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A looming 18-day strike at South Korean chip giant Samsung that has triggered worries within the government, rattled foreign investors and threatened global supply chains rests on one crucial question: who should share in the spoils of the AI boom? More than 45,000 workers are threatening to stage the largest strike in the conglomerate's history from May 21, reducing production of memory chips that are crucial components in AI data centres, smartphones and ‌laptops, as Samsung and its union struggle to find a compromise over bonus payouts. Samsung Electronics, which has reaped huge profits from a global memory shortage, has offered to pay generous bonuses to staff.

By Hyunjoo Jin SEOUL, May 15 (Reuters) - A looming 18-day strike at South Korean chip giant Samsung that has triggered worries within the government, rattled foreign investors and threatened global

(Bloomberg) -- Bullish calls on US stocks will be challenged if benchmark Treasury yields hit 5%, a level that usually depresses price-to-earnings ratios, according to Lori Calvasina, head of US equity strategy at RBC Capital Markets LLC. Most Read from BloombergHormuz Oil Flows Creep Higher as More Supertankers ExitIran’s Kharg Island Oil Jetties Empty Again Yesterday, Satellite ShowsWhat Is The Thucydides Trap and Why Did Xi Raise It With Trump?Xi Tells US CEOs on Trump Visit That China Will O

Bill Ackman announced on social media that his hedge fund Pershing Square will disclose a new position in Microsoft in a 13F filing with regulators today. Microsoft has been an outlier in the tech trade that has carried markets higher this year. "We began building our position in MSFT in February following a meaningful share price decline after the company reported its fiscal Q2 2026 results," Ackman wrote in a post on X. "We were able to establish our position at a valuation of 21 times forward earnings, broadly in line with the market multiple and well below Microsoft's trading average over the last few years."

Spire Global (NYSE:SPIR) reported first-quarter 2026 results that exceeded its own guidance for revenue and adjusted EBITDA, while management reiterated its full-year outlook and said the company’s growth plan remains weighted toward the second half of the year. Chief Executive Officer Theresa Cond

Virgin Galactic (NYSE:SPCE) said it remains on schedule to begin flight testing its first new Delta-class spaceship in the third quarter of 2026 and conduct rocket-powered spaceflight in the fourth quarter, as the company works through the final stages of its pre-revenue development phase. On the c

Argentum AI has signed a deal worth around $2.5 billion with ‌cloud gaming firm Boosteroid and real ‌estate company DL Invest Group for a 300-megawatt data ​center in Europe, the artificial intelligence infrastructure provider told Reuters on Friday. Under the deal, Argentum said it will deploy graphics processing unit ‌infrastructure in a ⁠data center, with the company expected to use tens of thousands of ⁠next-generation GPUs, including Nvidia's Blackwell systems in the future. The deal will be one of ​the largest ​independent AI infrastructure ​projects in the region. ‌It comes as the tech industry rushes to secure compute capacity to meet soaring demand, leading to the emergence of independent infrastructure providers such as Argentum.

By Lewis Krauskopf NEW YORK, May 15 (Reuters) - Two themes critical to the U.S. stock market -- the artificial intelligence boom and inflation-pressured consumer spending -- will come under the

Walmart (WMT) has asked Flipkart to delay its initial public offering plans to focus on achieving EB

A Texas jury ruled on Wednesday that Exxon Mobil (NYSE:XOM) was not liable in a lawsuit accusing the energy giant of misleading investors through disclosures connected to its Canadian oil sands business and Rocky Mountain natural gas operations. Investors Failed to Prove Fraud ClaimsThe case, originally filed in 2016, alleged that Exxon hid losses tied to its Canadian bitumen assets, failed to properly reflect carbon-cost assumptions in reserve valuations, and postponed impairment charges relate

SpaceX is targeting a valuation of roughly $1.75 trillion in its upcoming ‌initial public offering, in what could be the ‌biggest-ever stock market debut by a U.S. company on Wall Street. The ​listing of Elon Musk-led SpaceX could easily dwarf many of the biggest U.S. IPOs on record, including those of Alibaba, Visa and Facebook, now Meta Platforms, which analysts ‌say reflects high growth ⁠expectations from the rocket and satellite company that it may struggle to meet. Analysts ‌say SpaceX's proposed valuation reflects in part how much investors are being asked to pay for future growth.

