Notícias

(Bloomberg) -- South Korean stocks plunged, dragged by the nation’s memory chipmaking powerhouses as investor sentiment continues to worsen on the artificial intelligence boom.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 Offsets Oil Decline: Markets WrapChina Chipmaker CXMT Jumps 466% in Debut After Blockbuster IPOASML Slides on Report of China Starting DUV Tool ProductionThe b

0014 GMT — Japanese stocks are lower in early trade following overnight drops in U.S. technology stocks. Uncertainty over the Iran conflict is also weighing on the market. Investors are closely watching crude oil prices and developments in the Middle East after Saudi Arabia said it had intercepted drones that Iran-backed militias in Iraq had launched at the kingdom’s oil facilities.

(Bloomberg) -- A $470 billion rout in just a little over a month has flipped SK Hynix Inc. from one of the world’s hottest AI trades to one of the biggest portfolio question marks.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 Offsets Oil Decline: Markets WrapChina Chipmaker CXMT Jumps 466% in Debut After Blockbuster IPOASML Slides on Report of China Starting DUV Tool ProductionS

Korean stocks have been wildly volatile in recent months–and leveraged ETFs deserve some of the blame. SK Hynix and Samsung have emerged as major beneficiaries of the AI-driven memory chip shortage, leading to meteoric rises. Korean regulators approved single-stock leveraged ETFs for SK Hynix and Samsung after seeing the success of similar products on Hong Kong and U.S. exchanges.

Wedbush expects stronger CPU and GPU revenue as new AI partnerships support demand.

Memory-chip stocks Micron and SK Hynix fell Monday after Chinese rival CXMT rocketed in its IPO on the Shanghai Stock Exchange.

Even after rebounding the past week, the Kospi index is down 25.9% from its record close on June 22.

Samsung's $200 Billion Deal Gives Broadcom Stock a Powerful AI Boost

China's biggest memory chipmaker, ChangXin Memory Technologies (CXMT), is surging in its IPO on the Shanghai Stock Exchange. Yahoo Finance Technology Editor Dan Howley explains what investors should know about emerging Chinese competition in the tech space.

High-bandwidth memory — the specialized chips powering Nvidia Corp.’s latest AI accelerators — appears set to remain dominated by established leaders such as Micron Technology Inc. (NASDAQ:MU), SK Hynix Inc. (NASDAQ:SKHY) and Samsung Electronics Co. Ltd. (NYSE:SSNLF) for years. China, however, is making rapid progress in commodity DRAM and NAND. That’s according to Counterpoint Research analyst MS Hwang, who told Benzinga in an interview that “Chinese vendors are catching up quickly in commodity

Sometimes three’s a crowd. But when it comes to the memory boom there’s room, and plenty of demand, for more chip makers.

Broadcom will receive the bulk of its memory needs from Samsung through 2030, according to J.P. Morgan.

SK hynix (NASDAQ:SKHY) shares jumped 6. 2% in pre-market trading to $164.

The collaboration aims to accelerate development and supply of semiconductor solutions required for next-generation AI infrastructure.

(Bloomberg) -- Nvidia Corp. is working on a fresh round of AI infrastructure deals potentially worth more than $750 billion, accelerating a streak of investments that skeptics warn is artificially inflating demand and valuations across the industry.Most Read from BloombergDeepSeek Suspends Fundraising After Viral US-China PostsUS, Iran Extend Pause in Strikes as Oman Holds Hormuz TalksSpaceX at $100 Would Imply Zero AI Value, Morgan Stanley SaysChina Chipmaker CXMT Jumps 466% in Debut After Bloc

(Bloomberg) -- China’s biggest IPO in more than a decade became the first major Asian test for crypto’s emerging pre-IPO futures — and the blockchain market largely delivered.Most Read from BloombergDeepSeek Suspends Fundraising After Viral US-China PostsUS, Iran Extend Pause in Strikes as Oman Holds Hormuz TalksSpaceX at $100 Would Imply Zero AI Value, Morgan Stanley SaysChina Chipmaker CXMT Jumps 466% in Debut After Blockbuster IPOStocks, Bonds Rise in Relief Rally as Oil Tumbles: Markets Wrap

Sometimes three’s a crowd. But when it comes to the memory boom there’s room, and plenty of demand, for more chip makers.

Investing.com -- Bernstein has reiterated its bullish stance on memory chipmakers following a wave of multibillion-dollar partnerships announced at an AI Summit hosted by the South Korean government in San Francisco on Friday, where Samsung, SK Hynix, Nvidia and Broadcom unveiled new agreements spanning memory, foundry and AI data centers.

Memory-chip maker CXMT soared 466% in its first day of trading today to become mainland China’s most valuable listed company. But the company, China’s national champion in the red-hot memory-chip business, still has a long way to go to catch up with its global competitors.

The E-mini Nasdaq 100 futures contract was up 1.6%, pointing to a strong opening for tech stocks in the U.S Monday, after the Trump administration paused plans to escalate its war in Iran, boosting stocks globally.

Shares of the Chinese memory-chip company surged in their trading debut, buoying Beijing’s campaign to become a global force in semiconductors that power AI.

Shares of CXMT, China's largest memory chipmaker, soared on Monday after they began trading in Shanghai in mainland China’s biggest initial public stock offering in recent years.View on euronews

Shares of CXMT, China's largest memory chipmaker, soared Monday after they began trading in Shanghai in mainland China’s biggest initial public stock offering in recent years. CXMT's shares surged 472% and were trading up 462% by early afternoon. It has become the most valuable company listed on a mainland Chinese exchange, with a market capitalization of about 3.3 trillion yuan (more than $487 billion).

(Bloomberg) -- China’s memory-chip bellwether CXMT Corp. can extend its blockbuster stock market debut to rally 1,239% from its initial public offering price as it wins market share over time, according to Nomura Holdings Inc.Most Read from BloombergDeepSeek Suspends Fundraising After Viral US-China PostsSpaceX at $100 Would Imply Zero AI Value, Morgan Stanley SaysUS, Iran Extend Pause in Strikes as Oman Holds Hormuz TalksTrump Seethes as Iran War Spirals Anew With No End in SightAwakened Indian

China's leading memory chipmaker CXMT became the most valuable company in the mainland after soaring 500 percent on its market debut Monday, underscoring the impact of AI-driven demand on the semiconductor sector.The firm's shares rocketed more than 500 percent by mid-morning, taking its market capitalisation to 3.5 trillion yuan ($520 billion) -- surpassing megabank ICBC as the mainland's most valuable company.

SK Hynix and Samsung signed $950 billion in AI chip deals with Nvidia and Broadcom, yet both stocks fell Monday as investors booked profits.

Leaked Galaxy S27 camera plans suggest a broader Samsung lineup as retailers, carriers, and customers mull another premium smartphone tier. Samsung Electronics (SSNLF) may be preparing to give shoppers yet another expensive Galaxy phone to consider. Samsung is developing four Galaxy S27 models: the ...

Iran and Oman are also in talks that center around having Iran run vessel transit through the Strait of Hormuz with fewer restrictions on ships.

Mark Cuban has argued that humanoid robots face major limitations. While they may initially be popular for general household tasks, he believes application-specific robots will emerge as the ultimate winner. Cuban took to X on Thursday and stated that humanoid...

South Korean President Lee Jae Myung flew to San Francisco on July 24 for a summit with the most powerful names in artificial intelligence. Jensen Huang was there. Sam Altman was there. The heads of Samsung, SK Group, Hyundai Motor and Naver flew in. By the end of the day, roughly $950 billion in ...