Notícias

AI memory trade powered Tepper's first-half gains

Record AI-driven memory earnings topped forecasts, yet investors sold after a near-150% rally this year.

Investors question durability of AI infrastructure boom

Samsung crushed earnings, but investors wanted more. Now it -- and other semi stocks -- are being punished.

SEMI says price or capacity intervention could worsen the AI-driven memory shortage affecting electronics, autos and appliances.

Miller Tabak Chief Market Strategist Matt Maley believes investors should keep a close eye on two often-overlooked warning signs: the Japanese yen and South Korea’s KOSPI index. During CNBC’s Morning Call Sheet yesterday, he argued that a reversal in the popular yen carry trade and continued weakness in Korean stocks could signal broader trouble for ... Chief Market Strategist Says Japan and South Korea Could Be Flashing Early Warning Signs for Investors

“Gradually and then suddenly” is the way in which Mike Campbell, the wealthy but aimless character from Ernest Hemingway’s The Sun Also Rises, describes his bankruptcy. The market is changing, quietly and efficiently, heading into the start of a crucial second quarter earnings season that could either underscore the bull case for tech stocks over the back half of the year or test investor patience for long-awaited profits from the artificial intelligence boom. The which hit its latest all time high in early June, slipped into negative territory for the past month on Tuesday, led to the downside by the ongoing slump in tech stocks that have led the market for much of the past four years.

S&P 500 companies are expected to report 23.3% earnings growth for Q2, the second straight quarter above 20% and far above the average growth rate of 16.4% over the past five years, according to FactSet. The key question for markets, according to famed investment strategist Ed Yardeni, is whether analysts got carried away after Q1 earnings and set the bar too high. "The big risk up ahead is that technology companies, especially the hyperscalers, won't beat analysts' overly optimistic earnings growth estimates for the quarter," Yardeni wrote in Monday note.

AI memory demand stays strong, but expectations rise

Samsung's building more plants to capitalize on memory demand -- and endangering Micron's profits.

Samsung posted a 19-fold profit increase and investors said "cool, we're selling anyway," dragging the Nasdaq Composite index deep into the red.

Investing.com -- Jordan Klein, Mizuho’s TMT sector specialist, said in a note on Tuesday that investors are overreacting to Samsung’s preliminary second-quarter results, arguing that the sell-off in semiconductor stocks reflects momentum unwind rather than fundamental deterioration.

Michael Burry warns memory-chip valuations may face pressure as South Korea and China expand DRAM capacity.

The FTSE 100 closed up 14.11 points, 0.1%, at 10,665.88.

Intel Stock Drops as Investors Reassess the AI Chip Rally

The AI trade has rewarded investors with extraordinary gains over the past two years, but it has also created a market where sentiment can change in a single trading session. That reality was on full display after Samsung Electronics reported record quarterly results in South Korea. Revenue and operating profit climbed sharply, yet the stock ... Samsung Wipes Out AI Stocks. Is This the Buying Opportunity You Were Waiting For?

Micron, Samsung, SK Hynix, and the Roundhill Memory ETF are all down more than 20% from recent closing highs, turning one of 2026's hottest trades into a bear market

Record earnings were not enough to stop a global semiconductor selloff as investors questioned how much AI demand is already priced in.

Samsung's building more plants to capitalize on memory demand -- and endangering Sandisk's profits.

Investors weren't happy with Samsung's guidance today, sending a large group of tech names lower in U.S. morning trading. Here are some of the biggest recent declines: Intel (INTC): Down 11% Applied ...

Chip stocks fell Tuesday despite a second-quarter earnings beat by semiconductor and consumer electronics manufacturer Samsung Electronics.

Shares of Intel (NASDAQ:INTC) are down 10% in Tuesday morning trading to $110, while Advanced Micro Devices (NASDAQ:AMD) stock is off 8% to $508. The moves cap a sharp reversal after both names rallied Monday. The declines are part of a broader chip selloff triggered by Samsung Electronics’ quarterly report. Equipment maker Applied Materials (NASDAQ:AMAT) ... Intel and Applied Materials Dive 10%, AMD Craters 8% as Samsung Earnings Trigger Chip Selloff

Samsung's (005930.KS) preliminary earnings results are causing volatility in the memory sector, just ahead of SK Hynix's (000660.KS) Friday IPO. Yahoo Finance Markets and Data Editor Jared Blikre takes a closer look in the video above.

Samsung Electronics (KOSE:A005930) issued new second quarter 2026 guidance, flagging consolidated sales of about ₩171 trillion and operating profit near ₩89.4 trillion, giving investors fresh numbers to assess the stock. See our latest analysis for Samsung Electronics. Despite the fresh guidance, Samsung Electronics’ share price has recently cooled, with a 1-day share price return down 7.23% and a 30-day share price return down 10.33%. However, the 90-day share price return of 40.14% and...

Memory and storage stocks are selling off sharply in early trading Tuesday, reversing Monday’s rebound. Micron Technology (NASDAQ:MU) shares are down 7% to $917, SanDisk (NASDAQ:SNDK) stock is off 7% to $1,616, and Western Digital (NASDAQ:WDC) shares are dropping 7% to $537. The selling extends across the group. Seagate Technology (NASDAQ:STX) stock is down 5% ... Micron, SanDisk, and Western Digital Sink 7% as Samsung Earnings Spark a Memory Selloff

July 7 (Reuters) - The Nasdaq opened lower on Tuesday amid declining chip stocks, with investors questioning the momentum of the AI-led rally despite Samsung's strong earnings, while a report on

Samsung Electronics (005930.KS) released preliminary second quarter earnings results on Tuesday, reporting a 19-fold profit jump from a year ago, amounting to $58 billion. Morning Brief Host Julie Hyman welcomes Yahoo Finance Senior Business Reporter Ines Ferré and Interactive Brokers chief strategist Steve Sosnick to help break down whether Samsung's breakout numbers still weren't enough to impress Wall Street investors and what it signifies for the broader chip space.

U. S. stock index futures pointed to a weaker start on Tuesday, with markets expected to surrender part of Monday’s gains as renewed selling pressure emerged across the technology sector.

Stock Market Today: The Dow Jones index rose, while tech futures sold off amid Samsung earnings. Micron and Sandisk plunged.

(Updates with stock and oil price moves, and additional details from sixth paragraph onward.) US