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SSNLF News30 articles
Global Chip Rout Deepens as AI Spending Doubts Spark $1 Trillion Nasdaq Selloff
A global semiconductor selloff erased over $1 trillion in Nasdaq 100 premarket value as investors fret over AI infrastructure returns. South Korea's KOSPI plunged 10% and chip heavyweights like SK Hynix and Samsung tumbled more than 12%.
Markets
Micron Earnings Test AI Rally as Memory Demand Surges
Micron shares fall 8% premarket ahead of earnings. Wall Street expects a beat, but analysts warn margins and outlook could disappoint despite surging AI memory demand.
Earnings
KOSPI Plunges 10% as AI Chip Rally Falters on Regulatory Concerns
The KOSPI fell 9.99% on Tuesday, its steepest drop in over three months, as a record AI chip rally reversed on regulatory warnings and profit-taking, with Samsung and SK hynix each falling over 12%.
Markets
Tech Selloff Drags US Futures Lower; South Korea's KOSPI Plunges 10%
US stock futures fell sharply Tuesday as a tech selloff erased optimism over US-Iran talks. South Korea's KOSPI plunged nearly 10% on regulatory ETF warnings.
Markets
SK Hynix Ousts Samsung as South Korea's Top Stock by Market Cap
SK Hynix overtook Samsung Electronics as South Korea's most valuable listed company, fueled by soaring demand for its high-bandwidth memory chips used in AI servers.
Technology
Kioxia Shares Surge to Record High on AI-Driven NAND Demand
Kioxia Holdings surged 12.1% to a record high of ¥108,600 on strong profits and AI-driven NAND demand, with investors betting on disciplined supply and long-term data center deals.
Technology
Apple Set to Raise Prices as Memory Costs Surge; Micron Rallies on AI Demand
Apple will raise prices on some products as memory and storage-chip costs surge, with CEO Tim Cook calling increases unavoidable. Micron shares jumped 8.8% as investors bet on sustained chip pricing power.
Technology
G7 Leaders Debate AI Model Access Amid OpenAI's $1T IPO Plan and Rising China Competition
G7 leaders debate AI model access as OpenAI files for a $1T IPO. Anthropic restricts models, China boosts local AI, and cybersecurity deals surge.
Technology
Google's AI Chip Sourcing Talks with Samsung Weigh on Alphabet Shares
Alphabet shares slipped 1% Thursday as reports emerged of Google in talks with Samsung for next-gen AI chip production, underperforming a broader market recovery.
Technology
Oil Surges, Tech Stocks Stabilize as Iran-Israel Conflict Eases
U.S. stocks opened higher Monday, recovering from Friday's tech selloff, as oil prices spiked on Iran-Israel tensions but later eased on ceasefire signals.
Markets
Micron Rebounds After Nvidia Eases HBM Supply Concerns
Micron shares rebounded 8.2% in premarket trading after Nvidia confirmed it will continue sourcing high-bandwidth memory from Micron and Samsung, easing supply chain fears.
Technology
Asia Tech Rout: KOSPI Circuit Breaker Triggered as AI Stocks Tumble
South Korea's KOSPI fell 8.3%, triggering circuit breakers, as AI chip stocks plunged on rising oil prices and Fed rate hike expectations, exposing Asia's reliance on tech giants.
Markets
SK Hynix Drops Despite Nvidia Deal as KOSPI Tumbles on Rate Fears
SK Hynix dropped 7.68% to 1,911,000 won despite a multi-year Nvidia deal, as a KOSPI crash on US rate fears and tech rout outweighed AI demand.
Markets
Micron Plunges 13% as $1.3 Trillion Chip Wipeout Hits AI Stocks
Micron Technology (MU) dropped 13% Friday, contributing to a $1.3 trillion semiconductor selloff, as investors penalized the chipmaker for delivering 'good but not better' AI news despite record revenue and Nvidia's HBM4 qualification.
Markets
Micron Hits $1,064 as AI Memory Boom Outpaces Supply, Analysts Eye Risks
Micron shares crossed $1,000 as AI memory demand tightens supply, with Raymond James boosting its target to $1,100. However, analysts flag risks from competitor expansion and weaker AI orders.
