GuruFocus.com48d agobearish
Kospi Plunges 8% as AI Rally Faces Fresh StressSouth Korean chip stocks tumble as Samsung and SK Hynix volatility raises investor concerns.
Actualités
Uniquement les titres à fort signal - événements macro, résultats, M&A, régulation. Listicles et clickbait d'analystes filtrés par défaut. Rafraîchi toutes les heures.
372last 24h
1986last 7d
323● bullish (7d)
174● bearish (7d)
205publishers
The Wall Street Journal49d agoneutral
South Korea's Wild WeekTo see just how skittish the AI trade has become, look no further than South Korea’s Kospi index this week. The benchmark has swung at least 3% in either direction for the last four trading sessions, with even bigger moves intraday.
Barrons.com49d agobearish
Micron Stock Drops After Rivals SK Hynix, Samsung Drag Down KOSPI IndexSouth Korea's benchmark Kospi tumbled as much as 8% Friday, before recovering slightly to end down 5.8%.
Bloomberg49d agoneutral
Chinese Hedge Funds Warn the AI ‘Super Bubble’ Is Ready to Burst(Bloomberg) -- Two of China’s best-known hedge fund managers are warning that the artificial intelligence boom in global stock markets has become an unsustainable bubble.Most Read from BloombergApple Shares Sink After Price Hikes Hit iPads and MacsInvestor Who Scored 900% Win in 2008 Crisis Has New Big Short BetShip Struck in Hormuz as Oil Supertankers Turn Back AgainIndonesia Opens Door to Dirty Money to Fund Prabowo’s PlansMamdani Delivers Rent Freeze in Milestone for NYC TenantsWealspring Ass
Proactive49d agoneutral
The next big AI titan could be the company that makes your TV and smartphoneWe have spent two years watching the AI build-out through an American lens. Nvidia Corp (NASDAQ:NVDA, XETRA:NVD), Microsoft Corp (NASDAQ:MSFT), OpenAI (Unlisted:OPAI), the hyperscalers and their hundred-billion-dollar capex pledges. On Monday, South Korea will remind everyone that the...
Stocktwits49d agobearish
Nasdaq, S&P 500 Futures Slip As Memory Chip Selloff Hits Tech Stocks: Why SPCX, MU, QCOM, BB, ILLR, TII Are In FocusStocktwits data showed retail sentiment around SPY sunk to ‘extremely bearish’ territory, while QQQ sentiment remained ‘bullish.’
Barrons.com49d agoneutral
KOSPI Trading Halted as Micron Rivals SK Hynix, Samsung Dive on Memory FearsSouth Korea's benchmark Kospi tumbled as much as 8% Friday, before recovering slightly to end down 5.8%.
Investing.com49d agoneutral
Open AI IPO delay; SpaceX mulls mobile networks - what’s moving marketsInvesting.com - U.S. stock futures were mixed on Friday as investors remain cautious after another difficult week for technology stocks. Reports that OpenAI may delay its highly anticipated stock market debut added to concerns around lofty AI valuations, while Apple’s recent price hikes continued to weigh on sentiment.
The Wall Street Journal49d agobearish
South Korean Stocks Tumble, Triggering Second Trading Halt This WeekSouth Korean shares slumped more than 8%, as jitters over the valuations of companies riding the artificial-intelligence boom rattled the world’s best-performing market this year.
Reuters Videos49d agoneutralVIDEO
Samsung to unveil $648 billion South Korea investments: report<body><p>STORY: Samsung will announce on Monday plans to invest almost $648 billion in South Korea over 10 years.</p><p>That's according to the Maeil Business Newspaper, which reported that the investment includes a potential $194 billion to build chip factories in the southwest of the country.</p><p>Without citing sources, it said the plan also includes AI data centers, batteries and displays.</p><p>It added that the move will be announced at a meeting with country President Lee Jae Myung at the presidential office.</p><p>There was no immediate response to a request for comment from the company. </p><p>Friday's report said top executives from Samsung and rival SK Hynix will attend the meeting to unveil investment plans aimed at regions outside Seoul and nearby cities.</p><p>The chipmakers have faced political pressure to invest more in other areas of the country.</p><p>Media reports said President Lee had separate meetings with the heads of both firms this week.</p><p>South Korea's presidential office has said it plans to hold a public briefing on Monday regarding "three mega-projects" meant to drive a national leap forwards. </p></body>
Bloomberg49d agobearish
Apple Price Hikes Spark Asia Tech Selloff on Memory Cost Concern(Bloomberg) -- Asian technology stocks slumped after Apple raised prices for its products, stoking concern that rising component prices will curb demand for devices and eventually slow the memory chip rally that has powered much of the AI trade.Most Read from BloombergApple Shares Sink After Price Hikes Hit iPads and MacsInvestor Who Scored 900% Win in 2008 Crisis Has New Big Short BetShip Struck in Hormuz as Oil Supertankers Turn Back AgainStocks Whipsaw as Micron Surges While Apple Sinks: Mark
Reuters49d agoneutral
Samsung readies $648 billion bet, report says, as AI boom reshapes South KoreaBy Hyunjoo Jin, Joyce Lee and Heejin Kim SEOUL, June 26 (Reuters) - Samsung Group will unveil a sweeping decade-long investment plan on Monday, pledging 1,000 trillion won ($648 billion) to anchor
TheStreet49d agobullish
IBM stock surged again: The reason sounds like sci-fiIBM (IBM) hasn’t built a commercial computer chip of its own in nearly a decade. On Thursday, June 25, the company said its research labs had cracked something the rest of the chip industry hasn’t managed yet. The breakthrough has nothing to do with software, and everything to do with one tiny ...
