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Apple Hammers The Competition
24/7 Wall St.94d agoneutral
Apple Hammers The Competition

The gold standard of smartphone industry research is CounterPoint. It recently released its report on global first-quarter sales. One point is that the top 10 brands accounted for 25% of the market. The real headline should have been the extent to which Apple (NASDAQ: AAPL) controls the market. Counterpoint’s Global Handset Model Sales Tracker showed ... Apple Hammers The Competition

Intel Rips 14% Higher: Apple Foundry Reports Crush Bears in Massive Short Squeeze
24/7 Wall St.94d agoneutral
Intel Rips 14% Higher: Apple Foundry Reports Crush Bears in Massive Short Squeeze

Shares of Intel (NASDAQ:INTC) are catapulting 14% in Tuesday morning trading, changing hands near $109.60 after Bloomberg reported that Apple (NASDAQ:AAPL) is exploring Intel’s foundry services for future U.S. chip production. The move extends a stunning run. Intel stock is up 118% over the past month and up roughly 197% year to date (YTD), breaking ... Intel Rips 14% Higher: Apple Foundry Reports Crush Bears in Massive Short Squeeze

S&P 500 Rises on Big Tech Bump, Corporate Profits and Oil Price Relief
24/7 Wall St.94d agoneutral
S&P 500 Rises on Big Tech Bump, Corporate Profits and Oil Price Relief

The S&P 500 (^GSPC) heads into Tuesday with momentum after a powerful rebound last month in which the broader markets advanced 9%. A pullback in crude oil and first-quarter earnings beats are driving today’s gains as the markets embrace a reprieve in the Mideast escalation. The S&P 500 (^GSPC) is capturing those tailwinds for gains ... S&P 500 Rises on Big Tech Bump, Corporate Profits and Oil Price Relief

Stocks to Watch: Palantir, HSBC, Intel, AMD
The Wall Street Journal94d agoneutral
Stocks to Watch: Palantir, HSBC, Intel, AMD

↘️ Palantir Technologies (PLTR): The data-analytics company’s stock slid more than 3% in premarket trading even though it posted record quarterly revenue and profit late on Monday. ↗️ Pinterest (PINS): Shares of the image-sharing company rallied 16% ahead of the opening bell after it posted double-digit sales growth and bullish second-quarter guidance.

These Stocks Are Today’s Movers: Palantir, Intel, AMD, ON Semi, Pinterest, Duolingo, and More
Barrons.com94d agoneutral
These Stocks Are Today’s Movers: Palantir, Intel, AMD, ON Semi, Pinterest, Duolingo, and More

Stock futures were rising Tuesday as investors shrugged off a flare-up of tensions in the Middle East. Palantir Technologies slid 3.3% even as the data-wrangling software developer’s first-quarter earnings topped Wall Street’s expectations on all key metrics. Because it trades at such a lofty valuation, with the stock fetching 97 times expected earnings per share for the next 12 months, Palantir gets judged not on whether it beats expectations but how much it beats estimates.

Samsung Electronics' board chairman urges union to resolve pay disputes
Reuters94d agoneutral
Samsung Electronics' board chairman urges union to resolve pay disputes

The board chairman of Samsung Electronics has ‌urged unionised workers to resolve ‌pay disputes with management, warning that a ​planned strike could hurt investors and employees and have "serious consequences" for the Korean economy. In an internal memo ‌to employees ⁠on Tuesday, Shin Je-yoon said he was "worried about losing market leadership ⁠amid fleeing customers and falling competitiveness" if strikes disrupted deliveries and ​production, according ​to a ​Samsung statement. Such disruption ‌at the chipmaker, South Korea's largest company by revenue, could trigger capital outflows, a drop in national tax revenue, and a weakening of ‌the won currency, ​he said.

