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A single investor day in Milpitas just sent shockwaves through Seoul, and the ripple effects are repricing an entire asset class that Korean giants are preparing to take public.
The S&P 500 Index ($SPX ) (SPY ) on Thursday rose +0.65%, the Dow Jones Industrial Average ($DOWI ) (DIA ) rose +0.13%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) rose +1.15%. September E-mini S&P futures (ESU26 ) rose +0.68%, and September E-mini Nasdaq futures (NQU26 ) rose...
Micron stock was slipping on Thursday as the recent rebound in the shares from a multi-week slump seemed to slow. Micron shares were down 0.3% in premarket trading after a near 5% rally on Wednesday. While demand for hardware used in artificial intelligence, such as memory chips made by Micron and peers such as SK Hynix remains resilient, a competitive threat may be looming, according to new research.
(Bloomberg) -- South Korean stocks climbed, putting the benchmark index on track to enter a technical bull market, as a global rebound in the AI trade fueled a rapid reversal from last month’s historic rout. Most Read from BloombergPhoebe Gates Knew Phia Shopping App Took Credit for Sales It Didn’t DriveTrump Seeks Immediate Halt to Judge’s Penalties in IRS CaseTrump Weighs Call for Capital Gains Tax Cuts as Midterm BoostWalter Sells Lakers, Seeks Cash to Pay Loans Amid DOJ ProbeIran Takes More
Seoul is adding financing and infrastructure support to a semiconductor expansion anchored by Samsung and SK Hynix.
A Chinese company is reportedly manufacturing its own DUV systems.
South Korea's crackdown on leveraged chip ETFs backfired, sending retail money into small caps for a 30% Kosdaq surge
Citi believes the recent sell-off in memory chip stocks presents a buying opportunity, arguing that the artificial intelligence-driven memory cycle is still in its early phases and could ultimately exceed the industry’s previous boom between 2001 and 2007. The bank says the current environment shares many similarities with the long NAND expansion seen during the early 2000s, when products such as MP3 players and digital cameras transformed demand and flash memory steadily replaced older storage
Record AI-related earnings have intensified pressure for Samsung to convert its expanding cash resources into larger shareholder distributions.
(Bloomberg) -- The manager of a $9.6 billion Lazard Asset Management fund used the July plunge in Samsung Electronics Co. to add the stock to her portfolio for the first time in more than a year.Most Read from BloombergOpenAI’s New Device Will Be Hockey Puck-Sized and Cost Over $300Iran Wants to Bar US, Israeli Ships From Hormuz in Peace AccordIran Says Agreement on Hormuz Shipping Reached With OmanTrump Administration Considers Order on Autism and VaccinesIshbia’s Mortgage Firm Suffers Record D
Investing.com -- The current AI-driven memory upcycle remains in its early stages, Citi strategists say, arguing it could ultimately outperform the industry’s last major upcycle between 2001 and 2007.
By Satoshi Sugiyama TOKYO, Aug 6 (Reuters) - Asian shares took a breather on Thursday after an AI-driven surge the previous day, while oil prices traded in a tight range as markets assessed prospects
Micron gained ground on SK Hynix as AI-driven memory demand supported a fivefold increase in DRAM revenue.
Despite issues with the Yen Intervention, Nikkei 225 climbs 3% as chip stocks jump and Bessent Iran remarks lift Hormuz deal hopes.
(Bloomberg) -- Shares of SK Hynix Inc. advanced, lifted by an overnight rally in US chipmakers and speculation that the Korean firm may soon unveil buybacks and other details of a broader shareholder return plan. Most Read from BloombergBeer Dynasty Families Sell €731 Million Stake in AB InBevTaco Bell Met With Michigan on Parasite Weeks Before RecallChina’s AI Blitz Creates ‘Death Zone’ for Rival US Model MakersIran Weighs Allowing Europe to Clear Mines in Strait of HormuzTrump Discusses Iran W
Goldman Sachs just named a specific Kospi target that would make South Korean equities among the biggest winning trades of the decade, but it hinges on two chip giants delivering something the market has never quite seen before.
The South Korean company is the “memory leader for the AI era,” William Blair analyst Sebastien Naji says.
South Korean retail shareholder platform ACT said on Tuesday it had launched a campaign to call an extraordinary shareholders' meeting at Samsung Electronics, urging the chipmaker to buy back about $32 billion worth of shares and set limits on performance bonuses. ACT said it would begin collecting electronic signatures from shareholders at 5 p.m. local time and seek support from the National Pension Service and domestic and overseas asset managers to meet the 3% ownership threshold required to call the meeting. The move comes after Samsung shares lost over one third of their value since hitting record-highs in June, despite the artificial intelligence boom.
Most AI ETFs quietly repackage the same Nasdaq heavyweights and charge you extra for the privilege. A closer look at the full field reveals three funds that actually go somewhere the index cannot follow.
Margin unwind from South Korean investors and the massive Situational Awareness blowup do not affect the fundamentals of AI stocks.
Apple's new Upgrade program is the latest sign that smartphone ownership is changing.
Investing.com -- South Korean exports grew faster than expected in July, supported by strong global demand for semiconductors and computers used in artificial intelligence infrastructure, preliminary trade data showed on Saturday.
Samsung and SK Hynix produced their largest recorded gains as investors returned to Korean semiconductor stocks after a severe July selloff.
American and South Korean semiconductor and storage companies recovered a bit from an earlier selloff after fresh positive signs from Big Tech earnings.
In its first year, BCC Research's Artificial Intelligence vertical has developed a comprehensive suite of reports to provide a detailed view of the global AI market. This collection includes quarterly Core Four reports alongside monthly Pulse Reports and an AI Sentiment Index, offering insights into AI adoption, disruption, usage, and investment across various industries worldwide. Notably, the reports highlight a structural shift in industries such as finance, logistics, and digital health,...
SK Hynix surged on Friday alongside other South Korean shares as traders flooded back into artificial-intelligence stocks. SK Hynix rose 30% to 1.718 million won ($1,197) in local trading in South Korea. The KOSPI has been the world’s hottest stock market so far this year—logging a 57% gain through Friday’s close—but it has been an uncomfortable ride at times.
Shares of semiconductor companies are on the rise as investors return to stocks exposed to artificial intelligence after a few turbulent weeks. In Asia, shares of South Korean memory-chip maker SK Hynix closed nearly 30% higher, while Samsung Electronics gained 27%.
Samsung Electronics (KRX:005930, LSE:BC94) and SK Hynix surged by almost 30% on Friday as strong results from Amazon and Microsoft were the catalyst for investors to rush back into semiconductor shares. Samsung jumped 28% to ₩265,000, while memory-chip rival SK Hynix climbed 30% to ₩1.7...
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