Actualités
Uniquement les titres à fort signal - événements macro, résultats, M&A, régulation. Listicles et clickbait d'analystes filtrés par défaut. Rafraîchi toutes les heures.
Applied Materials shares fell about 5% in premarket trading on Friday, as the chip equipment maker's upbeat outlook failed to soothe investors worried about the threat from intensifying competition. The muted reaction illustrates the high bar chip stocks have to clear and suggests that investors have little tolerance for any hint that a company may be falling behind peers. After a sharp rally that has more than doubled Applied's shares this year, investors want clearer signals that the company's growth is outpacing rivals in the wafer-fab-equipment market.
For diversification in the stock market, there are actively managed alternatives to index funds.
The machines behind every advanced artificial intelligence chip in production come from one company, and its stock just dropped 18% in a single month. If you hold shares in any AI company, this Dutch firm’s technology sits at the foundation of every chip powering those investments. ASML Holding, ...
Find insight on TSMC, Axiata, Apple and more in the latest Market Talks covering technology, media and telecom.
The S&P 500 Index ($SPX ) (SPY ) today is up +0.37%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.14%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.89%. September E-mini S&P futures (ESU26 ) are up +0.44%, and September E-mini Nasdaq futures...
(Bloomberg) -- China’s AI chip designers are expecting bumper sales this earnings season off the back of Beijing’s push to get local firms to use homegrown components and reduce their reliance on American tech.Most Read from BloombergIran Says Agreement on Hormuz Shipping Reached With OmanOpenAI’s New Device Will Be Hockey Puck-Sized and Cost Over $300Iran Wants to Bar US, Israeli Ships From Hormuz in Peace AccordIshbia’s Mortgage Firm Suffers Record Drop on Dividend HaltWhy Do Data Centers Use
Stock Market Today: The Dow Jones index rises, while tech futures drop as AI stocks Sandisk and Western Digital plunge on earnings.
European stock indexes rose in early trade as earnings stories drove increases. The Europe-wide Stoxx 600 added 0.3%, led by consumer-facing stocks and healthcare. London's FTSE 100 moved 0.3% higher, led by a 10.
(Bloomberg) -- Equity investors are learning a harsh lesson this corporate earnings season: Not all artificial intelligence trades are created equal.Most Read from BloombergSingapore's Gated Island for the Rich Is Marred by Decayed HomesMoonshot’s Kimi Uses 20,000 Nvidia Chip Cluster From AlibabaTrump Orders Iran Attack as Soon as This Weekend, WSJ SaysAnthropic AI Models Hacked Three Organizations During TestsVitol, Cargill Cut Ties With Radiant World Amid Fake Invoice ConcernsWhile profits at
July 31 (Reuters) - European shares hit a record high on Friday, powered by improving investor appetite for tech shares globally, while corporate earnings buoyed markets through a week of central bank
A single capital spending number from Microsoft could either rescue a $700 billion AI trade from its worst selloff in months or confirm that the boom is finally running out of steam. Every chipmaker on five continents is watching.
Investing.com -- Capital Economics told clients in a note Wednesday that the recent selloff in AI-linked tech giants is being driven by fear rather than hard evidence, and it expects the rally to resume, at least for now.
China's launch of a homegrown type of advanced lithography chip printing machine is spotlighting how European chip tool maker ASML, whose recent share price surge made it Europe's most valuable listed company, is being squeezed between two sides. On the one hand, U.S. controls on exports of high-tech goods to China are threatening to reduce access to a major market; and on the other, Beijing's push for technological independence in areas such as chip production raises the possibility of a China-based competitor. Reuters reported on Tuesday that a little-known Chinese state-owned firm called Shanghai Aishengna Electronic Technology Group was leading an effort to mass produce locally made immersion deep ultraviolet (DUV) lithography tools, key to modern chipmaking.
Tech shares are in for a rough day, with Nasdaq futures down nearly 0.8%. Behind some of the bearish outlook: fears that the West could lose its stranglehold on a crucial component of the chip supply chain. Chip stocks sank yesterday after a report in the Information said an unnamed Chinese-state backed company had begun making deep ultraviolet lithography machines, which use UV light to print microscopic patterns on the silicon wafers that go into chips.
China has begun mass producing domestically developed immersion deep-ultraviolet (DUV) lithography machines, a technology crucial to advanced chipmaking, a person familiar with the matter said, marking a key step forward in Beijing's drive to reduce its reliance on foreign technologies. Shanghai Aishengna Electronic Technology Group, a little-known Chinese state-owned company, is leading the production effort after incorporating teams from top Chinese lithography startups, the source said, declining to be named due to the sensitivity of the subject. The development represents a win for Beijing's nationwide semiconductor self-sufficiency initiative, one of President Xi Jinping's highest priorities, but will not pose an immediate commercial threat for Dutch supplier ASML.
July 28 (Reuters) - European shares were subdued on Tuesday as a global selloff in technology stocks was balanced by earnings-driven gains in luxury and consumer stocks, with lower oil prices lending
0014 GMT — Japanese stocks are lower in early trade following overnight drops in U.S. technology stocks. Uncertainty over the Iran conflict is also weighing on the market. Investors are closely watching crude oil prices and developments in the Middle East after Saudi Arabia said it had intercepted drones that Iran-backed militias in Iraq had launched at the kingdom’s oil facilities.
The company topped Industrial and Commercial Bank of China to become the most valuable company listed in a mainland Chinese market. ASML and Advanced Micro Devices fell 5.8% and 5.2%, respectively. The Nasdaq Composite ended the day down 0.2%.
ASML stock tumbled on Monday on a report of competition emerging in China. It was among the biggest losers on the Philadelphia semiconductor index.
European semiconductor companies started the week in green territory after the Trump administration paused plans to escalate its war in Iran, boosting stocks globally.
ASML is the IBD Stock Of The Day as the Dutch semiconductor equipment giant holds strong after its beat-and-raise Q2 earnings report.
Stock Market Today: The Dow Jones index dropped 300 points Thursday as Alphabet and Tesla stock dived on earnings. Oil prices jumped.
Analysts believe the raised revenue outlook is good news for memory chipmakers.