2026-07-07：The AI Stress Test: Samsung Posts a 1,800% Profit Surge and Craters 10%—Is the Memory Supercycle Already Priced for Perfection?

Samsung delivered one of the most astonishing profit surges in modern semiconductor history, and the market answered by wiping out billions. Is this the first crack in the AI memory supercycle, or just a brutal reset of expectations? In this episode, we follow the strange trail from Micron’s premarket weakness to Broadcom’s quiet Apple win, from Microsoft’s 4,800 job cuts to the enormous price tag of AI infrastructure. And then there is SpaceX: a forced 4.3 billion dollar index bid today, staring down an 800 billion dollar lockup shadow in Q3. The market is not rejecting AI, but it may be changing the rules of the game. Read the full report here: https://deepmarket.report/en/report/us_stocks/2026-07-07?utm_source=podcast&utm_medium=rss&utm_campaign=podcast-us_stocks-en&utm_content=2026-07-07-en&utm_term=report_link