Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
The S&P 500 Index ($SPX ) (SPY ) today is up +0.38%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.07%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.97%. September E-mini S&P futures (ESU26 ) are up +0.30%, and September E-mini Nasdaq futures...
(Bloomberg) -- Options on SK Hynix Inc.’s American Depository Receipts began trading on US options exchanges Tuesday, giving traders in the world’s largest derivatives market easier access to the volatile South Korean memory chipmaker. Most Read from BloombergUS Hits Iran With Strikes, Blockade as Trump Plans Hormuz ChargeLindsey Graham, Senate Hawk Turned Trump Ally, Dies at 71Trump Embraces Australian Retirement System Backed by Larry FinkUS CPI Falls for the First Time Since 2020, Core Gauge
The S&P 500 Index ($SPX ) (SPY ) today is up +0.30%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.60%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.97%. September E-mini S&P futures (ESU26 ) are up +0.28%, and September E-mini Nasdaq futures...
An AI bubble scare is cracking AI memory stocks, yet big money keeps quietly buying the dip. Is the rally over, or just resetting?
Samsung bonuses exceeding $400K are enough to vault workers past doctors and lawyers in a competitive, credential-driven marriage market. What does America's own AI boom mean for your paycheck?
Samsung Electronics joined the Sisvel Wi-Fi Multimode patent pool as both licensee and licensor. The move ends litigation between Samsung Electronics and Sisvel related to Wi-Fi patents. The agreement expands access and coverage for essential Wi-Fi 6 and Wi-Fi 7 patents involving Samsung Electronics. Samsung Electronics (KOSE:A005930) is adding a fresh chapter to its intellectual property strategy by stepping into the Sisvel Wi-Fi Multimode pool on both sides of the table. The stock last...
Chip stocks have shed $2.7 trillion since late June, yet Wall Street still sees industry profits reaching roughly $700 billion in 2027.
Even though Samsung has held preliminary talks with banks, the company hasn’t made a final decision on whether to proceed, according to Bloomberg.
Apple stock hit a record as an AI-driven memory crisis split the smartphone market and crushed budget Android.
Samsung Electronics Co. is in the early stages of exploring a potential offering of American Depositary Receipts (ADRs), Bloomberg News reported on Tuesday, citing people familiar with the matter. Samsung declined to comment. Samsung has held preliminary discussions with banks, but hasn’t yet made a decision about whether to proceed, the report said adding that the discussions are in the very early stages and may not result in a listing.
(Bloomberg) -- Samsung Electronics Co. is in the early stages of exploring a potential offering of American depositary receipts, according to people familiar with the matter. Most Read from BloombergUS Hits Iran With Strikes, Blockade as Trump Plans Hormuz ChargeLindsey Graham, Senate Hawk Turned Trump Ally, Dies at 71Trump Embraces Australian Retirement System Backed by Larry FinkOpenAI Engineer’s ‘LOL’ Moment Set Stage for Legal Fight With AppleHormuz Route Open Despite Iran Declaration, Marit
Micron, Samsung, DRAM and DISK have been highlighted in this Investment Ideas article.
ASML, the biggest supplier of equipment used to manufacture AI chips, reports quarterly earnings on Wednesday looking to justify its chunky valuation and demonstrate how it will contend with U.S. moves to block exports to China. Clouding the outlook, however, is a proposed U.S. law requiring U.S. allies to align with export controls to curb China's ability to make advanced chips, with ASML named in the legislation. The company has denied selling its most advanced EUV tools to China, which is forecast to account for up to 20% of ASML's sales this year through legal purchases of less-advanced DUV tools to make chips for automotive, industrial and electronic products.
Korea's SK Hynix leveraged ETF has fallen 45% since May, and regulators regret approving the high-risk funds.
