Notícias

Asian shares mostly rose in early Thursday trading, as global market optimism continued on prospects for AI stocks and the semiconductor sector. Hong Kong's Hang Seng edged up nearly 0.1% to 25,453.45, while the Shanghai Composite gained 0.4% to 3,961.82. Several AI stocks reported better growth for the spring than analysts expected, while a report showed inflation across the United States was slightly less bad last month.

(Bloomberg) -- South Korean stocks climbed, putting the benchmark index on track to enter a technical bull market, as a global rebound in the AI trade fueled a rapid reversal from last month’s historic rout. Most Read from BloombergPhoebe Gates Knew Phia Shopping App Took Credit for Sales It Didn’t DriveTrump Seeks Immediate Halt to Judge’s Penalties in IRS CaseTrump Weighs Call for Capital Gains Tax Cuts as Midterm BoostWalter Sells Lakers, Seeks Cash to Pay Loans Amid DOJ ProbeIran Takes More

Yahoo Finance Tech Editor joins Josh Lipton on Market Domination Overtime to discuss Google's (GOOG, GOOGL) new Pixel 11 smartphone lineup and its deeper integration of Gemini AI.

Apple Inc. (NASDAQ:AAPL) is testing DRAM chips from China’s ChangXin Memory Technologies (CXMT) across several product lines, including iPhones and MacBooks. The move comes as Apple deals with a tight memory supply market driven by strong demand from the artificial intelligence industry. At the same time, Apple has held early discussions with CXMT about supplying […]

Enterprise storage is becoming memory's next major battleground

Norway’s wealth fund reported another record profit, revealing large stakes in SpaceX, U.S. equities, and Asian stocks.

Seoul is adding financing and infrastructure support to a semiconductor expansion anchored by Samsung and SK Hynix.

The world's largest sovereign wealth fund also posted a record $184 billion first-half profit.

Samsung Electronics stock has posted very strong gains over the last three years, yet its current valuation checks still point to the shares looking inexpensive on several measures. With the price recently at ₩256,000, the question for investors is how much of the story is already reflected in that move. Samsung Electronics has returned about 304% over the last three years, which puts a lot more weight on whether today’s price still leaves room for a reasonable margin of safety. The launch...

Google debuted its Pixel 11 line of smartphones on Wednesday.

Micron stock was rallying alongside other chip names on Wednesday but Korean standouts SK Hynix and Samsung Electronics outperformed following a report of a massive investment.

Find insight on Samsung Electronics, Life360, CoreWeave and more in the latest Market Talks covering technology, media and telecom.

The proposed investment is another bullish signal for semiconductors, suggesting investors see further upside in chip stocks.

Micron Technology stock has delivered extremely strong gains over the past three years, yet the current valuation checks give a more cautious, mixed signal rather than a clear green light. Micron Technology has returned about 12x over the last three years, which puts extra focus on whether the current price already reflects a lot of good news. AI driven demand for advanced memory and storage can support expectations for Micron Technology, while intense competition from peers such as Samsung...

Asian shares were mostly higher Wednesday after U.S. stocks slipped a bit further from their records, while oil prices advanced as doubts persisted over when the war with Iran will allow crude to flow freely again. Samsung Electronics gained 7.7% and memory chipmaker SK Hynix was up 7.1%. The price of a barrel of Brent crude, the international standard, was up 0.9% at $89.67 early Wednesday.

HLB, SPG, and Peptron surged over 50% this month as KOSPI crashed, leveraged ETF rules tightened, and AI stocks sold off.

(Bloomberg) -- South Korean chipmakers extended gains following a local media report that Singapore’s Temasek Holdings Pte plans to invest in their stocks. Most Read from BloombergFive Takeaways From Zuckerberg’s 6,500-Word Manifesto on AIPakistan Says Deal Is Close Even as Iran, US Harden StancesPhoebe Gates Knew Phia Shopping App Took Credit for Sales It Didn’t DriveApple’s Glass-Centric 20th-Anniversary iPhone Remains on Track for 2027China Unleashes $28 Trillion Capital Markets to Challenge

(Bloomberg) -- Memory-chip makers may have found a new defense against the inevitable cooling of their boom: giving more cash back to shareholders.Most Read from BloombergFive Takeaways From Zuckerberg’s 6,500-Word Manifesto on AIPakistan Says Deal Is Close Even as Iran, US Harden StancesChina Unleashes $28 Trillion Capital Markets to Challenge US in AINvidia Taps Wall Street for $500 Billion Funding CommitmentApple’s Glass-Centric 20th-Anniversary iPhone Remains on Track for 2027SK Hynix Inc. l

A free gaming model could deepen Fire TV engagement

General Motors sold its stake in an Indiana EV battery plant to South Korea's Samsung SDI amid sluggish demand for electric cars. GM stock offered a trendline entry on Tuesday. Ford stock and Tesla stock also gained below key levels.

SpaceX just unveiled plans for a factory 15 times the size of the Pentagon, and its stated goal is to shatter the memory chip oligopoly. That ambition forces a hard choice for retirement investors holding semiconductor stocks right now.

Korean retail investors lose billions as a $19 billion leveraged AI ETF bet unravels in the worst KOSPI crash since 2008.

Shares were mixed in Asia, while oil prices were holding steady Tuesday after jumping the day before as uncertainty persisted over when the Strait of Hormuz could reopen and get the global flow of crude going again. U.S. futures edged higher. Brent crude oil was unchanged at $87.72 a barrel, while U.S. benchmark crude also was flat at $82.13 a barrel.

Samsung Electronics (KOSE:A005930) has launched its new Galaxy Z Fold8 Ultra, Fold8, Flip8, Watch Ultra2 and Watch9 globally, introducing its latest foldable phones and smartwatches. The company reports strong early demand, with pre orders for the new devices surpassing previous records for its foldable and wearable lines. The products feature expanded Galaxy AI tools, including Google AI Pro, and deeper integration across phones and watches for smoother switching between devices. The launch...

Yahoo Finance Tech Editor Dan Howley breaks down Jefferies' downgrade of Apple (AAPL) to 'underperform' following reports of a canceled all-glass iPhone, while evaluating potential price increases for upcoming models.

<p>High-bandwidth memory is sold out for all of 2026. SK Hynix has warned the shortage could last past 2030. Automakers are cutting production of budget models, and PC and smartphone prices are set to rise 10-20% by year-end. The chip supply chain crisis is the defining market story of 2026 and it is reshaping which ETFs win and which get squeezed. Here are the funds most exposed, on both sides of the trade.</p>

South Korea introduced financing, infrastructure and permitting measures intended to accelerate semiconductor production across multiple regional hubs.

A Chinese company is reportedly manufacturing its own DUV systems.

Faster production could reshape competition across AI memory

An 80% production yield could help Samsung ramp next-generation AI memory faster than expected.