Notícias

By Anna Szymanski July 31 (Reuters) - From the Editor Hello Morning Bid readers. Three of this year's biggest market worries were on full display this week.

SK Hynix shares leaped 30% on Friday, by far their biggest daily rise since the South Korean memory-chip manufacturer and AI darling went public in the 1990s. Not far behind was fellow chip producer Samsung Electronics, which rose 27%. News that hedge fund Situational Awareness has offloaded troubled AI-related investments to Citadel is contributing to Friday's blockbuster gains in tech stocks, hedge-fund managers said.

(Bloomberg) -- Apple Inc. led a 7% increase in global smartphone revenue over the June quarter, showing how rising prices are offsetting shrinking shipments, according to Counterpoint Research.Most Read from BloombergSingapore's Gated Island for the Rich Is Marred by Decayed HomesChip Stocks Post Biggest Advance Since April 2025: Markets WrapUS Strikes Iran Again as Conflict Spreads Across Middle EastAnthropic AI Models Hacked Three Organizations During TestsMicrosoft’s $450 Billion Jump Is Bigg

(Bloomberg) -- Billionaire Ken Griffin’s rescue of hedge fund Situational Awareness helped trigger a relief rally in global AI stocks, leaving traders debating if the worst is over or more blowouts are on the way.Most Read from BloombergSingapore's Gated Island for the Rich Is Marred by Decayed HomesChip Stocks Post Biggest Advance Since April 2025: Markets WrapUS Strikes Iran Again as Conflict Spreads Across Middle EastAnthropic AI Models Hacked Three Organizations During TestsMicrosoft’s $450

The country’s regulators have imposed increasingly stringent restrictions on single-stock leveraged exchange-traded funds tracking SK Hynix and Samsung Electronics.

(Bloomberg) -- Retail investors have cut their margin loans in South Korea, Taiwan and mainland China, underscoring how a collapse in technology stocks in recent weeks has forced them to close out positions.Most Read from BloombergChip Stocks Post Biggest Advance Since April 2025: Markets WrapUS Strikes Iran Again as Conflict Spreads Across Middle EastBond Yields at 19-Year High Send Warsh Credibility WarningWarner Bros. Deal Collapse Would Cost the Ellisons $9.8 BillionMicrosoft’s $450 Billion

(Bloomberg) -- Aggressive AI spending plans by Amazon.com Inc., Microsoft Corp. and Alphabet Inc. provided fresh evidence that demand for chips and related equipment will remain strong, offering relief to a sector that’s been battered in recent days. Most Read from BloombergChip Stocks Post Biggest Advance Since April 2025: Markets WrapUS Strikes Iran Again as Conflict Spreads Across Middle EastBond Yields at 19-Year High Send Warsh Credibility WarningWarner Bros. Deal Collapse Would Cost the El

The South Korean tech giant's memory chip division hit all-time highs on AI server demand, while elevated component costs pushed its mobile unit into the red

Investors are weighing up a batch of Big Tech earnings reports, which could help power a market rebound.

By Summer Zhen HONG KONG, July 30 (Reuters) - Asia-focused equity hedge funds are heading for their biggest monthly drawdown on record, a Goldman Sachs note showed, as a broad AI stock rout wiped out

That would be slower than the 70.7% surge in June, which was the biggest jump since 1978, but still the second-strongest annual growth rate ‌in the current streak that started ⁠in June 2025. The export gains continue to be driven by chipmakers Samsung Electronics and SK Hynix, as memory chip prices climb amid a ⁠global surge in AI investment, analysts said. In ​the first 20 days of July, exports rose ​52.3% from a year earlier, as ‌semiconductor shipments jumped 180.6%.

South Korean stocks enjoyed a much-needed rally Thursday after a two-day rout as chip giant Samsung reported an eye-watering profit surge thanks to AI-driven demand, though the rest of Asia was mixed and oil held steep gains on fresh Middle East worries. Optimism got a boost Thursday as Samsung posted a 1,813 percent jump in second-quarter operating profit, buoyed by sustained AI-driven demand for memory chips. 

