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Stocks mostly flat with focus on US inflation
AFP2d agoneutral
Stocks mostly flat with focus on US inflation

Stock markets were little changed Monday, holding near record highs amid thin summer volumes, as investors awaited inflation data this week for more clues to the interest-rate outlook for the US economy.The AI sector that has recently underpinned the US stock market is increasingly reliant on debt to fund its massive investments, and would be penalised by higher interest rates, she added.

South Korea’s Kospi index jumps more than 16% on a surge of chipmaking stocks
Associated Press13d agobullish
South Korea’s Kospi index jumps more than 16% on a surge of chipmaking stocks

South Korea’s Kospi index jumped more than 16% on Friday, tracking gains on Wall Street as artificial intelligence-related stocks bounced back after losses earlier this week. U.S. futures edged higher and oil prices rose. In early Asian trading, the Kospi surged at the open and ratcheted up, trading 16.5% higher at 6,515.40.

How Teradyne’s (TER) AI Test Push and Tokyo Electron Partnership Could Reshape Investor Expectations
Simply Wall St.15d agobullish
How Teradyne’s (TER) AI Test Push and Tokyo Electron Partnership Could Reshape Investor Expectations

Teradyne, Inc. recently announced it would report its Q2 2026 results on July 28 at 4:30 p.m. US Eastern Time, following a period of strong year-on-year revenue growth and improved inventory levels. Investor focus is now on how Teradyne’s growing AI-related revenue, new AI chip test solutions, and partnership with Tokyo Electron might shape expectations for its semiconductor test and robotics businesses. We’ll now examine how anticipation of AI-driven revenue strength ahead of this earnings...

Teradyne (TER) Earnings Put AI Driven Fair Value Narrative To The Test
Simply Wall St.16d agoneutral
Teradyne (TER) Earnings Put AI Driven Fair Value Narrative To The Test

Why Teradyne’s Q2 2026 Earnings Matter For Investors Teradyne (TER) reports Q2 2026 results after the market close today at 4:30 p.m. US Eastern Time. Investors are focused on how AI driven demand and the Tokyo Electron partnership are shaping current performance. See our latest analysis for Teradyne. Teradyne’s share price has pulled back sharply in the past month, with a 30 day share price return of down 23.37%, even after a strong year to date share price return of 61.29%. The very large 1...

Nikkei Rises 1.3%, Led by Chip, Metals Stocks
The Wall Street Journal22d agoneutral
Nikkei Rises 1.3%, Led by Chip, Metals Stocks

0013 GMT — Japanese stocks are higher following a recovery in U.S. technology stocks overnight. Tokyo Electron is up 4.3%, SoftBank Group is 3.7% higher and JX Advanced Metals is up 4.1%. The dollar is at 163.15 yen, up from Y162.52 as of Tuesday’s Tokyo stock market close.

Tokyo Electron (TSE:8035) Could Be 10% Undervalued On Its AI Chip Demand Story
Simply Wall St.25d agoneutral
Tokyo Electron (TSE:8035) Could Be 10% Undervalued On Its AI Chip Demand Story

Recent Performance Snapshot for Tokyo Electron Stock Tokyo Electron (TSE:8035) has seen mixed share performance recently, with the stock down 8.2% over the past day and 10.7% over the past week, while remaining higher over the past 3 months. Over longer horizons, total returns for Tokyo Electron are higher for the year to date, past year, past 3 years, and past 5 years. This provides investors with more historical context alongside the recent pullback. See our latest analysis for Tokyo...

Bloomberg28d agoneutral
Nvidia’s Huang Courts Japanese Suppliers With Kanda Pork Skewers

(Bloomberg) -- On Wednesday night, Jensen Huang was in Tokyo’s central Kanda district courting the little-known Japanese suppliers that underpin the AI supply chain.Most Read from BloombergThailand Scraps Plan to End Visa-Free Entry for Indian TouristsOpenAI’s First Device Will Be Movable, Screenless Speaker Built as AI CompanionTrump Drops 20% Fee for Hormuz Cargo After Gulf PressureUS Hits Iran With Strikes, Blockade as Trump Plans Hormuz ChargeA Cocaine Bust in Spain Leads All the Way to Wall

Asian stocks rally as SK hynix breathes life back into AI trade
AFP34d agoneutral
Asian stocks rally as SK hynix breathes life back into AI trade

South Korea's Kospi led gains across most Asian markets Friday as a record-breaking US share sale by chip titan SK hynix breathed fresh life into the tech sector after weeks of selling.Seoul's Kospi jumped more than five percent at one point Friday before paring the gains, though SK hynix dipped, having added around five percent Thursday.

Asian stocks slip and oil prices jump as Iran and US launch fresh attacks
Associated Press35d agobullish
Asian stocks slip and oil prices jump as Iran and US launch fresh attacks

Shares slipped in Asia and oil prices jumped Thursday as conflict escalated in the Middle East, with Iran and the U.S. launching fresh attacks. U.S. futures edged higher. The United States launched more airstrikes on Iran, and Iran responded by firing at Bahrain, Kuwait and Qatar, a day after U.S. President Donald Trump said their temporary ceasefire was “over.”

BofA Boosts Teradyne (TER) Price Target on Industry Growth
Insider Monkey39d agoneutral
BofA Boosts Teradyne (TER) Price Target on Industry Growth

Teradyne Inc. (NASDAQ:TER) is one of the best robotics stocks to buy. On June 23, Bank of America analyst Vivek Arya raised the price target on Teradyne Inc. (NASDAQ:TER) to $525 from $365 while maintaining a Buy rating. The update follows a revision of the firm’s semiconductor industry models, with the total addressable market forecast […]