AI Optimism Drives Korean Stocks to Record | The Asia Trade 4/23/2026

Posted on 04/23/2026
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"Bloomberg: The Asia Trade" brings you everything you need to know to get ahead as the trading day begins in Asia. Bloomberg TV is live from Sydney with Haidi Stroud-Watts and Paul Allen, getting insight and analysis from newsmakers and industry leaders on the biggest stories shaping global markets.



Chapters:

00:00:00 - Bloomberg: The Asia Trade begins

00:02:56 - SK Hynix profit jumps on soaring AI memory chip prices

00:05:34 - IBM posts in‑line software sales, fails to quell AI concerns

00:07:21 - Tesla cites EV demand recovery as profit tops expectations

00:09:50 - South Korean growth beats all estimates on AI‑fueled export boom

00:11:58 - S&P 500 hits fresh record, led by chipmakers

00:16:59 - US says no firm deadline for Iran proposal amid Hormuz standoff

00:25:22 - Columbia University Center on Global Energy Policy’s Karen Young on the energy outlook

00:35:37 - China battery‑maker Gotion says war shifts focus to clean energy

00:39:16 - Hassett: Energy market disruption due to Iran war is temporary

00:47:17 - Markets open in Japan, South Korea, and Australia

00:49:12 - SK Hynix gains on strong 1Q results; Samsung hits record

00:53:10 - Goldman Sachs Asset Management’s Greg Calnon on investment strategy

01:02:42 - Iran menaces Hormuz as its oil tankers test US blockade

01:12:33 - BREAKING: S&P Global Japan April manufacturing PMI

01:12:56 - BREAKING: SoftBank seeks $10B margin loan backed by OpenAI shares

01:20:29 - Citadel sees rising AI costs alongside trading gains

01:26:44 - Philippine rate decision too close to call

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