Samsung posts record 89.4 trillion won ($58B) quarterly profit on AI chip surge; shares drop more than 10% on durability concerns

Samsung posted a record 89.4T won ($58B) quarterly profit driven by AI-chip demand, but the stock sold off over 10% as investors questioned the durability of the AI-led earnings rally. The divergence signals elevated expectations and potential multiple compression risk across AI hardware and semiconductor equities, with near-term focus likely shifting from headline results to forward guidance, pricing power, and capex discipline.