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Jeffrey Gundlach’s Debt Restructure Trade: 2 Stocks and 2 ETFs Built for the Storm
24/7 Wall St.99d agoneutral
Jeffrey Gundlach’s Debt Restructure Trade: 2 Stocks and 2 ETFs Built for the Storm

Jeffrey Gundlach, the DoubleLine Capital CEO known as the “Bond King,” has spent recent months hammering one message across his webcasts, CNBC appearances, and social posts: U.S. federal debt is on an unsustainable trajectory, some form of fiscal reckoning or debt restructuring is a credible tail risk, and the dollar is structurally vulnerable. He has ... Jeffrey Gundlach’s Debt Restructure Trade: 2 Stocks and 2 ETFs Built for the Storm

Intel CEO Who Won Over Trump and Musk Now Needs a Breakthrough
Bloomberg99d agobullish
Intel CEO Who Won Over Trump and Musk Now Needs a Breakthrough

(Bloomberg) -- After Lip-Bu Tan became chief executive officer of Intel Corp. in March of last year, the struggling company’s shares went nowhere for seven months while the chipmaker was getting trounced in the market for artificial intelligence.Most Read from BloombergBillionaire Duke of Westminster to Sell £700 Million of US Real Estate AssetsUS Fires on Iranian Targets as Trump Demands Deal From TehranSony to Pay Almost $4 Billion for Bieber, Neil Young CatalogDOJ Plans Intervention in Trump

Sony, TSMC plan new Japan joint venture for next-generation image sensors
Reuters99d agoneutral
Sony, TSMC plan new Japan joint venture for next-generation image sensors

Taiwan Semiconductor Manufacturing Co and Sony Semiconductor Solutions said on Friday ‌they plan to form a new joint venture ‌in Japan to develop and manufacture next-generation image sensors. The venture will combine ​Sony’s sensor design expertise with TSMC’s manufacturing and process technology strengths, deepening a long-standing partnership of the two companies. It will be majority-owned by Sony, and will set up development and ‌production lines in ⁠the Japanese company's new fabrication plant in Koshi City in the Kumamoto region.

Sony Announces $3 Billion Buyback as Memory Prices Take Toll
Bloomberg99d agobullish
Sony Announces $3 Billion Buyback as Memory Prices Take Toll

(Bloomberg) -- Sony Group Corp. said it will buy back as much as ¥500 billion ($3.2 billion) of its shares after rising memory prices weighed on the entertainment group’s annual outlook.Most Read from BloombergBillionaire Duke of Westminster to Sell £700 Million of US Real Estate AssetsUS Fires on Iranian Targets as Trump Demands Deal From TehranSony to Pay Almost $4 Billion for Bieber, Neil Young CatalogDOJ Plans Intervention in Trump Supreme Court Carroll AppealUS Has Opened a Passage Through

TSMC’s Sales Grow Slowest in Months Even as AI Buildout Persists
Bloomberg99d agoneutral
TSMC’s Sales Grow Slowest in Months Even as AI Buildout Persists

(Bloomberg) -- Taiwan Semiconductor Manufacturing Co. posted its slowest pace of monthly revenue expansion since October, highlighting the potential challenges of sustaining a torrid AI-fueled pace of growth.Most Read from BloombergBillionaire Duke of Westminster to Sell £700 Million of US Real Estate AssetsUS Fires on Iranian Targets as Trump Demands Deal From TehranSony to Pay Almost $4 Billion for Bieber, Neil Young CatalogDOJ Plans Intervention in Trump Supreme Court Carroll AppealUS Has Ope

Investing.com100d agoneutral
ASML to reap benefits from demand from Low-NA EUV adoption

Investing.com -- Semiconductor equipment giant ASML is expected to benefit more from strong demand for existing EUV lithography systems than from the industry’s next-generation High-NA technology over the next several years, according to a new research report from BofA Securities.

Apple Stock Notches Record High Ahead Of WWDC News
Investor's Business Daily100d agobullish
Apple Stock Notches Record High Ahead Of WWDC News

Apple stock on Thursday cleared a five-month consolidation pattern and hit a record high. In morning trades on the stock market today, Apple hit an all-time high of 292.13. In recent trades, Apple stock rose more than 1% to 290.91.

More Record Highs — Heard on the Street Wednesday Recap
The Wall Street Journal100d agobullish
More Record Highs — Heard on the Street Wednesday Recap

Oil prices fell and stocks rose on rising optimism about an end to Middle East hostilities. Iran and the U.S. are working with mediators on a one-page framework to restart negotiations aimed at ending the conflict and opening the Strait of Hormuz, with talks potentially beginning next week in Islamabad. Semiconductor stocks extended their rally.

More Record Highs — Heard on the Street Wednesday Recap
The Wall Street Journal101d agobullish
More Record Highs — Heard on the Street Wednesday Recap

Oil prices fell and stocks rose on rising optimism about an end to Middle East hostilities. Iran and the U.S. are working with mediators on a one-page framework to restart negotiations aimed at ending the conflict and opening the Strait of Hormuz, with talks potentially beginning next week in Islamabad. Semiconductor stocks extended their rally.

