🔴 Samsung Electronics is trading 4.3% down today on AI chip sustainability concerns despite record Q2 profit

Samsung Electronics is trading 4.3% down at KRW 244,000 as investors reassess the sustainability of the AI memory-chip boom and heavy capex plans.

• The company reported a record preliminary Q2 2026 operating profit of KRW 89.4 trillion, beating all analyst estimates and marking the world’s largest quarterly profit.
• Despite the record earnings, the stock is facing pressure from sharp profit-taking and valuation concerns following a broader global selloff in the AI chip sector.
• Markets remain cautious regarding the long-term viability of high capital expenditure requirements despite the current strength in earnings.