Microsoft Unveils Seven AI Models at Build 2026 Conference Microsoft has launched a suite of AI models at the Build 2026 developer conference, intensifying its competition with Anthropic and OpenAI. Google CEO Sundar Pichai acknowledged that the company is falling behind in agentic coding, while Anthropic announced a significant expansion of its cybersecurity initiatives alongside its IPO plans. Microsoft Declares Independence from OpenAI, Unveils Seven MAI Models According to reports from the IT industry, Microsoft unveiled seven AI models i June 4, 2026

Hanwha Investment & Securities Raises Samsung Heavy Industries Target Price to 44,000 Won 한국투자증권은 4일 삼성중공업의 목표가를 기존 대비 2.3% 올린 4만4000원으로 제시하고 투자의견 '매수'를 유지했다. 부유식 액화천연가스 생산설비(FLNG) 수주 확대와 부유식 데이터센터(FDC) 사업 진전 등을 반영했다. 강경태 한국투자증권 연구원은 삼성중공업이 지난 2일 북미 선주로부터 해양생산설비 1기를 수주하면서 해양플랜트 수주잔고 내 FLNG(LNG-FPSO) 4기를 확보하게 됐다고 설명했다. 이번 프로젝트는 미국 델핀 미드스트림의 델핀 FLNG 사업으로 추정되며, 삼성중공업은 이를 통해 올해 해양플랜트 수주 목표 June 4, 2026

Meritz Securities Raises Target Price for Samsung Electro-Mechanics to 2.1 Million Won Meritz Securities has upgraded its target price for Samsung Electro-Mechanics, citing the ongoing growth momentum of key components essential for the artificial intelligence (AI) era, including multilayer ceramic capacitors (MLCC), silicon capacitors (Si-CAP), and Ajinomoto build-up film (ABF) substrates. The target price was raised from 1.9 million won to 2.1 million won, while maintaining a 'buy' rating. Yang Seung-soo, a researcher at Meritz Securities, noted, "Although the recent stoc June 4, 2026

NC AI Supplies Autonomous Welding Robot AI Brain to Hanwha Ocean's Merchant and Special Vessels NC AI announced on June 4 that it has secured a contract with Hanwha Ocean to develop a vision recognition-based welding model and an autonomous welding model using collaborative robots. This project aims to integrate advanced artificial intelligence (AI) vision recognition with precise robotic control technology for welding, a critical process in shipbuilding. NC AI and Hanwha Ocean are working towards implementing a "physical AI solution for autonomous welding" that enables robots to June 4, 2026

U.S. Secretary of State Says Treatment of American Companies in South Korea Affects Trade Talks Marco Rubio, the U.S. Secretary of State, stated that regulatory issues concerning American companies in South Korea have impacted trade negotiations between the two countries. He also confirmed that the U.S. military presence and deterrence posture against North Korea remain unchanged. During a House Foreign Affairs Committee hearing on June 3, Rubio responded to questions regarding the treatment of U.S. companies in South Korea. Republican Representative Darrell Issa claimed that South K June 4, 2026

SK Securities Raises Samsung C&T Target Price to 590,000 Won SK Securities announced on June 4 that it has raised its target price for Samsung C&T from 480,000 won to 590,000 won, reflecting the company's increased equity value, improved business performance, and expectations for enhanced shareholder returns. The investment rating remains at 'Buy.' Choi Kwan-soon, a researcher at SK Securities, stated in a report that the current discount rate compared to the net asset value (NAV) is 54.6%, indicating strong valuation appeal. Choi noted that Samsu June 4, 2026

Bitcoin Falls Below 100 Million Won Amid Rising Interest Rate Concerns and Middle East Tensions Cryptocurrency markets, including Bitcoin, are experiencing a sharp decline. This downturn is attributed to escalating military tensions between the U.S. and Iran, coupled with growing concerns over further tightening by the Federal Reserve.As of 8 a.m. on June 4, Bitcoin was trading at $64,779 (approximately 99.43 million won), down 2.75% from the previous day. This marks the first time Bitcoin's price has fallen below 100 million won since April 2, when the effects of the U.S.-Iran conflict we June 4, 2026

Kyobo Securities: Hanmi Pharmaceutical Signs $1.9 Billion Licensing Deal with Eli Lilly Kyobo Securities has highlighted the global technology export achievements of Hanmi Pharmaceutical and the potential value of its additional pipeline, maintaining a target price of 700,000 won and a "buy" rating on the stock. Researcher Jeong Hee-ryeong explained that Hanmi Pharmaceutical recently signed a licensing agreement with global pharmaceutical company Eli Lilly for the GLP-2 class drug candidate, sonepaglutide. The total contract value is approximately 1.9 trillion won, with Han June 4, 2026

Huawei's New Semiconductor Strategy Amid U.S. Sanctions In March 2023, I attended a performance announcement at Huawei's headquarters in Shenzhen, China. More striking than the performance figures was the plum blossom theme that adorned the venue. The flower symbolizes resilience and nobility. Huawei CEO Xu Zhi Jun's remark, "The fragrance of the plum blossom comes from enduring the harsh winter," seemed to reflect the company's determination to overcome stringent U.S. sanctions. However, I couldn't shake the question: Can Huawei truly navigate June 4, 2026

Oh Se-hoon Takes Lead in Seoul Mayoral Race After Initial Deficit Oh Se-hoon, the People Power Party candidate for Seoul mayor, surged to first place around 7:16 a.m. on June 4, overtaking Democratic Party candidate Jeong Won-o. Oh's comeback came approximately 13 hours after polls closed, overcoming a 5.4 percentage point deficit reported by the three major broadcasters (KBS, MBC, SBS) in their exit polls. According to the National Election Commission, as of 7:45 a.m., Oh had secured 48.80% of the votes, slightly ahead of Jeong's 48.48%. Oh, who had June 4, 2026