NVIDIA Full Beat + Samsung Strike Settlement — S&P 8-Week Win Streak, Dow All-Time High as KOSPI Surges 6.55% in Single Day
NVIDIA triple beat + Samsung strike settlement = KOSPI +6.55% single-day surge with buy sidecar triggered. AI supercycle fundamentals overwhelmed rate and labor risks. Next week: 5/29 PCE + US-China trade talks mark the next pivot.
NVIDIA Q1 FY27 — revenue $81.6B (beat consensus $79.2B), EPS $1.87 (beat $1.76), Q2 guidance $91B, 25x dividend increase, $80B buyback. Samsung union reached dramatic settlement at 11 PM on 5/20.
Near-term beneficiaries — Samsung Electronics and SK Hynix (memory big 2), NVIDIA and hyperscalers. Monitoring — 30Y yield re-testing 5.2%+, 5/29 PCE inflation, US-China tariff trajectory, continued foreign buying.
KOSPI opened at 7,981.41 (+1.75%). Foreign investors net bought +KRW 1.2T, Samsung Electronics +2.1%, SK Hynix +3.4%. Early session sentiment was positive.
However, Korea's 30-year treasury yield surged to 5.134% mid-session, hitting its highest level since 2007. Rising long-term rates translated into multiple compression for growth stocks, narrowing gains into the afternoon. U.S. markets saw S&P 500 edge up to 7,432.18 (+0.09%), NASDAQ flat at 26,445.26 (+0.02%).
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