Samsung Hits $1 Trillion Valuation, Joining TSMC in Elite Club
Bloomberg101d agoneutral
Samsung Hits $1 Trillion Valuation, Joining TSMC in Elite Club

(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

Samsung Electronics' market cap surpasses $1 trln after US AI chip stocks surge
Reuters102d agobullish
Samsung Electronics' market cap surpasses $1 trln after US AI chip stocks surge

The market capitalisation of Samsung Electronics' ‌common stock surpassed $1 trillion ‌on Wednesday, making it the second ​Asian company after TSMC to reach the milestone. Samsung Electronics, the world's top memory chipmaker, saw its ‌market value ⁠reach 1,500 trillion won ($1.03 trillion) in early trading ⁠in Seoul on Wednesday, tracking sharp gains of AI-related ​stocks in ​the U.S. ​overnight. Shares of the ‌South Korean chip giant were up 12% at 09:52 a.m.

Atomera Q1 Earnings Call Highlights
MarketBeat102d agoneutral
Atomera Q1 Earnings Call Highlights

Atomera (NASDAQ:ATOM) executives said the company made progress across several customer engagements during its first-quarter 2026 earnings call, highlighting momentum in advanced logic, memory, RF, power devices, and gallium nitride (GaN) applications for its Mears Silicon Technology (MST). Gate-Al

Apple holds talks with Intel, Samsung for US chipmaking, Bloomberg News reports
Reuters103d agoneutral
Apple holds talks with Intel, Samsung for US chipmaking, Bloomberg News reports

Apple has held exploratory discussions about using Intel and Samsung Electronics to produce ‌the main processors for its devices, Bloomberg ‌News reported on Monday, citing people familiar with the deliberations. Apple executives ​have made visits to a Samsung plant under development in Texas and, separately, also held preliminary talks with Intel about enlisting the company's chipmaking services, Bloomberg reported. While ‌the move would ⁠offer Apple a secondary option beyond its longtime partner Taiwan Semiconductor Manufacturing Co, the ⁠iPhone-maker is also concerned about using non-TSMC technology, the report said, citing worries about reliability and scale.

Apple Explores Using Intel and Samsung to Build Main Device Chips in the US
Bloomberg103d agoneutral
Apple Explores Using Intel and Samsung to Build Main Device Chips in the US

(Bloomberg) -- Apple Inc. has held exploratory discussions about using Intel Corp. and Samsung Electronics Co. to produce the main processors for its devices in the US, a move that would offer a secondary option beyond longtime partner Taiwan Semiconductor Manufacturing Co.Most Read from BloombergUS Has Opened a Passage Through Hormuz, Central Command SaysChina’s Unprecedented Defiance of US Sanctions Triggers ShowdownUS and Iran Trade Fire in Gulf, Jolting Four-Week-Old TruceFormer NYC Mayor Gi

Pinnacle West (PNW) Q1 2026 Earnings Transcript
Motley Fool103d agoneutral
Pinnacle West (PNW) Q1 2026 Earnings Transcript

On resource procurement, we recently received proposals in response to the all-source RFP issued later last year, which targeted new resources beginning service between 2029 and 2031. In summary, we are executing our plan, delivering operational excellence to our customers, investing in grid expansion to serve Arizona’s rapid growth, and improving investment recovery to reduce regulatory lag while ensuring affordability for customers.

Pinnacle West Capital Q1 Earnings Call Highlights
MarketBeat103d agoneutral
Pinnacle West Capital Q1 Earnings Call Highlights

Pinnacle West Capital (NYSE:PNW) opened 2026 with first-quarter results that management said were in line with the financial guidance issued in February, supported by higher transmission revenue, weather-driven demand, and continued customer growth in Arizona. Management points to Arizona growth an

AI Chipmakers in Korea, Taiwan Drive Asian Stocks to Record
Bloomberg103d agoneutral
AI Chipmakers in Korea, Taiwan Drive Asian Stocks to Record

(Bloomberg) -- A rally in shares tied to artificial intelligence helped Asia’s stock benchmark wipe out losses sparked by the Iran war and climb back to an all-time high.Most Read from BloombergBeijing Tells China Firms to Ignore US Sanctions on RefinersSupertanker Appears to Have Crossed the Strait of HormuzWorld’s Largest Container Carrier Plans Route Avoiding HormuzFormer NYC Mayor Giuliani in Critical Condition, Trump SaysPhilippines Says Thousands Evacuated as Mayon Volcano EruptsThe MSCI A

MediaTek hires former TSMC executive to boost AI chip packaging
Reuters104d agoneutral
MediaTek hires former TSMC executive to boost AI chip packaging

Taiwanese chip designer MediaTek said it has appointed former ‌TSMC executive Douglas Yu as a part-time ‌adviser as it steps up advanced packaging work and expands ​into the AI chip market. • Yu joined TSMC in 1994 and retired in 2025, holding a range of roles in backend ‌research and development. ⁠He played a key part in developing TSMC's advanced packaging technologies, including its ⁠CoWoS (Chip on Wafer on Substrate).