Q
Quant'AbondanceL'abondance, quantifiée.

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.

24,197 signal articles · 274 in last 24h · 114,878 total before filter · latest 44m ago
274last 24h
1875last 7d
299● bullish (7d)
166● bearish (7d)
205publishers
AllMacro321Earnings929M&A99Regulatory21Product17Analyst23
✕ clear all filtersticker: SSNLFSentiment:bullishneutralbearish✓ showing all (incl. clickbait)
The ‘Insatiable’ Logic Behind Micron’s ‘Extreme’ Gains
Barrons.com79d agoneutral
The ‘Insatiable’ Logic Behind Micron’s ‘Extreme’ Gains

Memory chips are the hottest play on artificial-intelligence hardware, and Micron Technology has been among the hottest stocks in the space. It has company in SK Hynix, the South Korean memory-chip maker, whose shares have also surged. Micron stock had an incredible day on Tuesday, when it surged 19% after UBS raised its price target on the stock to $1,625 from $535, arguing long-term supply agreements justified a higher price-to-earnings ratio for the company.

AMDMUSSNLF
14 Companies Now Worth Over $1 Trillion
24/7 Wall St.79d agoneutral
14 Companies Now Worth Over $1 Trillion

It is becoming easier to get into the $1 trillion market-cap club. SK Hynix and Micron Technology now belong because of the demand for memory chips. SK Hynix’s 12-month stock price jump reached 1000%. The two joined Samsung, which was recently added to the list. The $1 trillion plus list has 14 members. (The club ... 14 Companies Now Worth Over $1 Trillion

AAPLAMZNMETAMSFTMUNVDASSNLFTSLA
Micron Stock Rises Wednesday. It’s Not the Only Memory Giant Joining the Trillion-Dollar Club.
Barrons.com79d agoneutral
Micron Stock Rises Wednesday. It’s Not the Only Memory Giant Joining the Trillion-Dollar Club.

Micron Technology was gaining again early Wednesday as it built on its surge from the previous day. Micron shares were up 5.5% at $945.04 in premarket trading. The stock rose 19% on Tuesday, fueled by a research note from UBS which raised its price target for Micron to $1,625 from $535, arguing long-term supply agreements justified a higher price-to-earnings ratio for the company.

AMDMUNVDASSNLF
Memory Chip Giant CXMT Heads for China’s Biggest IPO Since 2022
Bloomberg79d agoneutral
Memory Chip Giant CXMT Heads for China’s Biggest IPO Since 2022

(Bloomberg) -- Memory chip maker ChangXin Memory Technologies Inc. has received approval from the Shanghai Stock Exchange for an initial public offering that’s on track to be the biggest in mainland China since 2022, in a milestone for one of the key technologies of the artificial intelligence buildout. Most Read from BloombergIran’s Khamenei Says No Going Back for Middle East Rocked by WarSingapore Hands Byju's Founder His First Ever Jail TermPutin Signs Law on Use of Army to Aid Russians Detai

BIDUMUSSNLF
Asia stocks see tech gains as investors weigh US-Iran deal
AFP79d agobearish
Asia stocks see tech gains as investors weigh US-Iran deal

Asian equities were mixed on Wednesday with gains driven by soaring tech stocks and guarded optimism the United States and Iran will reach a peace deal."There remains an air of cautious optimism in markets that an MoU between the US and Iran will be signed and detailed throughout the week, although the central expectation and broad positive sentiment has been dented by the recent US defence strikes and Iran stating these measures breach the agreement," said Chris Weston, head of research at Pepp

MUSSNLFTSM^GSPC
SK Hynix Becomes Latest $1 Trillion Company
The Wall Street Journal79d agoneutral
SK Hynix Becomes Latest $1 Trillion Company

Memory-chip maker SK Hynix is the latest company to ride the AI chip boom into the elite $1 trillion market-cap club. Shares in the company—the world’s second-largest memory-chip maker—have more than tripled this year.

SSNLF
Samsung workers approve pay deal, shares surge
Reuters Videos79d agobullishVIDEO
Samsung workers approve pay deal, shares surge

<body><p>STORY: :: Archive</p><p>Unionized workers at Samsung Electronics have approved a highly contentious bonus pay deal, averting a massive 18-day strike.</p><p>Two unions for the world's largest memory chip maker said Wednesday that 74% of over 62,000 workers who cast their votes had backed the deal.</p><p>Shares in Samsung surged around 7% in morning trade following the news.&nbsp;</p><p>The government-mediated agreement brought relief across South Korea as Samsung accounts for roughly a quarter of the country's exports.</p><p>But the agreement also exacerbates deep disparities in fortunes among workers at the conglomerate.</p><p>:: Archive</p><p>It mainly benefits staff in the memory chip division, which has seen profits soar due to the colossal investments globally in AI.</p><p>Some of those workers are set to receive bonuses of around $416,000 this year.</p><p>Workers in Samsung's other chip units will receive less but still substantial bonuses, while employees in its consumer electronics divisions are set to receive very little by comparison.</p></body>

