Energy Bid & AI Questions

Monday night/Tuesday morning Nasdaq-100 futures were weak, alongside a sharp drop in South Korea’s KOSPI. The index is heavily concentrated in Samsung Electronics and SK Hynix, both major AI memory names, which sold off on new concerns about Chinese memory competition (CXMT’s planned next-generation server DRAM), weakness in U.S. chip stocks (Micron, SanDisk, the SOX),…