Notícias

Korean retail investors cash out savings and insurance to chase SK Hynix and Samsung, raising financial system risks.

Wedbush Securities Managing Director of Equity Research Matt Bryson joins Julie Hyman on Market Catalysts to discuss the sell-off in memory stocks after Seagate’s (STX) CEO warned the company may not be able to meet chip demand.

Micron stock has been pressured by higher bond yields but Wall Street analysts are still positive on the memory-chip company.

South Korean memory chip maker Samsung Electronics is facing its worst-ever strike, with nearly 48,000 workers threatening to walk off production lines on Thursday for 18 days over a dispute about bonus payouts. Samsung's union has asked the company to abolish a cap that limits bonuses to 50% of annual salaries and to ‌allocate 15% of annual operating profit to a bonus pool that would be distributed to workers. It also wants Samsung to make the changes binding beyond this year.

↗️ ServiceNow (NOW): Bank of America analysts said ServiceNow would benefit from AI, and gave the stock a buy rating yesterday, sending it up 8%. The business-software company's shares are up again premarket; they were still down about a third year to date as of yesterday's close.

China's top flash memory chipmaker YMTC has begun the so-called "tutoring" process ‌for a potential initial public offering, where ‌a company receives formal pre-IPO guidance from an investment bank, ​a regulatory filing showed on Tuesday. Yangtze Memory Technologies Co (YMTC) has hired CITIC Securities, a Chinese state-owned investment bank, to guide its IPO preparation ahead of ‌a potential stock ⁠market listing.

By Hyunjoo Jin SEOUL, May 19 (Reuters) - Samsung Electronics and its South Korean labour union began another round of government-mediated talks on Tuesday to break an impasse in negotiations over pay

Asian shares were mixed Tuesday as uncertainty about what will happen with the Iran war roiled global markets. Japan's benchmark Nikkei 225 lost 0.6% in morning trading to 60,433.79, erasing initial gains after the government reported that the economy grew for the second straight quarter in January-March, mainly due to better than expected consumer spending. Shares in Samsung Electronics slipped 3.8% and SK Hynix fell 4%, tracking losses in tech shares overnight on Wall Street.

(Bloomberg) -- Seagate Technology Holdings shares fell 6.9% Monday in its worst one-day drop in nearly two months after management comments at a JPMorgan conference sparked investor fears that the company won’t be able to keep up with soaring demand for memory chips. Most Read from BloombergUS Lawmakers Plan New $130 Fee for Electric Vehicle OwnersBillionaire Rinehart Bets $100 Million on US Defense StocksStocks and Oil Whipsaw on Mixed US-Iran Signals: Markets WrapElon Musk Loses Case Against S

(Bloomberg) -- Supercharged gains in a handful of companies and weak market breadth are stoking concerns that the world’s hottest stock market is overheating in some pockets. Most Read from BloombergUS Lawmakers Plan New $130 Fee for Electric Vehicle OwnersBillionaire Rinehart Bets $100 Million on US Defense StocksStocks and Oil Whipsaw on Mixed US-Iran Signals: Markets WrapTrump Says Holding Off on New Iran Strikes After Gulf AppealElon Musk Loses Case Against Sam Altman Over OpenAI’s OverhaulU

Samsung Electronics and its South Korean labour union began another round of talks on Tuesday to break an impasse in bonus negotiations, ‌after dialogue on Monday did not produce an agreement. The two sides are under mounting pressure ‌to avert an imminent strike that threatens to hurt the Korean economy and chip production, but remained far apart during the ​government-mediated pay talks on Monday. Media reports said on Tuesday, citing the chairman of the National Labor Relations Commission that Samsung and the labour ‌union are narrowing some differences.

AI server demand remains Micron’s key upside driver, with the next earnings update set to give investors more detail on DRAM pricing and high-bandwidth memory demand.

The company may be a sleeper after falling 10% from its all-time high.

​Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the Best Stocks to Invest in For 5 Years According to Billionaires. On May 15, Bank of America Securities analyst Haas Liu reiterated a Buy rating on Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) with a price target of 2,560 Taiwan dollars. ​The firm noted that competitive […]

Chinese memory chipmaker posts more than 20 billion yuan profit as AI-driven DRAM demand lifts pricing.

Apple (AAPL) is preparing new AI features for iOS 27 and iPadOS 27 as it looks to narrow the gap wit

(Bloomberg) -- Apple Inc. is preparing a wave of artificial intelligence features for its next iPhone and iPad operating systems, including a grammar checker and new shortcut options, part of an effort to narrow the gap with capabilities available on rival devices.Most Read from BloombergStocks Fall, Oil Rises as Hormuz Deal Hopes Fade: Markets WrapBillionaire Rinehart Bets $100 Million on US Defense StocksIranian Media Said US Offered Interim Waiver on Oil SanctionsUS and Iran Far From Deal as

Fresh labor talks and a Korean court ruling help cool fears of a major chip production disruption.

Shares rise as investors watch efforts to avoid chip strike

The choice between the Roundhill Memory ETF (CBOE:DRAM) and the iShares Semiconductor ETF (NASDAQ:SOXX) looks like a semiconductor exposure decision, but it is really a question about how concentrated a cyclical bet you want to make. SOXX gives you the whole chip stack. DRAM gives you three companies in a trench coat: Samsung Electronics, SK ... DRAM Surged 51% in One Month While SOXX Climbed 32%, but Only One Survives the Memory Cycle Downturn

Tata Electronics plans India's first 300 mm commercial semiconductor fab in Gujarat with ASML technology support.

Micron Technology stock was gaining early Monday. Investors are watching for labor action at rival Samsung Electronics that could disrupt to memory-chip supplies and further boost prices. Micron shares were up 1.3% in premarket trading after closing down 6.6% on Friday.

Nvidia earnings report is expected to be the main event for tech investors this week.

Nvidia earnings report is expected to be the main event for tech investors this week.

Nvidia earnings report is expected to be the main event for tech investors this week.

Nvidia earnings report is expected to be the main event for tech investors this week.

Nvidia earnings report is expected to be the main event for tech investors this week.

Nvidia earnings report is expected to be the main event for tech investors this week.

Nvidia earnings report is expected to be the main event for tech investors this week.

Samsung Electronics and its labour union plan to hold more talks on Tuesday in a bid to avert the biggest strike in the tech giant's history, amid concern that a walkout by more than 45,000 ‌workers could hit South Korea's economy and disrupt global supply chains. The threatened 18-day strike starting on Thursday comes amid an acute global shortage in ‌memory chips, which are essential components in AI data centres, smartphones and laptops. The shortage has fueled soaring profits at Samsung and its peers in recent months.