High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
🔎Nvidia (NVDA): The chip maker and world’s most valuable company by market cap is set to report earnings after markets close. Shares rose before the opening bell. ↗️AMC Entertainment (AMC): Stock in the movie-theater chain with a meme-stock following soared 7% premarket after CEO Adam Aron disclosed he had purchased 250,000 more shares, posting on X that he had “enormous confidence” in the company.
FEATURE Micron Technology stock was rising early on Wednesday. Its memory-chip rival Samsung Electronics faces the growing threat of a strike. Micron shares were up 4.2% in premarket trading. Already soaring prices for memory chips could receive a further boost after talks between Samsung management and labor representatives broke down Wednesday.
The stock market looked set to snap a three-day losing streak on Wednesday, with tech helping drive the rebound. Chip makers Intel and Micron were the S&P 500's two best performers ahead of the opening bell.
The South Korean government has warned that it could invoke emergency powers to avert a strike by Samsung workers set to start tomorrow, noting the company's outsize importance for the economy. At the heart of the disagreement is a debate over how Samsung’s huge profits from the AI windfall should be shared. An 18-day strike could reduce Samsung’s operating profit by roughly 5% this year, according to Morningstar analyst Jing Jie Yu.
(Bloomberg) -- Talks between Samsung Electronics Co. and its largest labor union broke down, raising the prospect of a strike that may disrupt global chip supply and hamper an important engine of Korean economic growth.Most Read from BloombergUS Lawmakers Plan New $130 Fee for Electric Vehicle OwnersNATO Is Starting to Consider Hormuz Mission to Protect ShipsHasbro Cancels Dungeons & Dragons Game From ‘Star Wars’ VeteranUS 30-Year Yield Hits Highest Since 2007 as Selloff DeepensBillionaire Rineh
Investing.com --Micron Technology Inc (NASDAQ:MU) shares rose 3.9% in premarket trading Thursday, while SanDisk (NASDAQ:SNDK) gained 2.2%, as investors assessed the impact of a planned strike at Samsung Electronics (KS:005930).
(Bloomberg) -- For much of the year, chip stocks have been powering the market higher. Now, Nvidia Corp.’s earnings have a chance to confirm that the rally has more room to run — or add another brick to investors’ wall of worry.Most Read from BloombergUS Lawmakers Plan New $130 Fee for Electric Vehicle OwnersNATO Is Starting to Consider Hormuz Mission to Protect ShipsHasbro Cancels Dungeons & Dragons Game From ‘Star Wars’ VeteranUS 30-Year Yield Hits Highest Since 2007 as Selloff DeepensBilliona
Samsung Electronics and its workers' union resumed talks Wednesday with South Korea's labour minister mediating, after earlier talks aimed at averting a strike collapsed.But negotiations between management and the union would be mediated by the labour minister, the ministry said later on Wednesday.
Samsung Electronics' labour union plans to embark on a massive 18-day strike on Thursday after bonus payment talks with management collapsed and attention is now focused on whether the government will issue an emergency arbitration order. Some 48,000 people plan to walk off the job with significant consequences for the South Korean economy and the supply of memory chips globally, and the government flagged at the weekend that such an order is possible. A South Korean government official said on Wednesday that talk of emergency arbitration is premature and that there was still time for dialogue.
The South Korean chip maker said it couldn’t accept the union’s demands, including compensation even for unprofitable business units.
Management and union leaders at Samsung Electronics failed to reach a last-minute deal over wages Wednesday, raising prospects for a strike at the South Korean electronics giant that could rattle global semiconductor supplies and the country’s trade-dependent economy. Government officials have threatened to invoke rarely used emergency powers to force a settlement at Samsung, where the union, which represents about 74,000 workers, says the company has failed to offer adequate compensation despite its soaring profits fueled by the global boom in artificial intelligence. After the latest round of talks ended without a breakthrough on Wednesday, union leader Choi Seung-ho told reporters that unionized workers will begin an 18-day strike from Thursday.
