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市场新闻

Reuters - 10小时前

U.S. Affirm Holdings, Aptargroup, Caterpillar

U.S. RESEARCH ROUNDUP-Affirm Holdings, Aptargroup, Caterpillar Oct 14 (Reuters) - Wall Street securities analysts revised their ratings and price targets on several U.S.-listed companies including Affirm Holdings, Aptargroup and Caterpillar, on Monday. HIGHLIGHTS * Affirm Holdings Inc AFRM.O : Wedbush raises to neutral from underperform * Aptargroup Inc ATR.N : Jefferies raises to buy from hold * Caterpillar Inc CAT.N : Morgan Stanley cuts to underweight from equal-weight * Sentinelone Inc S.N :
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Reuters - 5天前

Astera Labs gains as Morgan Stanley hikes PT on launch of new centric switches

BUZZ-Astera Labs gains as Morgan Stanley hikes PT on launch of new AI-centric switches ** Shares of Astera Labs ALAB.O rise 14.3% to $60.51 premarket ** Morgan Stanley hikes PT for ALAB to $74 from $55 to account for new products ** Astera launches new generation of AI-centric switches that are used in servers to improve performance and efficiency
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Reuters - 1周前

Futures steady before key payrolls data as investors weigh Middle East risks

US STOCKS-Futures steady before key payrolls data as investors weigh Middle East risks For a Reuters live blog on U.S., UK and European stock markets, click LIVE/ or type LIVE/ in a news window. Futures: Dow off 0.07%, S&P 500 up 0.07%, Nasdaq up 0.14% Oct 4 (Reuters) - U.S. stock index futures were tepid on Friday as investors refrained from making significant bets ahead of crucial payrolls data and watched for any escalation in geopolitical tensions in the Middle East.
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Reuters - 2周前

U.S. STOCKS Emeren Group, Hess, Chevron

BUZZ-U.S. STOCKS ON THE MOVE-Emeren Group, Hess, Chevron Eikon search string for individual stock moves: STXBZ The Day Ahead newsletter: https://refini.tv/3LI4BU7 The Morning News Call newsletter: https://refini.tv/3dKUyB8 Wall Street's main indexes were mixed on Monday as investors paused after a rally in the previous week and exercised caution ahead of numerous job reports and comments through the week from Federal Reserve policymakers, including Chair Jerome Powell.
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Reuters - 2周前

U.S. chipmakers fall as jittery investors await jobs data, Fed comments

BUZZ-U.S. chipmakers fall as jittery investors await jobs data, Fed comments ** Shares of U.S. chipmakers fall as investors turn cautious ahead of several job reports and remarks through the week from Federal Reserve policymakers ** Shares of AI chipmaker Nvidia NVDA.O fall 1.4% ** "NVDA underperformance likely due to broader macro concerns this mo
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Reuters - 3周前

U.S. STOCKS Crocs, First Solar, Qualcomm

BUZZ-U.S. STOCKS ON THE MOVE-Crocs, First Solar, Qualcomm Eikon search string for individual stock moves: STXBZ The Day Ahead newsletter: https://refini.tv/3LI4BU7 The Morning News Call newsletter: https://refini.tv/3dKUyB8 Wall Street's main indexes rose on Thursday, with the S&P 500 hitting a record high, as Micron's upbeat forecast revived the frenzy around artificial intelligence, and a softer-than-expected jobless claims report soothed worries about the labor market.
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Reuters - 3周前

Chipmaker stocks rally after Micron's forecast points to steady AI demand

RPT-BUZZ-Chipmaker stocks rally after Micron's forecast points to steady AI demand Repeats to widen distribution with no changes to text ** Shares of chipmakers advance after Micron Technology MU.O signals robust demand for semiconductors used to power generative AI technology with strong revenue forecast ** The broader Philadelphia Semiconductor Index .SOX opened at a two-month high, last up 3.87%, set to add to the nearly 23% gain this year ** Largest chipmaker Nvidia NVDA.O , which uses Micro
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Reuters - 3周前

