GuruFocus.com42d agoneutral
Samsung Pushes Deeper Into AI MemoryChips, displays and batteries drive expansion.
Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
378last 24h
1988last 7d
321● bullish (7d)
177● bearish (7d)
205publishers
Bloomberg42d agoneutral
Chip Stocks Off to Rough Start in Third Quarter With 2-Day Skid(Bloomberg) -- Semiconductor stocks are starting the third quarter with their worst two-day selloff in nearly a month. Most Read from BloombergExxon to Change Name for First Time in Decades After RedomicileMeta Is Planning a Cloud Business to Sell AI Computing PowerGermany Rejects Trump’s Demands for NATO Loyalty to WashingtonRussia Indicates Ukraine Fired Long-Range Ballistic MissileKrafton Agrees to Pay ‘Subnautica 2’ Bonuses as Developer’s CEO ResignsThe Philadelphia Stock Exchange Semiconduc
Investing.com42d agobullish
Anthropic explores Samsung 2nm chip partnership - The InformationInvesting.com -- Anthropic has begun early-stage work on a custom AI chip and held talks with Samsung Electronics Co Ltd (KS:005930) as a potential manufacturing partner, according to The Information, a development that sharpens competitive pressure on NVIDIA Corporation (NASDAQ:NVDA), which currently holds an estimated 74% share of the AI chip market.
GuruFocus.com42d agoneutral
Apple Eyes 10 Million Foldable iPhones in Major Expansion MoveApple's Foldable iPhone Strategy Just Got Bigger as Production Forecast Jumps
AFP42d agoneutral
Dollar down, stocks shine after disappointing US jobs dataThe dollar fell Thursday after disappointing US jobs data dampened expectations of a quick hike in interest rates.The dollar fell more than one percent against the yen after the data.
24/7 Wall St.42d agobearish
Morningstar Warns Of 30% Crash In AI Stocks, Is It Time To Sell Micron?Morningstar is warning investors to brace for a reckoning in AI stocks, with memory-chip names sitting on the biggest gains facing the most downside. In a Bloomberg TV segment, Morningstar director of research Lorraine Tan warned that a large slice of AI names could give back 20% to 30% before they become buyable again. For ... Morningstar Warns Of 30% Crash In AI Stocks, Is It Time To Sell Micron?
Quartz42d agobearish
Chip stocks sell off globally ahead of June jobs reportA fourth straight month of gains above 100,000 would represent a run of job growth not seen since the start of 2024
The Wall Street Journal42d agoneutral
What’s Weighing on Chip Stocks?The slide appears to reflect concerns that tech companies have built more AI computing capacity than they really need, says Mohit Kumar, chief European economist at Jefferies. Those fears were rekindled ...
MT Newswires42d agoneutral
Chip Wreck Roils Asian Stock MarketsAsian stock markets largely fell back Thursday, following overnight declines on Wall Street of chip
Reuters Videos42d agoneutralVIDEO
AI Weekly: Anthropic controls lifted, Meta in the clouds<body><p>STORY: From Anthropic's new models getting cleared to Meta's reported big cloud move...</p><p>This is AI Weekly.</p><p>:: AI Weekly</p><p>Anthropic said the U.S. lifted export controls on its latest AI models.</p><p>It comes less than three weeks after the startup was forced to suspend access to its newest products over national security worries.</p><p>It led Anthropic to suddenly disable its Mythos 5 and Fable 5 models.</p><p>Washington has stepped up oversight of new releases due to concerns AI could be misused by intelligence agencies in China, Russia and elsewhere.</p><p>South Korea unveiled multi-billion dollar chip and AI mega-projects.</p><p>President Lee Jae Myung pledged investments worth more than $576 billion over a number of years.</p><p>Authorities said tech heavyweights Samsung and SK Hynix will invest over $518 billion to build two new chip fabrication sites each in South Korea's southwest.</p><p>It marks President Lee's biggest move yet to revive domestic economies beyond the capital Seoul.</p><p>Chipmaker Micron briefly blew past the market value of Big Tech giants Meta and Tesla for the first time ever.</p><p>The stock surge came a day after Micron forecast quarterly profit and revenue way ahead of analyst expectations.</p><p>The company is a major supplier to AI powerhouse Nvidia, and its shares have more than tripled in value so far this year.</p><p>It reached a market cap of about $1.4 trillion at one point after its results were released.</p><p>And Meta is building a cloud business to sell excess AI computing capacity.</p><p>That's according to a report from Bloomberg.</p><p>The move could lower Meta's reliance on advertising revenue and help it take on cloud majors like Amazon and Microsoft.</p><p>Meta didn't immediately respond to a request for comment.</p><p>CEO Mark Zuckerberg said earlier this year the firm could enter the cloud computing business if it overspends on data centers and has excess capacity.</p></body>
Barrons.com42d agobearish
Micron Stock Drops Again, Memory Rivals SK Hynix and Samsung Sink KOSPIThe world’s hottest stock index tumbled Thursday as the tech selloff that ravaged U.S. markets spread overseas.
