Market Trends
Earnings & Filings
Stock Guides
Investing in Korea
About

Korean AI stocks

Looking for Korea’s ‘Constellation Energy’? There Isn’t One — and That Gap Is the AI-Power Story

2026-08-272026-06-30 by Mr. Gat

US investors play the AI power boom through Constellation and Vistra. Korea funnels all that demand through one regulated utility — KEPCO — where the…

Categories Earnings & Filings Tags AI data center, AI power stocks, AI power supply chain, Constellation Energy, KEP, KEPCO, Korea Electric Power, Korean AI stocks, picks and shovels, regulated utility

Korea Just Announced Its Own ‘Stargate.’ Watch the Capex, Not the ₩1,000 Trillion Headline.

2026-08-272026-06-29 by Mr. Gat

Korea unveiled a ~₩1,000 trillion ($720B) AI and chip mega-plan — a “Korean Stargate.” But it’s built differently from the US version, and the president…

Categories Market Trends Tags AI data center, AI power supply chain, chaebol, Korean AI stocks, ppalli-ppalli, Samsung Electronics, SK Hynix