The labour union at South Korean chip giant Samsung Electronics said Wednesday it would launch a planned strike after talks over bonus payouts collapsed.- AI boom - Samsung is a major producer of chips used in everything from artificial intelligence to consumer electronics, raising the prospect that the planned strike could cause severe disruption and losses.
Samsung Electronics' management and its labour union resumed talks on Wednesday with only one day to go before a planned major strike that threatens the health of South Korea's economy and could disrupt the global supply of semiconductors. Park said he had proposed a compromise plan, which is being reviewed by Samsung. Should management accept the proposal, it will be put to a vote by Samsung's union members as early as Wednesday.
The AI eyewear will launch this fall in several optical and sunglass styles, per the announcement made during Google’s I/O event.
The stock market fell Tuesday as yields hit new highs, but some AI leaders like Micron and Sandisk rebounded. Nvidia earnings loom.
In the battle between the two leading emerging market stock ETFs, iShares has the advantage. The iShares ETF, now trading around $78, has jumped 38% over the past year and 18% so far in 2026, while the Vanguard ETF, at about $58, has gained 22% in the past 12 months and 9% so far in 2026. The Korean market now accounts for about 20% of the iShares ETF, double its weighting of a year ago.
Dell stock received two price-target hikes after the company detailed its strategy to capitalize on the AI megatrend.
Samsung recently entered the trillion-dollar club, and another Korean AI chip stock could as well sooner than later.
Nearly 48,000 workers are threatening an 18-day walkout amid fears of global memory chip shortages
Nearly 48,000 workers are threatening an 18-day walkout amid fears of global memory chip shortages
Korean retail investors cash out savings and insurance to chase SK Hynix and Samsung, raising financial system risks.
Wedbush Securities Managing Director of Equity Research Matt Bryson joins Julie Hyman on Market Catalysts to discuss the sell-off in memory stocks after Seagate’s (STX) CEO warned the company may not be able to meet chip demand.
Micron stock has been pressured by higher bond yields but Wall Street analysts are still positive on the memory-chip company.
South Korean memory chip maker Samsung Electronics is facing its worst-ever strike, with nearly 48,000 workers threatening to walk off production lines on Thursday for 18 days over a dispute about bonus payouts. Samsung's union has asked the company to abolish a cap that limits bonuses to 50% of annual salaries and to allocate 15% of annual operating profit to a bonus pool that would be distributed to workers. It also wants Samsung to make the changes binding beyond this year.
↗️ ServiceNow (NOW): Bank of America analysts said ServiceNow would benefit from AI, and gave the stock a buy rating yesterday, sending it up 8%. The business-software company's shares are up again premarket; they were still down about a third year to date as of yesterday's close.
China's top flash memory chipmaker YMTC has begun the so-called "tutoring" process for a potential initial public offering, where a company receives formal pre-IPO guidance from an investment bank, a regulatory filing showed on Tuesday. Yangtze Memory Technologies Co (YMTC) has hired CITIC Securities, a Chinese state-owned investment bank, to guide its IPO preparation ahead of a potential stock market listing.
By Hyunjoo Jin SEOUL, May 19 (Reuters) - Samsung Electronics and its South Korean labour union began another round of government-mediated talks on Tuesday to break an impasse in negotiations over pay
Asian shares were mixed Tuesday as uncertainty about what will happen with the Iran war roiled global markets. Japan's benchmark Nikkei 225 lost 0.6% in morning trading to 60,433.79, erasing initial gains after the government reported that the economy grew for the second straight quarter in January-March, mainly due to better than expected consumer spending. Shares in Samsung Electronics slipped 3.8% and SK Hynix fell 4%, tracking losses in tech shares overnight on Wall Street.
(Bloomberg) -- Seagate Technology Holdings shares fell 6.9% Monday in its worst one-day drop in nearly two months after management comments at a JPMorgan conference sparked investor fears that the company won’t be able to keep up with soaring demand for memory chips. Most Read from BloombergUS Lawmakers Plan New $130 Fee for Electric Vehicle OwnersBillionaire Rinehart Bets $100 Million on US Defense StocksStocks and Oil Whipsaw on Mixed US-Iran Signals: Markets WrapElon Musk Loses Case Against S
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.
