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Chip Stocks Look Set to Extend Rally
The Wall Street Journal142d agobullish
Chip Stocks Look Set to Extend Rally

Chipmakers are the most actively traded U.S. stocks ahead of the opening bell, setting the stage for another tech-led rally. In recent premarket action: Intel (INTC) is the most traded stock by volume, according to Dow Jones Market Data, and is up about 6%.

Nvidia Is Facing More Competition and It’s Spooking Investors
Bloomberg142d agobearish
Nvidia Is Facing More Competition and It’s Spooking Investors

(Bloomberg) -- This earnings season has delivered plenty of good news for the artificial intelligence trade, but instead of bidding up Nvidia Corp. shares, investors have been dumping them.Most Read from BloombergUS Has Opened a Passage Through Hormuz, Central Command SaysUS Says Offensive Phase of Iran War Over as Ship Hit in StraitAnthropic Unveils AI Agents to Field Financial Services TasksTrump Pauses Plan to Guide Ships While Seeking Iran DealWhite House Weighs AI Working Group, Model Testi

Will the Iran Crisis Cause a Global Recession?
The Wall Street Journal142d agoneutral
Will the Iran Crisis Cause a Global Recession?

He cited “great progress” in talks with Iran. The International Monetary Fund published its 180-page World Economic Outlook three weeks ago. The differences between that and its now more likely “adverse” or “severe” scenarios aren’t small, and investors should take note as the Strait of Hormuz remains blocked.

Tech Enthusiasm Catapults Korean Stocks to New Record
The Wall Street Journal142d agoneutral
Tech Enthusiasm Catapults Korean Stocks to New Record

The benchmark index crossed the 7,000 mark for the first time ever, largely thanks Samsung Electronics, one of the world’s largest memory-chip makers and a heavyweight in the index. Samsung’s shares climbed more than 14%, ushering the company into the rarefied club of companies with a market valuation of more than $1 trillion. Samsung said during its earnings call last week that its production capacity was already fully sold out for this year.

Samsung Hits $1 Trillion Valuation, Joining TSMC in Elite Club
Bloomberg142d agoneutral
Samsung Hits $1 Trillion Valuation, Joining TSMC in Elite Club

(Bloomberg) -- Samsung Electronics Co.’s market valuation topped $1 trillion after shares in the world’s largest memory maker more than quadrupled over the past year on booming demand for the chips used in artificial intelligence.Most Read from BloombergUS Has Opened a Passage Through Hormuz, Central Command SaysAnthropic Unveils AI Agents to Field Financial Services TasksUS Says Offensive Phase of Iran War Over as Ship Hit in StraitTrump Pauses Plan to Guide Ships While Seeking Iran DealWhite H

AI boom drives a rally in buying of tech shares, pushing South Korea's Kospi to a record
Associated Press142d agobullish
AI boom drives a rally in buying of tech shares, pushing South Korea's Kospi to a record

South Korea’s Kospi soared nearly 7% to a fresh record on Wednesday as Samsung Electronics' stock jumped nearly 13% in a rally driven by expectations of strong growth in artificial intelligence and hopes for progress in ending the U.S.-Iran war. Shares in SK Hynix, another major Korean computer chipmaker, shot up 10% early Wednesday. Both Samsung and SK Hynix are major manufacturers of the computer chips vital for AI applications.

Samsung Electronics' market cap surpasses $1 trln after US AI chip stocks surge
Reuters142d agobullish
Samsung Electronics' market cap surpasses $1 trln after US AI chip stocks surge

The market capitalisation of Samsung Electronics' ‌common stock surpassed $1 trillion ‌on Wednesday, making it the second ​Asian company after TSMC to reach the milestone. Samsung Electronics, the world's top memory chipmaker, saw its ‌market value ⁠reach 1,500 trillion won ($1.03 trillion) in early trading ⁠in Seoul on Wednesday, tracking sharp gains of AI-related ​stocks in ​the U.S. ​overnight. Shares of the ‌South Korean chip giant were up 12% at 09:52 a.m.

Korea's KOSPI breaks 7,000 as AI rally catapults Samsung into $1 trillion club
Reuters142d agobullish
Korea's KOSPI breaks 7,000 as AI rally catapults Samsung into $1 trillion club

South Korea's benchmark KOSPI index vaulted past 7,000 for the first time on Wednesday, as an AI-powered rally in semiconductor stocks drove Samsung Electronics past the $1 trillion market-cap barrier. The gains underscore how ‌global demand for artificial intelligence hardware has become the dominant force reshaping equity markets, turning South Korea's chip-heavy benchmark into one of the ‌world's best performing major markets. The KOSPI closed up 6.45% at 7,384.56, after briefly tripping a rare "sidecar" trading curb and rising as much as 7.06% to a record high of 7,426.60, as a ​blistering rally in U.S. chip stocks overnight drove the Philadelphia Semiconductor Index up 4.2%.

