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Tech stocks rose to start the holiday-shortened week as investors looked to the latest mega IPOs and continued to assess what Nvidia's latest earnings mean for the artificial intelligence trade.
A Samsung Electronics union representing the conglomerate's consumer electronics workers said on Tuesday it has asked a South Korean court to block a vote on a pay deal that primarily benefits their colleagues in the company's chip divisions. The government-mediated agreement reached last week, which averted an 18-day strike by 48,000 workers, provides huge bonuses for workers in Samsung's memory chip division, which has seen profits soar amid the AI boom. Voting by unionised workers began on Friday and is due to conclude on Wednesday morning.
By Heekyong Yang and Heejin Kim SEOUL, May 26 (Reuters) - A Samsung Electronics union representing the conglomerate's consumer electronics workers said on Tuesday it has asked a South Korean court to
By Heekyong Yang and Heejin Kim SEOUL, May 26 (Reuters) - A Samsung Electronics' union representing the conglomerate's consumer electronics workers said on Tuesday it has asked a South Korean court to
Artificial intelligence is turning the semiconductor industry upside down. For years, memory chips were treated like a commodity business — boom during shortages, bust during gluts, rinse and repeat. But AI may be rewriting the rules. Training large language models and powering hyperscale data centers requires staggering amounts of high-bandwidth memory, or HBM, and suddenly ... The Fastest-Growing ETF in History Is Riding the Supercharged AI Memory Boom
(Bloomberg) -- Huawei Technologies Co. said it has come up with a new pathway to shorten its gap with industry leader Taiwan Semiconductor Manufacturing Co., potentially achieving a breakthrough in making advanced semiconductors without cutting-edge equipment.Most Read from BloombergNvidia CEO Urges Super Micro to Tighten Up on ComplianceTrump Doctor Visit Renews Health Scrutiny as 80th Birthday NearsTrump Says He’ll Announce Negotiated Deal With Iran ShortlyRubio Sees Good News Coming on Hormuz
Alphabet and Samsung's entry into smart glasses signals a hardware supercycle, challenging Meta's early market lead with EssilorLuxottica.
Alphabet (NasdaqGS:GOOGL) officially launched Android XR powered AI smart glasses at Google I/O 2026, positioning Google more directly in the smart glasses market against Meta and Apple. Google expanded global wearables partnerships, including collaborations with Samsung, Gentle Monster, and Warby Parker, to broaden distribution and design options for its AI glasses. The company cut Gemini enterprise AI pricing by 20% to drive wider adoption, alongside reported 40% growth in enterprise usage...
Investing.com -- South Korea is set to launch its first single-stock leveraged exchange-traded funds this week, offering investors products linked to semiconductor giants Samsung Electronics and SK Hynix that aim to deliver twice the daily performance of the underlying shares, Bloomberg reported on Sunday.
Alphabet Inc. subsidiary Google unveiled its Android XR-powered AI glasses at the Google I/O 2026 conference, signaling a broader push into the fast-growing smart glasses market currently dominated by Meta Platforms Inc.. Google's AI Glasses Challenge Meta's Market Lead The...
Air Products and Chemicals (NYSE:APD) secured a substantial contract to supply specialty gases for Samsung's next generation semiconductor fab in South Korea. The agreement includes building new production facilities dedicated to supporting Samsung's advanced chip manufacturing operations. This contract expands APD's role in the global semiconductor supply chain, tied to high specification materials and long term industrial infrastructure. For investors, this contract connects APD's core...
The AI boom was supposed to slow down by now. At least that was the theory. Data centers are straining electric grids, utilities are warning about power shortages, copper supplies are tightening, and semiconductor packaging capacity remains constrained. Yet demand for AI infrastructure keeps accelerating anyway. That’s because the AI race has shifted from experimentation ... What CEO Sanjay Mehrota Just Said Shows Why Micron Is About to Become a $1,000 Stock
Micron Technology, Inc. (NASDAQ:MU) is among the most traded US stocks so far in 2026. On May 18, Citi lifted the price target on Micron Technology, Inc. (NASDAQ:MU) to $840 from $425 and maintained a Buy rating. The firm believes that the company is raising DRAM prices 40% in calendar Q2, after competitor Samsung’s whopping […]
A number of stocks jumped in the afternoon session after AI chip leader Nvidia reported record sales and income, driven by what its CEO described as 'parabolic' demand for AI infrastructure.
A number of stocks jumped in the afternoon session after AI chip leader Nvidia reported record sales and income, driven by what its CEO described as 'parabolic' demand for AI infrastructure.
Shares of memory chips maker Micron (NASDAQ:MU) jumped 2.3% in the afternoon session after AI chip leader Nvidia reported record sales and income, driven by what its CEO described as 'parabolic' demand for AI infrastructure.
On May 18, Micron's stock fell nearly 6%. On the same morning, three major Wall Street firms turned more bullish on the stock simultaneously. That kind of split between the tape and the research desk does not happen often. Understanding why Citi nearly doubled its price target on a stock that just ...
Samsung Electronics (KOSE:A005930) has introduced the Galaxy Book6 Enterprise Edition, its first laptop built specifically for corporate and institutional customers. The device targets security focused organizations with hardware level protections, biometric authentication, and enterprise management tools. The launch also brings Galaxy AI capabilities to business PCs, tying the laptop more closely to Samsung's broader Galaxy ecosystem. For investors tracking KOSE:A005930, this move adds a...
