Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
China takes aim at memory stock profits, and Micron is the target.
Even after rebounding the past week, the Kospi index is down 25.9% from its record close on June 22.
The CME’s new futures contracts let investors make magnified wagers on individual stocks—and on margin.
Michael Burry has placed a targeted short against Applied Materials, but Wall Street analysts keep piling on upgrades as memory chip demand surges. Find out whether the Big Short legend has spotted a crack in the cycle or left a critical blind spot exposed.
Another day to look at Micron (MU). I think I have covered this stock more than any other stock lately. One of the most recent best beats was the historic Q3 preview earnings coverage. I call it best because our target was hit on the same day as that Q3 blowout print. Plus, it has been one of ...
Shares of major chipmakers fell sharply on Monday after reports that a state-backed Chinese firm has begun mass-producing domestic deep ultraviolet (DUV) lithography machines. ASML Holding NV (NASDAQ:ASML, XETRA:ASME) dropped more than 7% as China's progress in domestic DUV production...
China's biggest memory chipmaker, ChangXin Memory Technologies (CXMT), is surging in its IPO on the Shanghai Stock Exchange. Yahoo Finance Technology Editor Dan Howley explains what investors should know about emerging Chinese competition in the tech space.
The S&P 500 and the Nasdaq Composite reversed gains, wavering near the flatline after opening higher. The PHLX Semiconductor Index was down 4.3% after opening higher. Nvidia, AMD, Micron, and ASML are some of the chip maker stocks dragging the semi index and the broader market lower, thanks to the group's heavy impact on the major indexes.
China's CXMT just pulled off one of the most explosive stock market debuts in history, and memory giants with triple-digit gains on the books are now facing a sector-wide reckoning that could upend the entire bull case for DRAM and NAND.
Micron just shed a quarter of its value and now flashes a valuation number that sounds almost too cheap to ignore, but seasoned investors know that cyclical chip stocks can punish bargain hunters just as brutally as they reward them.
High-bandwidth memory — the specialized chips powering Nvidia Corp.’s latest AI accelerators — appears set to remain dominated by established leaders such as Micron Technology Inc. (NASDAQ:MU), SK Hynix Inc. (NASDAQ:SKHY) and Samsung Electronics Co. Ltd. (NYSE:SSNLF) for years. China, however, is making rapid progress in commodity DRAM and NAND. That’s according to Counterpoint Research analyst MS Hwang, who told Benzinga in an interview that “Chinese vendors are catching up quickly in commodity
Sometimes three’s a crowd. But when it comes to the memory boom there’s room, and plenty of demand, for more chip makers.
Stocks that outperform the market usually share key traits such as rising sales, expanding margins, and increasing returns on capital. The select few that can do all three for many years are often the ones that make you life-changing money.
Investor demand sends China's largest DRAM maker sharply higher
Recent developments in AI chips have been highlighted by a collaboration between Silvaco and NVIDIA to advance digital twin technology in semiconductor design and manufacturing. Silvaco is leveraging NVIDIA's AI and accelerated computing capabilities to integrate high-fidelity, physics-based simulations into its process, enabling faster and more accurate modeling, optimization, and validation of complex semiconductor systems. The partnership aims to capitalize on GPU-accelerated physics...
Burry highlighted data compiled by Bloomberg that showed that Alphabet, Microsoft, Amazon, Meta, Oracle, Micron, and Tesla detracted from the benchmark S&P 500 index's performance since the start of June.
(Bloomberg) -- The implosion of the once-hot market for cryptocurrency treasury stocks is prompting a number of firms to pivot to artificial intelligence in an attempt to win back investors. So far, it isn’t working. Most Read from BloombergDeepSeek Suspends Fundraising After Viral US-China PostsUS, Iran Extend Pause in Strikes as Oman Holds Hormuz TalksSpaceX at $100 Would Imply Zero AI Value, Morgan Stanley SaysChina Chipmaker CXMT Jumps 466% in Debut After Blockbuster IPOStocks and Bonds Rall
This trio is absolutely crushing the rest of the market.
Micron Technology, Inc. (NASDAQ:MU) stock gained by more than 3% during Monday’s premarket session as risk appetite improves alongside a firm overnight tape. Nasdaq futures are up 1.57% while S&P 500 futures have gained 0.93%. The broader market rally coincided with a major development in the global memory-chip industry that could reshape long-term competitive dynamics. ChangXin Memory Technologies (CXMT), China’s leading DRAM maker, made a blockbuster stock market debut that underscores Beijing
Sometimes three’s a crowd. But when it comes to the memory boom there’s room, and plenty of demand, for more chip makers.
Seagate’s and SK Hynix’s quarterly reports this week are the upcoming catalysts investors are watching.
Memory-chip maker CXMT soared 466% in its first day of trading today to become mainland China’s most valuable listed company. But the company, China’s national champion in the red-hot memory-chip business, still has a long way to go to catch up with its global competitors.
