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Samsung Electronics Stock Surges to Record Highs on AI Memory Boom, HBM4 Shipments Drive Gains

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Samsung Electronics said it expected fourth-quarter profits to be sharply down from the previous quarter

Samsung Electronics Co. shares have rallied sharply in early 2026, hitting all-time highs near 200,000 won as explosive demand for AI-related memory chips propels the South Korean tech giant’s recovery and positions it as a key player in the global semiconductor supply chain.

Samsung Electronics said it expected fourth-quarter profits to be sharply down from the previous quarter
Samsung Electronics
AFP

As of February 24, 2026, Samsung (005930.KS) closed at 200,000 won, up 3.63% on the day and marking a fresh peak after climbing from around 193,000 won in recent sessions. The stock has surged more than 60% year-to-date, reflecting a dramatic turnaround fueled by record quarterly profits and aggressive advances in high-bandwidth memory (HBM) technology critical for AI accelerators.

The momentum accelerated following Samsung’s announcement in February that it had begun mass production and commercial shipments of its industry-first HBM4 chips. The sixth-generation HBM delivers consistent transfer speeds of 11.7 Gbps—up 22% from its HBM3E predecessor—with potential peaks at 13 Gbps, addressing data bottlenecks in AI computing. Samsung highlighted improved power efficiency and secure process technology, with plans to deliver HBM4E samples in the second half of 2026.

Analysts view the HBM4 rollout as a pivotal step for Samsung to regain ground in the high-margin AI memory market, where it had lagged rivals like SK Hynix. The company anticipates HBM sales to more than triple in 2026 compared to 2025, with capacity expansions underway to meet surging orders from major clients, including those building Nvidia-powered AI infrastructure.

This optimism stems from Samsung’s blockbuster fourth-quarter and full-year 2025 results, released January 29, 2026. The company posted record quarterly revenue of 93.8 trillion won (about $65.45 billion), up 9% quarter-on-quarter and 24% year-over-year. Operating profit soared to an all-time high of 20.1 trillion won, more than tripling from the prior year and surpassing analyst expectations. For the full fiscal year, revenue reached 333.6 trillion won, up 11%, while operating profit stood at 43.6 trillion won.

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The Device Solutions (DS) division, encompassing semiconductors, drove the performance with quarterly revenue of 44.0 trillion won and operating profit of 16.4 trillion won. Memory profitability improved dramatically amid a global shortage of high-value AI chips, particularly HBM used in Nvidia GPUs and other accelerators. Management attributed the surge to strong demand from hyperscalers investing heavily in AI data centers.

Despite challenges in other segments, such as seasonal softness in home appliances and mobile devices due to trade conditions, the DS strength more than offset declines elsewhere. Currency tailwinds from a stronger U.S. dollar added roughly 1.6 trillion won to operating profit.

Samsung’s push into advanced memory extends beyond HBM4. The company showcased LPDDR6 developments at the International Solid-State Circuits Conference (ISSCC) 2026, achieving transfer speeds up to 14.4 Gbps—a 35% improvement over LPDDR5X—targeting power-efficient solutions for AI-enabled mobile and edge devices. Mass production for LPDDR6 is expected in the second half of 2026.

Investors have rewarded the progress. Samsung shares jumped as much as 7.6% following the HBM4 shipment news, renewing all-time highs. The stock’s valuation reflects renewed confidence in Samsung’s ability to capitalize on AI infrastructure spending, projected to reach hundreds of billions across Big Tech in 2026.

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Wall Street and Seoul analysts remain largely bullish. Consensus targets suggest further upside, with some firms highlighting Samsung’s diversified portfolio—spanning smartphones, displays, foundries, and consumer electronics—as a buffer against sector-specific risks. The company’s foundry utilization rebounded above 80% in early 2026, driven by HBM4 base die production on 4nm processes and orders for Exynos mobile processors.

Competition remains fierce. SK Hynix has led in HBM market share, supplying Nvidia extensively, while Micron pushes aggressively. Reports indicate HBM4 capacity is sold out for 2026 across major suppliers, with long-term agreements locking in demand. Samsung’s pricing strategy—potentially 20-30% higher for next-gen products—could boost margins if sustained.

Broader industry dynamics support the rally. AI demand has diverted manufacturing capacity toward HBM, squeezing supply for standard DRAM and creating shortages that benefit incumbents. TrendForce estimates HBM will consume 23% of total DRAM wafer output in 2026, up from 19% in 2025, with global HBM demand growing 70% year-over-year.

Samsung’s upcoming Galaxy Unpacked event on February 25, 2026, in San Francisco adds another layer of anticipation. The company is expected to unveil the Galaxy S26 series, potentially integrating advanced AI features powered by its memory expertise.

