Q
QuantAbundanciaAbundância, quantificada.

Notícias

Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

24,216 signal articles · 245 in last 24h · 114,980 total before filter · latest 1h ago
245last 24h
1835last 7d
302● bullish (7d)
167● bearish (7d)
205publishers
AllMacro321Earnings885M&A102Regulatory23Product17Analyst23
✕ clear all filtersticker: SSNLFSentiment:bullishneutralbearish✓ showing all (incl. clickbait)
Samsung resumes talks with union as strike looms
Reuters Videos88d agoneutralVIDEO
Samsung resumes talks with union as strike looms

<body><p>STORY: Samsung Electronics and its South Korean labor union kicked off a new round of government-mediated pay talks on Monday.</p><p>The talks follow the collapse of an initial round of negotiations over pay and bonuses, ahead of a strike due to begin on Thursday.</p><p>Before the meeting, union representative Choi Seung-Ho talked to reporters.</p><p>“We've now reached the follow-up mediation stage anyhow, and I'd also like to convey that we will engage sincerely in this second round of follow-up mediation."</p><p>More than 45,000 workers are threatening to stage the largest strike in the company's history, running for 18 days from May 21.</p><p>:: Samsung Electronics</p><p>South Korean government officials have voiced concerns that a strike should be avoided at all costs, warning of significant risk to economic growth, exports and financial markets.</p><p>Samsung accounts for almost a quarter of the country's overseas shipments.&nbsp;</p><p>:: Archive</p><p>President Lee Jae Myung said on X on Monday that management rights should be respected as much as labor rights.</p><p>He said workers should receive fair compensation for their labor, while shareholders who bear risks and losses through investments also deserve a share of corporate profits.&nbsp;</p><p>Samsung shares were up around 3% by early afternoon in Seoul.&nbsp;</p></body>

Korean Stocks Rebound From Brink of Correction on Samsung Rally
Bloomberg88d agobullish
Korean Stocks Rebound From Brink of Correction on Samsung Rally

(Bloomberg) -- South Korean stocks erased their morning losses to finish higher, as optimism over progress in Samsung Electronics Co.’s labor talks helped offset the hit to sentiment from rising bond yields.Most Read from BloombergWinners and Losers From Trump and Xi’s Beijing Summit TalksHormuz Oil Flows Creep Higher as More Supertankers ExitUS, Iran Stall on Hormuz Reopening as Oil Supplies TightenUS and Iran Far From Deal as Bond Rout Piles Pressure on TrumpTrump Gets Revenge on Republican Wh

Interactive Brokers (IBKR) Launches Direct Trading Access to Korea Exchange
Insider Monkey89d agoneutral
Interactive Brokers (IBKR) Launches Direct Trading Access to Korea Exchange

Interactive Brokers Group Inc. (NASDAQ:IBKR) is one of the best large cap stocks to buy under $100. On May 7, Interactive Brokers announced the launch of access to equities listed on the Korea Exchange/KRX, making it the first major US-based broker to offer trading in South Korea’s $4 trillion equity market. This addition enables international […]

Samsung Electronics and its South Korean union resume pay talks as strike risks loom
Reuters89d agoneutral
Samsung Electronics and its South Korean union resume pay talks as strike risks loom

Samsung Electronics and its South Korean labour union are set to join a new round of government-mediated pay talks on Monday, in ‌a bid to avert a strike at the tech giant, which accounts for nearly a ‌quarter of the country's exports. The talks resume days after a first round of government-mediated negotiations over pay and bonus schemes ​collapsed, ahead of a strike scheduled to begin on Thursday at the world's largest memory chipmaker. South Korean government officials, including the prime minister and finance minister, have voiced concerns that a strike should be avoided at all costs, warning it could pose significant risk to economic growth, exports and financial markets.

Kioxia Shares Awash in Buy Orders After AI-Driven Profit Surge
Bloomberg89d agoneutral
Kioxia Shares Awash in Buy Orders After AI-Driven Profit Surge

(Bloomberg) -- Kioxia Holdings Corp.’s shares were untraded in a glut of buy orders Monday morning after the supplier of storage for AI data centers reported soaring profit and gave an outlook that trounced expectations.Most Read from BloombergWinners and Losers From Trump and Xi’s Beijing Summit TalksHormuz Oil Flows Creep Higher as More Supertankers ExitUS, Iran Stall on Hormuz Reopening as Oil Supplies TightenTrump Gets Revenge on Republican Who Voted to Convict HimHow Keir Starmer Imploded a

Won Jin Lee Takes Over Samsung Visual Display As Investors Weigh Valuation
Simply Wall St.89d agoneutral
Won Jin Lee Takes Over Samsung Visual Display As Investors Weigh Valuation

Samsung Electronics (KOSE:A005930) has appointed Won-Jin Lee as the new Head of its Visual Display Business. The Visual Display Business oversees Samsung TVs, monitors, and related products that are central to the company’s consumer brand. Lee brings experience in content, services, and marketing, with potential implications for smart TV and connected home strategies. The Visual Display Business sits at the core of Samsung Electronics, shaping how consumers see the brand in living rooms,...