Oracle and Samsung Electronics have expanded their partnership to standardize semiconductor software development on Oracle Java SE Universal Subscription. Samsung plans to use Oracle Java globally across its semiconductor operations to unify application development and address security and compliance needs. The agreement deepens Oracle's role in supporting software for sensitive, high value semiconductor engineering. For investors watching NYSE:ORCL, this new agreement with a leading global...
Texas Instruments Incorporated (NASDAQ:TXN) is included among the 10 High Quality Stocks to Buy According to Hedge Funds. On May 19, Mizuho raised its price recommendation on Texas Instruments Incorporated (NASDAQ:TXN) to $300 from $255. It reiterated a Neutral rating on the shares. The firm increased price targets across the semiconductor sector after reviewing the […]
Shares of Kioxia catapulted in its home market of Japan this year.
Micron stock has bounced back from lows of below $660 earlier this week amid questions over memory-chip supply.
<body><p>STORY: From SpaceX's blockbuster IPO to Samsung's shares surging after a pay dispute... </p><p>This is the Week in Numbers.</p><p>:: The Week in Numbers</p><p>:: $1 trillion</p><p>Over $1 trillion is the value Elon Musk's SpaceX could reach in its stock market listing.</p><p>That would immediately make it one of the world’s most valuable publicly traded firms.</p><p>Musk has grown SpaceX into the world's largest rocket business by launching thousands of Starlink internet satellites.</p><p>And pioneering reusable rockets.</p><p>SpaceX is aiming to make its market debut as early as mid-June, with a roadshow for investors due to start around a week earlier.</p><p>:: $67 billion</p><p>$67 billion is the value of a deal for NextEra Energy to buy Dominion Energy in an all-stock transaction. </p><p>The two powerhouse utility companies are merging as the AI boom fuels data center demand.</p><p> The deal is one of the biggest in the U.S. power industry, and will create the world's largest regulated electric utility company by market value. </p><p>:: $91 billion</p><p>$91 billion is how much Nvidia expects to make in second quarter sales. </p><p>The world's most valuable company forecast revenue for the quarter above Wall Street expectations.</p><p>And assured investors that new customers would let it maintain blockbuster rates of growth. </p><p> For the first quarter, Nvidia reported revenue of $81.6 billion, also beating forecasts.</p><p>:: 34% </p><p>34% was how much registrations of new EVs in Europe grew by year-on-year in April</p><p>This shift was triggered by an upsurge in international oil prices to well above $100 a barrel. </p><p>During past spikes in fuel prices, consumers also switched to more fuel-efficient cars - but then switched back. </p><p>But, as several European car brands reported a hike in EV orders since the war began, Europe’s senior auto correspondent Nick Carey said this time could be different</p><p>"In markets where EV penetration has already reached a high level, and where charging infrastructure is already quite mature, this is seen as a seismic shift where people are unlikely to go back."</p><p>:: 8%</p><p>8% was how much Samsung Electronic shares surged by after it clinched a deal with its South Korean union...</p><p>to avert an 18-day strike by some 48,000 workers.</p><p>The agreement sparked relief, as a strike could inflict significant damage on the economy and dent global chip supply.</p><p>In terms of the deal, one union source says a memory chip worker with a base salary of about $53,000, is expected to receive a bonus of around $416,000.</p></body>
(Bloomberg) -- Samsung Electronics Co. staved off a potentially catastrophic strike this week, reaching a tentative deal with leaders of its largest union at the last minute to share more profits from the AI boom. But inside the $1.1 trillion technology behemoth, not everyone is happy.Most Read from BloombergBungie Plans Layoffs After Ending ‘Destiny 2’ DevelopmentSpot the Difference: Putin Gets Trump Treatment From Xi in ChinaIran Says the US’s Latest Proposal Has ‘Narrowed the Gaps’Iran in Tal
Samsung Electronics workers have announced a planned strike involving around 48,000 employees. The action targets Samsung's semiconductor operations, a key source of global NAND flash output. Any extended disruption could affect supply conditions for NAND suppliers, including NasdaqGS:SNDK. For NasdaqGS:SNDK, NAND flash sits at the core of its storage products for data centers, consumer devices, and enterprise customers. The planned Samsung strike comes at a time when AI build outs are...
(Bloomberg) -- After several years flying high as Asia’s best Nvidia Corp. proxy, Taiwan Semiconductor Manufacturing Co. is increasingly vying with other artificial intelligence stocks for investor attention.Most Read from BloombergBungie Plans Layoffs After Ending ‘Destiny 2’ DevelopmentSpot the Difference: Putin Gets Trump Treatment From Xi in ChinaIran Says the US’s Latest Proposal Has ‘Narrowed the Gaps’Iran in Talks With Oman Over Permanent Hormuz Toll SystemModi’s Toffee Gift to Meloni Ign
Samsung labour union members will begin voting Friday on a tentative wage deal that averted what would have been a major strike at the South Korean chip giant this week.Around 70,000 members are expected to be eligible to vote, and the agreement will be "automatically ratified" if more than half cast ballots and a majority of those voting approve it, according to the union's lawyer.
From a grotesque 230% valuation gap to a ticking energy crisis, this unstoppable market is more fragile than it looks.
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