The Wall Street Journal42d agoneutral
Stocks to Watch: Alphabet, Micron, Strategy↘️ Alphabet Inc. Cl A (GOOGL): Shares slipped premarket after Google lost a lengthy legal battle to overturn an EU fine of about $4.69 billion over its Android operating system. ↘️ Samsung Electronics (KR:005930), SK Hynix (KR:000660), Kioxia (JP:285A): The Asian memory-chip makers slumped, dragging down South Korea's Kospi and Japan's Nikkei 225 indexes.
Euronews42d agobearish
Asian stocks slide on chip sell-off as markets await US jobs dataAsian markets mostly fell on Thursday as a heavy sell-off in chip shares spread across the region, while European stocks opened flat and US futures pointed lower ahead of a closely watched American jobs report.View on euronews
Associated Press43d agobearish
Wall Street quietly mixed as chip companies continue to lose ground following Wednesday's sell-offWall Street was mixed in light trading early Thursday as chip stocks fell further and oil prices dipped near their levels before the Iran war began. Futures for the S&P 500 were unchanged before the opening bell, while Dow Jones Industrial futures inched up 0.2%. Nasdaq futures were off 0.4%.
Reuters43d agobullish
Morning Bid: Shares pull back as markets await likely payrolls beatA look at the day ahead in European and global markets from Stella Qiu Global shares are pulling back after a bumper quarter.
Reuters43d agoneutral
SK Hynix to spend $64 billion on chip plants under broader AI-driven investment planSK Hynix said on Thursday it planned to invest 100 trillion won ($64.38 billion) to build new NAND memory chip and packaging factories as part of a massive investment programme aimed at addressing a shortage driven by the AI boom. The projects in the country's central city of Cheongju outlined on Thursday come under a $2.1 trillion plan unveiled by the chipmaker and its local rival Samsung Electronics on Monday that also included a new chip cluster in the southwest and existing projects. South Korea is hoping the investments will double the country's memory chip production capacity within five years.
Bloomberg43d agobullish
Apple Seeks to Buy Chinese-Made Memory Chips by Lobbying US(Bloomberg) -- Apple Inc. is in negotiations to purchase chips from two Chinese semiconductor makers on a Pentagon blacklist to help reduce the impact of a global memory shortage that’s forced the company to raise prices across its product line.Most Read from BloombergMeta Is Planning a Cloud Business to Sell AI Computing PowerKrafton Agrees to Pay ‘Subnautica 2’ Bonuses as Developer’s CEO ResignsUS Decides Against Renewing USMCA, Shifting to Rolling TalksSpaceX IPO Left Mirae With No Shares on
Investing.com43d agoneutral
Apple negotiates with blacklisted Chinese chipmakers amid AI-driven memory crunchInvesting.com -- Apple Inc. is in active negotiations to purchase memory chips from two prominent Chinese semiconductor manufacturers that currently reside on a Pentagon blacklist. The high-stakes gamble comes as the iPhone maker scrambles to secure component supplies amid a global memory crunch that has already forced Apple to enact rare, widespread price hikes across its product lineup. According to a report from Bloomberg News, citing people familiar with the matter, Apple is seeking to secur
24/7 Wall St.43d agoneutral
The AI Memory Shortage Just Entered Year Two and These 3 ETFs Own Every Layer From DRAM to HBMThe AI memory shortage that began squeezing hyperscaler supply chains in 2025 has now entered its second calendar year, with Micron Technology guiding fiscal Q4 2026 revenue to roughly $50 billion and HBM4 qualification samples still rationed among lead customers. For investors trying to translate that supply tightness into portfolio exposure, three exchange-traded funds capture ... The AI Memory Shortage Just Entered Year Two and These 3 ETFs Own Every Layer From DRAM to HBM
The Wall Street Journal43d agoneutral
Michael Burry Cites ‘Beginning of the End’ With New AI Short BetsTesla, Caterpillar, Applied Materials and an ETF of chip stocks are in the idiosyncratic investor’s crosshairs.
TheStreet43d agobullish
After beating Samsung, tech titan files for IPOSK Hynix builds the memory chips wired into Nvidia’s most advanced AI processors, supplying a component so scarce that customers now reserve production years in advance. This week the South Korean company asked U.S. regulators for permission to list its shares on the Nasdaq for the first time in ...
Moneywise43d agoneutral
Samsung, Micron and SK Hynix accused of spiking memory chip prices by 700%The antitrust lawsuit calls the companies “oligopolists” and accuses them of “concerted anticompetitive behavior.”
Trefis43d agoneutral
China Is Coming For Micron's Thick MarginsThe memory industry is in the middle of an unprecedented boom.
Moneywise43d agobearish
South Korea to the rescue: The world's biggest chipmakers will drop $590 billion to end RAMageddon, but there's a catchSamsung and SK Hynix are pouring half a trillion dollars into new factories that would relieve the components crisis making consumer electronics exorbitantly expensive.
Benzinga43d agoneutral
Samsung, SK Hynix To Build Four New Chip Plants As South Korea Unveils $520 Billion AI PushSamsung Electronics Co., Ltd. and SK Hynix plan to build two new semiconductor fabrication plants each in South Korea as part of a massive national chip manufacturing initiative. $520 Billion AI Push The South Korean government announced on Monday that...