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21,830 signal articles · 518 in last 24h · 105,883 total before filter · latest 50m ago
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Bloomberg48d 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

Kevin Warsh Comments Send Shiver Down Investors’ Spines. Would He Really ‘Murder This Bull Market?’
24/7 Wall St.49d agoneutral
Kevin Warsh Comments Send Shiver Down Investors’ Spines. Would He Really ‘Murder This Bull Market?’

Federal Reserve Chair Kevin Warsh’s first post-meeting press conference rattled risk assets on Wednesday, and the loudest pushback came from a strategist who thinks the bull market remains structurally intact. On CNBC’s Closing Bell Overtime, Warren Pies, co-founder of 3Fourteen Research, argued that “Bull markets do not die of old age. They’re usually murdered by ... Kevin Warsh Comments Send Shiver Down Investors’ Spines. Would He Really ‘Murder This Bull Market?’

Floating Rate Loans Sounded Safe Until The Fed Started Cutting Rates
24/7 Wall St.49d agoneutral
Floating Rate Loans Sounded Safe Until The Fed Started Cutting Rates

The Invesco Senior Loan ETF (NYSEARCA:BKLN) sits at $20.51 with $7.1 billion in net assets, and income investors hold BKLN for one reason: a monthly distribution sourced from floating-rate loans to leveraged borrowers. Those payouts have shrunk meaningfully over the past 18 months, and the question for anyone living off this income is whether BKLN’s ... Floating Rate Loans Sounded Safe Until The Fed Started Cutting Rates

Bernstein sees something in AMD beyond Nvidia’s shadow
TheStreet49d agoneutral
Bernstein sees something in AMD beyond Nvidia’s shadow

Advanced Micro Devices (AMD)’s AI story might be getting a lot bigger in a place investors haven’t been watching closely enough. According to TheFly, Bernstein’s latest note on the AI chip giant goes beyond GPUs, where it has been trying to close the gap with Nvidia. It’s about CPUs becoming a lot ...

‘Warsh Fooled Trump’ and the Market Is Already Reacting
24/7 Wall St.49d agoneutral
‘Warsh Fooled Trump’ and the Market Is Already Reacting

Markets spend a lot of time trying to predict what central bankers will do next. Sometimes they get it right. Other times they build an entire narrative around an assumption that turns out to be wrong. That appears to be happening with Federal Reserve Chair Kevin Warsh. When President Trump nominated him to lead the ... ‘Warsh Fooled Trump’ and the Market Is Already Reacting

Bloomberg49d agobullish
Intel Shares Soar After Trump Says It Struck Apple Chip Deal

(Bloomberg) -- Intel Corp.’s stock surged more than 9% in premarket trading Thursday after US President Donald Trump said the chipmaker will work alongside Apple Inc. to design and produce semiconductors domestically.Most Read from BloombergRead the 14-Point Draft Memorandum Between the US and IranModi Warns of ‘Shortage of Trust’ Ahead of Trump MeetingTrump Blows Through His Iran Red Lines in Justifying Peace DealIran’s Deputy Foreign Minister Confirms Deal Reached With USApple Plans Camera Air

Trump says Apple to work with Intel to manufacture chips in US
Reuters49d agoneutral
Trump says Apple to work with Intel to manufacture chips in US

President Donald Trump said in a ‌Truth Social post on ‌Thursday that Apple had agreed to ​work with Intel to design and build its chips in the United States. Intel had reached a ‌preliminary deal ⁠to make some chips for Apple, following discussions ⁠that went on for more than a year, the ​Wall Street ​Journal reported ​in May.

Making Sense of the Evolving Earnings Picture
Zacks49d agoneutral
Making Sense of the Evolving Earnings Picture

Even when excluding the significant upward revisions to Energy sector estimates, aggregate Q2 earnings estimates for the remainder of the S&P 500 index would still be in positive territory since the start of April.

Nvidia supplier SK Hynix ships samples of next-generation chips to major customers
Reuters50d agoneutral
Nvidia supplier SK Hynix ships samples of next-generation chips to major customers

SK Hynix said on Thursday ‌it has shipped samples ‌of its latest high-bandwidth memory (HBM) ​chips to major customers, as the South Korean chipmaker seeks to strengthen its position ‌in the ⁠fast-growing AI semiconductor market. The next-generation 12-layer HBM4E ⁠chip reaches speeds of up to 16 gigabits per ​second per ​pin ​and offers over ‌20% better power efficiency than previous models, the company said. HBM chips are used in AI chipsets and are ‌crucial components for ​processors such as ​those ​made by Nvidia, ‌helping handle vast data ​needed ​to train AI models.