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Stocks mostly flat with focus on US inflation
AFP2d agoneutral
Stocks mostly flat with focus on US inflation

Stock markets were little changed Monday, holding near record highs amid thin summer volumes, as investors awaited inflation data this week for more clues to the interest-rate outlook for the US economy.The AI sector that has recently underpinned the US stock market is increasingly reliant on debt to fund its massive investments, and would be penalised by higher interest rates, she added.

Teradyne (TER) Earnings Put AI Driven Fair Value Narrative To The Test
Simply Wall St.16d agoneutral
Teradyne (TER) Earnings Put AI Driven Fair Value Narrative To The Test

Why Teradyne’s Q2 2026 Earnings Matter For Investors Teradyne (TER) reports Q2 2026 results after the market close today at 4:30 p.m. US Eastern Time. Investors are focused on how AI driven demand and the Tokyo Electron partnership are shaping current performance. See our latest analysis for Teradyne. Teradyne’s share price has pulled back sharply in the past month, with a 30 day share price return of down 23.37%, even after a strong year to date share price return of 61.29%. The very large 1...

Nikkei Rises 1.3%, Led by Chip, Metals Stocks
The Wall Street Journal22d agoneutral
Nikkei Rises 1.3%, Led by Chip, Metals Stocks

0013 GMT — Japanese stocks are higher following a recovery in U.S. technology stocks overnight. Tokyo Electron is up 4.3%, SoftBank Group is 3.7% higher and JX Advanced Metals is up 4.1%. The dollar is at 163.15 yen, up from Y162.52 as of Tuesday’s Tokyo stock market close.

Tokyo Electron (TSE:8035) Could Be 10% Undervalued On Its AI Chip Demand Story
Simply Wall St.25d agoneutral
Tokyo Electron (TSE:8035) Could Be 10% Undervalued On Its AI Chip Demand Story

Recent Performance Snapshot for Tokyo Electron Stock Tokyo Electron (TSE:8035) has seen mixed share performance recently, with the stock down 8.2% over the past day and 10.7% over the past week, while remaining higher over the past 3 months. Over longer horizons, total returns for Tokyo Electron are higher for the year to date, past year, past 3 years, and past 5 years. This provides investors with more historical context alongside the recent pullback. See our latest analysis for Tokyo...

Bloomberg28d agoneutral
Nvidia’s Huang Courts Japanese Suppliers With Kanda Pork Skewers

(Bloomberg) -- On Wednesday night, Jensen Huang was in Tokyo’s central Kanda district courting the little-known Japanese suppliers that underpin the AI supply chain.Most Read from BloombergThailand Scraps Plan to End Visa-Free Entry for Indian TouristsOpenAI’s First Device Will Be Movable, Screenless Speaker Built as AI CompanionTrump Drops 20% Fee for Hormuz Cargo After Gulf PressureUS Hits Iran With Strikes, Blockade as Trump Plans Hormuz ChargeA Cocaine Bust in Spain Leads All the Way to Wall

Asian stocks rally as SK hynix breathes life back into AI trade
AFP33d agoneutral
Asian stocks rally as SK hynix breathes life back into AI trade

South Korea's Kospi led gains across most Asian markets Friday as a record-breaking US share sale by chip titan SK hynix breathed fresh life into the tech sector after weeks of selling.Seoul's Kospi jumped more than five percent at one point Friday before paring the gains, though SK hynix dipped, having added around five percent Thursday.

BofA Boosts Teradyne (TER) Price Target on Industry Growth
Insider Monkey39d agoneutral
BofA Boosts Teradyne (TER) Price Target on Industry Growth

Teradyne Inc. (NASDAQ:TER) is one of the best robotics stocks to buy. On June 23, Bank of America analyst Vivek Arya raised the price target on Teradyne Inc. (NASDAQ:TER) to $525 from $365 while maintaining a Buy rating. The update follows a revision of the firm’s semiconductor industry models, with the total addressable market forecast […]

Asian shares follow Wall Street higher, while the Japanese yen hits a 39-year low against the dollar
Associated Press44d agoneutral
Asian shares follow Wall Street higher, while the Japanese yen hits a 39-year low against the dollar

Asian shares were mostly higher on Tuesday, tracking Wall Street gains, while the Japanese yen was trading near a 40-year low against the U.S. dollar. Shares in South Korea, Japan and Taiwan rebounded from earlier losses spurred by selling of technology companies due to concerns over the sustainability of the boom in artificial intelligence. Chip equipment maker Tokyo Electron jumped 3.3%.

Does Teradyne’s (TER) Tokyo Electron Alliance Quietly Redefine Its AI Test Leadership Ambitions?
Simply Wall St.53d agoneutral
Does Teradyne’s (TER) Tokyo Electron Alliance Quietly Redefine Its AI Test Leadership Ambitions?

Earlier in June 2026, Tokyo Electron and Teradyne announced a commercially available integrated test cell that combines Teradyne’s UltraFLEXplus platform with Tokyo Electron’s Prexa SDP prober to deliver known good device screening for chiplet-based AI and data center packages across multiple points in the advanced packaging flow. This collaboration directly targets the reliability challenges of 2.5D and 3D chiplet architectures, potentially making Teradyne’s test systems more relevant to...

Bloomberg55d agoneutral
US Tells ASML It’s Concerned China May Have Top Chip Tool

(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

Japan's Nikkei Closes Above 70000 for First Time
Barrons.com56d agoneutral
Japan's Nikkei Closes Above 70000 for First Time

Japan's Nikkei Stock Average rose 1.6% to a record high of 71053.49, closing above the 70000 threshold for the first time. Electronics stocks led gains as optimism continued over the U.S.-Iran peace deal and growing demand for artificial intelligence.

Teradyne And Tokyo Electron Target AI Chiplet Test As Adoption Watchpoint
Simply Wall St.63d agoneutral
Teradyne And Tokyo Electron Target AI Chiplet Test As Adoption Watchpoint

Teradyne (NasdaqGS:TER) has introduced a new integrated test solution for AI and data center devices. The solution is being developed in collaboration with Tokyo Electron, targeting chiplet-based designs and advanced packaging. The offering is aimed at improving reliability, yield, and known good device screening for next generation semiconductor production. For investors watching AI hardware and data center build outs, Teradyne sits at a key junction in the semiconductor supply chain,...

Bloomberg64d agoneutral
Taiwan Eyes Curbs on AI Chip Sales to China to Align With US

(Bloomberg) -- Taiwan authorities are considering much stricter export controls on AI chip sales to China to further align with US measures, according to people familiar with the matter, an effort to address semiconductor smuggling that risks drawing a rebuke from Beijing. Most Read from BloombergHouse Republican Says Hegseth’s D-Day Remarks ‘Inappropriate’LA Mayor Race Flips as Socialist Beats Reality TV Star PrattTrump’s $100,000 H-1B Visa Application Fee Rejected by JudgeOpenAI Joins a Massiv

Why Is Teradyne (TER) Stock Rocketing Higher Today
StockStory65d agoneutral
Why Is Teradyne (TER) Stock Rocketing Higher Today

Shares of semiconductor testing company Teradyne (NASDAQ:TER) jumped 5.7% in the morning session after the company announced a new integrated test solution for AI and data center devices, developed in collaboration with Tokyo Electron.