Zacks73d agoneutral
Zacks Investment Ideas feature highlights: Micron, Samsung, DRAM and DISKMicron, Samsung, DRAM and DISK have been highlighted in this Investment Ideas article.
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Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
140last 24h
851last 7d
146● bullish (7d)
91● bearish (7d)
214publishers
Reuters73d agoneutral
Chip toolmaker ASML expected to shine light on capacity and China challengesASML, the biggest supplier of equipment used to manufacture AI chips, reports quarterly earnings on Wednesday looking to justify its chunky valuation and demonstrate how it will contend with U.S. moves to block exports to China. Clouding the outlook, however, is a proposed U.S. law requiring U.S. allies to align with export controls to curb China's ability to make advanced chips, with ASML named in the legislation. The company has denied selling its most advanced EUV tools to China, which is forecast to account for up to 20% of ASML's sales this year through legal purchases of less-advanced DUV tools to make chips for automotive, industrial and electronic products.
BeInCrypto73d agobearish
SK Hynix Leveraged ETF Falls 45%: Did Korea’s Regulator Regret Come Too Late?Korea's SK Hynix leveraged ETF has fallen 45% since May, and regulators regret approving the high-risk funds.
Bloomberg73d agoneutral
Huawei, Apple Get Boost in China From Memory Costs, IDC Says(Bloomberg) -- Huawei Technologies Co. and Apple Inc. extended their lead atop China’s smartphone market in the June quarter, expanding their shipments as consumers opted to either buy premium devices or skip upgrades, according to IDC.Most Read from BloombergUS Hits Iran With Strikes, Blockade as Trump Plans Hormuz ChargeLindsey Graham, Senate Hawk Turned Trump Ally, Dies at 71Trump Embraces Australian Retirement System Backed by Larry FinkOpenAI Engineer’s ‘LOL’ Moment Set Stage for Legal Figh
Reuters73d agoneutral
TSMC seen riding AI boom to fifth straight quarter of record profitTSMC, the world's largest manufacturer of advanced AI chips, will likely notch a fifth consecutive quarter of record earnings, driven by booming AI infrastructure spending. Analysts say demand for Taiwan Semiconductor Manufacturing Co's (TSMC) 3-nanometre and 2-nanometre process technologies for AI chips, as well as for its advanced chip packaging technology, CoWoS, remains strong. Its market capitalisation is now nearly double that of South Korean rival Samsung Electronics at around $1.97 trillion.
The Wall Street Journal73d agoneutral
South Korea Raises 2026 Growth, Inflation ForecastsGrowth in Asia’s fourth-largest economy is accelerating, driven by the continued semiconductor boom and policy measures.
Barchart74d agoneutral
Stocks Settle Lower as Chipmakers Routed and US-Iran Tensions EscalateThe S&P 500 Index ($SPX ) (SPY ) on Monday closed down -0.79%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -0.26%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -1.88%. September E-mini S&P futures (ESU26 ) fell -0.79%, and September E-mini Nasdaq futures...
Stocktwits74d agobearish
Apple’s iPhone And Google Pixel Q2 Sales Shine Even As Global Smartphone Market Drops To 13-Year LowA global memory component crisis has pushed second-quarter smartphone shipments to their lowest level since 2013, according to a report from Counterpoint.
Reuters Videos74d agoneutralVIDEO
Global smartphone shipments at 13-year low amid memory chip crunch<body><p>STORY: Global smartphone shipments fell 11% in the second quarter to their lowest level for the period since 2013.</p><p>That's according to early estimates from Counterpoint Research, which said a memory chip shortage has driven up smartphone prices and dampened demand.</p><p>Memory chip prices have soared as suppliers prioritize AI data center customers over consumer electronics, forcing smartphone makers to pass along higher costs through price hikes, particularly for entry- and mid-range devices.</p><p>Among the world's top five smartphone companies, mid-tier firms Xiaomi, Oppo and Vivo posted the steepest declines.</p><p>Apple and Samsung, however, bucked the downward trend.</p><p>:: Samsung</p><p>Samsung reclaimed the top spot with a 24% share of the smartphone market, while Apple took its global market share to a record 20% in the quarter.</p><p>And while the memory chip shortage has hurt many smartphone makers, it has helped the chip's suppliers.</p><p>South Korea's SK Hynix, one of the largest memory chip makers, debuted on the Nasdaq last Friday after its shares in South Korea rose more than sevenfold over the past 12 months.</p><p>:: Micron</p><p>Meanwhile, shares of its American rival Micron Technology soared nearly 650% over the past year.</p><p>That's made many investors bullish on both stocks, says Ross Mayfield, investment strategist at Baird Private Wealth Management.</p><p>"The reality is the demand for memory is so large and so bottlenecked that both companies are in tremendous positions, have tremendous margins, tremendous pricing power. And while there are slight differences, you could really take or pick either and probably be very satisfied over the coming year or two as an investor."</p><p>But the investor euphoria cooled on Monday as shares of Samsung, SK Hynix and Micron all tumbled amid a broader market selloff.</p></body>
Barrons.com74d agoneutral
With SK Hynix, Korean Market Volatility Won’t Stay LocalSK Hynix the South Korean memory-chip maker, began trading on the on Friday after raising $26.5 billion in the largest ever share sale completed by a foreign company in the U.S. Shares opened 14% above their offering price as American investors rushed to purchase stakes in a firm at the heart of the global AI memory supercycle. SK Hynix has fallen nearly 10% on its second-ever trading day, for no apparent reason. American portfolios are now directly hardwired into one of the most volatile, leverage-soaked corners of the global financial system: the Korean stock market.
