Notícias

Broadcom (AVGO) is back in focus after the U.S. International Trade Commission opened an investigation into Samsung memory products and several customers, including Broadcom, following a patent infringement complaint from Netlist. See our latest analysis for Broadcom. Broadcom’s share price has been choppy, with a 1-day share price return of 1.98% after recent regulatory headlines, a 30-day share price return that is down 8.07%, and a 90-day share price return that is down 5.97%. Its 1-year...

South Korea's president urged financial watchdogs to take "necessary measures" over new highly speculative investment products tied to the fortunes of the nation's AI chipmakers after share price declines left investors nursing losses.The aggressive investment products are tailored to pay out twice the profits of a single stock but also twice the losses, and have been criticised for exposing retail investors to market hype and volatility.

<p>Looking to diversify your U.S. equity-centric portfolio? Emerging markets are touted as one of the best solutions, but these days they’re strikingly similar in tech concentrations to U.S. funds. Pictet’s Young Jae Lee offers a different perspective and approach to EM investing with genuine diversification via the RISE ETF on this week’s Behind the Ticker. </p>

Samsung Electronics on Monday launched its first U.S. co-branded credit card with Barclays, deepening its push into the financial services space ‌in the country and signaling plans to broaden its offerings in the future. The Samsung Galaxy ‌Card, issued by Barclays and running on Visa's network, will allow users to apply, manage accounts, track spending and redeem ​rewards entirely through Samsung Wallet. The credit card launch also puts Samsung in direct competition with Apple Pay, which dominates payment services in the U.S. The launch comes as technology companies and banks race ‌to deepen ties between digital wallets ⁠and financial products, seeking to make smartphones the primary device for payments and money management, and both Samsung and Barclays want to capitalize on it.

<p>Ytd inflows now stand at nearly $1.15 trillion.</p>

US stocks (^DJI, ^IXIC, ^GSPC) are mixed ahead of Monday's close as investors await the release of second quarter earnings from Alphabet (GOOG, GOOGL), Tesla (TSLA), Intel (INTC), and IBM (IBM) throughout this week. Tematica Research CIO Chris Versace comes on Market Domination to comment on how markets may end up reacting to AI spending forecasts outlined in these upcoming earnings.

In recent years, ASML Holding N.V. (NASDAQ:ASML), the exclusive supplier of commercial extreme ultraviolet (EUV) and High-NA lithography machines, has found itself at the center of geopolitical, technological, and financial pressures swirling around the world. The Netherlands-based corporation enjoys a monopoly on the systems required to build fast processors. This unique position, coupled with the […]

Memory stocks are staging a sharp Monday afternoon reversal after weeks of brutal selling across the chip complex, but the real question is whether today's bounce signals a genuine floor or just a brief pause before the next leg down.

Samsung and SK Hynix's dominance, leveraged ETFs, and retail buying drive sharp swings in South Korea's stock market.

Investing.com -- ASML Holding NV, the world's largest manufacturer of chip-making equipment, plans to provide employees with a €20,000 ($22,838) bonus to encourage them to stay with the company from 2027 through 2030.

ASML, the largest maker of equipment used to ‌manufacture computer chips, intends to offer ‌employees a bonus worth €20,000 ($22,838.00) if they remain with ​the company between 2027 and 2030. The company confirmed the plan, first reported in Eindhovens Dagblad, on Monday in an emailed statement. ASML ‌said terms ⁠of the conditional stock grant from January 1, 2027 are still ⁠being finalized, but it would be offered to "all eligible employees."

Headquarters move reflects changing priorities across the business

The U.K. startup, now valued at $2.6 billion, is directing 80% of its near-term research toward semiconductor materials

The unwind in artificial intelligence and momentum stocks is entering its maturing stage and should not trigger prolonged market weakness, according to JP Morgan. The bank's equity strategists, led by Mislav Matejka, noted a challenging few weeks for AI-linked groups, with Korea's market down...

