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

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Samsung Electronics (KOSE:A005930) Valuation Check After Powerful 1 Year Shareholder Return
Simply Wall St.94d agoneutral
Samsung Electronics (KOSE:A005930) Valuation Check After Powerful 1 Year Shareholder Return

Recent performance snapshot Without a specific news catalyst driving headlines today, Samsung Electronics (KOSE:A005930) still draws attention after a month return of 35.44% and a past 3 months return of 66.27%, alongside revenue of ₩388.41b and net income of ₩83.36b. See our latest analysis for Samsung Electronics. The latest share price of ₩279,000 sits alongside a year to date share price return of 117.12% and a very large 1 year total shareholder return, suggesting strong momentum that...

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Memory Crunch Deepens Chasm Between Stock Winners and Losers
Bloomberg94d agoneutral
Memory Crunch Deepens Chasm Between Stock Winners and Losers

(Bloomberg) -- The worsening shortage in global memory chips due to the artificial intelligence buildout is driving a widening gulf in corporate results and stock performances.Most Read from BloombergAmbani’s Cola War With Coke, Pepsi Spurs Fridge Bonanza in IndiaInside a Year of Chaos and Conflict at Kevin Hart’s Media CompanyMamdani Scraps Property Tax Hike, Counts Second-Home RevenueIran Makes New Offer on Uranium in Response to US, WSJ SaysShares of memory makers Micron Technology Inc. and S

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Samsung Elec regrets collapse of pay talks with union, says to continue dialogue
Reuters94d agoneutral
Samsung Elec regrets collapse of pay talks with union, says to continue dialogue

Samsung Electronics said on Wednesday ‌it regretted the collapse ‌of pay deal talks with its ​South Korean union, flagging concerns that it could heighten anxiety among employees, shareholders ‌and the ⁠public. The company said it would continue efforts ⁠to prevent a worst-case scenario through what it ​described as "sincere ​dialogue" ​with the union. The ‌union leader said earlier on Wednesday that it failed to reach a pay deal with the company, ‌warning that more ​than 50,000 workers ​could ​go ahead with ‌a full strike for ​18 ​days from May 21 that threatens to disrupt ​production ‌of AI and other chips.

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Why Intel Corporation (INTC) Was One of the Top “Blue Chip” Stocks Suddenly on Fire in April
Insider Monkey94d agoneutral
Why Intel Corporation (INTC) Was One of the Top “Blue Chip” Stocks Suddenly on Fire in April

Intel Corporation (NASDAQ:INTC) is one of the top “blue chip” stocks that were suddenly on fire in April. Reuters reported on May 5 that, according to Bloomberg News, Apple Inc held exploratory discussions regarding the use of Intel Corporation (NASDAQ:INTC) and Samsung Electronics for the production of the main processors for its devices. Apple executives […]

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This “Boring” Country ETF Is Secretly A High-Octane AI Hardware Trade
24/7 Wall St.94d agoneutral
This “Boring” Country ETF Is Secretly A High-Octane AI Hardware Trade

The iShares MSCI South Korea ETF (NYSEARCA:EWY) is up 80% year-to-date and about 200% over the past year, which is not what a country fund is supposed to do, especially one that spent a decade as the poster child for the “Korea discount.” The reason it has done it anyway is hiding in plain sight ... This “Boring” Country ETF Is Secretly A High-Octane AI Hardware Trade

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Artificial Intelligence’s No. 1 Bottleneck Just Surged 497%
24/7 Wall St.94d agobullish
Artificial Intelligence’s No. 1 Bottleneck Just Surged 497%

Artificial intelligence has a funny way of turning obscure hardware components into economic kingmakers. A year ago, most investors barely thought about DRAM memory prices. Today, they may matter as much to AI growth as Nvidia (NASDAQ:NVDA) GPUs. Why? Because AI models do not just need processing power — they need massive amounts of memory ... Artificial Intelligence’s No. 1 Bottleneck Just Surged 497%

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DRAM ETF Drops 5% as Memory Trade Cools After Parabolic Run
24/7 Wall St.94d agobearish
DRAM ETF Drops 5% as Memory Trade Cools After Parabolic Run

Shares of the Roundhill Memory ETF (CBOE:DRAM) are off roughly 5% in early Tuesday trading, changing hands near $52.30 after closing Monday at $55.08. The slide caps a remarkable six-week sprint that saw the newly minted ETF roughly double since its April 2 inception. DRAM was up 30% in the week through Monday and 70% ... DRAM ETF Drops 5% as Memory Trade Cools After Parabolic Run

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Tech Weekly: Dua Lipa sues Samsung, robotic monk debuts
Reuters Videos94d agoneutralVIDEO
Tech Weekly: Dua Lipa sues Samsung, robotic monk debuts

