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(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

Shares of Micron Technology (NASDAQ:MU) are up 7% in Monday morning trading, changing hands at around $579 after closing Friday at $542.21. The move extends a parabolic run that has Micron stock up 103% year to date (YTD) in 2026 and up a staggering 618% over the past year. The session’s push has reignited a ... Micron Jumps 7%: Is the Memory Maker Now a Structural AI Winner?

In South Korea, fellow chip makers SK Hynix and Samsung Electronics rose 13% and 5.4%, respectively, helping propel the benchmark index to another record high. Many major Asian indexes were closed on Friday for the May Day holiday, meaning investors were playing catch-up—and opted to double down on some of the chip makers and Big Tech names benefiting from the AI boom when they returned. President Donald Trump on Sunday laid out a plan to escort commercial vessels through the waterway, although tensions escalated after Asian markets closed on Monday when Iranian state media reported that two missiles had hit a U.S. frigate.

Samsung's labor dispute could pressure its AI-chip comeback as SK Hynix widens its lead in high-bandwidth memory.

Strike risks begin to cloud near term outlook

Won-Jin Lee, previously head of Samsung's Global Marketing Office, takes over the Visual Display business after a quarter of declining TV profits

May 4 (Reuters) - Global equity funds drew inflows for a sixth straight week through April 29, as optimism over strong first-quarter earnings outweighed investor concerns about the Middle East

Led by large tech-rallies in Seoul and Taiwan, Asian stock markets gained ground on Monday in holida

Tech stocks are in focus amid an earnings bonanza, layoffs, and AI spending plans.

(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

Shares of ‌SK Hynix extended ‌gains to 12% on ​Monday, driven by foreign buying, after big U.S. tech ‌firms ⁠last week reported robust earnings ⁠and reaffirmed their investment plans ​for artificial ​intelligence ​data centers. SK ‌Hynix outperformed bigger rival Samsung Electronics, which has been weighed down by ‌the risk ​of a ​potential ​strike by ‌unionised workers demanding ​a ​bigger share of the company's ​AI-driven ‌profits.

Tech firms led a rally across most Asian markets Monday following another healthy day on Wall Street fuelled by more strong earnings, while investors were also cheered by news that Iran had submitted fresh proposals to end its war with the United States.Iran's foreign ministry said Tehran had submitted a 14-point plan "focused on ending the war" and that Washington had already responded to it in a message to Pakistani mediators, which Iran was reviewing.

Samsung Electronics, the world's No. 1 TV maker, has replaced its TV ‌head for the first time in more than ‌two years, as it faces mounting competition from Chinese rivals at home ​and abroad. Samsung said in a statement on Monday that it has appointed Lee Won-jin, who was previously head of the Global Marketing Office, as the new head of its ‌Visual Display Business, ⁠succeeding Yong Seok-woo, who will serve as an adviser. Samsung usually carries out its annual management ⁠reshuffle around December, and the company did not disclose the reason for the replacement.

Samsung Electronics Co Ltd (WBO:SSUN) reports unprecedented growth driven by AI innovations, despite geopolitical and market challenges.

Is MU a good stock to buy? We came across a bullish thesis on Micron Technology, Inc. on Noesia’s Substack. In this article, we will summarize the bulls’ thesis on MU. Micron Technology, Inc.’s share was trading at $449.38 as of April 14th. MU’s trailing and forward P/E were 21.21 and 7.72 respectively according to Yahoo Finance. […]

Is KLAC a good stock to buy? We came across a bullish thesis on KLA Corporation on Nikhs’s Substack. In this article, we will summarize the bulls’ thesis on KLAC. KLA Corporation’s share was trading at $1,812.06 as of April 22nd. KLAC’s trailing and forward P/E were 52.75 and 36.76 respectively according to Yahoo Finance. KLA Corporation […]

Investing.com -- Emerging-market equities are currently outperforming expectations of a conflict-driven downturn, with the MSCI Emerging Markets Index rebounding to all-time highs.

(Bloomberg) -- The list of Asian stocks that benefit from business partnership with Nvidia Corp. is getting longer, as the region further integrates into the AI chip giant’s business ecosystem.Most Read from BloombergSupertanker Appears to Have Crossed the Strait of HormuzWorld’s Largest Container Carrier Plans Route Avoiding HormuzBeijing Tells China Firms to Ignore US Sanctions on RefinersPhilippines Says Thousands Evacuated as Mayon Volcano EruptsIran Juggles Oil Cuts and Storage Strain to Re

Nvidia (NASDAQ:NVDA) led the first wave of AI enthusiasm with its powerful GPUs. Investors piled in as data centers raced to secure chips that could train and run ever-larger models. Yet as AI expands, the opportunity spreads beyond GPUs into unexpected corners of the stack. Memory — long viewed as a cyclical commodity prone to ... The Shocking Similarity Between Micron and Nvidia as AI Turns Memory Into a Goldmine

Air Products and Chemicals (NYSE:APD) has signed a major new long term contract to supply industrial gases to Samsung's advanced semiconductor fab in Pyeongtaek, South Korea. The agreement marks Air Products' largest investment in the semiconductor sector to date. The Pyeongtaek facility is expected to become Air Products' largest global operations site. For investors following NYSE:APD, this agreement links a core industrial gases business directly to one of the most capital intensive...

ASML Holding (ENXTAM:ASML) raised its 2026 revenue projections on strong AI infrastructure and memory chip demand, as large orders from SK Hynix and Samsung offset timing uncertainty from TSMC’s delayed high NA EUV adoption. See our latest analysis for ASML Holding. The share price has moved with recent news, with a 2.5% 1-day share price return and 5.29% 30-day share price return, while the 1-year total shareholder return of 102.36% highlights strong longer-term momentum. If strong AI demand...

Memory chip makers used to be cyclical and risky to enter after explosive upside runs. But what if things are different this time around, with the AI revolution continuing to move forward while AI data center builds continue hogging up all the DRAM and SSDs? Indeed, the memory supercycle has continued to run higher, and ... The Memory Supercycle Is Back in Motion — and Samsung and SK Hynix May Be the Stocks With the Most Torque

LONDON, May 1 () - Samsung Electronics must pay a $392 million lump sum for a licence to use ‌ZTE's patents for mobile phones, London's High Court ‌ruled on Friday in the English leg of the companies' global licensing ​dispute. ZTE has brought parallel lawsuits against Samsung in China, Germany and Brazil as the two companies battle over the terms on which Samsung can use ZTE's patents, and most ‌importantly the cost.

Wondering whether Samsung Electronics is still good value after its recent run, or if the price has already moved ahead of itself? This breakdown will help you frame that question clearly. At the last close of ₩220,500, the stock has seen a 1.8% decline over the past 7 days, a 31.9% gain over 30 days, 71.6% year to date, and 304.3% over the past year, which can shift how the market is thinking about both risk and opportunity. Recent headlines around Samsung Electronics have focused on its...

South Korea’s exports surged again in April, driven by semiconductor shipments, signaling resilience in the trade-dependent economy despite geopolitical risks stemming from the Middle East conflict.

Sandisk stock (SNDK) stumbles in Thursday's extended-hours trading after beating fiscal third quarter estimates on the top and bottom line; the memory chip stock is still up over 3,300% over the last 12 months. Morningstar Research Services equity analyst William Kerwin comments on Sandisk's consecutive growth and the margin drivers as the hardware company navigates memory chip shortages.