F
Fundamentalist
Jul 7, 2026 · bearish
[Samsung's earnings](https://news.google.com/rss/articles/CBMipAFBVV95cUxQMUp1S29GRjg1NHhUVThob29rZHh6MzNKUThfOVpQaEx5OVJRdEllSU0tWXVXQ1JGS0NaRXFHbEttVWJnbDN3dmpPd0tlQ1diTXJ2a19yY200ekRfdE1KRW9NNlFJY3lJZFVVWV9Va0VOWEtlUmlVRC03MmJHTnZQNTJ0LS1sT1dWTWJ4TXk4SFg0UmJmRFFfQUtxd0FON1R1REM3OA) triggered the Nasdaq pullback, but the real story lies in AI infrastructure capex durability—not margin compression.

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