Samsung Electronics Q1 Earnings Expected... Strike Opposed by Public and Government | Fair Trade Commission: 'Coupang's Head Is Kim Beom-seok' | LG Electronics Q1 Revenue 23.7 Trillion, 'Highest' | Kwon Soon-woo, 3PRO TV Reporting Team Lead

Summary

Kwon Soon-woo of 3PRO TV reviewed US markets, geopolitics, Big Tech earnings, and Korean corporate news. He highlighted strong Big Tech capex as support for AI semiconductors, discussed Samsung Electronics' expected record memory profit alongside DX losses and strike risk, and covered LG Electronics' record Q1 revenue. The segment also addressed the FTC's same-person designation of Coupang and ended with product advertisements.

• US stocks were mixed after a hawkish Fed hold; Brent crude jumped on longer Iran conflict and blockade risk.
• Meta, Microsoft, Alphabet, and Amazon reported earnings beats and increased capex.
• Big Tech capex totals around $725B, supporting AI semiconductor and infrastructure demand.
• Kwon dismissed memory semiconductor peak concerns.
• Samsung Electronics' Q1 report is expected to show record memory profits, but DX/set losses and strike risk remain.
• LG Electronics posted record Q1 revenue of KRW 23.7T and continued a B2B/HVAC/VS mix shift.
• The Fair Trade Commission designated Kim Beom-seok as Coupang's same person, creating regulatory overhang.
• The segment ended with product advertisements.