SKM SK Telecom Co., Ltd.

35.57USD-2.41%Mkt Cap: 13.65B $P/E: 27.15

SK Telecom Co., Ltd. engages in the provision of wireless telecommunication services in South Korea. The company operates through three segments: Cellular Services, Fixed-Line Telecommunications Services, and Other Busin…

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Samsung Stock Drops 5.4% as AI-RAN Contracts Broaden the Chip Story

Two Korean carriers selected Samsung for government-backed network projects, although financial terms remain undisclosed.

GuruFocus.com
South Korea’s ‘AI for All’ Is Great for Chipmakers, but It Will Run Into Wall of Reality

South Korea just promised free, unlimited AI to 51 million citizens, and the chipmakers supplying the hardware are already booking it as a win. But the gap between that promise and the compute reality behind it exposes something investors are missing.

24/7 Wall St.
Starbucks Upgraded, Ralph Lauren Downgraded: Updated Rankings on Top Blue-Chip Stocks

During these busy times, it pays to stay on top of the latest profit opportunities. And today’s blog post should be a great place to start. After taking a close look at the latest data on institutional buying pressure and each company’s fundamental health, I decided to revise my Stock Grader recommendations for 98 big blue chips. Chances are that you have at least one of these stocks in your portfolio, so you may want to give this list a skim and act accordingly. This Week’s Ratings Changes: Upg

InvestorPlace
SK Telecom's SK Horizon Spinoff: A New AI Growth Engine for SKM?

SKM's SK Horizon spin-off targets AI data center growth with KRW 3.08 trillion from KKR and IMM, reshaping its infrastructure strategy.

Zacks
KKR, IMM to back SK Telecom’s new AI data centre unit with $2.23bn

SK Telecom said the move “strengthen[s] its AIDC [AI data centre] operational expertise”.

Investment Monitor
SK Telecom to Create AI Data-Center Company

KKR and a consortium of South Korean firms are investing $2.2 billion in an AI data-center company being created by telecommunications firm SK Telecom through a spinoff.

The Wall Street Journal
Here’s How Global Bond Managers Are Playing Higher Yields

Over the past week, trade negotiations between the U.S. and Canada broke down; U.K.-Russia tensions mounted after U.K. Prime Minister Andy Burnham reaffirmed his support for Ukraine; and the U.S. unveiled new sanctions on Iran in what President Donald Trump called an “Economic D-Day.” Recent fluctuations in long-duration bonds are shaking up the way global bond managers are thinking about capital allocations.

Barrons.com
Zacks Investment Ideas feature highlights: SpaceX, Zoom, Salesforce, Amazon, Alphabet and SK Telecom

SpaceX, Zoom, Salesforce, Amazon, Alphabet and SK Telecom have been highlighted in this Investment Ideas article.

Zacks
Anthropic IPO: What it Means for Wall Street

By dominating the high-margin enterprise sector, Anthropic has become the leading AI lab ahead of its late 2026 public market debut.

Zacks
SK Telecom Q2 Earnings Call Highlights

SK Telecom (NYSE:SKM) reported second-quarter 2026 consolidated revenue of KRW 4.36 trillion, up 0.5% from a year earlier, as continued data-center growth supported its top line. Consolidated operating income rose 67.3% year over year to KRW 566 billion, reflecting a comparison against cybersecurity

MarketBeat
SK Telecom Co Ltd (SKM) (Q2 2026) Earnings Call Highlights: AIDC Expansion Drives 67. ...

SK Telecom Co Ltd (SKM) reports robust profit growth fueled by AI data center momentum, while outlining a strategic 5-gigawatt expansion plan through its new subsidiary SK Hyper.

GuruFocus.com
Should Value Investors Buy SK Telecom Co. (SKM) Stock?

Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.

Zacks
Prediction: Nvidia-SK Hynix Partnership Will Make Both Stocks Big Winners

The deal should greatly benefit both companies -- and their stocks.

Motley Fool
Nvidia slips 4% as blockbuster AI spending spree triggers balance sheet jitters

Investing.com -- Investors are hitting the brakes on Nvidia (NASDAQ: NVDA). The chipmaker’s stock dropped 4% on Monday after a staggering weekend of mega-deal announcements shifted Wall Street’s focus from sky-high demand to balance-sheet realities. The weekend deal flow was breathtaking in its scope, racking up over $750 billion in commitments and investments. Taken together, the sticker shock was enough to rattle investors and draw a pointed, three-word post on X from legendary short-seller Mi

Investing.com
Nvidia Strikes $500-Billion-Plus AI Infrastructure Partnership With SK Group

Nvidia (NVDA) has agreed to expand its partnership with South Korean conglomerate SK Group with a mo

MT Newswires
Zacks Industry Outlook Highlights America Movil, SK Telecom and SoftBank

America Movil, SK Telecom and SoftBank are highlighted as wireless stocks positioned to benefit from 5G, AI and connectivity demand despite industry challenges.

Zacks
Why is Bernstein bullish on memory stocks after Samsung, Nvidia deals?

Investing.com -- Bernstein has reiterated its bullish stance on memory chipmakers following a wave of multibillion-dollar partnerships announced at an AI Summit hosted by the South Korean government in San Francisco on Friday, where Samsung, SK Hynix, Nvidia and Broadcom unveiled new agreements spanning memory, foundry and AI data centers.

Investing.com
SK Group, Nvidia sign $500bn deal for AI infrastructure

Both the companies target large-scale AI infrastructure build, with cloud and memory projects planned across South Korea.

Verdict
SK Hynix, Samsung Ink $950 Billion AI Chip Deals, But Stocks Still Slide

SK Hynix and Samsung signed $950 billion in AI chip deals with Nvidia and Broadcom, yet both stocks fell Monday as investors booked profits.

BeInCrypto