Samsung Electronics is trading 7% down now at $4514 after investors questioned whether its record shareholder-return plan leaves sufficient funds for AI-related capital spending.
- Reuters reported that its planned 90–110 trillion won in 2026 shareholder returns disappointed investors seeking larger payouts and clearer buyback details.
- Broader semiconductor weakness and caution ahead of Nvidia’s August 26 earnings added sector pressure, but the shareholder-return announcement remains the primary catalyst.