Notícias

Morgan Stanley upgrades Korean stocks to overweight with a 9,000 KOSPI target as Samsung and SK Hynix extend losses.

U.S. chip stocks and the Korean market have become increasingly intertwined lately, and the latest moves suggest that volatility remains.

Micron's 39% plunge and SK Hynix and Samsung's $1.3 trillion spending plan are raising fresh worries for US chipmakers.

(Bloomberg) -- South Korean stocks slipped, as heavyweight chipmakers faced selloffs after Friday’s record gains while investors cut back leverage-backed trades. Most Read from BloombergTrump Says US to Hold Off Iran Attack If Deal AgreedSaudi Prince Concerned Over Trump’s Iran Strike Plan: AxiosSingapore's Gated Island for the Rich Is Marred by Decayed HomesIndia’s Family Offices Embrace Profit-Sharing to Attract Top TalentCrushed by Kospi Rout, Angry Koreans Rip Lee and Vow Not to BuyThe Kospi

Margin unwind from South Korean investors and the massive Situational Awareness blowup do not affect the fundamentals of AI stocks.

Samsung Electronics introduced the Galaxy Watch Ultra2 and Galaxy Watch9, featuring new AI-driven health and sports tracking tools. The wearables include advanced biometric tracking, extended battery life, and support for demanding activities such as professional diving. The launch reflects a shift in Samsung Electronics' wearable strategy toward more health focused and performance oriented devices. For investors following Samsung Electronics, ticker KOSE:A005930, the new wearables arrive...

Samsung expects memory supply constraints to become even worse in 2027 and persist through 2028, putting more pressure on phone and PC prices.

Two storage stocks surged together last week. Their paths back to record highs are nothing alike.

(Bloomberg) -- Leveraged ETFs that offer the tantalizing prospect of doubling or tripling the daily returns of an individual stock are famously risky for investors who buy them. Most Read from BloombergTrump Says US to Hold Off Iran Attack If Deal AgreedSingapore's Gated Island for the Rich Is Marred by Decayed HomesIndia’s Family Offices Embrace Profit-Sharing to Attract Top TalentBessent Joins Japan to Help Reverse Months of Yen LossesSaudi Prince Concerned Over Trump’s Iran Strike Plan: Axios

Investing.com -- South Korean retail investors sold a record amount of Kospi-listed shares on Friday as July’s severe market reversal damaged confidence and prompted criticism of President Lee Jae Myung’s government, Bloomberg reported.

Apple's new Upgrade program is the latest sign that smartphone ownership is changing.

The memory maker booked more revenue in one quarter than in any full year of its history. Can that possibly last until 2030?

The memory craze paused in July—and investors got a much-needed reality check. American memory suppliers Sandisk and Micron Technology fell 47% and 29% for the period, respectively. Sandisk notched its worst monthly performance since spinning off from Western Digital in February 2025, while Micron capped off its worst month since 2015.

A weekly roundup covering Magnificent Seven earnings, Fed rate pauses, U.S.-Iran tensions, and MarketBeat analysts' takes on stocks including Microsoft, Alphabet, Broadcom, Tesla, and UnitedHealth.

Samsung Electronics reported a record jump in semiconductor profits, driven by AI related demand and long term memory contracts. The company signaled that tight AI memory supply conditions could extend through 2028. This outlook highlights potential implications for Micron Technology NasdaqGS:MU in terms of pricing power, capacity plans, and competitive position in AI focused memory. Micron Technology enters this phase of tighter memory supply with a very strong recent stock performance...

Netlist (OTCMKTS:NLST) reported second-quarter revenue of $109.8 million, up 163% from the second quarter of 2025, as demand for difficult-to-source DRAM products and the company’s memory product portfolio supported growth. Chief Executive Officer Chuck Hong said first-half revenue exceeded $200 mi

Investing.com -- South Korean exports grew faster than expected in July, supported by strong global demand for semiconductors and computers used in artificial intelligence infrastructure, preliminary trade data showed on Saturday.

Memory-chip shipments led the overall export growth, as the country’s top chip makers, Samsung Electronics and SK Hynix maintain an upbeat outlook for the rest of the year after posting record revenue and earnings for the June quarter. Imports expanded 26.5% to $68.56 billion in July, resulting in a trade surplus of $30.32 billion. In June, the country’s trade surplus was a revised $36.09 billion.

Readers weigh in on the nascent construction boom, the Taylor rule, and the case for APA as a takeover target.

Samsung and SK Hynix produced their largest recorded gains as investors returned to Korean semiconductor stocks after a severe July selloff.

SK Hynix stock surges in South Korea on Friday but that could lead to more volatility down the line.

AI data center demand is fueling a multi-year chip shortage, pushing up component costs and retail device prices.

American and South Korean semiconductor and storage companies recovered a bit from an earlier selloff after fresh positive signs from Big Tech earnings.

In its first year, BCC Research's Artificial Intelligence vertical has developed a comprehensive suite of reports to provide a detailed view of the global AI market. This collection includes quarterly Core Four reports alongside monthly Pulse Reports and an AI Sentiment Index, offering insights into AI adoption, disruption, usage, and investment across various industries worldwide. Notably, the reports highlight a structural shift in industries such as finance, logistics, and digital health,...

Memory chip supply constraints remain a problem for Apple.

SK Hynix surged on Friday alongside other South Korean shares as traders flooded back into artificial-intelligence stocks. SK Hynix rose 30% to 1.718 million won ($1,197) in local trading in South Korea. The KOSPI has been the world’s hottest stock market so far this year—logging a 57% gain through Friday’s close—but it has been an uncomfortable ride at times.

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.

↗️ SK Hynix (KR:000660), Samsung (KR:005930): Shares of both chipmakers surged over 25% in Asian trading, staging a strong recovery after a turbulent week. Peers Marvell (MRVL), Intel (INTC), Micron (MU), also moved higher.

Shares of semiconductor companies are on the rise as investors return to stocks exposed to artificial intelligence after a few turbulent weeks. In Asia, shares of South Korean memory-chip maker SK Hynix closed nearly 30% higher, while Samsung Electronics gained 27%.