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Reuters - 9小时前

ASML’s weakness flags limits of the AI boom

RPT-BREAKINGVIEWS-ASML’s weakness flags limits of the AI boom The author is a Reuters Breakingviews columnist. The opinions expressed are her own. By Karen Kwok LONDON, Oct 15 (Reuters Breakingviews) - As the sole maker of the most advanced chip-making machines, ASML’s ASML.AS health is a bellwether of sorts for the semiconductor industry. As such, the 260 billion euro company led by Christophe Fouquet sent a sobering message on Tuesday as it lowered guidance after disappointing bookings in
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Reuters - 19小时前

Chip stocks fall as ASML's weak outlook raises concerns of non-AI chip demand

UPDATE 3-Chip stocks fall as ASML's weak outlook raises concerns of non-AI chip demand Updates shares and adds context on chip overcapacity in paragraphs 8-9 Oct 15 (Reuters) - Semiconductor stocks in the United States and Asia fell after chip equipment maker ASML ASML.AS cut its annual sales forecast over weak non-AI chip demand. AI chip giant Nvidia NVDA.O , which had briefly surpassed Apple as the world's most valuable company the previous day, dropped 4.5%, wiping out about $158 billion from
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Reuters - 21小时前

ASML’s weakness flags limits of the AI boom

BREAKINGVIEWS-ASML’s weakness flags limits of the AI boom The author is a Reuters Breakingviews columnist. The opinions expressed are her own. By Karen Kwok LONDON, Oct 15 (Reuters Breakingviews) - As the sole maker of the most advanced chip-making machines, ASML’s ASML.AS health is a bellwether of sorts for the semiconductor industry. As such, the 260 billion euro company led by Christophe Fouquet sent a sobering message on Tuesday as it lowered guidance after disappointing bookings in the
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Reuters - 22小时前

Intel, AMD team up to confront rising challenge from Arm

UPDATE 1-Intel, AMD team up to confront rising challenge from Arm Adds details about group and quote from Intel CEO at news event By Stephen Nellis Oct 15 (Reuters) - Intel INTC.O and Advanced Micro Devices AMD.O on Tuesday said they are forming a group to help make sure software works across their chips, responding to a rising challenge from Arm Holdings ARM.O .
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Reuters - 23小时前

Intel, AMD team up to confront rising challenge from Arm

Intel, AMD team up to confront rising challenge from Arm By Stephen Nellis Oct 15 (Reuters) - Intel INTC.O and Advanced Micro Devices AMD.O on Tuesday said they are forming a group to help make sure software works across their chips, responding to a rising challenge from Arm Holdings ARM.O . Intel invented what is known as the x86 computing architecture, a technology that for 40 years has powered the world's laptops, PCs and data center servers.
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Reuters - 1天前

Chip stocks fall on ASML forecast cut, potential US AI chip export cap

Chip stocks fall on ASML forecast cut, potential US AI chip export cap Oct 15 (Reuters) - U.S. semiconductor stocks fell on Tuesday after chip equipment maker ASML ASML.AS cut its annual sales forecast and a report said the Biden administration was considering capping sales of advanced artificial intelligence processors to some countries. AI chip giant Nvidia NVDA.O fell 4.4%, retreating from a record high hit in the previous session that had put it on the brink of dethroning Apple as the world'
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Reuters - 1天前

Deutsche Telekom And Broadcom Expand Partnership

BRIEF-Deutsche Telekom And Broadcom Expand Partnership Oct 15 (Reuters) - Deutsche Telekom AG DTEGn.DE : DEUTSCHE TELEKOM AND BROADCOM EXPAND PARTNERSHIP Further company coverage: [DTEGn.DE] (Gdansk Newsroom)
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Reuters - 2天前

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 - 1周前

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 - 2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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