Samsung Down 10% Despite 150% Growth, KOSPI Circuit Breaker + Toyota Moves Tacoma to Texas | July 7, 2026 – Morning Market Briefing

Andrew, Ben, and Tom discuss the ISM Services print showing broader strength with much of the employment gain tied to World Cup-related hiring, Samsung's 10% drop and the KOSPI hitting a circuit breaker despite 150% growth as memory chip volatility returns, Chris Waller's nuanced defense of forward guidance as "more art than science," Rivian's $1.5 billion stock sale of 75 million shares, and Toyota's $3.6 billion move of Tacoma production from Baja California to San Antonio as it runs at over 90% capacity utilization in North America.Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosure