High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
The strong results from the world’s largest memory chip maker are likely to help ease recent market concerns about the sustainability of AI computing-capacity spending.
(Bloomberg) -- Samsung Electronics Co.’s quarterly profit surged 19-fold, soaring past elevated expectations due to rocketing demand for memory chips needed in AI data centers.Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaMicrosoft’s Xbox to Cut 3,200 Jobs, Divest Five Studios in Major OverhaulSaudis Slash Main Oil Price to Rare Discount as Market DivesOil, Gas Tankers Cross Hormuz Via Oman-Side Route After U-TurnsTwo Millennium Trading Pods Made About $
Samsung Electronics on Tuesday forecast a 19-fold jump in second-quarter operating profit from a year earlier, its third consecutive quarter of record operating profit, as AI-driven demand continued to boost memory chip prices. The world's largest memory chipmaker estimated April-June operating profit at 89.4 trillion won ($58.44 billion), beating an LSEG SmartEstimate of 87.3 trillion won, according to a regulatory filing. It reported a profit of 4.7 trillion won a year earlier.
SK Hynix lowered its target for its huge U.S. share offering. The South Korean chip-maker now plans on raising $28 billion in a U.S. listing in the coming days. That is slightly less than originally sought, due to a recent share-price decline.
The listing will make it easier to invest in one of the world’s biggest chip companies. The sector helped the Nasdaq composite rise 1.1%.
Micron Technology (NASDAQ: MU) is the most directly tradeable name tied to Appaloosa’s haul. Bloomberg identified Micron as one of the fund’s biggest winners alongside Samsung Electronics, SK Hynix, Kioxia Holdings, and Sandisk Corp., all of which Tepper rode through an AI-infrastructure spending boom that has reshaped the memory-chip landscape in 2025 and into 2026.
Record profit expectations put the memory giant at the center of the AI investment story.
SK Hynix (KRX: 000660) said it plans to raise about $28 billion through a United States initial public offering (IPO) as the South Korean memory chipmaker seeks to tap sustained investor demand tied to artificial intelligence infrastructure growth. The company will offer 17.79 million common...
Samsung Electronics earnings, SK Hynix’s U.S. listing and TSMC’s June sales will give investors fresh clues on demand for AI memory chips and the durability of this year’s semiconductor rally.
Investors are assessing strong momentum for hardware companies in the first half of the year.
(Bloomberg) -- For more than a decade, investors could treat the two biggest emerging-market exchange-traded funds as almost interchangeable.Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaOil, Gas Tankers Cross Hormuz Via Oman-Side Route After U-TurnsThe Tanker Tycoon Making Millions on Hormuz Shuttle RunsModi’s Flagship Biofuel Push Faces Backlash From MotoristsFIFA Allows Balogun to Play After Trump Call Sparking UproarNow, a long-running schism over wh
BE Semiconductor stock tumbled after a report said that some of the Dutch group’s main customers are delaying uptake of its advanced hybrid bonding technology. Memory chip makers Samsung Electronics and SK Hynix —which are customers of Besi—are questioning the need to adopt hybrid bonding technology for their most advanced chip stacks, Korean news outlet ZDNet reported, citing unnamed sources. Besi is the market leader in advanced hybrid bonding, a technology that fuses chips together at a molecular level.
(Bloomberg) -- SK Hynix Inc. kicked off its formal marketing process for its US listing on Monday, as the South Korean chipmaker looks to capitalize on surging investor demand for the high-flying memory-chip sector.Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaOil, Gas Tankers Cross Hormuz Via Oman-Side Route After U-TurnsThe Tanker Tycoon Making Millions on Hormuz Shuttle RunsModi’s Flagship Biofuel Push Faces Backlash From MotoristsOil’s Supply Wave, T
U.S. stock futures were higher in early European morning trading while changes in the dollar and Treasurys were limited as both continued to trade on last week’s jobs data.
July 6 (Reuters) - A look at the day ahead in European and global markets from Wayne Cole.
Samsung Electronics (OTC:SSNLF) on Tuesday is expected to deliver another record-breaking quarter as surging AI-driven demand for memory chips continues to lift prices, though higher employee bonus costs could weigh on reported earnings. AI Memory Boom Expected to Drive Another Record Quarter Samsung is expected to report an operating profit of about 86 trillion won ($56.35 billion) for the April-to-June quarter, according to an LSEG SmartEstimate based on forecasts from 30 analysts, Reuters rep
(Bloomberg) -- South Korean lawmakers are increasingly sounding alarms over the risks of single‑stock leveraged exchange‑traded funds, with an opposition party member now calling for such products to be delisted.Most Read from BloombergOil, Gas Tankers Cross Hormuz Via Oman-Side Route After U-TurnsGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaOil’s Supply Wave, Tumbling Prices Rekindle Fears of Global GlutBrazil Freezes $2 Billion, Pursues Arrests After US SanctionWhy the Great
South Korean chipmaker SK Hynix will on Monday launch its about $28 billion U.S. listing, according to its regulatory filings, in one of the world's largest new share sales as it capitalizes on the global AI boom. The company will sell 17.79 million new shares in the depository receipt listing on the Nasdaq, making it one of the world's most valuable tech firms. Ten ADRs will represent one common share and the stock will be sold in a price range due to be revealed on Monday, based on SK Hynix's Seoul trading price.
(Bloomberg) -- A wild ride for global chip stocks in recent weeks has left investors looking for fresh validation of the artificial intelligence trade. Samsung Electronics Co. may provide just that on Tuesday.Most Read from BloombergOil, Gas Tankers Cross Hormuz Via Oman-Side Route After U-TurnsGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaOil’s Supply Wave, Tumbling Prices Rekindle Fears of Global GlutBrazil Freezes $2 Billion, Pursues Arrests After US SanctionWhy the Great Am
Samsung Electronics is likely to estimate that its operating profit jumped about 18-fold to another record high from a year earlier in the second quarter, as AI growth continues to strain memory supply and push chip prices higher. On Tuesday, the world's largest memory chipmaker by sales is likely to flag an operating profit of 86 trillion won ($56.35 billion) for the April to June quarter, according to an LSEG SmartEstimate based on forecasts from 30 analysts, weighted toward those with the best track records.
Anthropic has opened early talks with Samsung Electronics to manufacture a custom AI chip, according to a report from Bloomberg. The Claude developer has never built its own silicon before. It has relied entirely on chips rented from Amazon, Google, and Nvidia, and that dependence is now colliding ...
Shares of European semiconductor companies were following their Asian peers in green territory, a day after investors shunned stocks linked to artificial intelligence.
Shares rallied in Asia on Friday after the Dow Jones Industrial Average set another record, as some key AI related stocks rose while others extended losses. U.S. futures were moderately higher and oil prices also rose. Samsung Electronics, the country's biggest company and a major maker of computer chips, gained 7%.
Micron Technology just delivered the best quarter in its history. However, three days later, a federal courtroom in California turned that story upside down. A class-action lawsuit filed on June 25 accuses Micron (MU), Samsung, and SK Hynix of secretly restricting memory chip supply to inflate ...
(Bloomberg) -- Government attempts to address the global memory chip shortage by influencing prices or production capacity would worsen a historic squeeze on supply driven by the artificial intelligence boom, a semiconductor industry group warned the Trump administration. Most Read from BloombergExxon to Change Name for First Time in Decades After RedomicileGermany Rejects Trump’s Demands for NATO Loyalty to WashingtonMeta Is Planning a Cloud Business to Sell AI Computing PowerRussia Indicates U
U.S. recruitment slowed significantly in June, dampening some of the employment growth momentum observed earlier this year.
(Bloomberg) -- Semiconductor stocks are starting the third quarter with their worst two-day selloff in nearly a month. Most Read from BloombergExxon to Change Name for First Time in Decades After RedomicileMeta Is Planning a Cloud Business to Sell AI Computing PowerGermany Rejects Trump’s Demands for NATO Loyalty to WashingtonRussia Indicates Ukraine Fired Long-Range Ballistic MissileKrafton Agrees to Pay ‘Subnautica 2’ Bonuses as Developer’s CEO ResignsThe Philadelphia Stock Exchange Semiconduc
A fourth straight month of gains above 100,000 would represent a run of job growth not seen since the start of 2024
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.