Apple holds talks with Intel, Samsung for US chipmaking, Bloomberg News reports
Reuters94d agoneutral
Apple holds talks with Intel, Samsung for US chipmaking, Bloomberg News reports

Apple has held exploratory discussions about using Intel and Samsung Electronics to produce ‌the main processors for its devices, Bloomberg ‌News reported on Monday, citing people familiar with the deliberations. Apple executives ​have made visits to a Samsung plant under development in Texas and, separately, also held preliminary talks with Intel about enlisting the company's chipmaking services, Bloomberg reported. While ‌the move would ⁠offer Apple a secondary option beyond its longtime partner Taiwan Semiconductor Manufacturing Co, the ⁠iPhone-maker is also concerned about using non-TSMC technology, the report said, citing worries about reliability and scale.

Apple Explores Using Intel and Samsung to Build Main Device Chips in the US
Bloomberg94d agoneutral
Apple Explores Using Intel and Samsung to Build Main Device Chips in the US

(Bloomberg) -- Apple Inc. has held exploratory discussions about using Intel Corp. and Samsung Electronics Co. to produce the main processors for its devices in the US, a move that would offer a secondary option beyond longtime partner Taiwan Semiconductor Manufacturing Co.Most Read from BloombergUS Has Opened a Passage Through Hormuz, Central Command SaysChina’s Unprecedented Defiance of US Sanctions Triggers ShowdownUS and Iran Trade Fire in Gulf, Jolting Four-Week-Old TruceFormer NYC Mayor Gi

Micron Jumps 7%: Is the Memory Maker Now a Structural AI Winner?
24/7 Wall St.95d agobullish
Micron Jumps 7%: Is the Memory Maker Now a Structural AI Winner?

Shares of Micron Technology (NASDAQ:MU) are up 7% in Monday morning trading, changing hands at around $579 after closing Friday at $542.21. The move extends a parabolic run that has Micron stock up 103% year to date (YTD) in 2026 and up a staggering 618% over the past year. The session’s push has reignited a ... Micron Jumps 7%: Is the Memory Maker Now a Structural AI Winner?

Alibaba and TSMC Stocks Jump. Three Reasons Asia’s AI Rally Got Another Boost.
Barrons.com95d agobullish
Alibaba and TSMC Stocks Jump. Three Reasons Asia’s AI Rally Got Another Boost.

In South Korea, fellow chip makers SK Hynix and Samsung Electronics rose 13% and 5.4%, respectively, helping propel the benchmark index to another record high. Many major Asian indexes were closed on Friday for the May Day holiday, meaning investors were playing catch-up—and opted to double down on some of the chip makers and Big Tech names benefiting from the AI boom when they returned. President Donald Trump on Sunday laid out a plan to escort commercial vessels through the waterway, although tensions escalated after Asian markets closed on Monday when Iranian state media reported that two missiles had hit a U.S. frigate.

AI Chipmakers in Korea, Taiwan Drive Asian Stocks to Record
Bloomberg95d agoneutral
AI Chipmakers in Korea, Taiwan Drive Asian Stocks to Record

(Bloomberg) -- A rally in shares tied to artificial intelligence helped Asia’s stock benchmark wipe out losses sparked by the Iran war and climb back to an all-time high.Most Read from BloombergBeijing Tells China Firms to Ignore US Sanctions on RefinersSupertanker Appears to Have Crossed the Strait of HormuzWorld’s Largest Container Carrier Plans Route Avoiding HormuzFormer NYC Mayor Giuliani in Critical Condition, Trump SaysPhilippines Says Thousands Evacuated as Mayon Volcano EruptsThe MSCI A

SK Hynix shares rally 12% after US tech firms signal strong spending on AI data centers
Reuters95d agobullish
SK Hynix shares rally 12% after US tech firms signal strong spending on AI data centers

Shares of ‌SK Hynix extended ‌gains to 12% on ​Monday, driven by foreign buying, after big U.S. tech ‌firms ⁠last week reported robust earnings ⁠and reaffirmed their investment plans ​for artificial ​intelligence ​data centers. SK ‌Hynix outperformed bigger rival Samsung Electronics, which has been weighed down by ‌the risk ​of a ​potential ​strike by ‌unionised workers demanding ​a ​bigger share of the company's ​AI-driven ‌profits.