Wall St rises on AI euphoria after Micron's upbeat forecast

REFILE-US STOCKS-Wall St rises on AI euphoria after Micron's upbeat forecast Refiles to add "%" sign in last bullet for S&P 500 US weekly jobless claims slip; Q2 GDP unrevised Accenture gains after upbeat annual revenue forecast Miners jump after report of Chinese stimulus Indexes up: Dow 0.52%, S&P 500 0.65%, Nasdaq 1.12% By Johann M Cherian and Purvi Agarwal Sept 26 (Reuters) - Wall Street's main indexes rose on Thursday, with the S&P 500 hitting a record high , as Micron's upbeat forecast rev
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Reuters - 3周前

Micron rises 13% as strong forecast impresses hungry investors

UPDATE 2-Micron rises 13% as strong forecast impresses AI-hungry investors Recasts paragraph 1, updates market cap addition in paragraph 2, shares in paragraphs 7,8, adds analyst comments in paragraphs 5, 13, 14 By Arsheeya Bajwa Sept 26 (Reuters) - Micron Technology MU.O surged more than 13% on Thursday, after its first-quarter revenue forecast indicated strong demand and pricing for the high-bandwidth memory chips (HBM) used to support booming generative artificial intelligence technology.
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Reuters - 3周前

Chipmaker stocks rally after Micron's forecast points to steady AI demand

BUZZ-Chipmaker stocks rally after Micron's forecast points to steady AI demand ** Shares of chipmakers advance after Micron Technology MU.O signals robust demand for semiconductors used to power generative AI technology with strong revenue forecast ** The broader Philadelphia Semiconductor Index .SOX opened at a two-month high, last up 3.87%, set to add to the nearly 23% gain this year ** Largest chipmaker Nvidia NVDA.O , which uses Micron's high-bandwidth memory chips (HBM) for its AI processor
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Reuters - 3周前

Broadcom Inc Files For Four Part Senior Notes Offering Size Not Disclosed

BRIEF-Broadcom Inc Files For Four Part Senior Notes Offering Size Not Disclosed Sept 26 (Reuters) - Broadcom Inc AVGO.O : BROADCOM INC - FILES FOR FOUR PART SENIOR NOTES OFFERING; SIZE NOT DISCLOSED- SEC FILING Source text for Eikon: [ID:n0001193125-24-226546] Further company coverage: AVGO.O
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Reuters - 3周前

Wall St set for higher open after Micron's upbeat forecast; all eyes on Powell

US STOCKS-Wall St set for higher open after Micron's upbeat forecast; all eyes on Powell For a Reuters live blog on U.S., UK and European stock markets, click LIVE/ or type LIVE/ in a news window. Weekly jobless claims at 218,000 Accenture gains after upbeat annual revenue forecast Miners jump after report of Chinese stimulus Futures up: Dow 0.49%, S&P 500 0.83%, Nasdaq 1.55% Updated at 8:43 a.m.
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Reuters - 3周前

Micron fuels chip stock rally as AI demand powers revenue forecast

Micron fuels chip stock rally as AI demand powers revenue forecast By Arsheeya Bajwa Sept 26 (Reuters) - Micron Technology MU.O surged 15% on Thursday in premarket trading , leading a rally in chip stocks after its strong revenue forecast signaled robust demand for semiconductors used to power generative AI technology. The company, whose high-bandwidth memory chips (HBM) are used in Nvidia's NVDA.O popular artificial intelligence processors, was set to add more than $17.5 billion to its market v
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Reuters - 3周前

Nasdaq leads Wall St futures higher on AI optimism after Micron's forecast

US STOCKS-Nasdaq leads Wall St futures higher on AI optimism after Micron's forecast For a Reuters live blog on U.S., UK and European stock markets, click LIVE/ or type LIVE/ in a news window. Weekly jobless claims, final GDP estimate due at 8:30 a.m. ET Accenture gains after upbeat annual revenue forecast Miners jump after report of Chinese stimulus Futures up: Dow 0.49%, S&P 500 0.79%, Nasdaq 1.43% Updated at 7:02 a.m.
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Reuters - 3周前

