Actualités

(Bloomberg) -- Wiwynn Corp., one of the biggest makers of Nvidia Corp. servers, warned of shortages developing in vital data center components beyond just memory chips, potentially slowing or inflating the cost of a global AI infrastructure buildout.Most Read from BloombergSingapore Hands Byju's Founder His First Ever Jail TermIran’s Khamenei Says No Going Back for Middle East Rocked by WarEx-President Biden Sues to Stop DOJ Sharing Interview TapesTwo More Oil Supertankers Exit Hormuz to Help Pu

Unfavorable rate hikes may be the necessary medicine to quell inflationary fears.

These companies' recent results collectively tell most of the market's overall story right now.

The rise extends a rally for the semiconductor-materials maker that has boosted the stock more than sevenfold this year.

Even by the standards of the artificial-intelligence boom, the gains in chip stocks this year have been extraordinary. Sandisk has soared 570%. Intel has more than tripled. Samsung, Micron and SK Hynix have all climbed into the ranks of $1 trillion companies.

Investors will get more of a sense for how the American consumer is grappling with wartime inflation today. Earnings are due from retailers like Costco, Best Buy and Dollar Tree, and the personal-consumption expenditures index for April is scheduled for release.

Oil prices fell on a new report of progress in negotiations. Iran’s state broadcaster reported that a draft framework being negotiated with the U.S. includes restoring commercial shipping to prewar levels within a month. President Trump, speaking at a cabinet meeting, signaled that he was prepared to keep negotiating but didn’t exclude further military action.

Curt Garner, chief strategy and technology officer at the chain, explains how a “Summer of Extras” effort builds on and gamifies its rewards program.

Deere’s first quarter results outpaced Wall Street expectations on both revenue and profit, yet the market responded negatively, with shares declining sharply. Management attributed the quarter’s performance to strong demand in construction and small agriculture equipment, alongside positive impacts from one-time tariff refunds. However, elevated production costs and persistent margin headwinds, especially in the large agriculture segment, weighed on operating profitability. CFO Josh Beal emphas

Salesforce's Q1 fiscal 2027 call spotlights Agentforce, Slack and "Headless 360" as it lifts revenue guidance and defends a stronger second half.

Rocket Lab and AST SpaceMobile have surged as investors bet on the next phase of the space economy. But aerospace giants including Boeing, Airbus, and Lockheed Martin could also benefit from growing enthusiasm around SpaceX.

FedEx will spin off FedEx Freight as an independent company on June 1, and the new business will quickly join the S&P 500 index.

Early SpaceX investor Peter Diamandis reignited merger speculation by saying a Tesla-SpaceX merger is “not a matter of if but only a matter of when.”

The U.S. company now holds 36.83% of Delivery Hero’s voting rights, up from 25.1% previously, according to a regulatory disclosure on Wednesday.

By Julie Zhu and Anne Marie Roantree HONG KONG, May 28 (Reuters) - China's commitment to buy 200 Boeing jets during a recent visit by U.S.

Hi everyone! This is Cheng Ting-Fang, your #techAsia host this week, saying hello from sunny Taipei, the blazing-hot destination for global chip...

Chinese technology giant ByteDance is developing its own central processing units (CPUs) to support its growing AI infrastructure needs, three people familiar with the matter said, as surging chip prices and prolonged supply ‌shortages constrain its expansion plans. The move underscores the industry's rapid shift toward "inference," where AI models are deployed to perform agentic tasks ‌that demand more from CPUs, working in tandem with the graphics chips made by Nvidia that have dominated the AI boom. The shift has created a shortage of CPUs in recent ​months, and global hyperscalers including Alphabet's Google, Amazon and Microsoft are also developing their own custom CPUs to reduce costs and tailor performance to their specific workloads.

SIDU has quietly emerged as the sector’s standout underdog, remaining the only stock among the four still showing analyst upside.

Costco Wholesale is the last major retailer to report results this earnings season. After multiple retailers noted, however cautiously, that consumers are still spending, investors will be looking to see if Costco does the same. For its fiscal third quarter, Costco is expected to earn $4.98 a share, a 16.3% increase from the year-ago period, on a 10% rise in revenue to $69.68 billion.

PayPal users will be able to make cashless payments in China using QR codes through Tencent's WeChat Pay’s extensive merchant network, the Chinese technology giant says, in a move calibrated to attract more foreign tourists. Apart from social media and messaging, Tencent’s WeChat offers payment services called WeChat Pay, or Weixin Pay, in mainland China.

Nutanix Inc (NTNX) reports strong financial performance with $703 million in revenue, while addressing ongoing supply chain and geopolitical challenges.

Synopsys Inc (SNPS) reports robust Q2 2026 results, exceeding revenue and EPS guidance, while raising full-year forecasts amid strong market momentum and successful Ansys integration.

Marvell Technology Inc (MRVL) reports robust revenue growth and outlines strategic partnerships and acquisitions to drive future expansion.

Salesforce Inc (CRM) reports a 13% revenue increase and surpasses $1 billion in Agentforce ARR, while addressing challenges in marketing and commerce segments.

Snowflake Inc (SNOW) reports a 34% revenue surge and raises FY27 guidance, driven by strong AI product adoption and customer expansion.

May 28 (Reuters) - Foreign investors bought Japanese stocks for the eighth straight week through May 23, as oil prices eased and AI-related shares rallied on robust demand outlook.

Marvell Technology (MRVL) kicked off its latest earnings season with first quarter revenue that topped analyst expectations, supported by strong demand for AI and data center chips and a higher multiyear revenue outlook. See our latest analysis for Marvell Technology. The strong AI data center story is now clearly reflected in the price, with the stock delivering a 30 day share price return of 25.59% and a 1 year total shareholder return of 208.46%, even after a one day pullback of 4.59%. If...

How resilient will the economy be amid the current bout of inflation?

SpaceX may be counting down to its IPO, but some people are just too impatient to wait for liftoff. Just look at the share price of Intuitive Machines, which flew nearly 16% on Wednesday and is up more than 125% so far this year as the company transforms from a provider of niche lunar landing gear to an all-in-one infrastructure player at the dawn of a new space age. The Houston, Texas-based company went public via a SPAC merger back in 2023 and, almost exactly a year later, its unmanned lunar lander, Odysseus, gained the distinction of delivering the first American spacecraft to the moon’s surface since the Apollo program.

World shares declined Thursday following more of what the U.S. military said were defensive strikes against Iran. Oil prices gained more than $2 a barrel after having dropped sharply a day before. In early European trading, Germany's DAX was nearly unchanged at 25,175.63 and the CAC 40 in Paris lost 0.4% to 8,172.84.