GuruFocus.com29d agobearish
SK Hynix's 15% Plunge Triggers $5 Billion ETF Selling SpiralLeveraged ETF rebalancing deepened Kospi losses as regulators weigh measures to curb market volatility.
Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
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2046last 7d
339● bullish (7d)
177● bearish (7d)
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GuruFocus.com29d agoneutral
CXMT Pre-IPO Market Implies $500 Billion Valuation After Trading DebutTrade.xyz launches a CXMT perpetual futures contract as China's chipmaker prepares its Shanghai IPO.
Proactive29d agobullish
Best Buy's RGB TV push Is catching fire, Jefferies saysBest Buy Co Inc (NYSE:BBY)'s early bet on RGB TV is starting to pay off, Jefferies says, pointing to rising site traffic and social media buzz as signs the retailer is building consumer awareness of the emerging technology. Jefferies analysts flagged that Best Buy holds exclusive rights to...
Yahoo Finance Video29d agoneutralVIDEO
How crypto is already trading China's most anticipated AI chip IPOChinese chipmaker ChangXin Memory Technologies (CXMT) is preparing for an IPO. Scott Melker explains how the crypto market is already offering pre-IPO trading. "The Daily Wolf with Scott Melker" airs every day at 12:00 p.m. Tune in for your daily dose of all things crypto. Make sure to also check out Yahoo Finance's new crypto hub to find the latest crypto-related news.
Yahoo Finance Video29d agobullishVIDEO
Stripe and Advent just bid $53 billion to buy PayPal: What to knowScott Melker discusses how Stripe and Advent have put in a $53 billion takeover bid for PayPal (PYPL), sending the payment platform's stock soaring on this news. "The Daily Wolf with Scott Melker" airs every day at 12:00 p.m. Tune in for your daily dose of all things crypto. Make sure to also check out Yahoo Finance's new crypto hub to find the latest crypto-related news.
TechCrunch29d agoneutral
India bets billions on breaking China’s grip on smartphone manufacturingNew Delhi announced a $6.5 billion smartphone manufacturing program and a $13.3 billion semiconductor push to deepen India's electronics supply chain.
Investing.com29d agoneutral
Analyst says selloff in this memory stock creates long-term buying opportunityInvesting.com -- KB Securities told investors in a note Wednesday that the recent selloff in one key memory stock presents a long-term buying opportunity, arguing that the decline reflects weakening investor sentiment rather than any deterioration in underlying fundamentals.
Barrons.com29d agoneutral
Micron Stock Falls With Chinese Competition About to Get FiercerMicron stock has surged over the past year but Chinese memory-chip makers could pose the biggest threat.
Yahoo Finance Video29d agoneutralVIDEO
Is tech priced to perfection? S&P 8,000 & AI debateAre we in an AI bubble or the next industrial revolution? Host Kenny Polcari discusses tech valuations, the likelihood of Fed rate cuts, and the path to S&P 8,000 with Opening Bell Media CEO Phil Rosen and StockBrokers.com Director of Investor Research Jessica Inskip.
Reuters Videos29d agoneutralVIDEO
ASML raises 2026 forecast, expands capacity on AI chip demand<body><p>STORY: ASML raised its 2026 financial forecasts on Wednesday after better-than-expected Q2 earnings. </p><p>The world's biggest supplier of computer chip manufacturing equipment also said it would increase capacity as AI demand boosts revenue. </p><p>ASML now expects this year's net revenue to reach up to $51 billion, a 16% forecast increase.</p><p>And Q2 revenue hit over $10.6 billion which topped analyst estimates. </p><p>With one calling the earnings “blowout results across the board.”</p><p>The Dutch company is the world's only maker of extreme ultraviolet lithography (EUV) tools, which are essential for making cutting-edge chips. </p><p>Its customers, including TSMC, Samsung and SK Hynix, are racing to add capacity for AI-related demand.</p><p>ASML said it intended to expand capacity by 30% in each of the next two years for its flagship EUV tools…</p><p>As well as for deep ultraviolet (DUV) tools needed for less advanced chips and by customers in China.</p><p>Investors liked what they heard from ASML and shares were up over 5% in early trade. </p></body>
Reuters29d agobullish
Eyeing valuation jump, investors prep bids for chip giant CXMT's $8.6 billion IPOChinese investors seeking shares in CXMT's $8.6 billion IPO are betting the Chinese chipmaker's valuation will soar as much as 10-fold after its Shanghai debut on the back of an AI-led upcycle and Beijing's ambition to be technologically self-sufficient. The share offering by CXMT, or ChangXin Memory Technologies, will be Asia's biggest share sale so far this year. Wu Zhou, a fund manager at Shenzhen Deyuan Investment, said he will bid for new CXMT shares, betting that China's top memory chipmaker will one day take market share from global giants like South Korea's Samsung Electronics and SK Hynix.
Reuters29d agoneutral
Explainer-What is CXMT and how did it become China's DRAM champion?China's ChangXin Memory Technologies (CXMT) expects to raise at least 57.9 billion yuan ($8.6 billion) this month in an initial public offering on Shanghai's Nasdaq-style STAR Market in what would be Asia's largest share sale so far this year. The offering, which could rise to 66.6 billion yuan if the over-allotment option is exercised, would mark a major milestone for a company that has grown to become China's leading maker of DRAM memory chips and a symbol of Beijing's push toward technological self-reliance. Below are some facts about CXMT and why it is capturing investor attention.
