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Chip Stocks Climb as AI Rally Regains Strength
Barrons.com13d agobullish
Chip Stocks Climb as AI Rally Regains Strength

Shares of semiconductor companies are on the rise as investors return to stocks exposed to artificial intelligence after a few turbulent weeks. In Asia, shares of South Korean memory-chip maker SK Hynix closed nearly 30% higher, while Samsung Electronics gained 27%.

Bloomberg13d agoneutral
Apple Leads Phone Revenues and Prices Up, Counterpoint Says

(Bloomberg) -- Apple Inc. led a 7% increase in global smartphone revenue over the June quarter, showing how rising prices are offsetting shrinking shipments, according to Counterpoint Research.Most Read from BloombergSingapore's Gated Island for the Rich Is Marred by Decayed HomesChip Stocks Post Biggest Advance Since April 2025: Markets WrapUS Strikes Iran Again as Conflict Spreads Across Middle EastAnthropic AI Models Hacked Three Organizations During TestsMicrosoft’s $450 Billion Jump Is Bigg

Bloomberg13d agoneutral
Griffin’s Move Offers AI Reprieve as Traders Eye More Blowouts

(Bloomberg) -- Billionaire Ken Griffin’s rescue of hedge fund Situational Awareness helped trigger a relief rally in global AI stocks, leaving traders debating if the worst is over or more blowouts are on the way.Most Read from BloombergSingapore's Gated Island for the Rich Is Marred by Decayed HomesChip Stocks Post Biggest Advance Since April 2025: Markets WrapUS Strikes Iran Again as Conflict Spreads Across Middle EastAnthropic AI Models Hacked Three Organizations During TestsMicrosoft’s $450

Tech rebound fuels record-breaking rally in South Korean stocks
AFP13d agobullish
Tech rebound fuels record-breaking rally in South Korean stocks

South Korean stocks soared a record 17 percent Friday as global tech firms performed a blistering recovery from an extended sell-off, with beaten-down chip giant SK hynix rocketing more than a quarter as the AI boom roared back.Seoul's Kospi had been at the forefront of the sell-off after hitting a record high a month ago, with chipmakers SK hynix and Samsung the poster children of the rout, losing around half their value in the panic.

Bloomberg13d agoneutral
Wild Tech Stock Swings Spur Retail Traders to Cut Margin Loans

(Bloomberg) -- Retail investors have cut their margin loans in South Korea, Taiwan and mainland China, underscoring how a collapse in technology stocks in recent weeks has forced them to close out positions.Most Read from BloombergChip Stocks Post Biggest Advance Since April 2025: Markets WrapUS Strikes Iran Again as Conflict Spreads Across Middle EastBond Yields at 19-Year High Send Warsh Credibility WarningWarner Bros. Deal Collapse Would Cost the Ellisons $9.8 BillionMicrosoft’s $450 Billion

Even the DRAM Bears Are Committed to the Ride
etf.com13d agoneutral
Even the DRAM Bears Are Committed to the Ride

<p>It’s been a wild ride for investors in the <a href="https://www.etf.com/DRAM"><strong>Roundhill Memory ETF (DRAM)</strong></a> this year and it could just be getting started. Tune into the discussion from the recent <em>ETF Zoo</em> episode as the crew talks fortuitous timing and the bull vs. bear case for the fund looking ahead. </p>

South Korea’s Kospi index jumps more than 16% on a surge of chipmaking stocks
Associated Press13d agobullish
South Korea’s Kospi index jumps more than 16% on a surge of chipmaking stocks

South Korea’s Kospi index jumped more than 16% on Friday, tracking gains on Wall Street as artificial intelligence-related stocks bounced back after losses earlier this week. U.S. futures edged higher and oil prices rose. In early Asian trading, the Kospi surged at the open and ratcheted up, trading 16.5% higher at 6,515.40.

Bloomberg13d agoneutral
Amazon, Microsoft Results Show AI Spending Spree Remains Solid

(Bloomberg) -- Aggressive AI spending plans by Amazon.com Inc., Microsoft Corp. and Alphabet Inc. provided fresh evidence that demand for chips and related equipment will remain strong, offering relief to a sector that’s been battered in recent days. Most Read from BloombergChip Stocks Post Biggest Advance Since April 2025: Markets WrapUS Strikes Iran Again as Conflict Spreads Across Middle EastBond Yields at 19-Year High Send Warsh Credibility WarningWarner Bros. Deal Collapse Would Cost the El

Bloomberg13d agobullish
Korean Stocks Jump Record 14% on Renewed AI Trade Optimism

(Bloomberg) -- South Korean stocks climbed Friday, rebounding from steep losses earlier this week, as major technology firms’ spending plans refueled optimism on the artificial intelligence trade.Most Read from BloombergChip Stocks Post Biggest Advance Since April 2025: Markets WrapUS Strikes Iran Again as Conflict Spreads Across Middle EastBond Yields at 19-Year High Send Warsh Credibility WarningWarner Bros. Deal Collapse Would Cost the Ellisons $9.8 BillionMicrosoft’s $450 Billion Jump Is Big

Should Samsung’s US$200 Billion AI Chip Pact With Broadcom Reshape Action From AVGO Investors?
Simply Wall St.13d agoneutral
Should Samsung’s US$200 Billion AI Chip Pact With Broadcom Reshape Action From AVGO Investors?

Earlier this month, Samsung Electronics and Broadcom signed a long-term memorandum of understanding worth more than US$200 billion to supply high‑bandwidth memory and manufacture Broadcom’s next‑generation AI accelerators on Samsung’s advanced process technologies through 2030. This multi‑year collaboration materially strengthens Broadcom’s AI chip supply chain and capacity planning, potentially reinforcing its role at the core of large‑scale AI data‑center infrastructure. Against this...

Forkast News13d agoneutral
Samsung’s $200 Billion Broadcom Deal Is a Bid to Break TSMC’s AI Foundry Lock

Samsung Electronics is targeting a structural realignment in the AI semiconductor supply chain, positioning its foundry business as a vertically integrated alternative to TSMC’s dominance. The memorandum of understanding signed with Broadcom on July 25, 2026, at the AI Summit in San Francisco, carries an estimated value of more than $200 billion across memory and […]

Samsung’s foldable preorder surge comes with a retail catch
TheStreet13d agobullish
Samsung’s foldable preorder surge comes with a retail catch

Samsung Electronics (SSNLF) may have discovered a huge new growth market for its priciest smartphones, and it's not just in the biggest cities of India. The company said its Galaxy Z Fold8 Ultra, Galaxy Z Fold8, and Galaxy Z Flip8 received more than 271,000 pre-orders in India within 72 hours of ...