<body><p>STORY: From Dua Lipa suing Samsung to a robotic Buddhist monk... this is Tech Weekly.</p><p>:: Tech Weekly</p><p>British pop star Dua Lipa filed a lawsuit against Samsung, where she seeks at least $15 million in damages...</p><p>She's accused the South Korean tech giant of using her image without permission to market its television sets.</p><p>Lawyers argued it helped the company benefit from what seemed like her endorsement of the product.</p><p>A spokesperson for Samsung declined to comment.</p><p>A UK startup says its built an AI 'brain' which can teach humanoid robots new skills in days rather than months.</p><p>The London-based firm Humanoid believes they could soon see the droids put to work in factories and warehouses.</p><p>That so-called artificial "brain" helps the robot understand what it sees, process instructions and control its body.</p><p>Artem Sokolov is Humanoid's CEO.</p><p>"We train, we build our own proprietary VLA model - vision-language-action model - that help the robot do different tasks in the real world with human speed."&nbsp;</p><p>South Korea's first humanoid robot monk made its official debut at a Buddhist temple in Seoul.</p><p>It came ahead of the Buddha's birthday.</p><p>The robot, called Gabi, wore a traditional grey-and-brown Buddhist robe with black shoes.</p><p>It also folded its hands and bowed to monks in charge of the ceremony.</p><p>Nintendo shares slumped after investors sold off.</p><p>The Switch 2 maker's outlook for the year underwhelmed the market.</p><p>Nintendo also said it would raise prices of its Switch 2.</p><p>But analysts argue its casual gaming audience is seen as particularly sensitive to such hikes.</p><p>Rival Sony saw its shares fly up by a tenth.</p><p>The PlayStation 5 maker had forecast lower sales but higher profit at its gaming business.</p><p>One analyst said Sony was in a better position than Nintendo to pass the rising costs of memory chips to consumers.</p><p>Sony also said it was planning a new joint venture to develop and make image sensors in Japan with TSMC as it tries to control costs.</p></body>

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Samsung Elec union threatens to walk out of pay talks if no mediation proposal
Reuters94d agoneutral
Samsung Elec union threatens to walk out of pay talks if no mediation proposal

Samsung Electronics' labour union in South Korea said on Tuesday it would walk out ‌of ongoing pay negotiations if no mediation proposal was ‌offered within two hours. The company is sticking to its proposal of assigning 10% of operating profit to a performance bonus pool, union representative Choi Seung-ho told reporters. He ‌said it has been ⁠waiting for a mediation proposal for three hours.

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Korea Roils Market by Floating ‘Citizen Dividend’ From AI
Bloomberg94d agoneutral
Korea Roils Market by Floating ‘Citizen Dividend’ From AI

(Bloomberg) -- A top South Korean policymaker said the nation should pay citizens a “dividend” using taxes on AI profits, underscoring growing pressure to redistribute gains from a boom that’s enriched chipmakers like Samsung Electronics Co. and SK Hynix Inc.Most Read from BloombergIran Makes New Offer on Uranium in Response to US, WSJ SaysInside a Year of Chaos and Conflict at Kevin Hart’s Media CompanyEpstein's Black Card: How He Moved Women With His AmexModi Asks Indians to Stop Buying Gold,

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Oil climbs on US-Iran deadlock, Seoul falls on calls for AI social tax
AFP94d agobearish
Oil climbs on US-Iran deadlock, Seoul falls on calls for AI social tax

Oil prices climbed on Tuesday as US-Iran talks stalled, while South Korean calls for a social tax on AI profits dragged down the tech-rich Kospi index.South Korea is riding an AI chip boom driving massive earnings for tech giants Samsung and SK hynix and sending the Kospi to record highs in recent weeks.

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Dua Lipa sues Samsung for allegedly using her image to sell TVs
Reuters Videos95d agobearishVIDEO
Dua Lipa sues Samsung for allegedly using her image to sell TVs

<body><p>STORY: :: This video contains flashing images</p><p>British pop star Dua Lipa has filed a lawsuit against Samsung Electronics.</p><p>She's seeking at least $15 million in damages...</p><p>and is accusing the South Korean tech giant of using her image without permission to market its television sets.</p><p>The lawsuit alleges that Samsung featured a copyrighted image of the pop star on the front of cardboard boxes containing televisions for retail sale...</p><p>enabling the company to benefit from what seemed like her endorsement of the product.</p><p>The suit was filed on Friday in the California federal court.</p><p>A spokesperson for Samsung Electronics declined to comment, saying it was unable to comment on pending litigation.</p><p>Dua Lipa's lawyers didn't immediately respond to a request for comment on the case.</p><p>Besides copyright and trademark infringement, Dua Lipa has accused Samsung Electronics of breaching publicity rights.</p><p>Lipa's lawyers have attached screenshots of social media postings and comments in the filing.</p><p>One of these screenshots shows a fan commenting that they would get the TV, quote, "just because Dua is on it."</p></body>

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Asian shares are mixed and oil jumps 4% after Trump rejects Iran's response to ceasefire proposal
Associated Press96d agoneutral
Asian shares are mixed and oil jumps 4% after Trump rejects Iran's response to ceasefire proposal

Asian stocks were mixed Monday after Wall Street set more records, and oil surged more than 4% following U.S. President Donald Trump’s rejection of Tehran’s response to the latest U.S. proposal on ending the war in Iran. Tokyo’s Nikkei 225 fell 0.4% to 62,486.84 after briefing reaching another record high in intraday trading at above 63,300. Technology-related stocks and growing artificial intelligence-related interest have supported markets in Japan and South Korea despite the Iran war, with the Nikkei 225 and Kospi rising more than 10% and 30%, respectively, over the past month.

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Dua Lipa sues Samsung for $15 million for allegedly using her image to sell TVs
Reuters96d agobearish
Dua Lipa sues Samsung for $15 million for allegedly using her image to sell TVs

By Rhea Rose Abraham May 10 (Reuters) - British pop star Dua Lipa has filed a lawsuit against Samsung Electronics seeking at least $15 million in damages, ‌accusing the South Korean tech giant of using her image without ‌permission to market its television sets. The lawsuit alleges that Samsung featured a copyrighted image of the ​pop star on the front of cardboard boxes containing televisions for retail sale, enabling the company to benefit from what seemed like her endorsement of the product.

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