“Memory Stock Crash, Bessent Bailout, Iran, Stocks & Real Estate”
Samsung's selloff is driven by disappointment over its shareholder return plan, which was below expectations and dividend-heavy, possibly signaling management sees the stock as expensive; the earnings miss was minor and does not justify the drop.
Samsung was down as much as it was in the Korean market.
So a lot of people are going to be looking at the memory sector today to see what ends up happening uh with uh with our pricing over here. I uh I do think there are well I mean we'll go through a good bit of memory research here uh today but I think a lot of folks h have to remember that the market is often driven by expectations and so what what did we have with Samsung?