Evening 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.

SK Hynix and Samsung shares surge 20%+ in Seoul, reversing this week's sell-off

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 (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

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