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21,086 signal articles · 526 in last 24h · 103,714 total before filter · latest 45m ago
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Bloomberg15h agobullish
SK Hynix Climbs as Investors Bet on Shareholder Return Plan

(Bloomberg) -- Shares of SK Hynix Inc. advanced, lifted by an overnight rally in US chipmakers and speculation that the Korean firm may soon unveil buybacks and other details of a broader shareholder return plan. Most Read from BloombergBeer Dynasty Families Sell €731 Million Stake in AB InBevTaco Bell Met With Michigan on Parasite Weeks Before RecallChina’s AI Blitz Creates ‘Death Zone’ for Rival US Model MakersIran Weighs Allowing Europe to Clear Mines in Strait of HormuzTrump Discusses Iran W

Bloomberg6d agobullish
Samsung’s Chip Profit Soars Over 250-Fold on AI Memory Shortages

(Bloomberg) -- Samsung Electronics Co.’s semiconductor arm reported a more than 250-fold jump in profit after AI’s reliance on memory delivered hefty margins. Most Read from BloombergStocks Fall as 30-Year Bond Yields Surge After Fed: Markets WrapWarner Bros. Deal Collapse Would Cost the Ellisons $9.8 BillionTrump Says US Will Strike Iran Hard as War Escalates AgainUS Intercepts Iran Attack on Bases, Puncturing Days of CalmApple Set to Make Big Smart Home Push With Siri AI at CenterThe unit, whi

Bloomberg6d agobullish
Senators Warn Apple Not to Buy Memory Chips From Chinese Firms

(Bloomberg) -- A bipartisan group of US senators urged Apple Inc. to abandon any efforts to buy chips from blacklisted Chinese semiconductor suppliers CXMT Corp. and Yangtze Memory Technologies Co., warning that the iPhone maker risked becoming reliant on a US adversary for crucial components.Most Read from BloombergStocks Fall as 30-Year Bond Yields Surge After Fed: Markets WrapWarner Bros. Deal Collapse Would Cost the Ellisons $9.8 BillionTrump Says US Will Strike Iran Hard as War Escalates Ag

China memory chipmaker CXMT's shares soar in a blockbuster share listing in Shanghai
Associated Press9d agobullish
China memory chipmaker CXMT's shares soar in a blockbuster share listing in Shanghai

Shares of CXMT, China's largest memory chipmaker, soared Monday after they began trading in Shanghai in mainland China’s biggest initial public stock offering in recent years. CXMT's shares surged 472% and were trading up 462% by early afternoon. It has become the most valuable company listed on a mainland Chinese exchange, with a market capitalization of about 3.3 trillion yuan (more than $487 billion).

Bloomberg9d agobullish
CXMT Can Rally More Than 1,200% on Market Share Win, Nomura Says

(Bloomberg) -- China’s memory-chip bellwether CXMT Corp. can extend its blockbuster stock market debut to rally 1,239% from its initial public offering price as it wins market share over time, according to Nomura Holdings Inc.Most Read from BloombergDeepSeek Suspends Fundraising After Viral US-China PostsSpaceX at $100 Would Imply Zero AI Value, Morgan Stanley SaysUS, Iran Extend Pause in Strikes as Oman Holds Hormuz TalksTrump Seethes as Iran War Spirals Anew With No End in SightAwakened Indian

Bloomberg13d agobullish
Intel Needs More Than Blowout Earnings as Chips Rally Falters

(Bloomberg) -- Intel Corp. is expected to report strong second-quarter earnings after the market close Thursday, but even blowout results likely won’t be enough to reverse the stock’s July slide. Most Read from BloombergRetina Chip Designed to Restore Sight to Go on Sale in EuropeHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueApple Plans Overhaul of MacBooks, iMac in Push to Meet AI DemandTrump’s 100% Generic Drug Duty Threatens US Low-Cost SupplyApple to Launch ‘Upgrade’ Device Le

Micron Has Strong Q3 Earnings and Rising Guidance. Is It a Buy?
24/7 Wall St.17d agobullish
Micron Has Strong Q3 Earnings and Rising Guidance. Is It a Buy?

Micron just posted one of the most explosive quarters in semiconductor history, yet the stock has cratered nearly 14% in a single week as three distinct threats converge on the memory giant. Whether this selloff is a gift or a warning depends entirely on which scenario plays out next.