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Apple Inc., Samsung Electronics Co. Ltd. and other major smartphone makers face a tougher demand environment as rising component costs push handset prices higher in the U.S. and China, according to new research from Counterpoint Research. Counterpoint analysts said Thursday...
Samsung Electronics (KOSE:A005930) and Netlist announced a comprehensive patent settlement and long-term alliance covering advanced memory technologies. The companies entered into new cross-licensing arrangements and product supply agreements for DRAM and NAND. The deal includes an equity investment component and resolves all pending litigation between Samsung and Netlist. For investors tracking how memory suppliers are positioning around data centers and AI hardware, the wider trend across...
The S&P 500 Index ($SPX ) (SPY ) on Friday fell by -0.17%, the Dow Jones Industrial Average ($DOWI ) (DIA ) fell by -0.20%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) fell by -0.13%. E-mini S&P futures (ESU26 ) fell -0.27%, and September E-mini Nasdaq futures (NQU26...
Record semiconductor profit and tightening server-memory supply kept investors focused on Samsung's ability to monetize artificial-intelligence infrastructure demand.
The S&P 500 Index ($SPX ) (SPY ) is up +0.02%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.08%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.15%. September E-mini S&P futures (ESU26 ) are up +0.01%, and September E-mini Nasdaq futures (NQU26...
Applied Materials just posted record revenue and its fifth straight earnings beat, yet the stock fell anyway. Three metrics from the next few quarters will separate a temporary pullback from something more telling about the AI capex cycle.
Ahead of the open London's blue chips are tipped to open around 27 points higher on Friday, riding a wave of overnight optimism. The tone was set on Wall Street, where the S&P 500 closed at a record and the Nasdaq hit a two-month high. The trigger was July's producer price index, a...
Strong earnings may no longer be enough for chip investors
Shipment rankings tell only part of Micron's competitive story
Elon Musk wants to build a chip factory so large it dwarfs every structure humans have ever assembled, on a dried-up reservoir outside Houston, for a purpose that sounds more like science fiction than a construction permit.
U.S. stock futures ticked higher as traders adjust to predictions that the Federal Reserve won’t raise rates imminently.
Elon Musk wants to build a chip-making facility in rural Texas so enormous it dwarfs every building on Earth, but the legal fine print buried in SpaceX's own filings tells a very different story about how real this project actually is.
Well, that was fast. South Korea's Kospi index entered a bull market again today, defined as a 20% rise from a recent low. Since the index's recent bottom on July 30, it's up nearly 22%, including today's 3.
<body><p>STORY: From Nvidia's deal with Wall Street giants... to China's AI weather forecasting</p><p>This is AI Weekly.</p><p>:: AI Weekly</p><p>Nvidia has partnered with six major financial institutions to launch compute financing platforms.</p><p>They are aimed at raising over $500 billion in third-party capital for AI infrastructure.</p><p>Nvidia CEO Jensen Huang said on X the company has the option to backstop up to $125 billion, or 25% of the potential deals.</p><p>The move highlights how surging demand for AI computing capacity is drawing institutional investors.</p><p>South Korea will launch a $3.5 billion semiconductor fund targeting promising chip materials, parts, equipment and fabless companies.</p><p>Seoul says it seeks to accelerate plans for new chip manufacturing hubs across the country.</p><p>Under the plan, Samsung Electronics, SK Hynix, suppliers and local governments are expected to invest more than $576 billion in new chip manufacturing projects.</p><p>A French press association has asked the country's competition watchdog to take action against Google's AI-generated article summaries.</p><p>The trade group says they deprive newspapers and magazines of readers.</p><p>The group has called on the regulator to make a decision similar to one ordered against Meta.</p><p>To put forward a payment plan and resume talks with traditional media seeking fees for the use of their content by AI tools.</p><p>China is emerging as a leading player in the race to improve weather prediction through AI.</p><p>Meteorologists used a new generation of AI weather models alongside traditional forecasting systems as they tracked Typhoon Dolphin's path.</p><p>Researchers say they can generate forecasts much faster than conventional systems while matching or surpassing them on some measures of accuracy.</p></body>
A jump in South Korean stocks drove emerging-market equities higher on Thursday as the revival in the global AI trade pushed Seoul’s Kospi index into a technical bull market.
South Korean retail investors must now complete a week-long course before they can start trading in single-stock funds, as regulators tighten...
FTSE 100 set to open in the green Economy grows by 0.4% 7.30am: UK economy holds up Not bad, all things considered. The economy grew 0.4% in the second quarter, down from 0.6% in the first, which counts as a decent result for a three-month stretch that included a war in Iran and all...
Asian shares mostly rose in early Thursday trading, as global market optimism continued on prospects for AI stocks and the semiconductor sector. Hong Kong's Hang Seng edged up nearly 0.1% to 25,453.45, while the Shanghai Composite gained 0.4% to 3,961.82. Several AI stocks reported better growth for the spring than analysts expected, while a report showed inflation across the United States was slightly less bad last month.
Apple Inc. (NASDAQ:AAPL) is testing DRAM chips from China’s ChangXin Memory Technologies (CXMT) across several product lines, including iPhones and MacBooks. The move comes as Apple deals with a tight memory supply market driven by strong demand from the artificial intelligence industry. At the same time, Apple has held early discussions with CXMT about supplying […]
Enterprise storage is becoming memory's next major battleground
Norway’s wealth fund reported another record profit, revealing large stakes in SpaceX, U.S. equities, and Asian stocks.
Samsung Electronics stock has posted very strong gains over the last three years, yet its current valuation checks still point to the shares looking inexpensive on several measures. With the price recently at ₩256,000, the question for investors is how much of the story is already reflected in that move. Samsung Electronics has returned about 304% over the last three years, which puts a lot more weight on whether today’s price still leaves room for a reasonable margin of safety. The launch...
Google debuted its Pixel 11 line of smartphones on Wednesday.
Micron stock was rallying alongside other chip names on Wednesday but Korean standouts SK Hynix and Samsung Electronics outperformed following a report of a massive investment.
Find insight on Samsung Electronics, Life360, CoreWeave and more in the latest Market Talks covering technology, media and telecom.
The proposed investment is another bullish signal for semiconductors, suggesting investors see further upside in chip stocks.
Micron Technology stock has delivered extremely strong gains over the past three years, yet the current valuation checks give a more cautious, mixed signal rather than a clear green light. Micron Technology has returned about 12x over the last three years, which puts extra focus on whether the current price already reflects a lot of good news. AI driven demand for advanced memory and storage can support expectations for Micron Technology, while intense competition from peers such as Samsung...
Asian shares were mostly higher Wednesday after U.S. stocks slipped a bit further from their records, while oil prices advanced as doubts persisted over when the war with Iran will allow crude to flow freely again. Samsung Electronics gained 7.7% and memory chipmaker SK Hynix was up 7.1%. The price of a barrel of Brent crude, the international standard, was up 0.9% at $89.67 early Wednesday.
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