GuruFocus.com74d agobearish
SK Hynix Plunges 15% as AI Rally Faces Fresh PressureADR profit-taking, earnings concerns and foreign selling trigger a sharp Korean chip stock selloff.
Stocktwits74d agobullish
South Korea-Focused KORU ETF Tanks Over 20% — And Retail Investors Are Planning To Buy The DipThe Direxion Daily MSCI South Korea Bull 3X Shares ETF (KORU) was set to record its worst day so far this month.
GuruFocus.com74d agobullish
Korea Stocks Jump 80% as Record-Low Valuations Challenge AI InvestorsKospi trades at just 6.4x forward earnings despite 17 straight months of earnings upgrades.
GuruFocus.com74d agobearish
Apple, Samsung Gain as Smartphone Market FallsMarket share grows despite global shipment decline in Q2
Investopedia74d agobearish
SK Hynix Shares Slide After South Korea Sell-Off. This Expert Sees a ‘Vicious Circle’ FormingShares of South Korean memory chip giant SK Hynix tumbled in their first full day of U.S. trading, paring much of the stock’s gains from its first partial day on Friday.
Motley Fool74d agobullish
Samsung Stock Fell Despite a 19x Profit Jump. Here's What That Means for Micron InvestorsThe market is expecting bigger earnings beats from memory manufacturers, but it isn't rewarding them with a justified valuation representing their exponential growth.
Yahoo Finance Video74d agobearishVIDEO
Tech Sell-Off: How investors should navigate the marketYahoo Finance Executive Editor Brian Sozzi sits down with Visible Alpha Head of TMT Research Melissa Otto to discuss how investors should navigate the technology sector following its recent market sell-off.
Yahoo Finance Video74d agoneutralVIDEO
Why the KOSPI is pulling back and what it meansYahoo Finance Executive Editor Brian Sozzi sits down with Yahoo Finance Markets and Data Editor Jared Blikre to break down the recent KOSPI pullback, what's driving the decline, and what it could mean for global markets and investors.
Kiplinger74d agoneutral
Your Phones and Computers Will Likely Be More Expensive for Years to ComeThe historically cyclical memory chip market is in the middle of a sustained global sales boom. Will there ever be a bust?
24/7 Wall St.74d agobearish
Micron, SanDisk, Western Digital Fall 6% as SK Hynix’s Weak Outlook Rattles Memory StocksA single brokerage note out of Seoul just triggered the biggest single-day drop in SK Hynix history, and the shockwaves are now tearing through U.S. memory stocks that were up as much as 700% this year.
GuruFocus.com74d agoneutral
Apple Sues OpenAI Over Trade SecretsThe lawsuit adds fresh pressure to the companies' AI partnership and hardware ambitions.
Reuters74d agoneutral
Global smartphone shipments in second quarter hit lowest in 13 years on memory chip crunchGlobal smartphone shipments fell 11% in the second quarter to their lowest level for the period since 2013, as a prolonged memory chip shortage drove up handset prices and dampened demand, according to early estimates from Counterpoint Research. Apple bucked the trend with a 3% rise in shipments, taking its global market share to a record 20% in the quarter on resilient demand for its premium iPhone lineup and keeping prices unchanged. However, analysts expect price increases in the coming months.
InvestorsHub74d agobearish
Western Digital Shares Fall as Global Chip Selloff Hits Memory Sector (WDC)Western Digital Declines in Broad Semiconductor RetreatWestern Digital (NASDAQ:WDC) shares fell 5. 4% in premarket trading on Monday to $551, as a sharp selloff across global memory and storage stocks weighed on sentiment despite a broadly positive performance in the wider U.
GuruFocus.com74d agoneutral
Samsung Accelerates AI Chip Factory PlanEarlier launch supports South Korea's semiconductor ambitions