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Schwab Network

Global AI Trends to Watch After SK Hynix & Samsung Surge, China's AI Boom

7 min2 juni 2026

Charles Schwab's Michelle Gibley says global growth is improving thanks to the AI CapEx boom and the manufacturing industry. The sustainability of stock gains is the big question Michelle has when looking at forward expectations. She notes foreign investors selling for eight straight weeks as a short-term headwind for South Korea as SK Hynix and Samsung surge overseas. Michelle adds that China offers an interesting AI set up as global markets continue to bolster their AI capabilities.


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