Q
Quant'AbondanceL'abondance, quantifiée.

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.

24,268 signal articles · 41 in last 24h · 115,345 total before filter · latest 1h ago
41last 24h
1793last 7d
300● bullish (7d)
170● bearish (7d)
205publishers
AllMacro318Earnings839M&A103Regulatory25Product16Analyst25
✕ clear all filtersticker: SSNLFsentiment: neutralSentiment:bullishneutralbearishshow all (incl. clickbait)
Micron joins $1 trillion club as AI race powers memory chip boom
Reuters81d agoneutral
Micron joins $1 trillion club as AI race powers memory chip boom

Micron Technology topped $1 trillion in market value for the first time on Tuesday, crowning a dizzying rally that has cemented the largest U.S. memory chipmaker ‌as one of the standout winners of the AI boom. Micron's shares were last up 18% ‌at $886.6 - a record high - with Tuesday's boost coming after brokerage UBS increased its price target on the stock to $1,625 from $535, ​which is the highest among the 46 brokerages covering the company, according to LSEG data. The milestone, which underscores memory chips' central role in AI infrastructure, also reflects a broader shift in the AI trade as investors seek out companies that can benefit from Big Tech's massive spending plans after initially crowding into makers ‌of graphics processors.

MUNVDASSNLF
Samsung consumer electronics union asks court to block vote on pay deal
Reuters81d agoneutral
Samsung consumer electronics union asks court to block vote on pay deal

A Samsung Electronics union representing the conglomerate's consumer electronics workers said on Tuesday it has asked a South Korean court to block a vote on ‌a pay deal that primarily benefits their colleagues in the company's chip divisions. The government-mediated agreement reached last ‌week, which averted an 18-day strike by 48,000 workers, provides huge bonuses for workers in Samsung's memory chip division, which has seen profits soar amid the ​AI boom. Voting by unionised workers began on Friday and is due to conclude on Wednesday morning.

SSNLF
Citi resets Micron stock price target after an anomaly
TheStreet85d agoneutral
Citi resets Micron stock price target after an anomaly

On May 18, Micron's stock fell nearly 6%. On the same morning, three major Wall Street firms turned more bullish on the stock simultaneously. That kind of split between the tape and the research desk does not happen often. Understanding why Citi nearly doubled its price target on a stock that just ...

CMUSSNLF
The Week in Numbers: SpaceX's IPO plans, Samsung settles dispute
Reuters Videos85d agoneutralVIDEO
The Week in Numbers: SpaceX's IPO plans, Samsung settles dispute

<body><p>STORY: From SpaceX's blockbuster IPO to Samsung's shares surging after a pay dispute...&nbsp;</p><p>This is the Week in Numbers.</p><p>:: The Week in Numbers</p><p>:: $1 trillion</p><p>Over $1 trillion is the value Elon Musk's SpaceX could reach in its stock market listing.</p><p>That would immediately make it one of the world’s most valuable publicly traded firms.</p><p>Musk has grown SpaceX into the world's largest rocket business by launching thousands of Starlink internet satellites.</p><p>And pioneering reusable rockets.</p><p>SpaceX is aiming to make its market debut as early as mid-June, with a roadshow for investors due to start around a week earlier.</p><p>:: $67 billion</p><p>$67 billion is the value of a deal for NextEra Energy to buy Dominion Energy in an all-stock transaction.&nbsp;</p><p>The two powerhouse utility companies are merging as the AI boom fuels data center demand.</p><p>&nbsp;The deal is one of the biggest in the U.S. power industry, and will create the world's largest regulated electric utility company by market value.&nbsp;</p><p>:: $91 billion</p><p>$91 billion is how much Nvidia expects to make in second quarter sales.&nbsp;</p><p>The world's most valuable company forecast revenue for the quarter above Wall Street expectations.</p><p>And assured investors that new customers would let it maintain blockbuster rates of growth. &nbsp;</p><p>&nbsp;For the first quarter, Nvidia reported revenue of $81.6 billion, also beating forecasts.</p><p>:: 34%&nbsp;</p><p>34% was how much registrations of new EVs in Europe grew by year-on-year in April</p><p>This shift was triggered by an upsurge in international oil prices to well above $100 a barrel.&nbsp;&nbsp;</p><p>During past spikes in fuel prices, consumers also switched to more fuel-efficient cars - but then switched back. &nbsp;</p><p>But, as several European car brands reported a hike in EV orders since the war began, Europe’s senior auto correspondent Nick Carey said this time could be different</p><p>"In markets where EV penetration has already reached a high level, and where charging infrastructure is already quite mature, this is seen as a seismic shift where people are unlikely to go back."</p><p>:: 8%</p><p>8% was how much Samsung Electronic shares surged by&nbsp;after it clinched a deal with its South Korean union...</p><p>to avert an 18-day strike by some 48,000 workers.</p><p>The agreement sparked relief, as a strike could inflict significant damage on the economy and dent global chip supply.</p><p>In terms of the deal, one union source says a memory chip worker with a base salary of about $53,000, is expected to receive a bonus of around $416,000.</p></body>

