News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Asian chip stocks sold off today, pushing South Korea’s Kospi index 10% lower and Japan’s Nikkei 4% in the red. That followed a tough session for U.S. chipmakers that looks set to extend to today, with Intel, Micron and others sliding premarket.
Trump stood before autoworkers at a GM proving ground and promised his tariffs had revived American manufacturing, but Michigan employment data from the same period tells a sharply different story about who is actually paying the price.
July 28 (Reuters) - Nasdaq futures fell on Tuesday, mirroring a cautious mood across global markets toward AI chip stocks on concerns about hefty corporate spending and rising Chinese competition,
Retail sentiment remains ‘bearish’ on SPY and deteriorated to ‘extremely bearish’ on QQQ, amid growing anxiety around technology stocks.
Can Chipotle return to meaningful growth?
The loss ran through the accounting. The payout runs on cash.
The company's second quarter was mixed, with a beat on revenue but a wide miss on profitability.
Nvidia has signed leases worth up to $50 billion for a data center in Texas that Hut 8 is building, the Financial Times reported on Tuesday, citing five people familiar with the deal. Reuters could not immediately verify the report. (Reporting by Gnaneshwar Rajan in Bengaluru; Editing by Sonia Cheema)
The report couldn't be more timely.
SINGAPORE, July 28 (Reuters) - Asian markets fell on Tuesday led by chipmakers on unease about the massive funding demands of the AI boom, while a slide in oil prices did relatively little to lift
(Bloomberg) -- Silicon Valley leaders, including Anthropic PBC Chief Executive Officer Dario Amodei and Nvidia Corp. CEO Jensen Huang, are warning against a broad government crackdown on open-weight artificial intelligence systems as a response to a breakthrough Chinese AI model that’s challenged US leadership in the technology.Most Read from BloombergNvidia’s $750 Billion in Deals Reignite Circular AI FearsDeepSeek Suspends Fundraising After Viral US-China PostsS&P 500 Wobbles as AI Angst Offse
The artificial intelligence (AI) buildout has entered a new phase. Companies are no longer just buying chips in bulk. They now hunt land, power, and financing on a scale the tech industry rarely attempts. Nvidia (NVDA) sits at the center of that shift, and its next move could reshape how AI ...
South Korean chip stocks slumped on Tuesday, with Samsung Electronics and SK Hynix falling as much as 9.5% and 10.9%, respectively, as investors dumped AI-related bets amid mounting concerns over financing risks tied to AI infrastructure spending and intensifying competition from China. SK Hynix's U.S.-listed shares had already slumped overnight, closing at $143.02, below their initial public offering price of $149. The benchmark KOSPI was trading down 7.3% as of 0032 GMT.
Institutions and investors mostly don't expect any change in interest rates, but that's not really the important thing.
Amkor Technology (NASDAQ:AMKR) reported record second-quarter revenue of $1.9 billion, up 13% sequentially and 26% from a year earlier, as growth in computing and automotive and industrial markets helped the semiconductor packaging and test company exceed the high end of its guidance. Chief Executi
Shares of SpaceX have cratered by 50% from their all-time high.
The Department of Veterans Affairs just handed the software giant a $1.6 billion vote of confidence in its AI agents.
Qualcomm (NASDAQ:QCOM) heads into Wednesday’s Q3 earnings report on July 29 at just 15x forward earnings, despite returning billions of dollars to shareholders and expanding beyond smartphones. Qualcomm also offers investors a dividend yield above 2% alongside exposure to growing automotive, IoT, and hyperscaler chip businesses. Qualcomm’s 15x Forward P/E Leaves Room for Upside QCOM trades ... Is Qualcomm Stock a Buy Ahead of July 29 Q3 Earnings?
Caterpillar has quietly become one of Wall Street's most unexpected AI infrastructure plays, but a 10% pullback from all-time highs and mounting tariff costs raise a critical question about whether the bull case still holds.
This falling ticker seems ripe for a bullish reversal, but things are still complicated for this recently IPO'd company's shares.
The social media company may also become a cloud computing provider.
ASML stock tumbled on Monday on a report of competition emerging in China. It was among the biggest losers on the Philadelphia semiconductor index.
