Market View: Korea’s AI Boom, BYD’s First Stumble, and Buffett’s $10B Bet

AI is the new oil—and Korea’s stock market just struck it big. Hosted by Michelle Martin solo, she unpacks the record-breaking rally in the KOSPI driven by Samsung and SK Hynix’s AI partnership with OpenAI. We dive into BYD’s first monthly sales decline of the year and what it signals for China’s EV wars. In our Up-or-Down round, we tackle USA Rare Earth’s jump on White House talks, Intel’s 50% surge in just one month, Buffett’s $10B buy of Occidental’s OxyChem, and why analysts are turning bullish on Singapore REITs. Companies discussed include BYD, Samsung, SK Hynix, Intel, Berkshire Hathaway, Occidental, USA Rare Earth, and S-REITs. Tune in for the key takeaways to carry into the weekend.See omnystudio.com/listener for privacy information.