Notícias

A number of stocks jumped in the afternoon session after worries about a global chip shortage reached parabolic territory driven by AI optimism and strong investor momentum.

Shares of computer processor maker Intel (NASDAQ:INTC) jumped 2.6% in the afternoon session after worries about a global chip shortage reached parabolic territory driven by AI optimism and strong investor momentum.

Micron shares bounced back after a steep drop briefly erased nearly $100 billion in market value.

Shares of memory chips maker Micron (NASDAQ:MU) jumped 5.3% in the morning session after reports revealed a potential global chip shortage stemming from a competitor's labor issues.

Samsung Electronics on Thursday proposed that its South Korean labour union resume pay talks after government-mediated negotiations fell apart, a ‌union leader said, citing a letter from the company. South Korea's Labour Commission also ‌called on the two sides to hold another round of government-mediated talks on Saturday in a bid to avert ​a threatened lengthy strike. "There is no reason to continue the dialogue without institutionalisation and transparency," union representative Choi Seung-ho said in response to the letter, referring to the union's demand for an overhaul of Samsung's bonus scheme.

Memory stocks have skyrocketed. Can the rally keep going?

Samsung Electronics on Thursday proposed that its South Korean labour union ‌resume pay talks after government-mediated negotiations fell ‌apart, a union leader said, citing a letter from the company. South ​Korea's Labour Commission also called on the two sides to hold another round of government-mediated talks on Saturday in a bid to avert a threatened lengthy ‌strike. "There is no ⁠reason to continue the dialogue without institutionalisation and transparency," union representative Choi Seung-ho ⁠said in response to the letter, referring to the union's demand for an overhaul of Samsung's bonus ​scheme.

SK Hynix is on the verge of topping a $1 trillion market value, just weeks after Samsung Electronics crossed the milestone, ‌as strong demand for artificial intelligence places South Korea at the heart ‌of Asia's AI boom. SK Hynix shares have risen more than 200% this year, after rising an eye-watering ​274% in 2025, driven by AI-related demand for both conventional memory chips and high-bandwidth memory (HBM) chips used in AI servers. If SK Hynix joins Samsung above the trillion-dollar threshold, South Korea would become the first country outside the United States to have more than ‌one trillion-dollar company.

Introduction For decades, semiconductor cycles followed a fairly predictable sequence. Demand improved, companies bought more equipment to make more chips, unit shipments increased so that supply exceed demand, and pricing eventually weakened as oversupply returned to the market. Investors therefore learned to focus primarily on unit growth because pricing historically lagged demand rather than led ... The Semiconductor Upcycle Is Being Driven by Memory Pricing, Not Unit Growth

South Korea’s stock market is up over 80% this year, yet hedge fund managers still see value opportunities.

Investing.com -- JPMorgan analysts maintained their bullish stance on Samsung Electronics Co Ltd on Wednesday, urging investors to buy any pullback in shares despite an escalating labor dispute that some say threatens to disrupt global chip supply chains.

Micron wiped out roughly $100 billion in market value at Tuesday's low, and chip bulls still bought the dip.

FEATURE Micron Technology stock was gaining early Wednesday. Labor unrest at Samsung Electronics could intensify the memory-chip supply crunch.  Micron shares were up 3.1% in early trading. Talks between Samsung and its labor union to avert a walkout collapsed on Wednesday.

Oracle (NYSE:ORCL) has appointed Dr. Tomislav Mihaljevic, CEO and President of Cleveland Clinic, to its Board of Directors. The company has also expanded its partnership with Samsung Electronics, with Samsung set to standardize global semiconductor software development on Oracle Java. Oracle enters these announcements with its share price at $186.83 and a value score of 4, alongside a 16.3% return over the past year and a 154.0% return over the past 5 years. For investors, the combination...

ASML is the sole provider of EUV lithography machines vital to advanced AI chips from Nvidia and more. ASML stock is testing a breakout to a record high.

Micron Technology stock and Sandisk were gaining early Wednesday. Labor unrest at Samsung Electronics could intensify the memory-chip supply crunch. Micron shares were up 6.2% in premarket trading, and Sandisk stock was rising 5.2%.

↗️ Nvidia (NVDA): Shares in the chip maker gained over 2% in premarket trading. CEO Jensen Huang has at the last minute joined President Trump on his trip to China, where chip-sale restrictions may be among the topics the president discusses with China's Xi Jinping.

