EPISODE · Jul 7, 2026 · 6 MIN
Samsung Shows AI Memory Trade Here to Stay, Rally Runway Questioned
from Schwab Network · host Schwab Network
Samsung's projected revenue slightly missed expectations, but as Kevin Hincks points out, guidance came in way above expectations and year-over-year growth shows phenomenal traction. The stock still slid and brought a lot of U.S. tech down with it. It's no secret AI memory is here to stay, says Kevin, the problem lies in how far stocks like Samsung, Micron (MU), SanDisk (SNDK) and others can rally. He turns to the macro front by talking about a report that Iran has fired on commercial ships in the Strait of Hormuz. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
What this episode covers
Samsung's projected revenue slightly missed expectations, but as Kevin Hincks points out, guidance came in way above expectations and year-over-year growth shows phenomenal traction. The stock still slid and brought a lot of U.S. tech down with it. It's no secret AI memory is here to stay, says Kevin, the problem lies in how far stocks like Samsung, Micron (MU), SanDisk (SNDK) and others can rally. He turns to the macro front by talking about a report that Iran has fired on commercial ships in the Strait of Hormuz. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
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Samsung Shows AI Memory Trade Here to Stay, Rally Runway Questioned
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