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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.

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ASML says first chips from new High-NA machines to arrive in months
Reuters128d agoneutral
ASML says first chips from new High-NA machines to arrive in months

ASML expects to see the first ‌products created on the company's ‌new High-NA machines within months, the chief ​executive of the world's top computer chip equipment maker, Christophe Fouquet, said on Tuesday. The tool will bring ‌down costs ⁠for patterning, or creating the circuitry of the most ⁠advanced chips, for both logic and memory applications, Fouquet said, ​speaking at ​a conference ​in Belgium organised ‌by research firm imec. Fouquet's ​remarks come weeks after ‌top customer TSMC said ​High-NA ​tools, which can cost up to $400 million each, were too expensive.

Stocks Slide as Inflation Fears Lift Bond Yields
Barchart132d agoneutral
Stocks Slide as Inflation Fears Lift Bond Yields

The S&P 500 Index ($SPX ) (SPY ) today is down -0.91%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.83%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -1.30%. June E-mini S&P futures (ESM26 ) are down -1.02%, and June E-mini Nasdaq futures...

Stocks Tumble on Inflation Jitters
Barchart132d agobearish
Stocks Tumble on Inflation Jitters

The S&P 500 Index ($SPX ) (SPY ) today is down -1.17%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.96%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -1.64%. June E-mini S&P futures (ESM26 ) are down -1.07%, and June E-mini Nasdaq futures...

Exclusive-SK Hynix flooded with unprecedented offers from big tech firms to secure chip supplies
Reuters140d agoneutral
Exclusive-SK Hynix flooded with unprecedented offers from big tech firms to secure chip supplies

SK Hynix is being aggressively courted by big global tech firms with offers to invest in its new production lines and fund purchases of pricey manufacturing tools as they rush to secure memory chips, people familiar with the matter said. The offers, unprecedented in ‌the global memory chip industry, underscore the severity of the component's scarcity around the world, as chipmakers struggle to keep pace with surging demand amid an artificial intelligence boom. ‌Memory chips are critical parts in AI data centers, smartphones, PCs and other areas. The firm's customers have been proposing a range of offers to the South Korean chipmaker, including investing in dedicated memory production lines, six people said.

Investing.com140d agoneutral
ASML to reap benefits from demand from Low-NA EUV adoption

Investing.com -- Semiconductor equipment giant ASML is expected to benefit more from strong demand for existing EUV lithography systems than from the industry’s next-generation High-NA technology over the next several years, according to a new research report from BofA Securities.

Earnings Beats in Europe Mask Tougher Times Ahead for Stocks
Bloomberg140d agobullish
Earnings Beats in Europe Mask Tougher Times Ahead for Stocks

(Bloomberg) -- A strong earnings season is hiding tougher times ahead for European stocks as the effects of the Iran war make it harder for companies to meet lofty profit expectations in the quarters to come.Most Read from BloombergUS Has Opened a Passage Through Hormuz, Central Command SaysDOJ Plans Intervention in Trump Supreme Court Carroll AppealUS Says Offensive Phase of Iran War Over as Ship Hit in StraitSony to Pay Almost $4 Billion for Bieber, Neil Young CatalogUS, Iran Weigh Potential D