Investors turned increasingly bullish on AI companies across the value chain, and around the world. South Korea’s Samsung saw its market capitalization surpass $1 trillion as demand for semiconductors soared; fellow chipmaker SK Hynix also reached a record high, while Alphabet leapt on news of a $200 billion deal with Anthropic. The AI companies themselves are also seeing cash flow in: DeepSeek, the Chinese market leader, is seeking funding at a…