Atomera Q1 Earnings Call Highlights
MarketBeat142d agoneutral
Atomera Q1 Earnings Call Highlights

Atomera (NASDAQ:ATOM) executives said the company made progress across several customer engagements during its first-quarter 2026 earnings call, highlighting momentum in advanced logic, memory, RF, power devices, and gallium nitride (GaN) applications for its Mears Silicon Technology (MST). Gate-Al

Samsung Electronics' board chairman urges union to resolve pay disputes
Reuters143d agoneutral
Samsung Electronics' board chairman urges union to resolve pay disputes

The board chairman of Samsung Electronics has ‌urged unionised workers to resolve ‌pay disputes with management, warning that a ​planned strike could hurt investors and employees and have "serious consequences" for the Korean economy. In an internal memo ‌to employees ⁠on Tuesday, Shin Je-yoon said he was "worried about losing market leadership ⁠amid fleeing customers and falling competitiveness" if strikes disrupted deliveries and ​production, according ​to a ​Samsung statement. Such disruption ‌at the chipmaker, South Korea's largest company by revenue, could trigger capital outflows, a drop in national tax revenue, and a weakening of ‌the won currency, ​he said.

Apple holds talks with Intel, Samsung for US chipmaking, Bloomberg News reports
Reuters143d agoneutral
Apple holds talks with Intel, Samsung for US chipmaking, Bloomberg News reports

Apple has held exploratory discussions about using Intel and Samsung Electronics to produce ‌the main processors for its devices, Bloomberg ‌News reported on Monday, citing people familiar with the deliberations. Apple executives ​have made visits to a Samsung plant under development in Texas and, separately, also held preliminary talks with Intel about enlisting the company's chipmaking services, Bloomberg reported. While ‌the move would ⁠offer Apple a secondary option beyond its longtime partner Taiwan Semiconductor Manufacturing Co, the ⁠iPhone-maker is also concerned about using non-TSMC technology, the report said, citing worries about reliability and scale.

Apple Explores Using Intel and Samsung to Build Main Device Chips in the US
Bloomberg143d agoneutral
Apple Explores Using Intel and Samsung to Build Main Device Chips in the US

(Bloomberg) -- Apple Inc. has held exploratory discussions about using Intel Corp. and Samsung Electronics Co. to produce the main processors for its devices in the US, a move that would offer a secondary option beyond longtime partner Taiwan Semiconductor Manufacturing Co.Most Read from BloombergUS Has Opened a Passage Through Hormuz, Central Command SaysChina’s Unprecedented Defiance of US Sanctions Triggers ShowdownUS and Iran Trade Fire in Gulf, Jolting Four-Week-Old TruceFormer NYC Mayor Gi

AI Chipmakers in Korea, Taiwan Drive Asian Stocks to Record
Bloomberg144d agoneutral
AI Chipmakers in Korea, Taiwan Drive Asian Stocks to Record

(Bloomberg) -- A rally in shares tied to artificial intelligence helped Asia’s stock benchmark wipe out losses sparked by the Iran war and climb back to an all-time high.Most Read from BloombergBeijing Tells China Firms to Ignore US Sanctions on RefinersSupertanker Appears to Have Crossed the Strait of HormuzWorld’s Largest Container Carrier Plans Route Avoiding HormuzFormer NYC Mayor Giuliani in Critical Condition, Trump SaysPhilippines Says Thousands Evacuated as Mayon Volcano EruptsThe MSCI A

SK Hynix shares rally 12% after US tech firms signal strong spending on AI data centers
Reuters144d agobullish
SK Hynix shares rally 12% after US tech firms signal strong spending on AI data centers

Shares of ‌SK Hynix extended ‌gains to 12% on ​Monday, driven by foreign buying, after big U.S. tech ‌firms ⁠last week reported robust earnings ⁠and reaffirmed their investment plans ​for artificial ​intelligence ​data centers. SK ‌Hynix outperformed bigger rival Samsung Electronics, which has been weighed down by ‌the risk ​of a ​potential ​strike by ‌unionised workers demanding ​a ​bigger share of the company's ​AI-driven ‌profits.

Samsung Electronics appoints new TV chief amid mounting competition
Reuters144d agoneutral
Samsung Electronics appoints new TV chief amid mounting competition

Samsung Electronics, the world's No. 1 TV maker, has replaced its TV ‌head for the first time in more than ‌two years, as it faces mounting competition from Chinese rivals at home ​and abroad. Samsung said in a statement on Monday that it has appointed Lee Won-jin, who was previously head of the Global Marketing Office, as the new head of its ‌Visual Display Business, ⁠succeeding Yong Seok-woo, who will serve as an adviser. Samsung usually carries out its annual management ⁠reshuffle around December, and the company did not disclose the reason for the replacement.

Nvidia’s push into physical AI sparks rally in Asian partners
Bloomberg145d agobullish
Nvidia’s push into physical AI sparks rally in Asian partners

(Bloomberg) -- The list of Asian stocks that benefit from business partnership with Nvidia Corp. is getting longer, as the region further integrates into the AI chip giant’s business ecosystem.Most Read from BloombergSupertanker Appears to Have Crossed the Strait of HormuzWorld’s Largest Container Carrier Plans Route Avoiding HormuzBeijing Tells China Firms to Ignore US Sanctions on RefinersPhilippines Says Thousands Evacuated as Mayon Volcano EruptsIran Juggles Oil Cuts and Storage Strain to Re

UK court orders Samsung to pay China's ZTE a $392 million lump sum after patent trial
Reuters146d agoneutral
UK court orders Samsung to pay China's ZTE a $392 million lump sum after patent trial

LONDON, May 1 () - Samsung Electronics must pay a $392 million lump sum for a licence to use ‌ZTE's patents for mobile phones, London's High Court ‌ruled on Friday in the English leg of the companies' global licensing ​dispute. ZTE has brought parallel lawsuits against Samsung in China, Germany and Brazil as the two companies battle over the terms on which Samsung can use ZTE's patents, and most ‌importantly the cost.