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Despite a record quarter, Samsung's (005930.KS) preliminary earnings results are causing volatility in the memory sector, just ahead of SK Hynix's (000660.KS) Friday IPO. Yahoo Finance Senior Business Reporter Ines Ferré takes a closer look in the video above.
Chip stocks were hammered again Tuesday, despite some reassuring news from a major player, extending their recent slide into a second week.
The Nasdaq tumbled on Tuesday after a rebound in semiconductor stocks fizzled out overnight. The Dow dropped 131 points, or 0.3%. After chips rebounded on Monday, selling in memory stocks in South Korea bled into U.S. trading.
Samsung Electronics just did something no company has done before. Its operating profit last quarter came in roughly 19 times what it was a year ago, revenue more than doubled to a record, and the bottom line landed above both NVIDIA (NASDAQ:NVDA) and Apple (NASDAQ:AAPL). The stock, as CNBC’s Kristina Partsinevelos flagged Tuesday morning, fell ... Samsung Just Out-Earned Apple and Nvidia, and the Stock Tanked 7%
A number of stocks fell in the morning session after Samsung Electronics' record quarterly profit triggered a textbook "sell-the-news" reaction, compounded by a Reuters report that China's DeepSeek is developing its own AI inference chip.
A number of stocks fell in the morning session after Samsung Electronics' record quarterly profit triggered a textbook "sell-the-news" reaction, compounded by a Reuters report that China's DeepSeek is developing its own AI inference chip.
Samsung Earnings Trigger Chip Selloff as Micron Stock Drops Sharply
AI-driven earnings missed lofty expectations, triggering a broad selloff across Asian technology stocks.
AI memory trade powered Tepper's first-half gains
Record AI-driven memory earnings topped forecasts, yet investors sold after a near-150% rally this year.
Investors question durability of AI infrastructure boom
Samsung crushed earnings, but investors wanted more. Now it -- and other semi stocks -- are being punished.
SEMI says price or capacity intervention could worsen the AI-driven memory shortage affecting electronics, autos and appliances.
Miller Tabak Chief Market Strategist Matt Maley believes investors should keep a close eye on two often-overlooked warning signs: the Japanese yen and South Korea’s KOSPI index. During CNBC’s Morning Call Sheet yesterday, he argued that a reversal in the popular yen carry trade and continued weakness in Korean stocks could signal broader trouble for ... Chief Market Strategist Says Japan and South Korea Could Be Flashing Early Warning Signs for Investors
“Gradually and then suddenly” is the way in which Mike Campbell, the wealthy but aimless character from Ernest Hemingway’s The Sun Also Rises, describes his bankruptcy. The market is changing, quietly and efficiently, heading into the start of a crucial second quarter earnings season that could either underscore the bull case for tech stocks over the back half of the year or test investor patience for long-awaited profits from the artificial intelligence boom. The which hit its latest all time high in early June, slipped into negative territory for the past month on Tuesday, led to the downside by the ongoing slump in tech stocks that have led the market for much of the past four years.
S&P 500 companies are expected to report 23.3% earnings growth for Q2, the second straight quarter above 20% and far above the average growth rate of 16.4% over the past five years, according to FactSet. The key question for markets, according to famed investment strategist Ed Yardeni, is whether analysts got carried away after Q1 earnings and set the bar too high. "The big risk up ahead is that technology companies, especially the hyperscalers, won't beat analysts' overly optimistic earnings growth estimates for the quarter," Yardeni wrote in Monday note.
AI memory demand stays strong, but expectations rise
Samsung's building more plants to capitalize on memory demand -- and endangering Micron's profits.
Samsung posted a 19-fold profit increase and investors said "cool, we're selling anyway," dragging the Nasdaq Composite index deep into the red.
Investing.com -- Jordan Klein, Mizuho’s TMT sector specialist, said in a note on Tuesday that investors are overreacting to Samsung’s preliminary second-quarter results, arguing that the sell-off in semiconductor stocks reflects momentum unwind rather than fundamental deterioration.
Michael Burry warns memory-chip valuations may face pressure as South Korea and China expand DRAM capacity.
The FTSE 100 closed up 14.11 points, 0.1%, at 10,665.88.
Intel Stock Drops as Investors Reassess the AI Chip Rally
The AI trade has rewarded investors with extraordinary gains over the past two years, but it has also created a market where sentiment can change in a single trading session. That reality was on full display after Samsung Electronics reported record quarterly results in South Korea. Revenue and operating profit climbed sharply, yet the stock ... Samsung Wipes Out AI Stocks. Is This the Buying Opportunity You Were Waiting For?
Record earnings were not enough to stop a global semiconductor selloff as investors questioned how much AI demand is already priced in.
Samsung's building more plants to capitalize on memory demand -- and endangering Sandisk's profits.
Investors weren't happy with Samsung's guidance today, sending a large group of tech names lower in U.S. morning trading. Here are some of the biggest recent declines: Intel (INTC): Down 11% Applied ...