Uniquement les titres à fort signal - événements macro, résultats, M&A, régulation. Listicles et clickbait d'analystes filtrés par défaut. Rafraîchi toutes les heures.
Samsung just posted the most profitable quarter in the history of any technology company. The market sold the stock anyway. On July 7, Samsung Electronics reported preliminary second-quarter results showing operating profit of 89.4 trillion won, approximately $58.4 billion, a 19-fold jump from the ...
AI-driven memory shortages are pushing DRAM prices higher as Micron, SK Hynix and Samsung face rising scrutiny.
Shares of Marvell Technology (NASDAQ:MRVL) are up 7% to $247 and change in midday trading Thursday, riding a broad semiconductor rebound that’s lifted the entire AI chip complex. Marvell stock came into the session bruised after a sharp multi-week pullback, setting up an oversold bounce. The move stems from broad sector catalysts. Traders are responding ... Marvell Technology Climbs 7% on the AI Chip Recovery: Is It Overvalued Next to Broadcom and Nvidia?
Sandisk just scored a huge contract win with Meta -- reportedly.
SK Hynix hopes a U.S. listing will close a valuation gap with peer Micron Technology. It has a compelling case.
SanDisk is the most direct publicly traded beneficiary of the disclosed arrangement, given that the memo specifically names the company as Meta's flash storage supplier; the stock's move reverses a bruising stretch that had weighed on the NAND-flash sector coming into this week.
Micron Technology (NASDAQ:MU) has been the wildest ride in the AI memory trade. The stock rallied from $119.73 a year ago to a 52-week high of $1,254.81, then pulled back to $938.38 after a Samsung-triggered memory selloff. My question: is another leg higher coming, or is fair value already in the price? Our 24/7 Wall ... From $124 to $938 in a Year, Is Another Rally Coming For Micron?
Shares of Advanced Micro Devices (NASDAQ:AMD) are up 7% to $555.26 in early trading Thursday, leading a broad semiconductor rebound. Intel (NASDAQ:INTC) shares are up 5% to $116.14, and Broadcom (NASDAQ:AVGO) shares are up 2% to $396. The bounce reverses a rough stretch for chip names after several sessions of selling. The iShares Semiconductor ETF ... AMD Jumps 7%, Intel Climbs 5%, Broadcom Rises 2% as Tom Lee Calls the Chip Selloff a Buying Opportunity
(Bloomberg) -- SK Hynix Inc. is telling investors it intends to price its US listing at $149 per American depositary receipt, according to people familiar with the matter, despite recent volatility in the Korean memory chipmaker’s shares.Most Read from BloombergMicrosoft’s Xbox to Shift Obsidian Studio to New ‘Fallout’ Video GameNvidia’s $1 Trillion Slide Sends Valuation to Pre-AI Boom LevelsTrump Vents Anger With Iran and Warns Ceasefire May Be ‘Over’US Military Launches Strikes on Iran for Sec
Memory and storage stocks are rebounding sharply Thursday morning, reversing a bruising start to the week. Western Digital (NASDAQ:WDC) shares are up 7% to $589 and Seagate Technology (NASDAQ:STX) stock is up 7% to $921 in early trading, while Micron Technology (NASDAQ:MU) shares are up 6% to $1,010 and SanDisk (NASDAQ:SNDK) stock is up 6% ... Western Digital and Seagate Surge 7%, Micron and SanDisk Climb 6% as Memory Selloff Reverses
(Bloomberg) -- The dominant tech trade of 2026 — buy chip stocks and sell software — is showing signs of falling apart.Most Read from BloombergMicrosoft’s Xbox to Shift Obsidian Studio to New ‘Fallout’ Video GameNvidia’s $1 Trillion Slide Sends Valuation to Pre-AI Boom LevelsTrump Vents Anger With Iran and Warns Ceasefire May Be ‘Over’US Military Launches Strikes on Iran for Second Straight DayGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaSoftware stocks are coming to life afte
Investing.com - Global memory monthly sales reached a record $74.6 billion, surging 31.7% month-on-month and running 2.8 percentage points above the 10-year seasonal average, according to UBS's July Memory Monthly report — a data point that has both UBS and Bernstein forecasting sharp contract price increases ahead, even as the two firms diverge sharply on how long the rally can last.