DNEESSNLF
Samsung Chip Workers Face Colleagues’ Resentment Over Bonus Deal
Bloomberg85d agoneutral
Samsung Chip Workers Face Colleagues’ Resentment Over Bonus Deal

(Bloomberg) -- Samsung Electronics Co. staved off a potentially catastrophic strike this week, reaching a tentative deal with leaders of its largest union at the last minute to share more profits from the AI boom. But inside the $1.1 trillion technology behemoth, not everyone is happy.Most Read from BloombergBungie Plans Layoffs After Ending ‘Destiny 2’ DevelopmentSpot the Difference: Putin Gets Trump Treatment From Xi in ChinaIran Says the US’s Latest Proposal Has ‘Narrowed the Gaps’Iran in Tal

SSNLF
Investors Look Beyond TSMC as AI Boom Spreads to New Winners
Bloomberg86d agoneutral
Investors Look Beyond TSMC as AI Boom Spreads to New Winners

(Bloomberg) -- After several years flying high as Asia’s best Nvidia Corp. proxy, Taiwan Semiconductor Manufacturing Co. is increasingly vying with other artificial intelligence stocks for investor attention.Most Read from BloombergBungie Plans Layoffs After Ending ‘Destiny 2’ DevelopmentSpot the Difference: Putin Gets Trump Treatment From Xi in ChinaIran Says the US’s Latest Proposal Has ‘Narrowed the Gaps’Iran in Talks With Oman Over Permanent Hormuz Toll SystemModi’s Toffee Gift to Meloni Ign

ASXGOOGGOOGLSSNLFTSM
Samsung workers to begin vote on pay deal
Reuters86d agoneutral
Samsung workers to begin vote on pay deal

Some 89,000 unionised Samsung Electronics' workers in South Korea will begin voting on Friday ‌on a pay deal that has been hailed as ‌a win for the company as well as its memory chip workers. The vote is due to run until 10:00 a.m. on May ‌27. The 11th-hour government-mediated deal reached on ​Wednesday averted ​a threatened 18-day strike that ​risked inflicting significant pain on ‌South Korea's economy and denting global chip supply.

SSNLF
Forget SpaceX and OpenAI IPOs. This Is the Hot New Listing to Watch.
Barrons.com86d agoneutral
Forget SpaceX and OpenAI IPOs. This Is the Hot New Listing to Watch.

For all the hype over those two IPOs, South Korea’s SK Hynix could be the hottest new AI story for American investors in the coming weeks. The memory-chip maker has already filed an application to list American depositary receipts with the Securities and Exchange Commission. The size and pricing of the listing haven’t been decided, but SK Hynix could raise up to $10 billion according to local Korean media reports.