Simply Wall St.29d agoneutral
Samsung Electronics (KOSE:A005930) Stock Looks Discounted on Value but Rich After 318% ReturnSamsung Electronics stock has delivered a very large 318.0% return over the past year, yet the valuation checks still lean cheap. This sets up a clear tension between the recent share price surge and what the broader metrics suggest about value. Over the last 12 months, Samsung Electronics has returned 318.0%, which puts extra focus on whether that move is fully backed by fundamentals or has run ahead of them. The settlement of the Wi-Fi patent dispute through Samsung Electronics joining the...
Barrons.com29d agoneutral
Time to Rethink Emerging Market Winners. Why a Broad Index Won’t Cut It.Sharp pros are giving fresh attention to Brazil, India, and parts of Africa. Focused China plays could work, too.
Bloomberg29d agoneutral
ASML Raises Full-Year Outlook as AI Boosts Demand at Chipmakers(Bloomberg) -- ASML Holding NV lifted its annual sales forecast for the second time this year as a surge in artificial intelligence spending drives demand for the Dutch company’s chip-making machines. 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 Pressure‘We Faltered’: IBM Plunges Most Since at Least 1968 on MissOpenAI’s First Device Will Be Mov
Reuters29d agoneutral
ASML tops Q2 estimates on AI chip demandASML, 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.
Stocktwits29d agobullish
SK Hynix, Samsung Shares Soar Amid Chip Rebound; Samsung Denies US Listing PlansThe gains come after weeks of volatility due to shifting views on memory durability and the recent escalation in the U.S.-Iran war.
Associated Press29d agobullish
Asian shares rise after rally on Wall Street as data show US inflation slowingAsian shares mostly rose Wednesday, tracking a rally on Wall Street following a report that showed U.S. inflation was not as bad last month as economists expected. Shares in computer chipmaker SK Hynix rose 9.4%, while those of Samsung Electronics surged 6.1%. Hong Kong's Hang Seng edged up 1.5% to 24,701.10, while the Shanghai Composite lost 0.2% to 3,957.79 after the Chinese government reported the economy expanded at a 4.3% annualized pace in April-June, slowing sharply from 5% in the first quarter of the year.
The Wall Street Journal29d agoneutral
Asia Stocks Gain on Softer U.S. Inflation, Oil Rises as U.S. Restarts BlockadeAsian stocks gained Wednesday as markets dialed back U.S. rate-hike expectations following an unexpectedly upbeat inflation print.
Insider Monkey29d agoneutral
Micron Technology, Inc. (MU) Stock Rises After Entering Bear MarketMicron Technology, Inc. (NASDAQ:MU) is among the Ray Dalio Stock Portfolio. On July 8, Barron’s reported that Micron Technology, Inc. (NASDAQ:MU) rebounded after entering a technical bear market, rising 0.3% on Wednesday after sliding 4.7% a day earlier. Barron’s said the prior decline left the stock more than 20% below its recent closing high. The report said investors […]
GuruFocus.com29d agobearish
SK Hynix Rebounds Over 2% After 9% Plunge as AI Volatility IntensifiesAI-driven chip volatility whipsawed SK Hynix as leveraged trading and earnings concerns rattled investors.
GuruFocus.com30d agoneutral
Samsung Eyes Broader U.S. Investor BaseADR talks could expand access for American investors
GuruFocus.com30d agobearish
SK Hynix Shares Stage Stunning Comeback After Early 9% SelloffSK Hynix Wipes Out Massive Intraday Losses in Dramatic Reversal
Barchart30d agoneutral
Stocks Settle Higher on Tame Inflation NewsThe S&P 500 Index ($SPX ) (SPY ) on Tuesday closed up +0.38%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.02%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +1.10%. September E-mini S&P futures (ESU26 ) rose +0.35%, and September E-mini Nasdaq futures...
Yahoo Finance Video30d agoneutralVIDEO
GraniteShares launches new SK Hynix ETFsGraniteShares founder & CEO Will Rhind joins Josh Lipton on Market Domination Overtime to discuss the firm's new SK Hynix (000660.KS) ETFs, which give investors new leveraged ways to gain exposure to the AI memory chip giant.
GuruFocus.com30d agobearish
SK Hynix Leveraged ETFs Sink Over 60% From Peak as AI Selloff DeepensRetail-focused leveraged chip ETFs lost billions in value as forced rebalancing intensified South Korea's semiconductor stock decline.
Barchart30d agoneutral
Apple Stock Stands Out as Smartphone Shipments Grow and Buck the Industry TrendApple has bucked the Q2 smartphone shipment downtrend. Where does the stock stand before earnings?
GuruFocus.com30d agoneutral
Samsung Weighs U.S. ADR ListingThe move could give American investors easier access to the South Korean technology giant.
Motley Fool30d agobullish
Want to Buy ETFs With Samsung and SK Hynix? These 2 ETFs Can Deliver.Buying individual shares isn't the only way to gain exposure to South Korea's most important AI chip stocks.