May 15 (Reuters) - Futures tracking the Nasdaq and the S&P 500 tumbled more than 1% on Friday, with an AI-driven rally in U.S. stocks poised to stall, as Treasury yields jumped on concerns about

By Laurie Chen and Casey Hall BEIJING/SHANGHAI, May 15 (Reuters) - With red-carpet treatment, selfies and culinary diplomacy, America's richest and most powerful executives - from Tesla's Elon Musk to

A new standalone FedEx Freight may resemble a start-up, but the LTL carrier is far from it, experts say.

The investor says the tech company is underpriced, and he will disclose the stake in regulatory filings later Friday.

The benchmark 10-year U.S. Treasury yield is rising toward its highest level in nearly a year, as rising oil prices fan fears about inflation again. The yield topped 4.54% in early trading this morning, as Brent crude futures rose above $109 barrel. President Trump's summit with Chinese leader Xi Jinping concluded this morning, and while Trump said both he and Xi want the war to end, the meeting publicly yielded little in the way of concrete steps toward a resolution.

By Aditya Kalra NEW DELHI, May 15 (Reuters) - India's JioStar, the TV and online entertainment venture of Reliance and Walt Disney, has initiated legal measures against rival Zee Entertainment for

Toast, Inc. (NYSE:TOST) is one of the Best 52-Week Low Stocks to Buy According to Hedge Funds. Toast, Inc. (NYSE:TOST) announced its Q1 2026 earnings report on May 8. The company reported a revenue of $1.63 billion, matching the Wall Street consensus. Management believes the company is off to a good start, with gross profit […]

Bill Ackman's hedge fund Pershing Square will disclose a ‌new position in Microsoft later in ‌the day, the billionaire investor said on Friday, arguing ​that the tech giant sits at a "highly compelling valuation". Ackman's new closed-end fund Pershing Square USA, which debuted on the NYSE ‌last month, has ⁠also recently made Microsoft a core holding, he said in a ⁠post on social media platform X. Pershing's bet on Microsoft comes amid Ackman's growing ​appetite for ​tech holdings.

Hims & Hers continues growing rapidly, but shrinking margins and rising costs are beginning to test the company's long-term profitability story.

Sony (NYSE:SONY) reported record annual sales and operating profit for fiscal 2025 while outlining a corporate strategy centered on entertainment, intellectual property, creation technology and artificial intelligence. Hiroki Totoki, Sony Group Corporation’s president and CEO, said the company had

Tesla (TSLA) came under pressure from an Australian judge, who questioned whether the automaker was

The title of Morgan Stanley's midyear US economic outlook, published May 12, is four words: "Capex Over Consumption." It is the bank's clearest possible signal about what is holding the American economy together heading into the second half of 2026, and what is beginning to buckle beneath the ...

The ballyhooed debut of AI chip firm Cerebras is a big moment for tech IPOs. But don’t ignore new biotechs and industrial stocks.

Shares in Boeing slid after Donald Trump announced that China had purchased 200 planes, following speculation of a possible “mega order” during...

Stock futures in the U.S. and global markets were lower with little information emerging from the Trump-Xi summit.

Applied Materials’ outlook suggests a windfall from AI chipmaking equipment could be coming sooner than expected.

Recent trends in the artificial intelligence space point to a strong upcoming report from Nvidia.

The central bank may be transforming from Wall Street's foundation to a liability before our eyes.

It's time to add exposure to businesses that consumers depend on regardless of the economic backdrop.