MUSSNLF
Analysis-Samsung's deal with union hailed as a victory as bonuses less generous than SK Hynix's
Reuters86d agoneutral
Analysis-Samsung's deal with union hailed as a victory as bonuses less generous than SK Hynix's

The pay deal reached between Samsung Electronics and its union is being hailed as a win for the company which gained key concessions and averted a massive strike, as well as for its memory chip workers - some of whom will receive $416,000 ‌bonuses. Samsung's shares surged 8.5% to a record high on Thursday after the planned 18-day strike by some 48,000 domestic workers was suspended. Samsung workers had been furious about the large gap in bonuses with their peers at smaller rival ​SK Hynix which had beaten Samsung to the punch in delivering advanced AI chip units to Nvidia, bolstering its fortunes.

SSNLF
Samsung pay deal brings relief but exposes divisions in South Korean city
Reuters86d agoneutral
Samsung pay deal brings relief but exposes divisions in South Korean city

Around Samsung Electronics' sprawling chip complex southwest of Seoul, workers and residents have met news of a last-gasp pay agreement to prevent a strike with both relief and ‌concern. The tentative pay deal has sparked relief in South Korea, given ​Samsung's importance to the economy, while raising hopes among businesses in the neighbourhood around the complex. "If employees receive performance bonuses as a result of this general strike, I think restaurants near Samsung will benefit greatly, including through company dinners and group meals,” said Lee Se-hee, who owns a fine dining restaurant in Pyeongtaek, a city of around 650,000 people.

SSNLF
Samsung Chip Workers to Get Average $340,000 Bonus in AI Boom
Bloomberg86d agoneutral
Samsung Chip Workers to Get Average $340,000 Bonus in AI Boom

(Bloomberg) -- Samsung Electronics Co. could distribute about 40 trillion won ($26.6 billion) to chip employees as a bonus for this year after the company struck a last-minute deal with labor unions to avert a strike.Most Read from BloombergSpot the Difference: Putin Gets Trump Treatment From Xi in ChinaModi’s Toffee Gift to Meloni Ignites Rally in Wrong Indian StockSpaceX Shows $4.3 Billion Loss as Musk Targets Record IPOIran Threatens to Retaliate Beyond Middle East If US AttacksNvidia Tells S

SSNLFTSM
Samsung Reaches Tentative Deal With Union
Bloomberg87d agoneutralVIDEO
Samsung Reaches Tentative Deal With Union

South Korean stocks rallied after Samsung Electronics Co. reached a tentative deal with its labor union, defusing the threat of an imminent strike at the world's largest memory chipmaker.

SSNLF
Samsung Reaches 11th-Hour Deal With Union to Avoid Strike
Bloomberg87d agoneutral
Samsung Reaches 11th-Hour Deal With Union to Avoid Strike

(Bloomberg) -- In a last-minute reversal, Samsung Electronics Co. reached a tentative deal with its labor union, averting a potentially crippling strike that had been scheduled to start Thursday at the world’s largest memory chipmaker.Most Read from BloombergSpot the Difference: Putin Gets Trump Treatment From Xi in ChinaModi’s Toffee Gift to Meloni Ignites Rally in Wrong Indian StockSpaceX Shows $4.3 Billion Loss as Musk Targets Record IPOIran Threatens to Retaliate Beyond Middle East If US Att

SSNLF
How Nvidia, Chip Makers Are Driving the S&P 500
The Wall Street Journal87d agoneutral
How Nvidia, Chip Makers Are Driving the S&P 500

19% Chip stocks such as Nvidia have grown to represent roughly that share of the S&P 500 index—their highest percentage on record, according to a Goldman Sachs analysis. In South Korea, tech giants SK Hynix and Samsung have grown to comprise nearly half of the entire Kospi index.

