Notícias
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Find insight on LG Display, OpenAI, Soitec and more in the latest Market Talks covering Technology, Media and Telecom.

Find insight on European chip stocks, Anthropic, Venture Corp. and more in the latest Market Talks covering Technology, Media and Telecom.

European chip stocks followed Asian peers lower, after leaders of the world’s biggest AI companies called for the industry to slow the tech’s development for safety reasons.

Sept 14 (Reuters) - European shares were subdued on Monday as technology stocks fell after executives at leading AI companies called for a slower pace of development, while another surge in oil prices
Investing.com -- Morgan Stanley has taken a more selective stance on European semiconductor stocks, staying positive on the sector overall while adjusting ratings and price targets as the memory cycle nears a turn and valuations diverge.
Investing.com -- Morgan Stanley has upgraded Synopsys to Overweight and turned more selective on European semiconductor stocks, citing widening valuation dispersion and signs that the memory cycle is nearing a late-cycle turn.

European stock indexes, including the Stoxx 600, mostly edged lower in early trade, with higher oil prices weighing on sentiment.

Shares of semiconductor companies edged higher after Nvidia reported a blowout quarter and issued strong revenue guidance for fiscal 2028. Finance chief Colette Kress said the group expects 70% revenue growth in fiscal 2028, significantly better than the 45% growth that analysts polled by FactSet had predicted.

Shares of semiconductor companies were mixed as investors await Nvidia's second-quarter results after the U.S. market close to gauge appetite for artificial-intelligence chips. Dutch semiconductor-equipment maker ASML Holding and smaller rival ASM International were down 0.

STOCKS 0015 GMT — Japanese stocks decline as uncertainty over the Iran war and its economic implications persists. Chip-related stocks are leading declines ahead of Nvidia’s quarterly earnings later Wednesday.

STOCKS 0011 GMT — Japanese stocks are lower after U.S. technology shares fell overnight. Chip and other electronics stocks lead declines. Kioxia Holdings falls 2.8%, Advantest is 3.6% lower and Panasonic Holdings is down 4.
Infineon Technologies AG (IFNNF) posts all-time high quarterly revenue of EUR4,172 million, driven by booming AI power solutions and broad-based recovery.
It expects revenue of roughly €16.3 billion for the current fiscal year as the race to build AI infrastructure keeps adding fuel to red-hot semiconductor demand.
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European stock indexes gained in early trade as the continent’s tech stocks followed Asian peers higher.
July 31 (Reuters) - European shares hit a record high on Friday, powered by improving investor appetite for tech shares globally, while corporate earnings buoyed markets through a week of central bank
0014 GMT — Japanese stocks are lower in early trade following overnight drops in U.S. technology stocks. Uncertainty over the Iran conflict is also weighing on the market. Investors are closely watching crude oil prices and developments in the Middle East after Saudi Arabia said it had intercepted drones that Iran-backed militias in Iraq had launched at the kingdom’s oil facilities.
European semiconductor companies started the week in green territory after the Trump administration paused plans to escalate its war in Iran, boosting stocks globally.
Japanese stocks were higher in early trade, driven by hopes for growing demand related to artificial intelligence, despite continued uncertainty over the Iran conflict.
Investing.com -- Global chip stocks fell sharply Monday, led by a record one-day plunge in SK Hynix shares, as investors weighed a fresh escalation in Middle East tensions alongside mounting concerns over valuations in AI-related shares.
Investing.com -- Global chip stocks fell sharply Monday, led by a record one-day plunge in SK Hynix shares, as investors weighed a fresh escalation in Middle East tensions alongside mounting concerns over valuations in AI-related shares.