South Korea says it will pursue all options to avoid Samsung strike
Reuters90d agoneutral
South Korea says it will pursue all options to avoid Samsung strike

South Korea will pursue all options, including emergency arbitration, to avoid a labour strike at the country's ‌biggest employer Samsung Electronics and to minimise any damage if ‌one does occur, its prime minister said on Sunday. The world's largest memory chip maker and ​its South Korean labour union will resume pay talks on Monday with a government mediator, in a move that could ease concerns over a potentially disruptive strike at the tech giant that accounts for nearly a quarter ‌of the country's exports. "Just ⁠one day of suspension at Samsung Electronics' semiconductor factory is expected to incur direct losses of as much as ⁠1 trillion won ($667.68 million)," Prime Minister Kim Min-seok said after an emergency meeting with ministers on Sunday.

Retail Euphoria Turns Six-Week Fund Into Record-Busting AI Trade
Bloomberg90d agoneutral
Retail Euphoria Turns Six-Week Fund Into Record-Busting AI Trade

(Bloomberg) -- Brian Emes manages a retail store in Lethbridge, Alberta, a small city on the Canadian prairie about a two-hour drive from the US border. On the morning of May 11, before opening the shop, the 43-year-old launched his brokerage app and bought 55 shares of an exchange-traded fund that hadn’t existed until early April. Most Read from BloombergWinners and Losers From Trump and Xi’s Beijing Summit TalksHormuz Oil Flows Creep Higher as More Supertankers ExitWhat Is The Thucydides Trap

Samsung And Withings Link Health Ecosystems As Samsung Shares Screen Undervalued
Simply Wall St.90d agoneutral
Samsung And Withings Link Health Ecosystems As Samsung Shares Screen Undervalued

Samsung Electronics (KOSE:A005930) and Withings are partnering to link their wearable and health management technologies. The collaboration focuses on data syncing between Samsung Health and Withings apps to give users a more unified health data view. The partnership targets cross platform health tracking, connecting Samsung devices with Withings health monitoring products. Samsung Electronics (KOSE:A005930) has been building out its position in consumer electronics, including smartphones,...

Samsung Elec Chairman apologises to customers, public amid labour tensions
Reuters90d agoneutral
Samsung Elec Chairman apologises to customers, public amid labour tensions

Samsung Electronics Chairman Jay Y. Lee apologised to customers and the public on ‌Saturday over the company's wage dispute with its South ‌Korean labour union ahead of a possible strike that could shake the ​economy. "I sincerely apologise to customers around the world for causing anxiety and concern due to issues within our company," Lee said in his first public remarks on the dispute, adding that ‌he also "deeply bows in ⁠apology to the public". After pay negotiations broke down this week, the labour minister met Samsung ⁠Electronics management on Saturday and urged the company to take an active role in resolving the dispute through dialogue.

Netlist Q1 Earnings Call Highlights
MarketBeat91d agoneutral
Netlist Q1 Earnings Call Highlights

Netlist (OTCMKTS:NLST) reported record quarterly revenue for the first quarter of 2026, citing strong demand for memory products, tight industry supply and higher DRAM pricing as key drivers of its performance. Chief Executive Officer Chuck Hong said the company delivered “a strong first quarter pe

The DRAM ETF Holds 73% in Just Three Companies, And That’s the Real Problem
24/7 Wall St.91d agoneutral
The DRAM ETF Holds 73% in Just Three Companies, And That’s the Real Problem

The Roundhill Memory ETF (CBOE:DRAM) launched on April 2, 2026 as the first pure-play memory chip ETF, and in roughly six weeks it has returned 96%. Investors own DRAM for clean exposure to the HBM and AI memory build-out without picking between Samsung, SK hynix, or Micron. The catch: DRAM is a three-stock basket in ... The DRAM ETF Holds 73% in Just Three Companies, And That’s the Real Problem

This Memory Chip ETF Is Off the Charts. The Chip Stock Boom Is Only Part of It.
Barrons.com91d agoneutral
This Memory Chip ETF Is Off the Charts. The Chip Stock Boom Is Only Part of It.

The market’s appetite for memory chip makers is feverish, but this subset of the semiconductor industry might be looking a bit too hot. Memory companies have been the latest beneficiaries of the artificial-intelligence investing craze, a boom that has lifted the entire semiconductor sector. The reason is its focus on memory chips and its heavy concentration on three companies in particular: Micron Technology and South Korea’s SK Hynix and Samsung Electronics.

