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Reuters - 19分钟前

S&P 500 top and bottom performing stocks at about 12:00 p.m. EDT

BUZZ - S&P 500 top and bottom performing stocks at about 12:00 p.m. EDT S&P 500 .SPX Top Performers Percent Change Vistra Corp VST.N +5.3% Humana Inc HUM.N +3.8% Applied Materials Inc AMAT.OQ +3.7% ON Semiconductor Corp ON.OQ +3.2% Qualcomm Inc QCOM.OQ +3.2% Bottom Performers Percent Change CrowdStrike Holdings Inc CRWD.OQ -2.9% Albemarle Corp ALB.
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Reuters - 1小时前

Nvidia rises, eyes record as chip stocks advance

BUZZ-Nvidia rises, eyes record as chip stocks advance ** Shares of AI darling Nvidia NVDA.O rise as much as 3.6% to $139.60 on Mon and on track for record high close as chip stocks outperform ** NVDA last up 3% at $138.89 and within spitting distance of stock's intraday all-time peak of $140.76 achieved in Jun ** Stock adding to last week's 7.9% rally and now up ~180% YTD ** Goldman Sachs, which rates NVDA 'buy", boosted its PT late Fri by $15 to $150, inline with Wall Street median, per LSEG da
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Reuters - 16小时前

TSMC third-quarter profit seen jumping 40% on strong AI chip demand

PREVIEW-TSMC third-quarter profit seen jumping 40% on strong AI chip demand Analysts expect third-quarter profit of $9.27 bln Q3 revenue jumps, beats market expectations Stock price has leapt on chip demand for AI applications Earnings call at 0600 GMT on Thursday By Ben Blanchard and Faith Hung TAIPEI, Oct 14 (Reuters) - Taiwan Semiconductor Manufacturing Co 2330.TW , the main producer of advanced chips used in artificial intelligence applications, is expected to report a 40% leap in third-quar
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Reuters - 5天前

Bosch, Tenstorrent to collaborate on standardizing automotive chips

Bosch, Tenstorrent to collaborate on standardizing automotive chips By Max A. Cherney SAN FRANCISCO, Oct 10 (Reuters) - German industrial giant Bosch will collaborate with U.S. chip startup Tenstorrent to develop a platform for standardizing the building blocks of automotive chips, Tenstorrent executives said. The plans include developing a standard method to use a building block of modern chips, called chiplets , to create systems that can power vehicles with significantly different needs , Ten
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Reuters - 6天前

U.S. STOCKS Nvidia, Roblox, Honeywell

BUZZ-U.S. STOCKS ON THE MOVE-Nvidia, Roblox, Honeywell 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 opened higher on Tuesday, as investors shifted their attention to the upcoming third-quarter earnings season and inflation data for hints on the Federal Reserve's future rate decisions.
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Reuters - 6天前

Qualcomm’s Apple threat explains interest in Intel

BREAKINGVIEWS-Qualcomm’s Apple threat explains interest in Intel The author is a Reuters Breakingviews columnist. The opinions expressed are his own. By Robert Cyran NEW YORK, Oct 8 (Reuters Breakingviews) - Qualcomm QCOM.O is humming. The semiconductor company’s market value has risen 50% this year to around $190 billion, and the wireless company’s businesses should generate $11 billion of excess cash for its fiscal year, which ends in September.
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Reuters - 6天前

U.S. STOCKS Copper miners, PepsiCo, Casinos

BUZZ-U.S. STOCKS ON THE MOVE-Copper miners, PepsiCo, Casinos 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 U.S. stock index futures bounced back on Tuesday from a selloff in the previous session, as investors turned their focus on key inflation data and third-quarter earnings later this week for fresh insights into the Federal Reserve's interest rate path.
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Reuters - 6天前

Qualcomm falls as KeyBanc cuts to 'sector weight' on market share threat

BUZZ-Qualcomm falls as KeyBanc cuts to 'sector weight' on market share threat ** Chipmaker Qualcomm's QCOM.O shares fall 1.5% to $164.50 premarket ** KeyBanc downgrades stock to "sector weight" rating from "overweight" ** Brokerage says edge AI markets like PC and smartphone, where QCOM is viewed as a key player , are yet to meaningfully materializ
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Reuters - 2周前