Nasdaq leads Wall St futures higher on AI optimism after Micron's forecast

US STOCKS-Nasdaq leads Wall St futures higher on AI optimism after Micron's forecast For a Reuters live blog on U.S., UK and European stock markets, click LIVE/ or type LIVE/ in a news window. Futures up: Dow 0.47%, S&P 500 0.76%, Nasdaq 1.33% Sept 26 (Reuters) - U.S. stock index futures rose on Thursday, as a wave of optimism around artificial intelligence gripped Wall Street following Micron's upbeat forecast, while investors also awaited economic data and remarks from Federal Reserve Chair Je
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Reuters - 3周前

Broadcom, Charter Communications, Comcast To Develop Unified DOCSIS Chipsets Capable Of 25Gbps Speeds

BRIEF-Broadcom, Charter Communications, Comcast To Develop Unified DOCSIS Chipsets Capable Of 25Gbps Speeds Sept 25 (Reuters) - Charter Communications CHTR.O : BROADCOM, CHARTER COMMUNICATIONS AND COMCAST TO JOINTLY DEVELOP UNIFIED DOCSIS CHIPSETS CAPABLE OF 25GBPS SPEEDS CHARTER: INITIATIVE WOULD ULTIMATELY ALLOW FOR INCREASED NETWORK SPEEDS FOR C
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Reuters - 3周前

Qualcomm approached Intel about a takeover in recent days, WSJ reports

UPDATE 7-Qualcomm approached Intel about a takeover in recent days, source says Qualcomm has approached Intel about an acquisition, source says Potential deal would face antitrust scrutiny and require divestitures No formal offer has been made, another source says Changes sourcing throughout, adds more background and details By Max A. Cherney SAN FRANCISCO, Sept 20 (Reuters) - Qualcomm QCOM.O has in recent days approached Intel INTC.O to explore a potential acquisition of the troubled chipmaker,
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Reuters - 4周前

Wall St propelled higher by broad gains after Fed kicks off easing cycle

US STOCKS-Wall St propelled higher by broad gains after Fed kicks off easing cycle For a Reuters live blog on U.S., UK and European stock markets, click LIVE/ or type LIVE/ in a news window. S&P 500, Dow hit record highs BofA expects Fed to go for 75-bp cut in Q4 US big banks rise after Fed's jumbo rate cut Weekly jobless claims stand at 219,000 Indexes up: Dow 1.03%, S&P 500 1.73%, Nasdaq 2.78% Updated at 11:49 a.m.
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Reuters - 4周前

Wall St jumps with tech stocks in the lead after Fed kicks off easing cycle

US STOCKS-Wall St jumps with tech stocks in the lead after Fed kicks off easing cycle For a Reuters live blog on U.S., UK and European stock markets, click LIVE/ or type LIVE/ in a news window. S&P 500, Dow hit record highs BofA expects Fed to go for 75-bp cut in Q4 US big banks rise after Fed's jumbo rate cut Weekly jobless claims stand at 219,000 Indexes up: Dow 0.94%, S&P 500 1.29%, Nasdaq 2.15% Updated at 09:46 a.m.
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Reuters - 4周前

Wall St gears up for rally after Fed kicks off easing cycle

US STOCKS-Wall St gears up for rally after Fed kicks off easing cycle For a Reuters live blog on U.S., UK and European stock markets, click LIVE/ or type LIVE/ in a news window. BofA expects Fed to go for 75-bp cut in Q4 US big banks rise after Fed's jumbo rate cut Weekly jobless claims stand at 219,000 Futures up: Dow 1.13%, S&P 500 1.58%, Nasdaq 2.14% Updated at 8:36 a.m.
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