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Zacks Investment Ideas feature highlights: SK Telecom, AT&T and NVIDIA
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For Immediate Release
Chicago, IL – March 25, 2026 – Today, Zacks Investment Ideas feature highlights SK Telecom (SKM - Free Report) , AT&T (T - Free Report) and NVIDIA (NVDA - Free Report) .
SK Telecom: Dark Horse of the AI Race?
South Korea: AI Powerhouse in the Making
In the global, cutthroat race for artificial intelligence domination, the United States and China garner the most attention due to their sheer size and long history of technological advancement. However, it would be a mistake for investors to overlook South Korea.
In fact, South Korea has all the ingredients necessary to be a top player in the AI revolution, including manufacturing prowess (SK has the highest density of industrial robots in the world), semiconductor dominance (Samsung, SK Hynix), and a strong consumer electronics ecosystem/infrastructure that can be used to run AI applications. Additionally, the South Korean government has approved a sizable $71.5B investment through 2030 to ensure South Korea becomes a dominant player in the race for AI supremacy.
SK Telecom: The South Korean AI Leader
With a market share of ~50% and 23 million clients,SK Telecom is South Korea’s largest telecommunications company. Similar to AT&T, SKM is a leader in wireless, 5G, internet, and IoT services. However, unlike most legacy telecom companies which are content to grow slowly and generate predictable cash flow, SKM is transforming into an AI powerhouse. The company has three main AI verticals, including:
· Infrastructure: SKM builds and operates the AI data centers required to train complex AI models.
· In-House AI Optimization: SKM is leveraging AI in-house to optimize its mobile traffic and contact centers for enterprise clients.
· Agentic AI: SKM is an early Agentic AI leader. Its flagship AI agent, A-Dot, is a personal assistant that can handle everything from real-time translation to sleep tracking. Recently, NVIDIA CEO Jensen Huang called Agentic AI a “multi-trillion-dollar opportunity.”
SKM: An Early Anthropic Investor
In addition to its in-house AI efforts, SK Telecom made one of the most astute and timely private AI investments among publicly traded companies. In 2023, SKM invested $100 million into AI start-up Anthropic. At the time, Anthropic’s valuation was ~$5 billion. Since then, Anthropic has released several groundbreaking products while its valuation has swelled to ~$380 billion!
Today, SKM’s stake is likely to be valued at ~$2 billion. With a valuation of $11.54 billion total, SKM’s Anthropic investment should move the needle. Meanwhile, recent activity suggests that Anthropic is targeting an IPO date in the second half of 2026. Should the IPO occur, it will be one of the most anticipated IPOs in years and will likely drive its valuation even higher (thus, increasing SKM’s stake).
SK Telecom: Wall Street is Bullish
SKM earns a best-possible Zacks Rank #1 (Strong Buy). Meanwhile, Wall Street expects its YoY EPS growth rate to explode to 283.10% in 2026.
SKM: Bullish Price Action
While many domestic AI stocks have succumbed to market volatility, SKM shares have outperformed, registering gains of 40.6% YTD versus the S&P 500’s -5.1%.
SKM shares currently offer investors a juicy reward-to-risk setup as they pull back uniformly to the rising 50-day moving average.
Bottom Line
South Korea is an AI-first nation capable of competing on the technological world stage. Between its AI-first mindset and its prudent Anthropic investment, SKM is an AI leader in the making.
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Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.
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Zacks Investment Ideas feature highlights: SK Telecom, AT&T and NVIDIA
For Immediate Release
Chicago, IL – March 25, 2026 – Today, Zacks Investment Ideas feature highlights SK Telecom (SKM - Free Report) , AT&T (T - Free Report) and NVIDIA (NVDA - Free Report) .
SK Telecom: Dark Horse of the AI Race?
South Korea: AI Powerhouse in the Making
In the global, cutthroat race for artificial intelligence domination, the United States and China garner the most attention due to their sheer size and long history of technological advancement. However, it would be a mistake for investors to overlook South Korea.
In fact, South Korea has all the ingredients necessary to be a top player in the AI revolution, including manufacturing prowess (SK has the highest density of industrial robots in the world), semiconductor dominance (Samsung, SK Hynix), and a strong consumer electronics ecosystem/infrastructure that can be used to run AI applications. Additionally, the South Korean government has approved a sizable $71.5B investment through 2030 to ensure South Korea becomes a dominant player in the race for AI supremacy.
SK Telecom: The South Korean AI Leader
With a market share of ~50% and 23 million clients,SK Telecom is South Korea’s largest telecommunications company. Similar to AT&T, SKM is a leader in wireless, 5G, internet, and IoT services. However, unlike most legacy telecom companies which are content to grow slowly and generate predictable cash flow, SKM is transforming into an AI powerhouse. The company has three main AI verticals, including:
· Infrastructure: SKM builds and operates the AI data centers required to train complex AI models.
· In-House AI Optimization: SKM is leveraging AI in-house to optimize its mobile traffic and contact centers for enterprise clients.
· Agentic AI: SKM is an early Agentic AI leader. Its flagship AI agent, A-Dot, is a personal assistant that can handle everything from real-time translation to sleep tracking. Recently, NVIDIA CEO Jensen Huang called Agentic AI a “multi-trillion-dollar opportunity.”
SKM: An Early Anthropic Investor
In addition to its in-house AI efforts, SK Telecom made one of the most astute and timely private AI investments among publicly traded companies. In 2023, SKM invested $100 million into AI start-up Anthropic. At the time, Anthropic’s valuation was ~$5 billion. Since then, Anthropic has released several groundbreaking products while its valuation has swelled to ~$380 billion!
Today, SKM’s stake is likely to be valued at ~$2 billion. With a valuation of $11.54 billion total, SKM’s Anthropic investment should move the needle. Meanwhile, recent activity suggests that Anthropic is targeting an IPO date in the second half of 2026. Should the IPO occur, it will be one of the most anticipated IPOs in years and will likely drive its valuation even higher (thus, increasing SKM’s stake).
SK Telecom: Wall Street is Bullish
SKM earns a best-possible Zacks Rank #1 (Strong Buy). Meanwhile, Wall Street expects its YoY EPS growth rate to explode to 283.10% in 2026.
SKM: Bullish Price Action
While many domestic AI stocks have succumbed to market volatility, SKM shares have outperformed, registering gains of 40.6% YTD versus the S&P 500’s -5.1%.
SKM shares currently offer investors a juicy reward-to-risk setup as they pull back uniformly to the rising 50-day moving average.
Bottom Line
South Korea is an AI-first nation capable of competing on the technological world stage. Between its AI-first mindset and its prudent Anthropic investment, SKM is an AI leader in the making.
Why Haven't You Looked at Zacks' Top Stocks?
Since 2000, our top stock-picking strategies have blown away the S&P's +7.7% average gain per year. Amazingly, they soared with average gains of +48.4%, +50.2% and +56.7% per year.
Today you can access their live picks without cost or obligation.
See Stocks Free >>
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Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.