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Looking ahead, Samsung guided for continued semiconductor strength in 2026, with conservative capex in 2025 shifting to increased memory investments. Executives emphasized building comprehensive AI leadership through ethical, high-performance solutions.

While risks persist—geopolitical tensions, supply chain disruptions, and potential AI spending slowdowns—the current trajectory points to sustained momentum. Samsung’s disciplined execution in fixing earlier HBM qualification issues and scaling production has transformed it from laggard to contender in the AI chip race.

For investors, the stock’s climb underscores a broader theme: companies mastering AI-enabling technologies stand to benefit most in the ongoing digital transformation. Samsung Electronics, once challenged by memory market cycles, now appears well-positioned to ride the AI wave into 2026 and beyond.

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LSL Property Services division snaps up South Coast estate agency franchise

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Meyers Franchising was launched in 2011 and adds 10 partners to LSL’s network

Meyers Franhcising was launched in 2011.

Meyers Estate Agents.(Image: LSL Estate Agency Franchising)

The estate agency division of property services group LSL has acquired a franchise operation based on England’s South Coast.

LSL Estate Agency Franchising has acquired Meyers Franchising Limited, based in Dorchester, which operates across Dorset. The undisclosed deal will see 10 franchise partners and six branches added to the LSL network, with the acquisition set to be earnings accretive this year.

Meyers was founded in 2011 by Mark Meyer out of his garage, and has gone on to become a franchise operation giving mainly home-based agents systems and branding to work with. LSL says that over the past 15 years, Meyers has become a trusted name in the region’s property market and pointed to the company as one of the leading sales agents across a large part of Dorset and the South Coast, with coverage extending from Christchurch and Bournemouth across to Weymouth and Poundbury, then up to Sherborne and Shaftesbury.

In becoming part of LSL, Meyers will benefit from investment support and access to the London Stock Exchange-listed group’s resources, infrastructure and strategic expertise. LSL says its strong lettings capability will come into play as an area of opportunity for the Meyers network.

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Mark Meyer, founder of Meyers Estate Agents, said: “I am incredibly proud of what we have built at Meyers over the years. Our success is down to the dedication of our franchise partners and their commitment to delivering outstanding service. As we look to the future, partnering with LSL Estate Agency Franchising provides the perfect opportunity to take all the Meyers partners to the next level, while staying true to our core values.”

Paul Hardy, managing director of LSL Estate Agency Franchising, said: “Meyers Estate Agents is a fantastic business with a strong reputation, a proven franchise model, and a highly engaged network of partners. We are delighted to welcome Mark and the Meyers team into the LSL family. With our investment and particular strength in lettings, we see significant opportunities to support Meyers in accelerating its growth and further strengthening its position across the South Coast.”

The latest acquisition for LSL follows full year results for the Newcastle-registered group which saw underlying operating profit rise to to £32.6m in 2025, from £27.8m the year before. Group revenue was up 8% in the same year to nearly £183m as a £12m share buyback scheme was launched in January.

Chief executive Adam Castleton said it had been a strong year for the property services business with improved profitability across each of its divisions, record margins and strong cash generation. It follows a significant reorganisation of LSL in recent years which saw its estate agency network of more than 180 branches switch to a franchise model.

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WA nickel, green hydrogen projects picked for fed investment pilot

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WA nickel, green hydrogen projects picked for fed investment pilot

Two WA projects have been chosen by the government for a pilot program to build economic resilience and sovereign capability amid the crippling fuel crisis and critical minerals spotlight.

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Morning Bid: Relief rally hits pause

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Morning Bid: Relief rally hits pause


Morning Bid: Relief rally hits pause

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Olympic skier Lindsey Vonn doesn’t rule out 2030 games

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Olympic skier Lindsey Vonn doesn't rule out 2030 games
Lindsey Vonn says she's open to 2030 Olympics run if her body can handle it

Lindsey Vonn is recovering from a crash that nearly cost the decorated alpine skier her leg, but Vonn said this week she’s not ruling out a return to the Olympics in 2030, when she’d be 45 years old.

In an interview with CNBC Sport, the Olympic gold medalist said she would consider making one final run at the 2030 Winter Olympics — if she can be competitive.

“It’s been done,” Vonn said. “If I were to do it, I would only do it if I could be fast. But, I don’t know, that’s a long ways off. I would be 45 [during] the next Olympics. That might be a little bit too much, but we’ll see.”

Vonn said she’s still using crutches following the crash during her first downhill run at the Milano Cortina Olympics in February. She said she expects to be walking unassisted by the end of April.

