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We just covered Billionaire Dan Loeb Pivots to AI and Sells Old Economy Stocks: His Top 7 AI Picks. ASML Holding (NASDAQ:ASML) ranks #6 (see Billionaire Dan Loeb’s Top 5 AI Stock Picks). Billionaire Dan Loeb’s Stake: 12,000 Shares Valued at Approximately $15.85 Million (NEW position) ASML Holding (NASDAQ:ASML) makes the machines used to print […]

With no single headline event driving the move, Samsung Electronics (KOSE:A005930) has drawn attention after recent share price swings and prompted investors to reassess how its current valuation lines up with the company’s scale and fundamentals. See our latest analysis for Samsung Electronics. Recent trading has been brisk, with Samsung Electronics’ share price at ₩344,000 and strong momentum reflected in a 22.42% 1 month share price return and a 167.70% year to date share price return,...

(Bloomberg) -- The Trump phone is finally here — sort of — and it bears little resemblance to the original pitch.Most Read from BloombergRead the 14-Point Draft Memorandum Between the US and IranIran’s Deputy Foreign Minister Confirms Deal Reached With USModi Warns of ‘Shortage of Trust’ Ahead of Trump MeetingNetanyahu Pays a Political Price for Trump’s Iran DealUS Set to Offer Iran Broad Financial Gains in Peace DealFirst introduced a year ago at Trump Tower by President Donald Trump’s eldest s

Asian shares were mixed and oil was trading below $80 a barrel on Wednesday as markets watched for details on the interim agreement between the U.S. and Iran to end the war. U.S. futures edged higher ahead of the Federal Reserve’s policy decision announcement and after Wall Street closed mixed near their record highs.

Micron Technology Inc (NASDAQ:MU) is one of billionaire Ken Fisher’s top high growth stock picks. Micron has emerged as one of investors’ favorite semiconductor stocks amid the AI boom. The stock has surged more than 196% year-to-date and exploded 720% over the past year. Micron Technology Inc (NASDAQ:MU) has been approved to supply HBM4 memory […]

Alphabet Inc. (NASDAQ:GOOGL) is one of the Top Stocks to Buy and Hold for the Long Term. On June 11, Reuters reported that Google is reportedly in discussions with Samsung Electronics to manufacture part of its next-generation AI processor. As per the report, the prospective plan involves a split manufacturing approach, where TSMC would produce […]

Options on SpaceX will be available starting today.

(Bloomberg) -- Apple Inc.’s upcoming camera-equipped AirPods, a product meant to vault the company into the AI device market, is scheduled to launch in late 2027 as part of a flurry of new releases.Most Read from BloombergIran’s Deputy Foreign Minister Confirms Deal Reached With USNetanyahu Pays a Political Price for Trump’s Iran DealStudios in Microsoft’s Xbox Division Brace for ClosuresSpaceX Cements $60 Billion Cursor Takeover Following IPOSpaceX Set to Overtake Amazon in Value as It Soars fo

Intel's (INTC) stock has risen roughly sixfold from its 2025 lows, trading at over $120 per share. The move reflects a fundamental rethinking of Intel's foundry business, which has received a vote of confidence from the U.S. government and marquee customers, who reportedly include Nvidia (NVDA), Tesla (TSLA) and Google (GOOG). With fabs in Arizona and Oregon, Intel is the only American company that both designs and manufactures leading-edge chips on U.S. soil, giving it a geopolitical hedge that

Is Fox Corp. now the major gatekeeper - in the way Comcast, Charter and DirectTV were for cable and satellite pay TV systems?

In a Stocktwits poll, more than three-quarters of nearly 1,000 users who voted said they expect the rally to have further room to run.

Michael Burry normally doesn't care about the market's preferred trade. The investor is more famous for waiting until Wall Street looks the other way, then buying when the numbers give him reason to act. His newest thesis is founded on one of the simplest valuation signals in investing: tangible ...

Potential TPU manufacturing shift underscores strong demand for advanced AI chip production.

Investors embrace risk after Iran peace breakthrough

The DRAM ETF has jumped impressively in just over two months, and it can soar higher thanks to the favorable demand-supply dynamics in the memory market.

