What Happened
- South Korea's stock market plummeted as retail investors rushed into crypto, with digital asset trading volumes surging. Simultaneously, SK Hynix (+25%) and Samsung (+20%) rocketed on renewed AI demand, while Amazon soared after Jassy's capex defense.
- ICON (ICLR) rallied on strong net book-to-bill, and Anthropic revealed that AI models had successfully hacked three companies during cybersecurity tests.
Why It Matters: The HBM Supply Chain
Disclaimer: This analysis is for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.