Apple Inc. (NASDAQ:AAPL) strengthened its position in the U.S. smartphone market during the first quarter of 2026 as analysts at Counterpoint Research said delayed rival launches, stronger carrier performance, and pressure on lower-cost Android brands reshaped industry dynamics. Apple Outperformed A Weak Smartphone Market Counterpoint Research noted on Tuesday that Apple's U.S. iPhone sales volume rose 1.3% year over year in the first-quarter of 2026, while the broader U.S. smartphone market dec

<body><p>STORY: Samsung Electronics and its union didn't reach a pay deal on Wednesday, which risked a massive strike.</p><p>The update followed long government-mediated talks on Monday and Tuesday.</p><p>Any industrial action could impact the wider South Korean economy.</p><p>The country's authorities were so concerned they called an emergency meeting.</p><p>Prime Minister Kim Min-seok told the government to closely manage the situation and encourage more dialogue&nbsp;to prevent a strike.</p><p>Samsung shares fell as much as 6% after the news broke, but&nbsp;later traded up 1% after the update of the ministerial meeting.</p><p>Rival SK Hynix saw its stock surge 7%.</p><p>It was helped by market views it could profit from Samsung's labor issues, and expectations it will list in the U.S later this year.</p><p>Samsung's union is angry over what it calls a massive gap in bonus pay with SK Hynix.</p><p>It has planned an 18-day strike from May 21 if its demand aren't met.</p><p>The union has warned more than 50,000 workers could walk off the job.</p><p>That would likely delay shipments to customers and further push up chip prices.</p><p>The union has called for an end to a cap on bonus pay currently set at 50% of annual base salary.</p><p>It also wants the allocation of 15% of annual operating profit to bonus pay and more clarity on how bonuses are calculated.</p><p>The union said it has no plans to resume talks before the strike date.</p><p>But added it would consider "a proper proposal" if the company presents one.</p><p>Samsung said it regretted the collapse of talks and will continue to have "sincere dialogue" with the union to stop what it called a worst-case scenario.</p></body>

By Gregor Stuart Hunter SINGAPORE, May 13 (Reuters) - Asian stocks found their footing after an initial selloff on Wednesday, helped by a turnaround in Korean shares as revived AI optimism dwarfed

(Bloomberg) -- Chinese investors are heading into the earnings season demanding proof that billions in AI spending by tech giants is paying off.Most Read from BloombergAmbani’s Cola War With Coke, Pepsi Spurs Fridge Bonanza in IndiaInside a Year of Chaos and Conflict at Kevin Hart’s Media CompanyMamdani Scraps Property Tax Hike, Counts Second-Home RevenueIran Makes New Offer on Uranium in Response to US, WSJ SaysThat spotlight will fall on Alibaba Group Holding Ltd. and Tencent Holdings Ltd. whe

Recent performance snapshot Without a specific news catalyst driving headlines today, Samsung Electronics (KOSE:A005930) still draws attention after a month return of 35.44% and a past 3 months return of 66.27%, alongside revenue of ₩388.41b and net income of ₩83.36b. See our latest analysis for Samsung Electronics. The latest share price of ₩279,000 sits alongside a year to date share price return of 117.12% and a very large 1 year total shareholder return, suggesting strong momentum that...

Samsung Electronics’ talks with its labor union failed to reach an agreement over how the company’s massive profits are distributed, raising the likelihood of a strike next week.

(Bloomberg) -- The worsening shortage in global memory chips due to the artificial intelligence buildout is driving a widening gulf in corporate results and stock performances.Most Read from BloombergAmbani’s Cola War With Coke, Pepsi Spurs Fridge Bonanza in IndiaInside a Year of Chaos and Conflict at Kevin Hart’s Media CompanyMamdani Scraps Property Tax Hike, Counts Second-Home RevenueIran Makes New Offer on Uranium in Response to US, WSJ SaysShares of memory makers Micron Technology Inc. and S

Samsung Electronics said on Wednesday ‌it regretted the collapse ‌of pay deal talks with its ​South Korean union, flagging concerns that it could heighten anxiety among employees, shareholders ‌and the ⁠public. The company said it would continue efforts ⁠to prevent a worst-case scenario through what it ​described as "sincere ​dialogue" ​with the union. The ‌union leader said earlier on Wednesday that it failed to reach a pay deal with the company, ‌warning that more ​than 50,000 workers ​could ​go ahead with ‌a full strike for ​18 ​days from May 21 that threatens to disrupt ​production ‌of AI and other chips.

Intel Corporation (NASDAQ:INTC) is one of the top “blue chip” stocks that were suddenly on fire in April. Reuters reported on May 5 that, according to Bloomberg News, Apple Inc held exploratory discussions regarding the use of Intel Corporation (NASDAQ:INTC) and Samsung Electronics for the production of the main processors for its devices. Apple executives […]

The iShares MSCI South Korea ETF (NYSEARCA:EWY) is up 80% year-to-date and about 200% over the past year, which is not what a country fund is supposed to do, especially one that spent a decade as the poster child for the “Korea discount.” The reason it has done it anyway is hiding in plain sight ... This “Boring” Country ETF Is Secretly A High-Octane AI Hardware Trade

Artificial intelligence has a funny way of turning obscure hardware components into economic kingmakers. A year ago, most investors barely thought about DRAM memory prices. Today, they may matter as much to AI growth as Nvidia (NASDAQ:NVDA) GPUs. Why? Because AI models do not just need processing power — they need massive amounts of memory ... Artificial Intelligence’s No. 1 Bottleneck Just Surged 497%

Stocks of most chip companies were getting hit, besides Nvidia. Texas Instruments, Samsung Electronics, ASML stocks were all down more than 2%, while shares of Taiwan Semiconductor Manufacturing were down 1.