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July 16 (Reuters) - U.S. stock index futures were subdued on Thursday as investors paused after a two-day rally, while chip stocks remained under pressure ahead of fresh economic reports and another
China's ChangXin Memory Technologies (CXMT) expects to raise at least $8.6 billion in an initial public offering (IPO) on Shanghai's STAR Market in what would be Asia's largest share sale so far this year. CXMT is China's leading manufacturer of dynamic random-access memory (DRAM) chips, ...
Investing.com -- Taiwan Semiconductor Manufacturing (NYSE:TSM) reported a 77% year-on-year surge in Q2 2026 net profit to a record T$706.6 billion ($21.99 billion) on Thursday, blowing past Wall Street's EPS estimate of $3.80 with a print of $4.31, yet the stock was indicated about 4% lower in premarket trading as investors weighed a sharply expanded capital spending plan against near-term margin pressure.
While we are still in the opening stages of the Q2 reporting cycle, the early results strongly reinforce the robust corporate earnings trend we've been seeing, with the big banks starting off the Q2 earnings season with remarkable momentum.
Dell, Sandisk and Micron led an AI sell-off, masked by megacaps such as Apple. SpaceX undercut its IPO price. Taiwan Semi, GE Aerospace earnings are due.
FINANCE U.S. stocks edged higher Wednesday as gains in megacap technology names offset weakness in chip stocks. PayPal surged on reports of a takeover offer and another round of strong bank earnings kept Wall Street in an upbeat mood.
A spectacular run for chip makers, server suppliers, and memory and storage names seems to have investors on edge.
Anthropic is looking to kick off meetings for its blockbuster initial public offering in the coming weeks, according to a Bloomberg report. The move could help put the AI chatbot maker's IPO firmly ahead of rival OpenAI's. The banks leading Anthropic's much-anticipated IPO are setting up meetings for the company with investors, according to the Bloomberg report, which cites unnamed sources.
Memory stocks plunged on Wednesday along with shares of other hardware providers for AI data centers.
(Bloomberg) -- Chinese hedge funds that made hefty gains on artificial intelligence-linked stocks this year are starting to dial back their exposure, telling investors they are on high alert for signs the rally is becoming unsustainable. Most Read from BloombergThailand Scraps Plan to End Visa-Free Entry for Indian TouristsUS Hits Iran With Strikes, Blockade as Trump Plans Hormuz ChargeTrump Drops 20% Fee for Hormuz Cargo After Gulf PressureOpenAI’s First Device Will Be Movable, Screenless Speak
ASML, the world's biggest supplier of equipment used to manufacture computer chips, on Wednesday reported better-than-expected second-quarter revenue and profit, as demand from makers of artificial intelligence chips offset uncertainty over sales to China. Revenue for the three months ended June 30 was 9.33 billion euros ($10.90 billion), compared with the 8.80 billion euros expected by analysts, according to LSEG median estimates. Net income was 2.92 billion euros, compared with the 2.62 billion euros expected, according to LSEG data.
AI cloud computing company CoreWeave is exploring the use of financial derivatives as a potential hedge against a future drop in memory and storage chip prices, according to a person familiar with the matter. To lock in supply amid soaring demand, thanks to a surge in AI infrastructure construction, cloud operators including CoreWeave have signed long-term agreements with memory and storage makers such as Micron and SanDisk. But the arrangement cuts both ways: it protects chipmakers from a downturn, but leaves cloud companies like CoreWeave exposed if prices fall and they are stuck paying well above the going rate.
Micron Technology (MU) just took a financial stake in a wafer supplier that most investors have never heard of. On paper, it reads like a routine line item inside a much larger spending announcement. Wedbush Securities says it’s something else: an early signal that the AI memory boom is about to ...
ASML stock has surged this year and Wall Street thinks it could raise its sales guidance when it reports earnings Wednesday.
FEATURE The artificial-intelligence trade appeared to be reignited Tuesday as investors digested a slew of bank earnings reports ahead of the consumer-price index inflation report for June. International Business Machines sank 23% after the company’s preliminary second-quarter adjusted earnings and revenue missed analysts’ targets.
ASML, the biggest supplier of equipment used to manufacture AI chips, reports quarterly earnings on Wednesday looking to justify its chunky valuation and demonstrate how it will contend with U.S. moves to block exports to China. Clouding the outlook, however, is a proposed U.S. law requiring U.S. allies to align with export controls to curb China's ability to make advanced chips, with ASML named in the legislation. The company has denied selling its most advanced EUV tools to China, which is forecast to account for up to 20% of ASML's sales this year through legal purchases of less-advanced DUV tools to make chips for automotive, industrial and electronic products.
Walser Wealth Management Chief Investment Officer Rebecca Walser joins Market Domination Overtime to discuss what investors can expect from the upcoming earnings season.
The AI boom isn't just fueling the memory trade. The not-so-flashy analogy chip space is also seeing a boost.
Investing.com - U.S. stock futures were mixed on Monday as investors monitored a sharp selloff across the global memory-chip sector and assessed developments in the biotechnology space.
Michael Burry has been posting "The end is nigh" on his Substack. He quoted the Joker from Tim Burton's Batman: "Dancing with the devil in the pale moonlight." He called AI enthusiasm "mass addiction" and predicted it "may die a death by a thousand cuts." He shorted Micron at $1,051.87 on July 1 ...
SK Hynix’s historic U.S. trading debut helped investors regain their appetite for the AI trade. American depositary receipts of SK Hynix soared 13% Friday as the South Korean chip maker pulled off a $26.
SK Hynix’s historic U.S. trading debut helped investors regain their appetite for the AI trade. American depositary receipts of SK Hynix soared 13% Friday as the South Korean chip maker pulled off a $26.5 billion U.S. share sale, the largest by a foreign company in history. SK Hynix’s offering capped a volatile week for the market.
Here’s how memory-chip maker SK Hynix compares with peers after its first U.S. trading day. 2026 Debuts, day 1 performance Cerebras Systems: 68% Innio: 23% SpaceX: 19% Madison Air: 18% 🎯 SK Hynix: 13%.
John Coogan spent Wednesday’s TBPN segment arguing that the largest AI hardware IPO no US retail investor can buy yet might also be the cheapest name in the entire complex. SK Hynix, the South Korean memory giant, is preparing what could be a $28 billion NASDAQ listing, potentially ranking among the largest ever New York ... A $28 Billion AI IPO Trading at Just 7x Earnings: Too Cheap or Too Cyclical to Trust?
Micron Technology Inc. (MU) said it will raise its planned U.S. investment to more than $250 billion through 2035, according to a Seeking Alpha report on the company’s Thursday, July 9, announcement. That figure is $50 billion more than the roughly $200 billion the company committed to just over a ...
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