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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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South Korea plans chip windfall fund to back youth, AI investment
Reuters2h agobearish
South Korea plans chip windfall fund to back youth, AI investment

South Korea plans to create a new fund to channel tax windfalls from the country's semiconductor boom into supporting ‌younger generations and invest in future growth industries such as artificial ‌intelligence, the budget ministry said on Friday. The proposed "Future Response Fund" would finance programmes aimed at helping ​young people find jobs, buy homes and start families, while also supporting investments in AI, regional development and talent development, according to a ministry press release. The fund would be financed mainly by tax revenue exceeding a benchmark based on the average ‌growth in domestic tax ⁠receipts over the past decade.

Samsung Elec to convene board meeting Friday to discuss shareholder return plan, says source
Reuters3h agoneutral
Samsung Elec to convene board meeting Friday to discuss shareholder return plan, says source

Samsung Electronics plans to hold a board meeting on Friday ‌afternoon to discuss a new shareholder return ‌package, a person familiar with the matter told Reuters, ​after media reports said the plan could be worth more than $70 billion. A Samsung Electronics spokesperson declined ⁠to comment. Samsung Electronics, the world's top memory chipmaker and rival SK Hynix, have been under growing investor pressure to return more of their AI-driven cash gains to shareholders through ‌dividends and buybacks after their ​record-high profits failed to ​ease investor jitters ​about AI spending.

Micron unveils $10 billion AI memory research lab in Boise
Reuters16h agoneutral
Micron unveils $10 billion AI memory research lab in Boise

Micron Technology said on Thursday it plans to spend $10 billion on its newly ‌established research lab at Boise, Idaho, over the ‌next decade to advance memory technologies, develop compute systems and support future ​chip manufacturing. Large memory chipmakers such as Micron, Samsung Electronics and SK Hynix have been benefiting from a surge in demand from the rapid expansion of AI infrastructure. • The latest investment builds on the more than $250 billion that Micron had separately committed to ​manufacturing and ​R&D across the United States.

FTSE 100 Live: Quiet open predicted as Asian stocks spring back
Proactive1d agoneutral
FTSE 100 Live: Quiet open predicted as Asian stocks spring back

The FTSE 100 is tipped to nudge higher at Thursday's open, with spread betters pencilling in a gain of around 9 points. The mood music comes courtesy of an overnight rally across Asia. Markets there took heart after the US Treasury said it would "at least double" its issuance of long-term...

Asian shares gain, with South Korea's Kospi up 6%, after the US Treasury expands its debt buybacks
Associated Press1d agobullish
Asian shares gain, with South Korea's Kospi up 6%, after the US Treasury expands its debt buybacks

U.S. futures edged higher after the U.S. Treasury Department said it would at least double the size of planned purchases of longer-term government debt. Japan’s Nikkei 225 gained 1.3% to 66,178.26, reversing declines earlier in the week. Japan reported it logged a trade deficit for a third straight month in July, as both imports and exports hit record highs.

Samsung Electroncis to announce more than $72 billion shareholder return programme, media reports
Reuters1d agoneutral
Samsung Electroncis to announce more than $72 billion shareholder return programme, media reports

Samsung Electronics is set to announce a new shareholder ‌return policy later this month worth ‌more than 100 trillion won ($71.75 billion), media reported ​on Thursday, as the company plans to share record profits with shareholders amid an AI-driven chip supercycle. The South Korean memory-chip maker ‌will hold a ⁠board meeting at the end of August to approve a shareholder ⁠return plan that includes a special dividend, MoneyToday reported, citing unidentified people in the ​industry. Samsung will ​spend 50% of ​its free cash ‌flow on the new programme, the report said.

Samsung hikes chipmaking prices by up to 15% on demand spike, sources say
Reuters1d agoneutral
Samsung hikes chipmaking prices by up to 15% on demand spike, sources say

Samsung Electronics has raised prices for some advanced contract chipmaking services by up to 15% for new orders, two people familiar with the matter said, as demand for AI chips tightens capacity in a business long dominated by TSMC. Demand from Chinese ‌customers has been particularly strong, but Samsung has been unable to meet all orders because it must serve U.S. customers and reserve part ‌of its capacity to support its own chip production, said the sources, who spoke on the condition of anonymity because they are discussing sensitive commercial matters. Chinese customers are among those accepting the ​steepest price increase, one of the sources said, underscoring how U.S. curbs on exports of advanced chipmaking equipment to China have increased local firms' reliance on overseas foundries.

SK Hynix stock jumps amid $29B treasury buyback plan
Reuters1d agobullish
SK Hynix stock jumps amid $29B treasury buyback plan

SK Hynix said on Wednesday it would buy back and cancel 40 trillion won ($28.61 billion) ‌worth of treasury shares and allocate more than 50% ‌of free cash flow generated between 2025 and 2027 to boost shareholder returns. The ​move comes amid growing pressure from investors for SK Hynix and Samsung Electronics to return a bigger share of excess cash through dividends or share buybacks, after the chipmakers offered scant detail on ‌capital returns despite ⁠reporting record profits fuelled by booming demand for AI memory chips. Those calls have intensified as SK Hynix ⁠and Samsung shares retreated after hitting record highs in June amid concerns about the durability of AI spending, though their stock prices ​remain far ​higher than earlier this year.

Shares fall in Asia, with Kospi down 5.2%, while oil prices jump
Associated Press2d agobearish
Shares fall in Asia, with Kospi down 5.2%, while oil prices jump

Shares slipped Wednesday in Asia after Wall Street pulled further from its all-time high as artificial-intelligence stocks resumed their decline. Samsung Electronics shed 6.9%, while memory chipmaker SK Hynix tumbled 7.9%. Apart from renewed jitters over criticism that AI-related stocks have shot too high, rising oil prices also were clouding market sentiment.

Apple may finally have a $2,000 reason to enter foldables
TheStreet4d agoneutral
Apple may finally have a $2,000 reason to enter foldables

The foldable smartphone used to resemble an expensive technical experiment. Now they’re starting to appear more like something Apple can sell. That change is significant since Apple (AAPL) has spent years ignoring a category that competitors, including Samsung, Google, Motorola, Huawei, and others, ...

South Korea's Kospi Enters New Bull Market
The Wall Street Journal7d agoneutral
South Korea's Kospi Enters New Bull Market

Well, that was fast. South Korea's Kospi index entered a bull market again today, defined as a 20% rise from a recent low. Since the index's recent bottom on July 30, it's up nearly 22%, including today's 3.

Asian shares mostly rise after AI leads rally on Wall Street
Associated Press8d agoneutral
Asian shares mostly rise after AI leads rally on Wall Street

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.

Bloomberg8d agobullish
Korean Stocks Rise 22% in 10 Days as Chip Rally Regains Steam

(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

Shares are mostly higher in Asia, with Kospi up 4%, while oil prices gain
Associated Press9d agoneutral
Shares are mostly higher in Asia, with Kospi up 4%, while oil prices gain

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.