SSNLF^GSPC
Bloomberg87d agoneutral
Samsung Reaches Tentative Union Deal, Averting Crippling Strike

(Bloomberg) -- Samsung Electronics Co. reached a tentative deal with its labor union, averting what had threatened to be a crippling strike at the world’s largest memory chipmaker.Most Read from BloombergUS Lawmakers Plan New $130 Fee for Electric Vehicle OwnersHasbro Cancels Dungeons & Dragons Game From ‘Star Wars’ VeteranNATO Is Starting to Consider Hormuz Mission to Protect ShipsUS 30-Year Yield Hits Highest Since 2007 as Selloff DeepensMeta Begins 8,000 Global Job Cuts in AI Efficiency PushT

SSNLF
Samsung Braces for Strike as Employees Fight for Greater Share of AI Profits
The Wall Street Journal87d agoneutral
Samsung Braces for Strike as Employees Fight for Greater Share of AI Profits

The South Korean government has warned that it could invoke emergency powers to avert a strike by Samsung workers set to start tomorrow, noting the company's outsize importance for the economy. At the heart of the disagreement is a debate over how Samsung’s huge profits from the AI windfall should be shared. An 18-day strike could reduce Samsung’s operating profit by roughly 5% this year, according to Morningstar analyst Jing Jie Yu.

SSNLF
Samsung Faces Chip Plant Strike That Threatens Global Supply
Bloomberg87d agoneutral
Samsung Faces Chip Plant Strike That Threatens Global Supply

(Bloomberg) -- Talks between Samsung Electronics Co. and its largest labor union broke down, raising the prospect of a strike that may disrupt global chip supply and hamper an important engine of Korean economic growth.Most Read from BloombergUS Lawmakers Plan New $130 Fee for Electric Vehicle OwnersNATO Is Starting to Consider Hormuz Mission to Protect ShipsHasbro Cancels Dungeons & Dragons Game From ‘Star Wars’ VeteranUS 30-Year Yield Hits Highest Since 2007 as Selloff DeepensBillionaire Rineh

SSNLF
Explainer-South Korea weighs emergency step to blunt blow from Samsung strike
Reuters87d agoneutral
Explainer-South Korea weighs emergency step to blunt blow from Samsung strike

Samsung Electronics' labour union plans to embark on a massive 18-day strike on Thursday after bonus payment talks with management collapsed and attention is now focused on whether the government will issue an ‌emergency arbitration order. Some 48,000 people plan to walk off the job with significant consequences for the South Korean economy and the ‌supply of memory chips globally, and the government flagged at the weekend that such an order is possible. A South Korean government official said on Wednesday that talk of emergency arbitration is premature and that there was still time for dialogue.

SSNLF
Samsung Elec, union begin eleventh-hour talks to avert huge strike, stuck on a key issue
Reuters88d agoneutral
Samsung Elec, union begin eleventh-hour talks to avert huge strike, stuck on a key issue

Samsung Electronics' management and its labour union resumed talks on Wednesday with only one day ‌to go before a planned major strike that threatens the health of South Korea's ‌economy and could disrupt the global supply of semiconductors. Park said he had proposed a compromise plan, which is being reviewed by Samsung. Should management accept ⁠the proposal, it will be put to a vote by Samsung's union members as early as Wednesday.

SSNLF
Explainer-What are Samsung union workers demanding and how might a strike play out?
Reuters88d agoneutral
Explainer-What are Samsung union workers demanding and how might a strike play out?

South Korean memory chip maker Samsung Electronics is facing its worst-ever strike, with nearly 48,000 workers threatening to walk off production lines on Thursday for 18 days over a dispute about bonus payouts. Samsung's union has asked the company to abolish a cap that limits bonuses to 50% of annual salaries and to ‌allocate 15% of annual operating profit to a bonus pool that would be distributed to workers. It also wants Samsung to make the changes binding beyond this year.

SSNLF
China's top flash-memory chipmaker YMTC begins pre-IPO coaching with investment bank
Reuters88d agoneutral
China's top flash-memory chipmaker YMTC begins pre-IPO coaching with investment bank

China's top flash memory chipmaker YMTC has begun the so-called "tutoring" process ‌for a potential initial public offering, where ‌a company receives formal pre-IPO guidance from an investment bank, ​a regulatory filing showed on Tuesday. Yangtze Memory Technologies Co (YMTC) has hired CITIC Securities, a Chinese state-owned investment bank, to guide its IPO preparation ahead of ‌a potential stock ⁠market listing.

MUSSNLF