News

A Goldman strategist continues to back its KOSPI target of 12,000, saying the market underprices the duration of this earnings cycle.

The chipmaker's semiconductor solutions segment more than doubled year over year, driven by custom AI accelerator demand

Goldman Sachs' Eric Sheridan joins Yahoo Finance Executive Editor Brian Sozzi to break down the market's reaction to Alphabet’s (GOOG) latest earnings report, Google’s brain drain, and why the launch of Gemini 4 could completely flip the narrative.

The Chinese chipmaker posted net profit of 77.6 billion yuan in its first earnings report since going public in July

The memory-chip maker has ridden the AI boom to become China’s most valuable company by total market cap.

Japanese stocks rose after Nvidia’s strong quarterly results alleviated concerns about the sustainability of AI-related spending.

The FTSE 100 is tipped to nudge higher at Thursday's open, with spread betters pencilling in a gain of around 9 points. The mood music comes courtesy of an overnight rally across Asia. Markets there took heart after the US Treasury said it would "at least double" its issuance of long-term...

Applied Materials just posted record revenue and its fifth straight earnings beat, yet the stock fell anyway. Three metrics from the next few quarters will separate a temporary pullback from something more telling about the AI capex cycle.

Warby Parker (NYSE:WRBY) reported second-quarter revenue of $235.5 million, up 9.8% from a year earlier, as retail sales growth, eye exam expansion and higher average order values helped offset continued softness in customer traffic and the effects of ending its Home Try-On program. Adjusted EBITDA

Sandisk Triggers AI Chip Selloff With Weak Outlook

GRAIL Inc (GRAL) reports 26% revenue growth and 35% increase in test volumes, while navigating FDA advisory committee timeline and competitive pressures.

The central fair value estimate for Samsung Electronics has shifted from ₩239,873 to ₩471,908 per share in the latest analyst update, a sizable reset to how the stock is being framed. This change sits against a backdrop of optimism around the memory cycle, tempered by questions about high investment levels and China related risks that could affect how much exposure you might want. In the sections that follow, you will see how this evolving narrative fits together and what to watch as new...

GRAIL (NASDAQ:GRAL) reported second-quarter revenue growth driven by higher Galleri test volumes, while outlining continued efforts to secure FDA approval, expand its commercial organization and build international distribution partnerships. Revenue totaled $44.7 million in the second quarter, up 2

Sandisk could work its way back to this number post-earnings.

Netlist (OTCMKTS:NLST) reported second-quarter revenue of $109.8 million, up 163% from the second quarter of 2025, as demand for difficult-to-source DRAM products and the company’s memory product portfolio supported growth. Chief Executive Officer Chuck Hong said first-half revenue exceeded $200 mi

The South Korean tech giant's memory chip division hit all-time highs on AI server demand, while elevated component costs pushed its mobile unit into the red

South Korean stocks enjoyed a much-needed rally Thursday after a two-day rout as chip giant Samsung reported an eye-watering profit surge thanks to AI-driven demand, though the rest of Asia was mixed and oil held steep gains on fresh Middle East worries. Optimism got a boost Thursday as Samsung posted a 1,813 percent jump in second-quarter operating profit, buoyed by sustained AI-driven demand for memory chips. 

Chip Stocks Tumble as SK hynix Miss Overshadows AI Demand Strength

Well-received earnings from Unilever, Croda and GSK spurred gains on the blue-chip FTSE 100.

South Korea's Kospi fell 10% and Nasdaq-100 futures dropped more than 1% as semiconductor names slid for a fourth session

SK hynix (NASDAQ:SKHY) shares jumped 6. 2% in pre-market trading to $164.

South Korea’s economic growth slowed in the second quarter after robust first-quarter, but remained resilient as brisk chip exports offset weak private consumption and construction investment.

In recent years, ASML Holding N.V. (NASDAQ:ASML), the exclusive supplier of commercial extreme ultraviolet (EUV) and High-NA lithography machines, has found itself at the center of geopolitical, technological, and financial pressures swirling around the world. The Netherlands-based corporation enjoys a monopoly on the systems required to build fast processors. This unique position, coupled with the […]

The unwind in artificial intelligence and momentum stocks is entering its maturing stage and should not trigger prolonged market weakness, according to JP Morgan. The bank's equity strategists, led by Mislav Matejka, noted a challenging few weeks for AI-linked groups, with Korea's market down...

The move could set the stage for another round of the recent yo-yo trade, with weakness in Korean chip stocks spilling over to U.S. semiconductor names and vice versa.

The company’s second upgrade to annual guidance is a sign that companies are scrambling for its semiconductor-making tools in the race to build AI infrastructure.

SK Hynix shares fell more than 15% in Seoul on Monday, its biggest one-day decline in nearly two decades, as investors in Seoul cashed out of a scorching share price rally following its Nasdaq debut last week. The company's U.S.-listed shares dropped ‌9.2% to $152.50 in premarket trading on Monday after jumping more than 12% in its Nasdaq debut on Friday. Korean stocks extended losses after trading resumed after President Lee Jae Myung on Monday reiterated that the government would help speed up ​projects to build chip fabs in investments worth hundreds of billions of dollars, as outlined by Samsung and SK Hynix.

Investing.com -- South Korean stocks are trading at their cheapest valuations on record despite an 80% rally this year, as corporate earnings, led by AI-driven memory chip demand, have outpaced gains in share prices, according to Bloomberg.

MU's post-earnings pullback comes despite record results and strong AI memory demand, with growth guidance and analyst targets remaining upbeat.

“Gradually and then suddenly” is the way in which Mike Campbell, the wealthy but aimless character from Ernest Hemingway’s The Sun Also Rises, describes his bankruptcy. The market is changing, quietly and efficiently, heading into the start of a crucial second quarter earnings season that could either underscore the bull case for tech stocks over the back half of the year or test investor patience for long-awaited profits from the artificial intelligence boom. The which hit its latest all time high in early June, slipped into negative territory for the past month on Tuesday, led to the downside by the ongoing slump in tech stocks that have led the market for much of the past four years.