Technology
White House Mandates 30-Day Federal Review for Advanced AI Systems
President Trump's executive order mandates a voluntary 30-day federal cybersecurity review for advanced AI models from OpenAI, Google, and Anthropic before wider release, potentially delaying product launches.
Regulation
Micron Hits $1 Trillion Market Cap as AI Memory Demand Drives Analyst Upgrades
Micron Technology stock surged above $1,000, reaching a $1.18 trillion market cap, as multiple analysts raised price targets on strong AI-driven demand for high-bandwidth memory and tight supply.
Technology
Micron's AI-Driven Surge Puts Rival Samsung Under Pressure
Micron Technology (MU) is riding a wave of AI server demand, nearing a $1.11 trillion market cap. UBS tripled its price target to $1,625, while rivals like Samsung push new HBM chips.
Technology
Micron's AI Surge Faces Samsung HBM Challenge Ahead of Earnings
Micron nears $1.1 trillion market cap on AI demand and tight HBM supply, with UBS tripling its target to $1,625. Samsung's new HBM4E chips challenge the stock ahead of June 24 earnings.
Technology
Nvidia Navigates Export Curbs and AI PC Push Ahead of Monday Trading
Nvidia closed Friday at $211.14, down 1.45%, as new US export controls on AI chips targeting Chinese firms and CEO Jensen Huang's Computex announcements set the stage for Monday's trading.
Technology
Broadcom Hits Record High as AI Chip Demand Fuels Rally Ahead of Earnings
Broadcom shares hit a record $446.77, up 7.9% for the week, as investors await its June 3 fiscal Q2 report, a key test for AI chip demand.
Technology
Micron Surpasses $1 Trillion Market Cap as AI Memory Demand Drives Record Rally
Micron closed at $971 Friday, up 29.3% since May 22, topping a $1.11 trillion market cap as AI memory demand and a UBS price target hike fueled a record week. Options markets signal a 10% swing next week.
Technology
Micron Joins Trillion-Dollar Club; Key Week Ahead May Set Direction
Micron's market cap surpassed $1 trillion as shares closed at $971. Analysts raised price targets sharply on tight HBM supply and AI demand. Samsung's new HBM4E chip adds competitive pressure.
Technology
SK hynix Joins Trillion-Dollar Club in Volatile Week, Market Awaits Next Move
SK hynix closed near record highs after hitting $1 trillion market cap. KOSPI hit new high but over 80% of stocks fell as money concentrated in chipmakers.
Markets
Micron Soars on AI Memory Demand, Samsung Enters Fray with HBM4E Samples
Micron Technology shares rose 4.6% to $966.24, lifting its market cap above $1.1 trillion, driven by AI memory demand and analyst upgrades. Samsung shipped samples of its HBM4E chips, adding competitive pressure.
Technology
Micron Surges Past $1.1 Trillion as AI Memory Demand Intensifies Amid Samsung's New HBM4E Challenge
Micron shares rose 4.6% to $966.24, lifting market cap above $1.1 trillion, as AI memory demand boosts analyst targets. Samsung's HBM4E samples introduce fresh competition.
Technology
Micron's AI Memory Dominance Tested as Shares Dip Ahead of Trading
Micron shares dip 1.82% in premarket after hitting $1 trillion market cap. AI memory demand drives growth, but oversupply concerns persist.
Technology
AI Memory ETF Shatters Record, Reaches $10B in 50 Days
The Roundhill Memory ETF (DRAM) has become the fastest ETF to reach $10 billion in assets, achieving the milestone in just 50 days amid a surge in AI-related memory chip demand.
Markets
Micron Joins $1 Trillion Club as AI Memory Demand Surges
Micron Technology crossed $1 trillion in market value Tuesday, closing at a record $895.88 after UBS raised its price target to $1,625. Shares rose 5.8% premarket Wednesday as demand for AI-related memory chips surged.
Technology
Micron Joins Trillion-Dollar Club on AI Memory Demand
Micron shares surged 19.3% to $895.88, pushing its market cap past $1 trillion for the first time, fueled by a UBS price target hike and strong AI memory demand.
Technology