Notícias

In late April 2026, Apple reported second‑quarter results showing revenue of US$111.18 billion and net income of US$29.58 billion, alongside a 4% dividend increase and board approval of a new US$100 billion share repurchase program. At the same time, Apple began early discussions with Intel and Samsung about diversifying chip production away from sole reliance on TSMC, while managing legal settlements and supply constraints tied to rising AI-related memory demand. We’ll now examine how...

On a banner day for semiconductor stocks, Skyworks Solutions was on pace for its worst session in more than a year. The a sector benchmark also referred to as the Philadelphia Semiconductor Index, recorded its largest 25-day rally since the 2000 dot-com bubble through Tuesday’s close. One stock was missing out from the rally: Skyworks fell 11% to $64.46 on Wednesday, heading for its largest single-day decline since a 12% drop in April 2025.

Apple (NASDAQ:AAPL) just posted its best March quarter ever at $111.18 billion, while Intel (NASDAQ:INTC) followed with a sixth consecutive revenue beat. Now Bloomberg reports Apple is in early talks to use Intel and Samsung as U.S. chip suppliers. That single thread reframes both earnings reports. iPhone 17 Carries Apple. Foundry Carries Intel. Apple’s quarter ... Forget Tariffs: An Apple-Intel Deal Could Be the Biggest Manufacturing Story of the Trump Era

Samsung Electronics, a maker of TVs and home appliances, said on Wednesday that it has ‌decided to discontinue sales of some consumer electronics products ‌in mainland China amid intensifying competition in the local market. "The company will make ​every effort to minimize any impact on customers resulting from this decision, and is reviewing various support measures for business partners," Samsung said in a statement, following earlier reports in South Korean media about ‌the exit of its ⁠TV and home appliance sales in China. While Samsung's memory chip business is enjoying a profit surge due ⁠to AI boom, its other products such as TVs, home appliances and mobile phones face mounting competition from Chinese rivals in China ​and elsewhere.

By Praveen Paramasivam and Sudarshan Varadhan CHENNAI/SINGAPORE, May 6 (Reuters) - An actor-turned-politician's stunning rise to power is being greeted with caution in India's top manufacturing state

Apple is in early exploratory talks with Intel and Samsung about producing some of its processors outside of TSMC. The discussions are aimed at easing chip supply constraints and reducing supply chain and geopolitical risk. The move comes as global semiconductor shortages and rising AI related demand continue to pressure capacity. For investors watching NasdaqGS:AAPL, this potential shift in chip suppliers sits alongside a stock that has seen strong multi year returns, with the share price...

Samsung becomes the second Asian company after TSMC to reach the milestone as AI memory demand lifts Korea's market.

Samsung crossed the $1 trillion valuation mark after shares surged on AI-driven chip demand, making it only the second Asian company after TSMC to hit the milestone.

The South Korean chipmaker becomes the second Asian company to hit the milestone, after TSMC, as its Kospi benchmark tops 7,000 for the first time

Memory chip leader becomes second Asian company to reach milestone

In April, telcos, OEMs, and retailers rolled out 960 smartphone promos, down 28% month-over-month with trade-ins, bundles, and new line offers leading the promotional activity.

Micron (MU) Rockets 11% as AI Memory Crunch Pushes Market Cap Past $700B

Samsung reaches $1 trillion market cap on booming demand for high-bandwidth memory for AI.

European bourses rallied midday Wednesday amid slumping crude prices and media reports that Tehran a

Counterpoint Research highlighted shifting smartphone industry dynamics in the first quarter of 2026, with premium devices gaining share, top models concentrating demand, and Original Equipment Manufacturers (OEMs) adjusting strategies amid cost pressures. Apple Leads As Premium Demand Strengthens Apple Inc.’s iPhone 17 emerged as the world’s best-selling smartphone in the first quarter of 2026, capturing a 6% share of global unit sales, Counterpoint noted on Monday. The iPhone 17 Pro Max and iP

South Korea's KOSPI smashes 7,000 for the first time, closing at a record 7,384 as artificial intelligence demand fuel historic rally.

Chipmakers are the most actively traded U.S. stocks ahead of the opening bell, setting the stage for another tech-led rally. In recent premarket action: Intel (INTC) is the most traded stock by volume, according to Dow Jones Market Data, and is up about 6%.

(Bloomberg) -- This earnings season has delivered plenty of good news for the artificial intelligence trade, but instead of bidding up Nvidia Corp. shares, investors have been dumping them.Most Read from BloombergUS Has Opened a Passage Through Hormuz, Central Command SaysUS Says Offensive Phase of Iran War Over as Ship Hit in StraitAnthropic Unveils AI Agents to Field Financial Services TasksTrump Pauses Plan to Guide Ships While Seeking Iran DealWhite House Weighs AI Working Group, Model Testi

Apple held early talks with Intel and visited Samsung's Texas plant as advanced-node processor shortages pressure device supply.

U.S. and Iran near peace agreement, AI models face U.S. review, SEC could allow companies to ditch quarterly reports, and more news to start your day.

Asian stock markets tracked higher Wednesday as global crude prices eased, and on media reports that

He cited “great progress” in talks with Iran. The International Monetary Fund published its 180-page World Economic Outlook three weeks ago. The differences between that and its now more likely “adverse” or “severe” scenarios aren’t small, and investors should take note as the Strait of Hormuz remains blocked.

The benchmark index crossed the 7,000 mark for the first time ever, largely thanks Samsung Electronics, one of the world’s largest memory-chip makers and a heavyweight in the index. Samsung’s shares climbed more than 14%, ushering the company into the rarefied club of companies with a market valuation of more than $1 trillion. Samsung said during its earnings call last week that its production capacity was already fully sold out for this year.

↗️Advanced Micro Devices (AMD): Shares of the chipmaker soared premarket after it reported stronger sales and logged higher profit. Shares of its peer Super Micro Computer Inc. (SMCI) also jumped premarket.

U. S. stock futures moved higher on Wednesday after President Donald Trump paused a military initiative aimed at reopening the Strait of Hormuz and signalled progress toward a possible peace agreement with Iran.

Investing.com -- Advanced Micro Devices forecast second-quarter revenue above Wall Street expectations on Tuesday, driven by strong demand for its data center chips. Shares rose 17% in premarket trading on Wednesday.

(Bloomberg) -- Samsung Electronics Co.’s market valuation topped $1 trillion after shares in the world’s largest memory maker more than quadrupled over the past year on booming demand for the chips used in artificial intelligence.Most Read from BloombergUS Has Opened a Passage Through Hormuz, Central Command SaysAnthropic Unveils AI Agents to Field Financial Services TasksUS Says Offensive Phase of Iran War Over as Ship Hit in StraitTrump Pauses Plan to Guide Ships While Seeking Iran DealWhite H

The crypto market is up 0.81% as Bitcoin crosses $81,500 and Zcash rallies 22% with Trump's Project Freedom pause easing geopolitical risk.

The South Korean company is only the second Asian company with a market valuation above $1 trillion, aside from TSMC.

A look at the day ahead in European and global markets from Gregor Stuart Hunter Global stocks were at record highs on Wednesday as some of Asia's biggest markets returned from a holiday in euphoric