Investing.com -- U.S. chip stocks bounced back Thursday, recovering some of the ground lost earlier in the week, as a rally in Chinese semiconductor shares helped steady investor nerves following a selloff following Samsung Electronics’ latest results.
<body><p>STORY: From Samsung's huge quarter to Microsoft's big lay offs...</p><p>This is AI Weekly.</p><p>:: AI Weekly</p><p>Samsung flagged a 19-fold jump in second-quarter profits from a year earlier.</p><p>The South Korean giant estimated April-June operating profit at just over $58 billion - ahead of analyst projections.</p><p>The global AI boom drove huge demand for Samsung's chips, and sent prices for silicon sky-high.</p><p>Although investors wiped more than $80 billion off the firm's market value after the results were announced over worries about how long the AI bonanza will last.</p><p>China plans to allow its top AI firms to buy a limited number of Nvidia's most powerful AI chip, the H200.</p><p>That's according to a report from The Information.</p><p>It said Chinese officials recently told local leaders Alibaba, ByteDance and DeepSeek they may soon get permission to buy some of the chips.</p><p>Beijing has until now withheld approval of buying the H200 as it looks to support domestic suppliers.</p><p>Microsoft said it will cut more than 2% of its workforce, or roughly 4,800 jobs.</p><p>It joins a wave of layoffs at tech titans as they move investments to AI infrastructure.</p><p>Booming AI demand has powered growth at Microsoft's Azure cloud-computing business.</p><p>But the growing cost of building data centers to run those services has hit cash flows.</p><p>And sources told Reuters China's DeepSeek is developing its own AI chip.</p><p>It could lower its reliance on Nvidia and Huawei chips which is needed to train and run its AI models.</p><p>The sources said the chip is designed for inference, rather than for training new models.</p><p>Inference is the stage of AI computing where a trained model generates responses for users.</p><p>DeepSeek didn't respond to a request for comment.</p></body>
SK Hynix's $28 billion US listing drew 7x demand even as KOSPI briefly fell into a bear market this week over in Korea.
<p>Roundhill's memory fund has been the debut of the year. Three rivals are now betting on different corners of the theme.</p><p> </p>
Shares slipped in Asia and oil prices jumped Thursday as conflict escalated in the Middle East, with Iran and the U.S. launching fresh attacks. U.S. futures edged higher. The United States launched more airstrikes on Iran, and Iran responded by firing at Bahrain, Kuwait and Qatar, a day after U.S. President Donald Trump said their temporary ceasefire was “over.”
China's top memory chipmaker Changxin Memory Technologies (CXMT) said on Thursday it will start book-building on July 15 for its Shanghai initial public offering as it seeks to raise 29.5 billion yuan ($4.34 billion). CXMT, long seen as a technological laggard compared with global leaders Samsung Electronics and SK Hynix, will take investor subscriptions on July 16 for its IPO, according to a stock exchange filing. CXMT's mega IPO comes amid rising volatility in global memory chip shares.
South Korea's KOSPI opened nearly 4% higher Thursday, pulling the index back above the threshold that defines a bear market.
MU's post-earnings pullback comes despite record results and strong AI memory demand, with growth guidance and analyst targets remaining upbeat.
Oil surged and stocks slid after the president's comments at a NATO summit, while semiconductor stocks staged a quiet recovery.
Investors may have sold Sandisk stock for the wrong reason yesterday. That doesn't mean they were wrong to sell.
New PM1763 SSD delivers over 2x faster speeds and targets next-generation AI data centers.
Samsung is expected to unveil three foldables as AI-driven profits reach a record 89.4 trillion won.
International investing has spent years playing second fiddle to the U.S. stock market. That is changing. As investors look beyond a handful of mega-cap technology stocks, capital is flowing into emerging markets at a pace not seen in years. Fund assets are climbing to record levels, performance has improved, and interest in artificial intelligence has ... Record Money Is Pouring Into Emerging Markets. This One Difference Could Decide Your Returns
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.
