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Market royalty is getting a hardware makeover.

Which big tech company is best positioned to absorb higher memory pricing?

(Bloomberg) -- As the focus moves away from the Iran war, investors and strategists alike are looking for the next leg up in equities. Many are turning to Asia. Most Read from BloombergTrump Wants to Make H-1B Workers More Expensive for US EmployersBillionaire Duke of Westminster to Sell £700 Million of US Real Estate AssetsOnline Mob Fuels 6,000% Stock Rally in Obscure SpaceX RivalTrump Punts Thorniest Iran Challenges in Push to Open HormuzIran War Is Draining World’s Oil Buffer at an Unprecede

Arlo Technologies (NYSE:ARLO) reported record first-quarter 2026 revenue and earnings, with management pointing to rapid growth in paid accounts, higher average revenue per user and expanding services margins as the main drivers of the quarter. CEO Matt McRae described the period as a “spectacular

Advanced Micro Devices Inc. (NASDAQ:AMD) is one of the best high volume stocks to invest in according to hedge funds. On May 5, AMD reported Q1 2026 revenue of $10.3 billion, a 38% increase year-over-year. The Data Center segment officially became the company’s primary growth engine, contributing $5.8 billion (up 57% year-over-year) due to high […]

Applied Materials, Inc. (NASDAQ:AMAT) is included among the 10 Best Inflation-Hedge Stocks to Buy for 2026. On May 8, HSBC initiated coverage of Applied Materials, Inc. (NASDAQ:AMAT) with a Buy rating. It also set a $517 price target on the stock. The firm said the company is well-positioned to benefit from growing demand for wafer […]

Introduction Over more than three decades, Arm evolved into a leading CPU architecture supplier for smartphones and embedded devices, licensing CPU architectures and core designs to customers such as Apple (AAPL), Qualcomm (QCOM), Nvidia (NVDA), Samsung, and MediaTek instead of manufacturing chips itself. In 2025, that business model began changing with the introduction of Arm’s ... Arm Is Quietly Becoming The CPU Backbone Of AI

INTC jumps after reports Apple is exploring U.S. chip production talks with Intel, boosting confidence in its growing foundry business.

8am: Futures point higher US stocks are set for a positive open on Friday, with futures pointing higher as Wall Street looks ahead to April's non-farm payrolls report, even as tensions in the Middle East flared overnight. Nasdaq futures are up 0.7%, S&P 500 futures have gained 0.5%,...

Samsung Electronics (KOSE:A005930) has agreed a partnership with French health tech company Withings. The collaboration links Galaxy Watch wearables with Withings devices to sync health data across both ecosystems. The companies plan to combine device data and app features to support more integrated health and wellness tracking. For Samsung, this move sits at the intersection of consumer electronics and digital health, two areas where user engagement often hinges on ecosystem depth rather...

Nintendo and Sony both flagged the impact from surging memory prices on their games businesses on Friday, as the artificial intelligence boom constrains chip supply and deepens disruptions across the tech sector. "Super Mario" maker Nintendo said that higher component costs, particularly memory, and the impact of tariffs is expected to add roughly 100 billion yen ($638 million) to costs in the current financial year. President Shuntaro Furukawa said the higher component costs, along with factors including exchange rates, were reflected in Nintendo's decision to hike prices of its Switch 2.

(Bloomberg) -- After Lip-Bu Tan became chief executive officer of Intel Corp. in March of last year, the struggling company’s shares went nowhere for seven months while the chipmaker was getting trounced in the market for artificial intelligence.Most Read from BloombergBillionaire Duke of Westminster to Sell £700 Million of US Real Estate AssetsUS Fires on Iranian Targets as Trump Demands Deal From TehranSony to Pay Almost $4 Billion for Bieber, Neil Young CatalogDOJ Plans Intervention in Trump

Samsung Electronics' union said on Friday it will enter a ‌mediation process with the company on ‌May 11 and 12 over a wage dispute that ​has threatened to escalate into a full-blown strike at the company. Negotiators from the union, management and the government met on Friday, with Labour Ministry officials pledging "full support" for talks between the two sides, the union said. Shares of Samsung Electronics jumped ‌2.6% in after-hours trading ​in Seoul.

Netlist might be the most important AI stock that you have never heard of.

The 2026 chip war is over. Apple (NASDAQ:AAPL) won it in procurement meetings, well before product launches. The market is just catching up. Apple’s $287.44 share price and $4.22 trillion market cap already reflect what the silicon industry figured out two quarters ago: when you control the most advanced node and the scarcest memory, the ... The 2026 Chip War Is Already Over and Apple Dominated

The biggest moves in the market rarely come dressed as breaking news. They arrive as offhand comments from people paid to notice things the rest of us missed. By the time the press release hits the tape, the money has usually already moved. That has been the pattern of the artificial intelligence ...

