Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
A top Wall Street chip analyst says the semiconductor selloff gripping markets has almost nothing to do with actual supply and demand, and the real reason why comes down to a physical constraint most investors are overlooking.
Ark Invest sold 120,665 shares of BMNR, making it the firm's largest trade of the day.
The companies' memorandum of understanding envisions a collaboration extending across memory and foundry through 2030.
ARK Investment returned as a buyer of Taiwan Semiconductor stock after trimming its position earlier.
The $3 trillion market cap club will be crowded in 2027.
(Bloomberg) -- Qualcomm Inc., the largest maker of smartphone processors, gave a weak profit forecast for the current quarter, signaling that component shortages and rising costs are taking a toll on its main market. Most Read from BloombergUS Intercepts Iran Attack on Bases, Puncturing Days of CalmWarner Bros. Deal Collapse Would Cost the Ellisons $9.8 BillionTrump Says US Will Strike Iran Hard as War Escalates AgainApple Set to Make Big Smart Home Push With Siri AI at CenterSK Hynix Profit Dis
TSMC's U.S. shares declined as leveraged selling spread beyond Korea despite the chipmaker's record quarterly profit.
Tech stocks were lower Wednesday afternoon, with the State Street Technology Select Sector SPDR ETF
(Updates to include a statement from Taiwan Semiconductor Manufacturing in the fourth paragraph.)
Amkor Technology (NasdaqGS:AMKR) reported record Q2 revenue in 2026. The company announced a 10 year manufacturing partnership with TSMC for an advanced packaging facility in Arizona. Amkor expanded customer programs in AI and high performance computing, focusing on advanced packaging solutions. The company is migrating System in Package production from Korea to Vietnam to support supply chain efficiency and cost management. Amkor Technology shareholders have seen mixed recent trading, with...
(Bloomberg) -- Artificial-intelligence server maker Quanta Computer Inc. is seeking to raise as much as $2.19 billion from a sale of global depositary shares, in an offering that may be the biggest Taiwanese stock sale in 19 years. Most Read from BloombergUS Intercepts Iran Attack on Bases, Puncturing Days of CalmSK Hynix Profit Disappoints, Spending Soars to $31 BillionNvidia’s $750 Billion in Deals Reignite Circular AI FearsApple Set to Make Big Smart Home Push With Siri AI at CenterChip Rout
Taiwanese chipmaker United Microelectronics Corp (UMC) said on Wednesday that its board approved an expansion plan, including additional cleanroom capacity at its Singapore facility and a new fab building at its flagship Tainan campus in Taiwan, to meet growing AI-driven demand. The plan will be executed in phases, enabling UMC to remain ocused on capital discipline while flexibly deploying capacity to fulfill customer demand. As a result, 2026 capital expenditure budget will be revised upward to US$2 billion,” said CEO Jason Wang.
Space Exploration Technologies, commonly known as SpaceX, doesn't have any profits to speak of.
Investors are watching Taiwan Semiconductor Manufacturing (NYSE:TSM) as concern grows over rising Chinese competition in advanced chipmaking tools, including ultraviolet etching technology. At the same time, questions around how long the current artificial intelligence spending boom can continue are affecting sentiment toward TSMC and major chip suppliers. These developments are drawing fresh attention to long term industry positioning and potential shifts in semiconductor manufacturing...
(Bloomberg) -- The lofty premium on SK Hynix Inc.’s US-listed shares, following its $26.5 billion mega listing, will come under scrutiny as the memory chip giant’s stock becomes convertible.Most Read from BloombergChip Rout Deepens on Circular Funding, China Competition FearsNvidia’s $750 Billion in Deals Reignite Circular AI FearsApple Set to Make Big Smart Home Push With Siri AI at CenterCitadel Securities Sees Warsh Delivering Surprise Fed HikeSpaceX Rebounds After Briefly Plunging 20% Below
The first wave of the AI boom crowned Nvidia Corp. and memory leader SK Hynix Inc. as Wall Street’s biggest winners. But as AI infrastructure spending broadens, the next opportunities may lie deeper in the supply chain. GraniteShares CEO Will...
Abbott Laboratories, Taiwan Semiconductor, and Johnson & Johnson have all delivered strong earnings releases in the Q2 cycle, with each breaking records while also lifting their outlooks.
Here's who's rising, and who's debuting, from Asia on this year's Global 500, Fortune's ranking of the world's largest companies by revenue.
Is this a golden buying opportunity for the AI beneficiary?
Wedbush's most vocal AI bull thinks investors keep flinching at the wrong signals, and he has a map of five stocks that traces where the real money is moving before the crowd catches on.
Stanley Druckenmiller continues to sell a core position.
Taiwan Semiconductor Manufacturing Co, the world's largest contract chipmaker, said late on Tuesday it had begun gradually resuming operations at its Japan Advanced Semiconductor Manufacturing (JASM) plant in Japan's Kumamoto prefecture after a strong earthquake prompted the precautionary evacuation of workers. The company said all personnel at the Japan site were confirmed safe after being evacuated in accordance with internal safety procedures. JASM's construction site was unaffected, TSMC said, adding that parts of the construction work had been suspended as a safety precaution because there could still be occasional aftershocks.
A chip ETF just posted one of its best years on record, and the stock everyone expected to lead it barely showed up. The real story is which names hijacked the rally and why the fund's rulebook deserves more credit than any of its holdings.
Cadence Design Systems stock jumped Tuesday after the chip-design company reported better-than-expected earnings and reaffirmed its positioning as an artificial-intelligence beneficiary. Cadence reported adjusted earnings of $2.11 a share in the second quarter, up from $1.65 a year ago and above analysts’ consensus estimate of $2.05, according to FactSet. Cadence lifted its full-year guidance for adjusted earnings per share to between $8.05 and $8.15, up from a previous range of $7.85 to $7.95.
Viking Global just filed its 13F, handing retail investors a five-stock shortlist that spans AI chips, streaming turnarounds, and a rate-cycle trade, and four of them are flashing buy signals before the next earnings window closes.
Memory stocks delivered some of the biggest gains in semiconductor history as AI demand swept through the sector, rewarding investors who got in early. Now those same stocks are cratering, and the question keeping traders up at night is whether this is a buying opportunity or the beginning of something far more painful.
AI chip and memory leaders MU, INTC and TSM stand out for August as AI demand, growth and targets support upside.
Rescue operations were under way at a shopping mall after a strong earthquake struck southern Japan.
Asian stock markets churned downwards on Tuesday, with tech-exposed exchanges closing sharply lower
July 28 (Reuters) - Nasdaq futures fell on Tuesday, mirroring a cautious mood across global markets toward AI chip stocks on concerns about hefty corporate spending and rising Chinese competition,
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