since 2019 as Analyst Sees 30%-Plus Upside; $7 Billion Buyback and Streaming Inflection Fuel Bull Case

Walt Disney Co. is trading at a price-to-earnings ratio below 15 — its lowest level since early 2019 — creating what Sarat Sethi of Douglas C. Lane & Associates called 'one of the best values in the market today' on CNBC Tuesday. With streaming income of $500 million expected this quarter, a planned $7 billion share buyback, operating cash flow projected above $19 billion for the year, and a new CEO taking over on March 18, Disney's bull case is gaining momentum even as the stock sits below $102.

Nvidia CEO Jensen Huang Projects $1 Trillion in AI Chip Orders Through 2027 at GTC Conference

Nvidia CEO Jensen Huang delivered a landmark keynote at the company's GTC 2026 conference in San Jose, California, projecting at least $1 trillion in revenue from Blackwell and Vera Rubin AI chip orders through 2027. The announcement nearly doubled Huang's previous $500 billion forecast and sent Nvidia shares up roughly 2%, providing the strongest single-day catalyst for the broader semiconductor sector and reigniting bullish sentiment across the AI infrastructure trade.

Oil Prices Ease as Select Tankers Resume Hormuz Transits, But Geopolitical Risk Remains Elevated

Oil prices retreated Monday after a handful of tankers successfully transited the Strait of Hormuz over the weekend, offering the first signs of limited resumption in the world's most critical energy corridor since the U.S.-Israel war with Iran began February 28. Brent crude settled around $100 per barrel while WTI fell to $93.50, though continued Iranian missile strikes on Gulf nations and near-paralyzed tanker traffic underscored the fragility of the relief rally.

Micron Technology Surges on Taiwan Expansion and Pre-Earnings Momentum Ahead of Wednesday Report

Micron Technology shares jumped more than 6% on Monday after the chipmaker confirmed it had completed the $1.8 billion acquisition of Powerchip Semiconductor's Taiwan P5 manufacturing site and announced plans to build a second comparable facility at the same Tongluo location. With Q2 FY2026 earnings due Wednesday and analysts projecting $18.7 billion in revenue, Micron's aggressive capacity expansion for high-bandwidth memory positions it as a key beneficiary of surging AI infrastructure demand heading into mid-2026.