Reuters49d agoneutral
Samsung to invest 1,000 trillion won in South Korea, media report saysSamsung Group will announce its plan to invest 1,000 trillion won ($647.53 billion) for 10 years in South Korea on June 29, which might include a 300 trillion won spend in building chip factories in the southwest of the country, a media report said on Friday. ($1 = 1,544.3200 won) (Reporting by Heejin Kim)
etf.com49d agoneutral
The Leveraged Tail Wags the Dog: Samsung SK Hynex<p>Recent market action in South Korea isn't a direct cautionary tail for what can go wrong with leverage, but it's a good reminder to pay attention.</p>
Motley Fool49d agoneutral
AI Data Centers Will Consume 70% of All Memory Chips in 2026. Here Are the Only 2 Stocks That Matter.As massive data center demand reshapes the digital memory industry, Micron and SK Hynix stand at the center of a powerful long-term growth trend.
GuruFocus.com49d agobullish
Bank of America Sees Durable Chip Rally AheadAI Memory Demand Could Make This Cycle More Durable
GuruFocus.com49d agobullish
Micron Shockwave Sends This AI Chip Stock SoaringSK Hynix Explodes After Massive Nasdaq Listing Plan and Micron Boost
24/7 Wall St.49d agoneutral
No, IBM Is Not Becoming a Chipmaker — But It Just Revolutionized the Industry AnywayThe semiconductor industry has spent the last decade racing toward a physical wall. Engineers have steadily shrunk transistors to pack more computing power onto ever-smaller chips, but that strategy is running out of room. At today’s leading-edge process nodes, components are measured in just a handful of atoms. Heat, power leakage, and manufacturing complexity have ... No, IBM Is Not Becoming a Chipmaker — But It Just Revolutionized the Industry Anyway
24/7 Wall St.49d agobullish
Forget FXI. The South Korea Fund Beating China’s AI Trade Charges 19% LessThe iShares China Large-Cap ETF (NYSEARCA:FXI) is the default way most U.S. investors play China’s AI trade. FXI holds the country’s biggest tech names, Alibaba, Tencent, Baidu, Meituan, and JD, which is exactly what investors want when they bet that China’s hyperscalers will mirror the U.S. AI capex cycle. The case for owning FXI has ... Forget FXI. The South Korea Fund Beating China’s AI Trade Charges 19% Less
Reuters49d agoneutral
Micron joins rivals pitching AI deals as cure for memory's boom-bust cycleMemory chipmakers have for decades been trapped in boom-bust cycles, with capacity buildouts hitting the market just as demand craters. Micron, Samsung and SK Hynix are now trying to convince investors this time is different, arguing long-term deals will keep cash flowing even if the datacenter boom bursts. Micron said on Wednesday customers such as Nvidia had committed $22 billion to lock in supplies of memory chips, playing up huge growth in five-year "take-or-pay" deals that require clients to either buy its chips or hand over cash.
Zacks49d agobullish
Tech ETFs to Buy as SK Hynix Preps Massive $29 Billion Nasdaq DebutSK Hynix surges after unveiling a $29.4 billion Nasdaq listing. See three tech ETFs with top exposure ahead of its July 10 US debut.
Barrons.com49d agoneutral
What SK Hynix’s U.S. Listing in Means for the Stock and the MarketsSK Hynix will be easier for investors to buy. Will that hurt demand for South Korean funds and the DRAM ETF?
GuruFocus.com49d agobullish
SK Hynix Unveils $29 Billion US Listing as Shares Soar Over 800%Chipmaker plans ADR debut to fund AI memory expansion after a year of massive share gains.
Reuters49d agoneutral
Micron overtakes Meta, Tesla in market value amid relentless AI infrastructure demandMicron Technology edged past the market valuation of Meta Platforms and briefly Tesla's for the first time on Thursday, after the memory chipmaker's solid forecast helped extend its AI-driven ascent. The company's shares were last up 18.4% at $1,236, giving it a market capitalization of $1.398 trillion, compared with Meta's $1.392 trillion. Tesla had a market value stood of $1.4 trillion.
GuruFocus.com49d agobullish
Micron Jumps 267% as It Sees Memory Shortages Beyond 2027SK Hynix's $29.4 billion U.S. listing plan adds to AI-driven memory industry momentum.
Barrons.com49d agobullish
Micron Stock Surges After Chip Supply Shortages Send Earnings Into the StratosphereMicron Technology stock surged ahead of the open Thursday after the memory chip maker reported strong third-quarter earnings. Micron reported adjusted earnings per share of $25.11. Micron’s closely watched adjusted gross margin was 85%, again beating Wall Street’s consensus.
MT Newswires49d agoneutral
Tech Revives, Oil Dives on Asian Stock MarketsAsian stock markets largely joined the global tech rally Thursday, which was re-ignited late Wednesd
Barrons.com50d agobullish
Micron Just Saved the Tech Stocks Rally by Answering One Simple QuestionMicron stock was surging as the company delivered reassurance the memory-chip boom can last for longer than expected.