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

"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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