#semiconductors
articles
Citi Reiterates Buy on Samsung and SK Hynix, Dismisses Memory 'Peak-Out' Fears
Citi Research says tight supply chains and surging AI infrastructure demand will keep memory chip undersupply, brushing ...
Keysight Posts Record Results as AI and 5G Demand Supercharge Test Equipment
The test and measurement leader reported a 27% revenue jump and raised guidance, while its stock has nearly doubled in a...
Dow Gains as Crude Slide Offsets Chip Weakness; Nasdaq Slips
A sharp drop in oil prices eased bond yields and lifted industrial shares, but a semiconductor rout led by Intel left th...
STMicro’s Q3 Guidance Disappoints, But AI Pipeline Strengthens Long-Term Case
STMicroelectronics beat Q2 expectations but a softer Q3 revenue outlook sent shares down 14%. Morningstar analysts see t...
Why South Korea's Stock Rout Is Dragging Down U.S. Chip Stocks Even After Strong Earnings
Despite robust quarterly results and higher revenue guidance, shares of TSM and ASML fell as forced selling in the overh...
Korean AI-Driven Chip Boom Draws Wave of Chinese Hot Money
The Kospi's 80% rally, led by Samsung and SK Hynix, has Chinese investors scrambling for semiconductor ETF exposure thro...
US Stock Futures Fall on Semiconductor Weakness; Alphabet, Tesla Earnings in Focus
US index futures edged lower on Wednesday, pressured by declines in chipmakers and cautious positioning ahead of earning...
Apple Reclaims World’s Most Valuable Company Title from Nvidia
Investor shift beyond pure AI chip plays lifts Apple’s market cap to $4.88 trillion, edging out Nvidia as the market rea...