AI's next feat will be its descent from the cloud

RPT-BREAKINGVIEWS-AI's next feat will be its descent from the cloud The author is a Reuters Breakingviews columnist. The opinions expressed are her own. By Robyn Mak HONG KONG, Oct 2 (Reuters Breakingviews) - It's been two years since ChatGPT made its public debut, kicking off a rush to invest in generative artificial intelligence. The frenzy has lifted valuations for startups like OpenAI, inventor of the chatbot, as well as technology titans whose cloud computing platforms train and host the mo
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Reuters - 2周前

AI's next feat will be its descent from the cloud

RPT-BREAKINGVIEWS-AI's next feat will be its descent from the cloud The author is a Reuters Breakingviews columnist. The opinions expressed are her own. By Robyn Mak HONG KONG, Oct 2 (Reuters Breakingviews) - It's been two years since ChatGPT made its public debut, kicking off a rush to invest in generative artificial intelligence. The frenzy has lifted valuations for startups like OpenAI, inventor of the chatbot, as well as technology titans whose cloud computing platforms train and host the mo
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Reuters - 2周前

AI's next feat will be its descent from the cloud

BREAKINGVIEWS-AI's next feat will be its descent from the cloud The author is a Reuters Breakingviews columnist. The opinions expressed are her own. By Robyn Mak HONG KONG, Oct 2 (Reuters Breakingviews) - It's been two years since ChatGPT made its public debut, kicking off a rush to invest in generative artificial intelligence. The frenzy has lifted valuations for startups like OpenAI, inventor of the chatbot, as well as technology titans whose cloud computing platforms train and host the models
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Reuters - 2周前

Qualcomm And Stmicroelectronics Enter Strategic Collaboration In Wireless Iot

BRIEF-Qualcomm And Stmicroelectronics Enter Strategic Collaboration In Wireless Iot Oct 1 (Reuters) - Qualcomm Inc QCOM.O : QUALCOMM AND STMICROELECTRONICS ENTER STRATEGIC COLLABORATION IN WIRELESS IOT
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Reuters - 2周前

STMicroelectronics And Qualcomm Partner In Wireless IOT

BRIEF-STMicroelectronics And Qualcomm Partner In Wireless IOT Oct 1 (Reuters) - STMicroelectronics NV STMPA.PA : STMICROELECTRONICS AND QUALCOMM ENTER STRATEGIC COLLABORATION IN WIRELESS IOT INITIAL PRODUCTS FROM COLLABORATION EXPECTED TO BE AVAILABLE TO OEMS IN Q1 2025 WIRELESS CONNECTIVITY TO REDUCE DEVELOPMENT TIME AND TIME-TO-MARKET ST PLANS TO
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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 - 2周前

Intel and US to finalise $8.5 bln in chips funding by year-end, FT reports

UPDATE 1-Intel and US to finalise $8.5 bln in chips funding by year-end, FT reports Adds details in paragraph 2, background in paragraph 4 onwards Sept 27 (Reuters) - Intel INTC.O and the U.S. government will likely finalise $8.5 billion in direct funding for the chipmaker before the end of the year, the Financial Times reported on Friday, citing people familiar with the discussions.
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Reuters - 3周前

Intel rejects Arm's approach for product division, Bloomberg News reports

UPDATE 2-Intel rejects Arm's approach for product division, Bloomberg News reports Adds Intel declining to comment in paragraph 4 Sept 26 (Reuters) - Arm Holdings ARM.O approached Intel INTC.O about potentially acquiring the company's product division but was told that the business is not for sale, Bloomberg News reported on Thursday. The British chip firm did not express interest in Intel's manufacturing operations, the report added, citing a person familiar with the matter.
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Reuters - 3周前

U.S. STOCKS Starbucks, Crocs, Accenture

BUZZ-U.S. STOCKS ON THE MOVE-Starbucks, Crocs, Accenture 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 in choppy trading on Thursday, with the S&P 500 hitting an intraday record high after Micron's upbeat forecast rekindledthe hype around artificial intelligence, and a soft jobless claims report soothed worries about the labor market.
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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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