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The memory specialist heads into Wednesday's report having already guided for record revenue. But after a run that has more than tripled the stock this year, the outlook on memory pricing and supply may matter more than the quarter itself.
(Bloomberg) -- Dutch chip-equipment giant ASML Holding NV is contending with its biggest challenge yet under the Trump administration: In a series of recent meetings, Commerce Secretary Howard Lutnick outlined concerns to ASML’s senior leaders that one of its top-of-the-line machines may have made its way into China, in violation of US-led export restrictions.Most Read from BloombergRead the 14-Point Draft Memorandum Between the US and IranModi Warns of ‘Shortage of Trust’ Ahead of Trump Meeting
The Federal Reserve just held rates steady, with a hint that rate hikes could be in the cards.
Wielding its war chest to win data-center customers for its silicon, the world’s second-biggest company is taking a page from No. 1.
Federal Reserve Chair Kevin Warsh’s first post-meeting press conference rattled risk assets on Wednesday, and the loudest pushback came from a strategist who thinks the bull market remains structurally intact. On CNBC’s Closing Bell Overtime, Warren Pies, co-founder of 3Fourteen Research, argued that “Bull markets do not die of old age. They’re usually murdered by ... Kevin Warsh Comments Send Shiver Down Investors’ Spines. Would He Really ‘Murder This Bull Market?’
Expect some big reveals in late July or early August.
The Invesco Senior Loan ETF (NYSEARCA:BKLN) sits at $20.51 with $7.1 billion in net assets, and income investors hold BKLN for one reason: a monthly distribution sourced from floating-rate loans to leveraged borrowers. Those payouts have shrunk meaningfully over the past 18 months, and the question for anyone living off this income is whether BKLN’s ... Floating Rate Loans Sounded Safe Until The Fed Started Cutting Rates
Advanced Micro Devices (AMD)’s AI story might be getting a lot bigger in a place investors haven’t been watching closely enough. According to TheFly, Bernstein’s latest note on the AI chip giant goes beyond GPUs, where it has been trying to close the gap with Nvidia. It’s about CPUs becoming a lot ...
Markets spend a lot of time trying to predict what central bankers will do next. Sometimes they get it right. Other times they build an entire narrative around an assumption that turns out to be wrong. That appears to be happening with Federal Reserve Chair Kevin Warsh. When President Trump nominated him to lead the ... ‘Warsh Fooled Trump’ and the Market Is Already Reacting
SpaceX just completed the largest IPO in history.
AI is a technology with the power to upend jobs, investments and security. But there are ways to AI proof your life.
By Liang-sa Loh and Faith Hung TAIPEI, June 18 (Reuters) - Taiwan's central bank on Thursday raised its growth outlook for the year thanks to the AI boom, while keeping its policy interest rate steady
(Corrects days of the week throughout the text) June 18 (Reuters) - U.S. stock index futures rebounded on Thursday after the previous session's selloff as optimism about a Middle East peace deal
AMD's acquisition of MEXT has the potential to be a game changer for the company.
These companies thrive under economic pressure.
Cerebras stock soared 68% on IPO day.
SpaceX gave 30% of IPO shares to retail investors, according to reports.
NVDA and MU are key drivers of Tech sector earnings growth as S&P 500 Q2 profits are forecast to rise 22.3% on 11.0% higher revenues.
President Donald Trump said in a Truth Social post on Thursday that Apple had agreed to work with Intel to design and build its chips in the United States. Intel had reached a preliminary deal to make some chips for Apple, following discussions that went on for more than a year, the Wall Street Journal reported in May.
The risk/reward ratio on stocks doesn't look as good as it used to.
SpaceX's IPO is just the beginning of what will be a closely monitored stock, with many important events over the next six months that investors will want to be aware of.
Even when excluding the significant upward revisions to Energy sector estimates, aggregate Q2 earnings estimates for the remainder of the S&P 500 index would still be in positive territory since the start of April.
SK Hynix said on Thursday it has shipped samples of its latest high-bandwidth memory (HBM) chips to major customers, as the South Korean chipmaker seeks to strengthen its position in the fast-growing AI semiconductor market. The next-generation 12-layer HBM4E chip reaches speeds of up to 16 gigabits per second per pin and offers over 20% better power efficiency than previous models, the company said. HBM chips are used in AI chipsets and are crucial components for processors such as those made by Nvidia, helping handle vast data needed to train AI models.
CarMax delivered better-than-expected quarterly results, but the stock still sank.
According to a media report, the leader of its internal AI initiative is leaving the company.
S&P Dow Jones indexes said it won't make any special rule changes to allow SpaceX into the S&P 500.
Warsh kicked off his first official meeting as chair of the Federal Open Market Committee with a bang.
Moby summary of Jabil Inc.'s Q3 2026 earnings call
SpaceX is more of an AI stock than a space stock -- and that's great news for Intel.
This mREIT isn't a high-yield trap, but it also isn't a reliable long-term investment.
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