SSNLF
Analysis-Samsung pay deal marks seismic change for South Korea, emboldening unions
Reuters79d agoneutral
Analysis-Samsung pay deal marks seismic change for South Korea, emboldening unions

The deal Samsung Electronics struck with its union averts a massive strike and gives its memory chip workers eye-popping bonuses. It also opens a Pandora's box for companies in South Korea - a country known for militant wage-bargaining. Unionised Samsung workers voted in favour of the government-mediated pact on Wednesday, marking the first big win for a Samsung union. ‌More significantly, it is only the second time that a major South Korean company has agreed in writing to reward workers with a fixed percentage of operating profit.

SSNLF
Value of South Korean chip giant SK hynix tops $1 tn
AFP79d agoneutral
Value of South Korean chip giant SK hynix tops $1 tn

The market value of South Korean memory chip maker SK hynix soared past $1 trillion on Wednesday thanks to frenzied global demand for the computing hardware that powers artificial intelligence tools.Shares in SK hynix, which supplies Silicon Valley's AI chip titan Nvidia with advanced high-bandwidth memory, were up more than 11 percent in early afternoon trade.

NVDASSNLFTSM
Samsung workers approve pay deal, shares surge
Reuters79d agobullish
Samsung workers approve pay deal, shares surge

Unionised workers at Samsung Electronics have approved a highly contentious bonus pay deal - one that averts a massive 18-day strike but ‌also exacerbates deep disparities in fortunes among workers at the tech conglomerate. Two unions ‌for the world's largest memory chip maker said on Wednesday that 74% of the 62,616 workers who cast their ​votes had backed the deal. Shares in Samsung surged 6%, also helped by investor frenzy over the AI boom that has driven chip sector shares higher.

SSNLF
SK Hynix joins $1 trillion club after Samsung, Micron on AI chip boom
Reuters79d agoneutral
SK Hynix joins $1 trillion club after Samsung, Micron on AI chip boom

SK Hynix topped $1 trillion in market value for the first time on Wednesday, joining its memory chip rivals Samsung Electronics and Micron Technology in reaching the milestone on an AI-driven rally. Shares of SK Hynix closed ‌the session up 9.3%, after rising as much as 14.9% during the session to take the South Korean chipmaker's market value to a record ‌1,680 trillion won ($1.12 trillion) and propel the country's benchmark KOSPI index to a record high. Domestic rival Samsung surpassed $1 trillion in market value for the first time on May 6, while U.S.-listed Micron did ​so on Tuesday.

SSNLF
Samsung workers wrap up vote on massive AI bonus deal
AFP80d agoneutral
Samsung workers wrap up vote on massive AI bonus deal

Samsung Electronics' labour union is expected to announce Wednesday whether chip workers voted to ratify a wage deal that would deliver massive AI-linked bonuses and helped avert a major strike.An electronic vote among about 70,000 unionised employees began Friday and runs until 10:00 am (0100 GMT) on Wednesday, with results expected shortly afterwards.

SSNLF
Micron joins $1 trillion club as AI race powers memory chip boom
Reuters Videos80d agoneutralVIDEO
Micron joins $1 trillion club as AI race powers memory chip boom

<body><p>STORY: :: Micron</p><p>Micron Technology topped $1 trillion in market value for the first time on Tuesday...</p><p>crowning a dizzying rally that has cemented the largest U.S. memory chipmaker as one of the standout winners of the AI boom.</p><p>Micron's shares rose more than 18% on Tuesday, pushing the stock to a record high after brokerage firm UBS more than tripled its price target on the stock to over $1,600.</p><p>The milestone underscores the central role of memory chips - used to store and move data - in AI infrastructure...</p><p>and reflects a broadening of the AI trade beyond chipmakers like Nvidia whose processors train and run AI models.</p><p>Micron's ascent also gives the U.S. a strong contender in a memory-chip race that has largely been led by Asia so far.</p><p>South Korea's Samsung Electronics, the world's top memory chipmaker, has already hit the $1 trillion milestone, while the country's SK Hynix is also closing in.</p><p>Chip stocks in general continued their surge on Tuesday, with Marvell Technology rising more than 10% in morning trading, while Qualcomm added as much as 8%. Shares of Broadcom and Intel were also higher.</p><p>All helped push the Philadelphia Semiconductor index up nearly 6% to an all-time high.</p></body>

MUNVDASSNLF