U.S. Iran Agreement Eases Pressure Across Chip Stocks

After soaring 250% year to date, Micron remains firmly on investors’ radar, particularly as it approaches its quarterly earnings report next week.

Micron's market valued doubled from $500 billion to $1 trillion in record time, but most analysts think the stock is overvalued.

A recent leak shared by GSMArena could suggest that Samsung (SSNLF) is planning a far greater fight in luxury smartphones. Samsung has been a dominant name in the foldable smartphone segment for years. But that leadership no longer seems quite as safe. Samsung continues to lead the foldable market ...

The SEC is anticipated to approve an application from SK Hynix to list in the U.S. the week of June 22.

Samsung Electronics has begun shipping industry first 12 layer HBM4E high bandwidth memory samples. The new HBM4E products are aimed at AI accelerators and hyperscale data centers that require higher capacity and faster memory. This shipment establishes a new reference point in advanced memory for AI focused infrastructure. For investors tracking KOSE:A005930, this move comes with the stock trading around ₩322,500. Over the past month the share price is up 19.2%, and year to date the stock...

This ETF gives you access to some of the top memory and storage stocks.

Is SNDK a good stock to buy? We came across a bullish thesis on Sandisk Corporation on Kumquat Research’s Substack. In this article, we will summarize the bulls’ thesis on SNDK. Sandisk Corporation’s share was trading at $1,642.00 as of June 8th. SNDK’s trailing and forward P/E were 60.14 and 27.17 respectively according to Yahoo Finance. Sandisk […]

NVIDIA (NASDAQ:NVDA) and AMD (NASDAQ:AMD) both reported earnings in May, and the contrast says everything about today’s AI hardware market. NVIDIA posted a $81.6 billion quarter built on Blackwell dominance. AMD posted $10.25 billion, with the Meta partnership reshaping its data center story. One is the incumbent. The other is the credible challenger finally getting ... Nvidia vs AMD: The Better AI Stock Is A Better Buy This June

ROME, June 12 () - Italy's Prime Minister Giorgia Meloni and South ‌Korean President Lee Jae Myung on ‌Friday pledged to deepen bilateral ties, signing ​memorandums spanning technology and development cooperation. • The leaders discussed closer cooperation in semiconductors and high-tech sectors including artificial intelligence, ‌space, automotive and ⁠energy.

ROME, June 12 (Reuters) - Italy's Prime Minister Giorgia Meloni and South Korean President Lee Jae Myung on Friday pledged to deepen bilateral ties, signing memorandums spanning technology and

(Bloomberg) -- A move by the National Pension Service to temporarily suspend portfolio rebalancing has fueled volatility in South Korea’s stock market and added pressure on the won, according to Barclays Plc.Most Read from BloombergSpaceX IPO Raises $75 Billion in Biggest Debut of All TimeXbox Plans Significant Layoffs as New CEO Plans OverhaulTrump Insists Iran Deal Is Close After Scrapping New StrikesTrump Vows New Attacks on Iran, Threatens Key Energy TargetsUAE and Iran Meet Face-to-Face to

(Bloomberg) -- Global banks are curbing hedge funds’ leveraged bets on Asia’s top chipmakers including SK Hynix Inc. and Samsung Electronics Co. after a blistering rally this year raised concerns of a potential pullback, according to people familiar with the matter.Most Read from BloombergSpaceX IPO Raises $75 Billion in Biggest Debut of All TimeXbox Plans Significant Layoffs as New CEO Plans OverhaulTrump Insists Iran Deal Is Close After Scrapping New StrikesTrump Vows New Attacks on Iran, Thre

Asian shares climbed sharply on Friday, tracking big Wall Street gains, and oil prices slipped after U.S. President Donald Trump claimed there was a breakthrough in talks to end the Iran war. Samsung Electronics, South Korea's most valuable company, advanced 11.2%. Tokyo’s Nikkei’s 225 gained 3.5% to 66,442.95, also led by gains for technology stocks.

Asian chip stocks rebounded, capping a roller coaster week amid geopolitical volatility, concerns over inflation and worries over a bubble in artificial-intelligence-related stocks.