Investing.com -- The release of Kimi K3 by Chinese startup Moonshot AI has rattled markets and reignited comparisons to last year's DeepSeek moment, but beneath the surface volatility, the model's technical characteristics point to memory chip makers as a clear winner, according to Bloomberg.

The global artificial intelligence boom has propelled ASML to the top of Europe's stock market, as soaring demand for AI computer chips flows to the Dutch company that dominates the market for the equipment needed to ‌make them. After blowout second quarter earnings, investors and analysts are asking a once far-fetched question: could ASML become Europe's first ever trillion-dollar firm? Key ‌obstacles include doubts over how long Google, Amazon, and other hyperscalers will keep spending heavily on data centres, and whether ASML, its suppliers and customers such as TSMC and Samsung can execute expansion ​plans.

The move could set the stage for another round of the recent yo-yo trade, with weakness in Korean chip stocks spilling over to U.S. semiconductor names and vice versa.

The global artificial intelligence boom has propelled ASML to the top of Europe's stock market, as soaring demand for AI computer chips flows to the Dutch company that dominates the market for the equipment needed to ‌make them. After blowout second quarter earnings, investors and analysts are asking a once far-fetched question: could ASML become Europe's first ever trillion-dollar firm? Key ‌obstacles include doubts over how long Google, Amazon, and other hyperscalers will keep spending heavily on data centres, and whether ASML, its suppliers and customers such as TSMC and Samsung can execute expansion ​plans.

KOSPI dropped 4.52% intraday on July 20 as chip stock fears and US-Iran tension pushed the index into a technical bear market.

The fundamentals say boom. The stock price says the boom is ending. One of them is wrong.

Despite churning out incredible numbers, semiconductor stocks still seem to somehow “miss expectations.” The team digs into Wall Street's expectations game.

Investing.com -- South Korea’s $4 trillion equity market has become an important early indicator of global risk appetite, as swings in Samsung Electronics Co Ltd (KS:005930) and SK Hynix Inc (KS:000660) spread across semiconductor and artificial intelligence stocks, Bloomberg reported.

(Bloomberg) -- For fund managers in London, New York and Tokyo, a new ritual has emerged before trading gets underway: checking South Korean stocks.Most Read from BloombergFCC Near Rulings Against Disney Over ‘The View,’ TV LicensesTaylor Farms Pulls Mexican Lettuce as Parasite Cases RiseThousands of Trucks Haul Iraq’s Oil Through Syria in Sign of Hormuz LegacyChip Stocks Slide Into Bear Market in AI Unwind: Markets WrapTwo US Troops Killed, One Missing After Iran Strikes NeighborsOnce a periphe

The US International Trade Commission opened an investigation into Samsung Electronics over Netlist patent infringement claims tied to certain high bandwidth memory and DDR5 products. A separate multi year partnership was announced with Lark Health to offer preventive and chronic care services to US seniors through Samsung Health and the company’s device ecosystem. Samsung Electronics, KOSE:A005930, is drawing attention as fresh legal and business developments hit the headlines at the same...

ChangXin Memory Technologies is expected to raise 57.9 billion yuan, or about $8.6 billion, in its Shanghai offering.

Readers weigh in on the 2026 Midyear Roundtable, SK Hynix and Micron, Travelers, and Berkshire, and the Dow.

India's smartphone slowdown highlights how the AI boom is reshaping consumer electronics, from pricing and demand to corporate strategy.

(Bloomberg) -- ASML Holding NV will give employees globally a one-time €20,000 ($22,862) bonus, joining other firms in the chip industry to offer payouts as artificial intelligence demand fuels record sales. Most Read from BloombergFCC Near Rulings Against Disney Over ‘The View,’ TV LicensesChip Stocks Poised for Bear Market in AI Unwind: Markets WrapGoogle Gemini Launch Delayed as Tech Falls Short of Internal GoalsChina’s Moonshot Unveils AI Model That Narrows Gap With US FirmsThailand Scraps P

Global smartphone shipments just hit their worst levels in over a decade, and Apple is caught in the middle of a costly AI arms race that threatens the product responsible for more than half its revenue.