Investing.com -- Semiconductor equipment giant ASML is expected to benefit more from strong demand for existing EUV lithography systems than from the industry’s next-generation High-NA technology over the next several years, according to a new research report from BofA Securities.

Taiwan and South Korea sit at the center of the global chip supply chain, and three exchange-traded funds offer the most direct way to hold that exposure: the iShares MSCI Taiwan ETF (NYSEARCA:EWT), the iShares MSCI South Korea ETF (NYSEARCA:EWY), and the iShares Semiconductor ETF (NASDAQ:SOXX). Taiwan Semiconductor Manufacturing sits at the center of the ... EWT, EWY, and SOXX: The Only 3 ETFs You Need for Semiconductor Dominance

Investing.com -- Bernstein is bullish on memory stocks after data showed another major jump in chip prices, with DRAM and NAND contract prices both set for significant increases in the second quarter of calendar year 2026, coming in ahead of the firm's own expectations.

(Bloomberg) -- Alphabet Inc.’s Google on Thursday launched the Fitbit Air, a $100 screenless fitness band aimed squarely at taking on Whoop Inc. and other makers of health and fitness wearables that forgo displays. Most Read from BloombergUS Has Opened a Passage Through Hormuz, Central Command SaysBillionaire Duke of Westminster to Sell £700 Million of US Real Estate AssetsDOJ Plans Intervention in Trump Supreme Court Carroll AppealChina Asks Banks to Pause New Loans to US-Sanctioned RefinerSony

Arm Holdings (NASDAQ:ARM) reported quarterly earnings and guidance that surpassed Wall Street expectations, while highlighting strong customer demand for its recently launched artificial intelligence-focused data center processor. Despite the upbeat results, U.

Just as the world's AI bulls looked to be running out of puff, a fresh investor frenzy has hit Asia's tech names, making Seoul's stock market the world's hottest and delivering bonuses of half a million dollars to workers at one Korean chipmaker. Asia's three most valuable companies are chipmakers - ‌Taiwan Semiconductor Manufacturing Co, Samsung Electronics and SK Hynix - and their recent record earnings have put the spotlight on their critical role in the global AI supply chain. Chip revenues leapt nearly ‌50 times at Samsung last quarter and South Korea's benchmark KOSPI has doubled in little more than six months.

Oil prices fell and stocks rose on rising optimism about an end to Middle East hostilities. Iran and the U.S. are working with mediators on a one-page framework to restart negotiations aimed at ending the conflict and opening the Strait of Hormuz, with talks potentially beginning next week in Islamabad. Semiconductor stocks extended their rally.

The South Korean technology giant is shrinking its footprint in one of the world’s largest consumer markets amid fierce competition from domestic brands.

Emerging market stocks are hitting new highs, driven by Asian AI firms and Latin American commodity exporters.

Samsung Electronics is locked in a feud with its workers over how to share the spoils of the AI-driven semiconductor boom, with unions threatening...

(Bloomberg) -- South Korean stocks are set for a further boost as Interactive Brokers Group Inc. gives US retail investors direct access to the world’s hottest market.Most Read from BloombergUS Has Opened a Passage Through Hormuz, Central Command SaysDOJ Plans Intervention in Trump Supreme Court Carroll AppealUS Says Offensive Phase of Iran War Over as Ship Hit in StraitSony to Pay Almost $4 Billion for Bieber, Neil Young CatalogUS, Iran Weigh Potential Deal as Trump Seeks Way Out of War“Eligibl

Oil prices fell and stocks rose on rising optimism about an end to Middle East hostilities. Iran and the U.S. are working with mediators on a one-page framework to restart negotiations aimed at ending the conflict and opening the Strait of Hormuz, with talks potentially beginning next week in Islamabad. Semiconductor stocks extended their rally.

Elon Musk's SpaceX (SPAX.PVT) has filed plans to invest $55 billion into building a Terafab facility in Texas, which will allow the company to produce in-house chips for its AI and robotics projects. Yahoo Finance Senior Autos Reporter Pras Subramanian dives into the details.

Samsung Electronics (005930.KS, SMSN.IL) reached a $1 trillion market cap on Wednesday as the memory chip shortage drives the hardware manufacturer — and other memory chip developers — even higher. Market Domination Host Josh Lipton and Yahoo Finance Tech Editor Dan Howley sit down to discuss the rally occurring in the memory chip landscape.