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But she still needs one more surgery later this year, she said, to take metal out of her leg from previous surgeries during the last two months — she’s now had five — and to repair her ACL, which she tore in January, nine days before her Olympic run.

USA’s Lindsey Vonn takes part in the second official training for the women’s downhill event ahead of the Milano Cortina 2026 Winter Olympic Games at the Tofane Alpine Skiing Centre in Cortina d’Ampezzo on Feb. 6, 2026.

Francois-Xavier Marit | AFP | Getty Images

If Vonn were to compete again in 2030, she would be one of the oldest Olympic skiers in history. Forty-six-year-old alpine skier Sarah Schleper finished 26th in the women’s Olympic Super-G in February, competing for Mexico.

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Vonn last year returned from a first retirement that lasted more than five years to become the top-ranked downhill skier in the world entering the 2026 Olympics.

A winning effort at Cortina d’Ampezzo would have made Vonn the oldest female downhill gold medalist, at the age of 41. Instead, she crashed just 13 seconds into her run.

“I don’t want that to be the last run of my career,” Vonn said. “I just have to wait and see what my body does and how it responds.”

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How the Gaming Market Continues to Expand

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It has been revealed that the digital gaming revolution has revolutionized the way we purchase and play games. Still, it has also given us an uncountable number of ways to save money.

The gaming market isn’t just growing it’s evolving, diversifying, and embedding itself deeper into global culture than ever before. What was once a niche hobby has become one of the world’s most influential entertainment industries, outpacing film and music combined.

As we move further into the decade, the momentum behind gaming shows no signs of slowing. Instead, new technologies, shifting demographics, and innovative business models are pushing the industry into fresh territory. Here’s a closer look at the forces driving the gaming market’s continued expansion.

Gaming Has Become Truly Mainstream

One of the biggest reasons for gaming’s growth is simple: everyone plays now. The stereotype of the “typical gamer” has dissolved. Mobile gaming, in particular, has opened the door to millions of people who might never have picked up a console or gaming PC.

Casual puzzle games, social simulation titles, and mobile RPGs have created a massive, diverse player base. Meanwhile, blockbuster franchises continue to attract dedicated fans who treat game releases like major cultural events. This broad appeal ensures that the market isn’t dependent on a single demographic it’s a global, multi‑generational phenomenon.

Mobile Gaming Continues to Dominate

Mobile gaming remains the largest segment of the industry, and its growth is relentless. Smartphones have become powerful gaming devices, capable of running visually rich, complex titles that rival console experiences. The convenience of mobile play anywhere has made it the go to platform for millions.

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Several trends fuel this dominance:

  • Free to play models that lower the barrier to entry like free spins
  • Live service updates that keep games fresh
  • Cross platform integration that lets players switch between devices
  • Social features that encourage community and competition

As mobile hardware continues to improve, the line between mobile and traditional gaming will blur even further.

Console and PC Gaming Are Entering a New Golden Age

While mobile leads in scale, console and PC gaming are thriving in depth and innovation. The latest hardware generations have unlocked new possibilities in graphics, physics, and world‑building. Players now expect cinematic storytelling, expansive open worlds, and seamless online connectivity.

Key drivers include:

  • Ray‑tracing and advanced rendering that elevate visual realism
  • High‑speed SSDs that eliminate loading screens
  • Cloud saves and cross play that unify gaming ecosystems
  • Modding communities that extend a game’s lifespan

The result is a market where premium titles can generate massive global excitement, often becoming cultural touchstones.

Cloud Gaming Is Expanding Access

Cloud gaming is where games run on remote servers and stream to any device has quietly become one of the industry’s most transformative technologies. It removes the need for expensive hardware, allowing players to enjoy high-end games on laptops, tablets, or even smart TVs.

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This shift has enormous implications:

  • Lower cost of entry for new players
  • Instant access without downloads or updates
  • A unified library across multiple devices
  • Greater global reach, especially in regions where consoles are less common

While still developing, cloud gaming is poised to become a major pillar of the industry as internet speeds and infrastructure improve worldwide.

Live Service Games Are Redefining Longevity

The rise of live service games titles that evolve continuously through updates, seasons, and events has reshaped how players engage with games. Instead of one and done experiences, many games now function as ongoing worlds.

This model offers:

  • Constant new content
  • Community driven events
  • Cosmetic customization
  • Long‑term player investment

Live service games have become social hubs, blending entertainment with digital identity and community interaction.

Esports and Streaming Are Expanding Gaming Culture

Esports has grown into a global spectator sport, with professional leagues, sponsorships, and arenas filled with fans. Streaming platforms have turned gamers into entertainers, influencers, and cultural figures.