(Bloomberg) -- South Korea’s stock market is displaying what would appear to be clear dip‑buying signs: July’s record 33% plunge that has left the benchmark Kospi at its cheapest valuation ever.Most Read from BloombergStocks Fall as 30-Year Bond Yields Surge After Fed: Markets WrapTrump Says US Will Strike Iran Hard as War Escalates AgainWarner Bros. Deal Collapse Would Cost the Ellisons $9.8 BillionUS Intercepts Iran Attack on Bases, Puncturing Days of CalmApple Set to Make Big Smart Home Push

South Korean technology giant Samsung Electronics on Thursday reported a record operating profit of 89.5 trillion won ($62 billion) for the April-June period, a day after crosstown rival SK Hynix also reported record earnings, as the world’s two largest memory chipmakers continue to ride the global artificial intelligence boom. Despite their soaring profits, the companies’ shares have fallen sharply this week in South Korea’s volatile stock market, where retail investors often drive sharp swings in share prices, as concerns grow over their plans to spend massively on increasing manufacturing capacity and the prospects of intensifying competition from China. Samsung’s second-quarter operating profit was a more than 19-fold increase from a year earlier, and nearly all of it came from its semiconductor business, which benefited from rising chip prices driven by demand for AI servers and increased shipments of advanced high-bandwidth memory chips used to power AI applications.

If stock prices are your go-to economic barometer then you could be forgiven for ignoring the original “China Shock” a quarter-century ago. Manufacturing job losses in machinery, textiles, electronics and furniture slammed parts of the U.S. after China joined the World Trade Organization in 2001. There’s even a strong case that China’s industrial rise was a major tailwind for stocks overall.

By Gregor Stuart Hunter SINGAPORE, July 29 (Reuters) - Single-stock leveraged ETFs, launched in the United States in 2022, have boomed in Asia as a way to juice bets on South Korean chipmakers Samsung

SK Hynix reported a record operating profit of 60.54 trillion won (about $41.66 billion) in the second quarter, up 557% from the a year earlier. Its operating margin was 76%, up from 41% a year earlier. Analyst expectations for operating profit were even higher, and the miss fueled investors' concerns that SK Hynix's rival Samsung is pricing its products more aggressively, Jefferies wrote.

U.S. stocks finished mixed as a rout in chip stocks continued while falling oil prices boosted consumer stocks.

SINGAPORE, July 28 (Reuters) - Asian markets fell on Tuesday led by chipmakers on unease about the massive funding demands of the AI boom, while a slide in oil prices did relatively little to lift

South Korea's top financial regulator said on Tuesday that authorities would ‌consider a cap on single-stock leveraged exchange-traded ‌funds (ETF) investments for retail investors if needed, local media reports ​said. Lee Eog-weon, chairman of the Financial Services Commission, told a meeting with local brokerages and asset managers in Seoul that the regulator would review and ‌prepare additional measures ⁠to curb the demand for the ETF products, such as putting a cap ⁠on total value of investments for each individual.

South Korean chip stocks slumped on Tuesday, with Samsung Electronics and SK Hynix falling as much as ‌9.5% and 10.9%, respectively, as investors dumped AI-related bets amid mounting concerns ‌over financing risks tied to AI infrastructure spending and intensifying competition from China. SK Hynix's U.S.-listed shares had ​already slumped overnight, closing at $143.02, below their initial public offering price of $149. The benchmark KOSPI was trading down 7.3% as of 0032 GMT.

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

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.

(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

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.

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 ...

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 ...

Samsung Electronics and SK Hynix are preparing to unveil major supply agreements with American technology companies during President Lee Jae Myung’s visit to Silicon Valley. The negotiations behind these deals have been running for months. What changed is the venue, and that detail says something ...