Forget Micron. Every Dollar of AI Memory Spending Has to Pass Through These 2 Stocks First
24/7 Wall St.91d agoneutral
Forget Micron. Every Dollar of AI Memory Spending Has to Pass Through These 2 Stocks First

Micron (NASDAQ:MU) is the memory stock dominating every AI headline this quarter, with traders glued to high-bandwidth memory pricing and the next supply-cycle data point. But here is what you should actually be watching. Memory has always been a commodity-cyclical business. The pricing leverage powering Micron’s current run can reverse on a single Samsung or ... Forget Micron. Every Dollar of AI Memory Spending Has to Pass Through These 2 Stocks First

Investing.com91d agoneutral
Samsung strike looms: Why analysts say to “watch MU” as memory fabs warm down

Investing.com -- Samsung Electronics has entered emergency management mode as up to 50,000 employees prepare to strike for 18 days starting May 21, according to Mizuho TMT Sector Specialist Jordan Klein. The company has begun a "warm down" of its memory fabs at the Pyeongtaek facility to prevent equipment damage during a potential stoppage.

Samsung's South Korean union sticks to strike plan; shares slide
Reuters Videos91d agoneutralVIDEO
Samsung's South Korean union sticks to strike plan; shares slide

<body><p>STORY: Samsung's labor union said Friday it's&nbsp;still committed to a planned strike starting next week.</p><p>That's despite the company proposing to resume pay talks without conditions.</p><p>Government-mediated negotiations between the union and the company over pay and bonus schemes collapsed this week.</p><p>It led to more concerns about a strike at the world's biggest memory chipmaker.</p><p>The union said Friday it was willing to hold new talks after June 7.</p><p>But it kept plans for an 18-day strike from May 21 which could disrupt production at the chipmaker.</p><p>The union is angry over what it calls a massive gap in bonus pay with rival chipmaker SK Hynix.</p><p>They've warned that more than 50,000 workers could walk off the job next week.</p><p>Samsung executives urged the union to resume talks.</p><p>They also apologized to the public and the government for the disruption caused by the labor fallout.</p><p>They've vowed to approach negotiations with an open attitude and keep up efforts to reach an agreement.</p><p>The company said executives were heading to the company's Pyeongtaek campus to meet the union leader.</p><p>South Korean government officials have said a strike at Samsung should be avoided at all costs.</p><p>They worry about the risk it poses to economic growth, exports and financial markets.</p><p>Investors didn't like what they heard and shares were down close to 10% after the update.</p><p>Analysts blamed the share drop on growing uncertainty over the potential impact of a strike on production.</p><p>They also fear whether Samsung can meet its commitments to customers due to potential industrial action.</p></body>

Exclusive-At Samsung, the global AI boom spurred a looming strike and deep divisions
Reuters91d agoneutral
Exclusive-At Samsung, the global AI boom spurred a looming strike and deep divisions

A looming 18-day strike at South Korean chip giant Samsung that has triggered worries within the government, rattled foreign investors and threatened global supply chains rests on one crucial question: who should share in the spoils of the AI boom? More than 45,000 workers are threatening to stage the largest strike in the conglomerate's history from May 21, reducing production of memory chips that are crucial components in AI data centres, smartphones and ‌laptops, as Samsung and its union struggle to find a compromise over bonus payouts. Samsung Electronics, which has reaped huge profits from a global memory shortage, has offered to pay generous bonuses to staff.

Kioxia Preps US Listing After Riding AI Boom to Big Profit
Bloomberg91d agoneutral
Kioxia Preps US Listing After Riding AI Boom to Big Profit

(Bloomberg) -- Kioxia Holdings Corp., the world’s best-performing major stock this year, said it would list its shares in the US as it reaps the benefits of a global memory chip shortage that’s ratcheted up prices of the vital component.Most Read from BloombergHormuz Oil Flows Creep Higher as More Supertankers ExitIran’s Kharg Island Oil Jetties Empty Again Yesterday, Satellite ShowsWhat Is The Thucydides Trap and Why Did Xi Raise It With Trump?Xi Tells US CEOs on Trump Visit That China Will Ope

Memory maker Kioxia sees $8.2 billion Q1 profit on AI boom
Reuters91d agoneutral
Memory maker Kioxia sees $8.2 billion Q1 profit on AI boom

Japanese memory chipmaker Kioxia said on Friday it expected ‌operating profit for the April-June quarter ‌to reach 1.3 trillion yen ($8.20 billion) as the ​artificial intelligence boom boosts chip demand. The maker of NAND flash memory chips reported operating profit rose 92.7% to 870.4 billion ‌yen in the ⁠year ended March, beating estimates. Kioxia said it is preparing to ⁠list American depositary shares on a U.S. exchange to grow its investor base.

Samsung's South Korean union sticks to strike plan after talks offer; shares slide
Reuters92d agoneutral
Samsung's South Korean union sticks to strike plan after talks offer; shares slide

Samsung Electronics' South Korean labour union said on Friday it remained committed to a planned strike starting next week, even after the company proposed resuming ‌pay talks without conditions, sending shares down as much as 5.9%. Analysts attributed the share decline to growing uncertainty over the potential impact of a strike on production and concerns about Samsung's ability to meet its commitments to customers. "There appears to be rising concerns over delivery reliability if ‌the strike takes place and sentiment that rivals ⁠could benefit from the uncertainty," said Ryu Young-ho, a senior analyst at NH Investment & Securities.