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This ecosystem fuels market growth by:

  • Increasing visibility and mainstream acceptance
  • Creating new revenue streams
  • Encouraging competitive and social play
  • Building global communities around specific games

Gaming is no longer just something people play it’s something they watch, discuss, and celebrate.

New Technologies Are Opening New Frontiers

Innovation continues to push gaming into new dimensions:

  • Virtual reality (VR) offers immersive, physical experiences
  • Augmented reality (AR) blends digital play with the real world
  • AI driven design enables smarter NPCs and dynamic storytelling
  • Haptic feedback and adaptive controllers enhance sensory engagement

These technologies expand what games can be, attracting new audiences and inspiring new genres.

Gaming Is Becoming a Lifestyle Industry

Gaming’s influence now extends far beyond the screen. Fashion brands collaborate with game studios, musicians debut songs inside virtual worlds, and major franchises expand into TV, film, and merchandise. Gaming has become a cultural anchor one that shapes trends, communities, and even social spaces.

This crossover appeal strengthens the market by connecting gaming to broader entertainment ecosystems.

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A Market That Shows No Signs of Slowing

The gaming market continues to expand because it adapts, innovates, and welcomes new players with open arms. It’s an industry driven by creativity, technology, and community it is one that evolves alongside the world around it.

As new platforms emerge, new genres take shape, and new audiences discover the joy of play, gaming’s growth feels not just inevitable but limitless. The future of gaming isn’t just bright it’s expansive, interconnected, and full of possibility.

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Iran Strait of Hormuz warning adds to shipping uncertainty

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Iran Strait of Hormuz warning adds to shipping uncertainty

Only a few vessels have crossed the strait since the US-Iran ceasefire deal, according to BBC Verify analysis.

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Green light for Al-Ameen College’s $49m Malaga school

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Green light for Al-Ameen College’s $49m Malaga school

A private school is one step closer to building the next stage of its college in Perth’s north east, after an assessment panel approved the $49.2 million plan.

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Paysign: The Market Is Finally Repricing A Pharma Margin Story

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Paysign: The Market Is Finally Repricing A Pharma Margin Story

Paysign: The Market Is Finally Repricing A Pharma Margin Story

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BofA reiterates Constellation Brands stock Underperform rating

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BofA reiterates Constellation Brands stock Underperform rating

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Investors not quite sure markets have passed the Strait of Hormuz

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Investors not quite sure markets have passed the Strait of Hormuz
Mumbai: A fragile calm following the US-Iran ceasefire has lifted sentiment, but investors are grappling with a trickier question: is the worst over for markets, or is this merely a relief rally?

Momentum could carry equities higher in the near term, but its endurance will hinge on fourth-quarter earnings, the trajectory of crude prices and whether foreign institutional investors reverse their bearish bets, according to research heads and strategists.

While the immediate overhang from the conflict is fading and energy flows should normalise over the coming weeks, the stock market recovery is unlikely to be linear, said Sanjay Mookim, head of India Equity Research, JP Morgan.

“The key variable is how oil prices settle, as India had been benefiting from imports at $60-65 per barrel, and now, every $10 move higher translates into roughly $15 billion of incremental outflows.”

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Investors Not Quite Sure Markets Have Passed the Strait of HormuzAgencies

navigating peace: Equities could rise for now, but linear recovery ‘unlikely’ Street to take direction from Q4 earnings, oil prices Also, watch out for any reversal of FII bearish bets

Brent crude June futures have dropped more than 13% to $95.1 /barrel on Wednesday evening from a recent high of $119.5 at the start of the conflict. Notwithstanding the initial cheer around the oil price decline, uncertainty over the temporary truce is keeping the investors on the edge.


“Recent volatility in oil, gas, and related macro variables may be somewhat manageable for now, but optimism remains tempered with caution among investors,” said Gautam Chhaochharia, head of Global Markets, at UBS India.
After the 4% gains on Wednesday, the Sensex and Nifty are down 4.7% from February 27 – the start of the war. If talks between the US and Iran progress well over the next two weeks, the indices could recoup these losses but some pre-existing concerns could resurface. “Even prior to the conflict, concerns around domestic valuations, growth recovery, and AI were weighing on Indian markets,” said Chhaochharia, who remains underweight on India among emerging markets. “Assuming no further escalation, these factors are likely to re-emerge as market drivers.”

Investors will watch companies’ fourth quarter earnings to gauge the impact of rising raw material costs on profitability. “Higher energy costs, combined with a weaker rupee, are likely to keep pressure on corporate profitability in the near term,” said Mookim. “While the sharp day-to-day volatility should ease, the macro effects, particularly on consumption, are another key concern.”

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