Market View: The AI Gold Rush's Hidden Winners - Why Samsung, SK Hynix and Microsoft's Next Moves Matter to Investors

What if the biggest fortunes in AI aren't being made by the companies building chatbots - but by those supplying the memory behind them? South Korea's tech giants Samsung and SK Hynix are riding an unprecedented AI chip boom, but can record profits and soaring share prices keep climbing? We unpack why Wall Street returned from the holiday in a bullish mood, what Microsoft's latest job cuts signal about its AI strategy, and whether United Airlines has turbulence ahead from an unusual lawsuit. We also examine Versant's $530 million bet on golf technology and ask whether China's fast-growing C-Beauty brands could become the country's next global soft-power success story. Companies discussed: Samsung, SK Hynix, Microsoft, Nvidia, Meta, Amazon, Alphabet, United Airlines, Versant, Full Swing, Comcast, OpenAI. Hosted by Michelle Martin, this episode connects the day's biggest market stories to the investment trends that could shape portfolios in the months and years ahead.See omnystudio.com/listener for privacy information.