Goldman Sachs strategists are discussing the state of memory stocks, amid a rally in Asian shares following Samsung's recovery, while S&P futures rise.
9 reports, 3 independent
Updated Sep 8
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What happened
Goldman Sachs strategists are discussing the state of memory stocks, amid a rally in Asian shares following Samsung's recovery, while S&P futures rise.
Who's involved
What this event is mainly aboutHow it developed
Newest first. Tap a step to see who reported it.- Major financial institutions, including Goldman Sachs and AllianceBernstein, are analyzing Samsung Electronics' payouts and valuation in response to investor demands.Sub-event
AI stock rout caused Kospi tumble; Goldman Sachs noted selling pressure in Taiwan.1 source
- Goldman Sachs hires TMT specialist Peter Callahan as market focus remains on memory stocks and Nasdaq futures.Sub-event
- Samsung Electronics and Goldman Sachs are discussing financial goals for the Kospi index amid a national rally in Seoul.Sub-event
Goldman Sachs discusses memory stocks as Asian shares rally after Samsung's recovery, with S&P futures up.1 source
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The entities involved
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Goldman Sachs
American investment bank
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Samsung Electronics
South Korean multinational electronics corporation
- Korea is leading a major initiative to develop the foundation for 6G by leveraging AI RAN technology, with Samsung Electronics and SK Telecom playing principal vendor roles.
- Samsung Electronics and SK Telecom are leading the deployment of private 5G solutions and collaborating on smart office projects in South Korea.
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Europe
terrestrial continent located in north-western Eurasia
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S&P
Japanese company
Related events
- Samsung and SK Hynix are building new memory fabs as the Korean government aims to double DRAM production capacity.
- Analyst commentary discusses the state of Korean equities and the interest shown by global investors in the memory chip sector.
- Micron claims memory supply will remain tight while Goldman Sachs names targets for South Korean equities.
- Concerns are mounting over intensifying competition from China as both Samsung Electronics and SK Hynix remain leading memory chipmakers.
- Market sentiment regarding Samsung Electronics is being influenced by geopolitical risks in the Middle East and concerns over future Fed rate hikes.