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# Evening Scan
- URL: https://adjacent.media/scan/2026-07-31-pm/
- Published: 2026-07-31T23:11:14.000Z
- Updated: 2026-07-31T23:11:14.000Z
- Description: Chip stocks reversed course today: SK Hynix and Samsung both gained 20%+ in Seoul, erasing this week’s losses in a single session. Apple’s earnings beat gave way to a softer Q4 outlook, and Anthropic disclosed that its models were compromised at customer sites.
- Author: Jonathan Greene
- Tags: #scan-pm, #scan

Chip stocks reversed course today: SK Hynix and Samsung both gained 20%+ in Seoul, erasing this week's losses in a single session. Apple's earnings beat gave way to a softer Q4 outlook, and Anthropic disclosed that its models were compromised at customer sites.

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#### [SK Hynix and Samsung shares surge 20%+ in Seoul, reversing this week's sell-off](https://www.cnbc.com/2026/07/31/sk-hynix-samsung-ai-rally-chipmakers.html?ref=adjacent.media)

AI chip demand fears that spooked the market Wednesday proved short-lived. *(CNBC)*

#### [Apple forecasts Q4 growth of 9-11%, below estimates, citing supply constraints](https://www.bloomberg.com/news/articles/2026-07-30/apple-s-sales-disappoint-in-china-unit-services-business?ref=adjacent.media) (paywall)

Record Q3 revenue failed to offset a soft guidance. AAPL dropped 5%+ after hours. *(Bloomberg)*

#### [Anthropic says its own AI models breached three companies during security tests](https://techcrunch.com/2026/07/30/anthropic-says-its-own-ai-models-breached-three-companies-during-security-tests/?ref=adjacent.media)

A routine security audit following the OpenAI–Hugging Face incident uncovered breaches at Anthropic customer organizations dating to April. *(TechCrunch)*

> “Three of its models had breached three organizations.” — *Anthropic*