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Shares of memory chips maker Micron (NASDAQ:MU) fell 6.9% in the afternoon session after a class-action lawsuit, significant insider selling, and a broader sector-wide selloff prompted investors to take profits.
Investors received a sharp reminder that there are other players in the high-stakes AI chip game.
(Bloomberg) -- Government attempts to address the global memory chip shortage by influencing prices or production capacity would worsen a historic squeeze on supply driven by the artificial intelligence boom, a semiconductor industry group warned the Trump administration. Most Read from BloombergExxon to Change Name for First Time in Decades After RedomicileGermany Rejects Trump’s Demands for NATO Loyalty to WashingtonMeta Is Planning a Cloud Business to Sell AI Computing PowerRussia Indicates U
U.S. recruitment slowed significantly in June, dampening some of the employment growth momentum observed earlier this year.
Anthropic joins OpenAI in the quest for a custom AI chip in its reported partnership with Samsung.
Suppliers reportedly preparing higher production volume.
The iShares MSCI South Korea ETF (NYSEARCA:EWY) just gave back a chunk of its blockbuster year in a single week. EWY closed near $192, down roughly 12% on its most recent trading day. The fund is still up sharply year-to-date, and that round trip in miniature is the EWY story for the next year: the ... The 2 Signals That Will Determine EWY’s Next 12 Months: AI Memory Demand and Samsung Concentration
Chips, displays and batteries drive expansion.
(Bloomberg) -- Semiconductor stocks are starting the third quarter with their worst two-day selloff in nearly a month. Most Read from BloombergExxon to Change Name for First Time in Decades After RedomicileMeta Is Planning a Cloud Business to Sell AI Computing PowerGermany Rejects Trump’s Demands for NATO Loyalty to WashingtonRussia Indicates Ukraine Fired Long-Range Ballistic MissileKrafton Agrees to Pay ‘Subnautica 2’ Bonuses as Developer’s CEO ResignsThe Philadelphia Stock Exchange Semiconduc
Investing.com -- Anthropic has begun early-stage work on a custom AI chip and held talks with Samsung Electronics Co Ltd (KS:005930) as a potential manufacturing partner, according to The Information, a development that sharpens competitive pressure on NVIDIA Corporation (NASDAQ:NVDA), which currently holds an estimated 74% share of the AI chip market.
Apple's Foldable iPhone Strategy Just Got Bigger as Production Forecast Jumps
The dollar fell Thursday after disappointing US jobs data dampened expectations of a quick hike in interest rates.The dollar fell more than one percent against the yen after the data.
Morningstar is warning investors to brace for a reckoning in AI stocks, with memory-chip names sitting on the biggest gains facing the most downside. In a Bloomberg TV segment, Morningstar director of research Lorraine Tan warned that a large slice of AI names could give back 20% to 30% before they become buyable again. For ... Morningstar Warns Of 30% Crash In AI Stocks, Is It Time To Sell Micron?
A fourth straight month of gains above 100,000 would represent a run of job growth not seen since the start of 2024
The slide appears to reflect concerns that tech companies have built more AI computing capacity than they really need, says Mohit Kumar, chief European economist at Jefferies. Those fears were rekindled ...
Asian stock markets largely fell back Thursday, following overnight declines on Wall Street of chip
<body><p>STORY: From Anthropic's new models getting cleared to Meta's reported big cloud move...</p><p>This is AI Weekly.</p><p>:: AI Weekly</p><p>Anthropic said the U.S. lifted export controls on its latest AI models.</p><p>It comes less than three weeks after the startup was forced to suspend access to its newest products over national security worries.</p><p>It led Anthropic to suddenly disable its Mythos 5 and Fable 5 models.</p><p>Washington has stepped up oversight of new releases due to concerns AI could be misused by intelligence agencies in China, Russia and elsewhere.</p><p>South Korea unveiled multi-billion dollar chip and AI mega-projects.</p><p>President Lee Jae Myung pledged investments worth more than $576 billion over a number of years.</p><p>Authorities said tech heavyweights Samsung and SK Hynix will invest over $518 billion to build two new chip fabrication sites each in South Korea's southwest.</p><p>It marks President Lee's biggest move yet to revive domestic economies beyond the capital Seoul.</p><p>Chipmaker Micron briefly blew past the market value of Big Tech giants Meta and Tesla for the first time ever.</p><p>The stock surge came a day after Micron forecast quarterly profit and revenue way ahead of analyst expectations.</p><p>The company is a major supplier to AI powerhouse Nvidia, and its shares have more than tripled in value so far this year.</p><p>It reached a market cap of about $1.4 trillion at one point after its results were released.</p><p>And Meta is building a cloud business to sell excess AI computing capacity.</p><p>That's according to a report from Bloomberg.</p><p>The move could lower Meta's reliance on advertising revenue and help it take on cloud majors like Amazon and Microsoft.</p><p>Meta didn't immediately respond to a request for comment.</p><p>CEO Mark Zuckerberg said earlier this year the firm could enter the cloud computing business if it overspends on data centers and has excess capacity.</p></body>
The world’s hottest stock index tumbled Thursday as the tech selloff that ravaged U.S. markets spread overseas.
↘️ Alphabet Inc. Cl A (GOOGL): Shares slipped premarket after Google lost a lengthy legal battle to overturn an EU fine of about $4.69 billion over its Android operating system. ↘️ Samsung Electronics (KR:005930), SK Hynix (KR:000660), Kioxia (JP:285A): The Asian memory-chip makers slumped, dragging down South Korea's Kospi and Japan's Nikkei 225 indexes.
Asian markets mostly fell on Thursday as a heavy sell-off in chip shares spread across the region, while European stocks opened flat and US futures pointed lower ahead of a closely watched American jobs report.View on euronews
Wall Street was mixed in light trading early Thursday as chip stocks fell further and oil prices dipped near their levels before the Iran war began. Futures for the S&P 500 were unchanged before the opening bell, while Dow Jones Industrial futures inched up 0.2%. Nasdaq futures were off 0.4%.
A look at the day ahead in European and global markets from Stella Qiu Global shares are pulling back after a bumper quarter.
SK Hynix said on Thursday it planned to invest 100 trillion won ($64.38 billion) to build new NAND memory chip and packaging factories as part of a massive investment programme aimed at addressing a shortage driven by the AI boom. The projects in the country's central city of Cheongju outlined on Thursday come under a $2.1 trillion plan unveiled by the chipmaker and its local rival Samsung Electronics on Monday that also included a new chip cluster in the southwest and existing projects. South Korea is hoping the investments will double the country's memory chip production capacity within five years.
(Bloomberg) -- Apple Inc. is in negotiations to purchase chips from two Chinese semiconductor makers on a Pentagon blacklist to help reduce the impact of a global memory shortage that’s forced the company to raise prices across its product line.Most Read from BloombergMeta Is Planning a Cloud Business to Sell AI Computing PowerKrafton Agrees to Pay ‘Subnautica 2’ Bonuses as Developer’s CEO ResignsUS Decides Against Renewing USMCA, Shifting to Rolling TalksSpaceX IPO Left Mirae With No Shares on
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