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The U.K. startup, now valued at $2.6 billion, is directing 80% of its near-term research toward semiconductor materials

The unwind in artificial intelligence and momentum stocks is entering its maturing stage and should not trigger prolonged market weakness, according to JP Morgan. The bank's equity strategists, led by Mislav Matejka, noted a challenging few weeks for AI-linked groups, with Korea's market down...

Investing.com -- The release of Kimi K3 by Chinese startup Moonshot AI has rattled markets and reignited comparisons to last year's DeepSeek moment, but beneath the surface volatility, the model's technical characteristics point to memory chip makers as a clear winner, according to Bloomberg.

The global artificial intelligence boom has propelled ASML to the top of Europe's stock market, as soaring demand for AI computer chips flows to the Dutch company that dominates the market for the equipment needed to ‌make them. After blowout second quarter earnings, investors and analysts are asking a once far-fetched question: could ASML become Europe's first ever trillion-dollar firm? Key ‌obstacles include doubts over how long Google, Amazon, and other hyperscalers will keep spending heavily on data centres, and whether ASML, its suppliers and customers such as TSMC and Samsung can execute expansion ​plans.

The move could set the stage for another round of the recent yo-yo trade, with weakness in Korean chip stocks spilling over to U.S. semiconductor names and vice versa.

The global artificial intelligence boom has propelled ASML to the top of Europe's stock market, as soaring demand for AI computer chips flows to the Dutch company that dominates the market for the equipment needed to ‌make them. After blowout second quarter earnings, investors and analysts are asking a once far-fetched question: could ASML become Europe's first ever trillion-dollar firm? Key ‌obstacles include doubts over how long Google, Amazon, and other hyperscalers will keep spending heavily on data centres, and whether ASML, its suppliers and customers such as TSMC and Samsung can execute expansion ​plans.

KOSPI dropped 4.52% intraday on July 20 as chip stock fears and US-Iran tension pushed the index into a technical bear market.

The fundamentals say boom. The stock price says the boom is ending. One of them is wrong.

Despite churning out incredible numbers, semiconductor stocks still seem to somehow “miss expectations.” The team digs into Wall Street's expectations game.

Investing.com -- South Korea’s $4 trillion equity market has become an important early indicator of global risk appetite, as swings in Samsung Electronics Co Ltd (KS:005930) and SK Hynix Inc (KS:000660) spread across semiconductor and artificial intelligence stocks, Bloomberg reported.

(Bloomberg) -- For fund managers in London, New York and Tokyo, a new ritual has emerged before trading gets underway: checking South Korean stocks.Most Read from BloombergFCC Near Rulings Against Disney Over ‘The View,’ TV LicensesTaylor Farms Pulls Mexican Lettuce as Parasite Cases RiseThousands of Trucks Haul Iraq’s Oil Through Syria in Sign of Hormuz LegacyChip Stocks Slide Into Bear Market in AI Unwind: Markets WrapTwo US Troops Killed, One Missing After Iran Strikes NeighborsOnce a periphe

The US International Trade Commission opened an investigation into Samsung Electronics over Netlist patent infringement claims tied to certain high bandwidth memory and DDR5 products. A separate multi year partnership was announced with Lark Health to offer preventive and chronic care services to US seniors through Samsung Health and the company’s device ecosystem. Samsung Electronics, KOSE:A005930, is drawing attention as fresh legal and business developments hit the headlines at the same...

ChangXin Memory Technologies is expected to raise 57.9 billion yuan, or about $8.6 billion, in its Shanghai offering.

Readers weigh in on the 2026 Midyear Roundtable, SK Hynix and Micron, Travelers, and Berkshire, and the Dow.

India's smartphone slowdown highlights how the AI boom is reshaping consumer electronics, from pricing and demand to corporate strategy.

(Bloomberg) -- ASML Holding NV will give employees globally a one-time €20,000 ($22,862) bonus, joining other firms in the chip industry to offer payouts as artificial intelligence demand fuels record sales. Most Read from BloombergFCC Near Rulings Against Disney Over ‘The View,’ TV LicensesChip Stocks Poised for Bear Market in AI Unwind: Markets WrapGoogle Gemini Launch Delayed as Tech Falls Short of Internal GoalsChina’s Moonshot Unveils AI Model That Narrows Gap With US FirmsThailand Scraps P

Global smartphone shipments just hit their worst levels in over a decade, and Apple is caught in the middle of a costly AI arms race that threatens the product responsible for more than half its revenue.

Chip selloff gains steam in Korea, raising questions about the U.S. market.

South Korea's Kospi entered a technical bear market and Tokyo's Nikkei keeps sliding as the AI trade unwinds.

By Anna Szymanski July 17 (Reuters) - From the Editor Hello Morning Bid readers! We can’t seem to get away from semiconductors and straits.

Extreme volatility in South Korea’s world-beating stock market is alarming policymakers, who fear trading is being driven more by leverage than...

Nvidia Corp. CEO Jensen Huang dismissed reports of delays in the rollout of the company’s Vera Rubin AI hardware and affirmed that production remains on track. On Wednesday, during a talk on how the company could help Japan’s AI ambitions...

The S&P 500 Index ($SPX ) (SPY ) on Thursday closed down -0.51%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -0.20%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -1.62%. September E-mini S&P futures (ESU26 ) fell -0.50%, and September E-mini Nasdaq futures...

The S&P 500 Index ($SPX ) (SPY ) today is down -0.14%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.21%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.96%. September E-mini S&P futures (ESU26 ) are down -0.18%, and September E-mini Nasdaq futures...

The $1 trillion memory maker's ADRs just recently IPO'd in the U.S.

The S&P 500 Index ($SPX ) (SPY ) today is down -0.46%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.04%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -1.28%. September E-mini S&P futures (ESU26 ) are down -0.40%, and September E-mini Nasdaq futures...

Micron Technology on Thursday signed long-term agreements with automotive suppliers, including chip designer ‌Qualcomm and audio products maker Harman, to secure ‌memory and storage components that powers AI-enabled vehicles. The agreements come as ​the industry races to expand manufacturing capacity to meet the booming demand for memory chips due to the rapid adoption of AI tools. These chips are used in data ‌centers, consumer electronics ⁠and vehicles, where they support AI-enabled features such as ADAS and digital cockpits.

Micron stock is down 20% over the past month and there are a few factors hitting the memory-chip company.

“Every country wants to have the next Silicon Valley or be the next AI mega-producer, but getting there isn’t just a matter of snapping one's fingers."

Most retirees build a careful balance sheet of every account and asset they own, then leave the biggest one off entirely. Recognizing what Social Security actually represents changes when to claim, how to invest, and who benefits when one spouse dies first.