Chip stocks rebound after steepest weekly selloff in months, snapping 20-year losing streak
Semiconductor shares rose Monday as analysts framed the prior week's rout as a buying opportunity and the sector's worst losing streak in over 20 years appeared
The Star · +8 outlets
JPMorgan upgrades Intel to Neutral, cites solid execution under CEO Lip-Bu Tan
The upgrade, tied to improved execution and AI workload support, helped lift Intel shares as the analyst turned less bearish on the chipmaker.
Yahoo Finance · +13 outlets
SK hynix and Korean government commit $1.5B in loan guarantees to chip suppliers
The 2 trillion won program cuts supplier borrowing rates by up to 2.5 points as Samsung expands its own support for partner firms.
The Korea Times · +6 outlets
Nvidia reportedly brings Samsung and TSMC together on next-gen AI memory chips
Samsung is said to be tapping TSMC for Nvidia's next-generation memory, linking the two foundry rivals in the AI supply chain.
Stocks Down Under · +14 outlets
Taiwan moves to criminalize AI chip smuggling to China, plans $4B US supply hub
Taipei's proposed export controls and US investment plan respond to tightening scrutiny of advanced chip flows to China.
Dealroom · +2 outlets
China's Q3 GDP accelerates to 4.5% on export strength as consumers stay cautious
AI chip and broader export growth drove the expansion while domestic household spending remained weak.
IndexBox · +10 outlets
ASML says it cannot meet demand until 2028 as orders and margins surge
The lithography supplier's record results and long backlog reinforced confidence that AI-driven equipment demand has not slowed.
Yahoo Finance · +14 outlets
Nvidia's China share slips to 34% as funding doubts and export curbs bite
The reported decline reflects US export restrictions and investor caution about the durability of AI infrastructure spending.
ad-hoc-news.de · +1 outlets
Nvidia enters correction after rising wedge breakdown as AI bubble index jumps
Technical weakness and valuation concerns weighed on Nvidia shares ahead of the company's $108 billion revenue target.
Benzinga · +7 outlets
China proposes export curbs on AI, chip and solar technologies
Beijing's draft restrictions would add new levers over technologies central to the global semiconductor and clean energy supply chains.
The Business Standard · +14 outlets
TSMC shares sold off on AI fears days after calling demand extremely robust
The reversal highlights how sensitive chip valuations have become to doubts about the scale of AI capital spending.
TIKR.com · +13 outlets
AMD and Intel shares rebound as chip sector's worst losing streak in over 20 years nears an end
Analysts debated whether AMD's AI growth can offset valuation and competition risks as both CPU makers recovered.
Barron's · +13 outlets
Broadcom, Verizon and others object to their shares being tokenized on OKX-ICE venue
The pushback tests the SEC's emerging framework for tokenized equities as Nasdaq blocks trading of the disputed listings.
unchainedcrypto.com · +14 outlets
Broadcom shares climb as analysts see custom silicon demand accelerating
Coverage pointed to custom AI accelerator demand and supply constraints as key drivers for Broadcom's outlook.
Yahoo Finance · +14 outlets
Intel shares rally on JPMorgan upgrade and reported Tesla foundry deal
A reported foundry agreement with Tesla added to momentum from the analyst upgrade, lifting Intel shares nearly 4%.
TradingPedia · +13 outlets
Korea's chip boom lifts national growth potential but leaves workers behind, IMF says
The memory-driven boom is swelling national income and potential growth even as household incomes lag.
Korea JoongAng Daily · +4 outlets
Arm claims its AGI CPU delivers nearly double the rack performance of AMD's EPYC 9755
The company's new agentic AI benchmark, developed with Fujitsu, Meta and OpenAI, is already drawing scrutiny over methodology.
Tom's Hardware
KeyCorp lifts AMD earnings forecast ahead of November print
The raised estimate came as AMD shares remained up more than 140% year to date heading into its Nov. 3 report.
ad-hoc-news.de