(Bloomberg) -- Huawei Technologies Co. and Apple Inc. extended their lead atop China’s smartphone market in the June quarter, expanding their shipments as consumers opted to either buy premium devices or skip upgrades, according to IDC.Most Read from BloombergUS Hits Iran With Strikes, Blockade as Trump Plans Hormuz ChargeLindsey Graham, Senate Hawk Turned Trump Ally, Dies at 71Trump Embraces Australian Retirement System Backed by Larry FinkOpenAI Engineer’s ‘LOL’ Moment Set Stage for Legal Figh
TSMC, the world's largest manufacturer of advanced AI chips, will likely notch a fifth consecutive quarter of record earnings, driven by booming AI infrastructure spending. Analysts say demand for Taiwan Semiconductor Manufacturing Co's (TSMC) 3-nanometre and 2-nanometre process technologies for AI chips, as well as for its advanced chip packaging technology, CoWoS, remains strong. Its market capitalisation is now nearly double that of South Korean rival Samsung Electronics at around $1.97 trillion.
Growth in Asia’s fourth-largest economy is accelerating, driven by the continued semiconductor boom and policy measures.
The S&P 500 Index ($SPX ) (SPY ) on Monday closed down -0.79%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -0.26%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -1.88%. September E-mini S&P futures (ESU26 ) fell -0.79%, and September E-mini Nasdaq futures...
A global memory component crisis has pushed second-quarter smartphone shipments to their lowest level since 2013, according to a report from Counterpoint.
<body><p>STORY: Global smartphone shipments fell 11% in the second quarter to their lowest level for the period since 2013.</p><p>That's according to early estimates from Counterpoint Research, which said a memory chip shortage has driven up smartphone prices and dampened demand.</p><p>Memory chip prices have soared as suppliers prioritize AI data center customers over consumer electronics, forcing smartphone makers to pass along higher costs through price hikes, particularly for entry- and mid-range devices.</p><p>Among the world's top five smartphone companies, mid-tier firms Xiaomi, Oppo and Vivo posted the steepest declines.</p><p>Apple and Samsung, however, bucked the downward trend.</p><p>:: Samsung</p><p>Samsung reclaimed the top spot with a 24% share of the smartphone market, while Apple took its global market share to a record 20% in the quarter.</p><p>And while the memory chip shortage has hurt many smartphone makers, it has helped the chip's suppliers.</p><p>South Korea's SK Hynix, one of the largest memory chip makers, debuted on the Nasdaq last Friday after its shares in South Korea rose more than sevenfold over the past 12 months.</p><p>:: Micron</p><p>Meanwhile, shares of its American rival Micron Technology soared nearly 650% over the past year.</p><p>That's made many investors bullish on both stocks, says Ross Mayfield, investment strategist at Baird Private Wealth Management.</p><p>"The reality is the demand for memory is so large and so bottlenecked that both companies are in tremendous positions, have tremendous margins, tremendous pricing power. And while there are slight differences, you could really take or pick either and probably be very satisfied over the coming year or two as an investor."</p><p>But the investor euphoria cooled on Monday as shares of Samsung, SK Hynix and Micron all tumbled amid a broader market selloff.</p></body>
SK Hynix the South Korean memory-chip maker, began trading on the on Friday after raising $26.5 billion in the largest ever share sale completed by a foreign company in the U.S. Shares opened 14% above their offering price as American investors rushed to purchase stakes in a firm at the heart of the global AI memory supercycle. SK Hynix has fallen nearly 10% on its second-ever trading day, for no apparent reason. American portfolios are now directly hardwired into one of the most volatile, leverage-soaked corners of the global financial system: the Korean stock market.
ADR profit-taking, earnings concerns and foreign selling trigger a sharp Korean chip stock selloff.
The Direxion Daily MSCI South Korea Bull 3X Shares ETF (KORU) was set to record its worst day so far this month.
Kospi trades at just 6.4x forward earnings despite 17 straight months of earnings upgrades.
Market share grows despite global shipment decline in Q2
Shares of South Korean memory chip giant SK Hynix tumbled in their first full day of U.S. trading, paring much of the stock’s gains from its first partial day on Friday.
The market is expecting bigger earnings beats from memory manufacturers, but it isn't rewarding them with a justified valuation representing their exponential growth.
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.
