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市场新闻

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 - 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 - 1天前

U.S. STOCKS Albertsons, Foot Locker, Charles Schwab

BUZZ-U.S. STOCKS ON THE MOVE-Albertsons, Foot Locker, Charles Schwab 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 The S&P 500 and the Nasdaq edged higher while the Dow dropped on Tuesday, with the benchmark index hovering near record highs as investors parsed a mixed set of quarterly results from companies such as UnitedHealth and Bank of America.
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Reuters - 1天前

Nvidia retreats from record; U.S. weighs capping firm's AI chips exports to some countries

BUZZ-Nvidia retreats from record; U.S. weighs capping firm's AI chips exports to some countries Updates, adds with ASML news, stock activity ** Nvidia's NVDA.O shares down 4.2% to $132.24 on Tues, a day after chipmaker notched record close ** Stock on Mon finished up 2.4%, and about 2% shy of its intraday all-time peak of $140.76 set on Jun 20 with investors betting on strong demand for its next-generation Blackwell AI processors ** Late Mon, Bloomberg News reported that U.S.
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Reuters - 1天前

Nvidia retreats from record; U.S. weighs capping firm's AI chips exports to some countries

RPT-BUZZ-Nvidia retreats from record; U.S. weighs capping firm's AI chips exports to some countries Repeats to add story link in third bullet ** Nvidia's NVDA.O shares down 4.8% to $131.53 on Tues, a day after chipmaker notched record close ** Stock on Mon finished up 2.4%, and about 2% shy of its intraday all-time peak of $140.76 set on Jun 20. with investors betting on strong demand for its next-generation Blackwell AI processors ** Late Mon, Bloomberg News reported that U.S.
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Reuters - 1天前

Nvidia retreats from record; U.S. weighs capping firm's AI chips exports to some countries

BUZZ-Nvidia retreats from record; U.S. weighs capping firm's AI chips exports to some countries ** Nvidia's NVDA.O shares down 4.8% to $131.53 on Tues, a day after chipmaker notched record close ** Stock on Mon finished up 2.4%, and about 2% shy of its intraday all-time peak of $140.76 set on Jun 20. with investors betting on strong demand for its next-generation Blackwell AI processors ** Late Mon, Bloomberg News reported that U.S.
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Reuters - 2天前

Nvidia notches record closing high as chip stocks advance

BUZZ-Nvidia notches record closing high as chip stocks advance Updates to market close, adds context ** Shares of AI darling Nvidia NVDA.O finish Mon up 2.4% at $138.07, a record high close as chip stocks outperform ** With rise on the session, NVDA just ~2% shy of its intraday all-time peak of $140.76 set on Jun 20 ** NVDA on the brink of dethroning Apple AAPL.O as the world's most valuable co as investors bet on strong demand for its next-generation Blackwell AI processors ** At Mon close, AAP
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Reuters - 2天前

U.S. STOCKS Bausch + Lomb, SpartanNash, Hologic

BUZZ-U.S. STOCKS ON THE MOVE-Bausch + Lomb, SpartanNash, Hologic 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 rose on Monday, with the S&P 500 and the Dow touching fresh intraday record highs, as investors geared up for a week packed with corporate earnings and crucial economic data that will likely test stretched stock market valuations.
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Reuters - 2天前

U.S. STOCKS Adobe, BigBear.ai, PG&E

BUZZ-U.S. STOCKS ON THE MOVE-Adobe, BigBear.ai, PG&E Oct 14 (Reuters) - The S&P 500 and Nasdaq rose on Monday, with the benchmark index touching an intraday record high as investors geared up for a week packed with corporate earnings and crucial economic data that will likely test stretched stock market valuations. .N At 11:33 a.m. ET, the Dow Jones & Company Inc .DJI up 0.3% at 42,977.41. The S&P 500 .SPX was up 0.58% at 5,848.9 and the Nasdaq Composite .IXIC was up 0.75% at 18,480.636. The top
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Reuters - 2天前

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 - 2周前

Lam Research Announces Ten-For-One Stock Split

BRIEF-Lam Research Announces Ten-For-One Stock Split Oct 2 (Reuters) - Lam Research Corp LRCX.O : LAM RESEARCH: ANNOUNCES TEN-FOR-ONE STOCK SPLIT Source text for Eikon: [ID:n0000707549-24-000123] Further company coverage: LRCX.O
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Reuters - 2周前

U.S. STOCKS Caesars Entertainment, Ciena, Salesforce

BUZZ-U.S. STOCKS ON THE MOVE-Caesars Entertainment, Ciena, Salesforce 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 The benchmark S&P 500 and the Nasdaq traded near two-week lows on Wednesday as investors priced in a possible escalation in geopolitical tensions in the Middle East, while a survey allayed worries about a rapid cooldown in the U.S.
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Reuters - 2周前

U.S. Applied Materials, Lam Research, S&P Global

U.S. RESEARCH ROUNDUP-Applied Materials, Lam Research, S&P Global Oct 2 (Reuters) - Wall Street securities analysts revised their ratings and price targets on several U.S.-listed companies, including Applied Materials, Lam Research and S&P Global, on Wednesday. HIGHLIGHTS * Applied Materials Inc AMAT.O : Berenberg cuts target price to $246 from $250 * Bank of Hawaii Corp BOH.N : KBW raises to market perform from underperform * First Citizens BancShares FCNCA.O : KBW cuts target price to $2200 fr
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Reuters - 3周前

Nasdaq top and bottom performing stocks at about 03:45 p.m. EDT

BUZZ - Nasdaq top and bottom performing stocks at about 03:45 p.m. EDT Nasdaq 100 .NDX Top Performers Percent Change Micron Technology Inc MU.OQ +15.7% PDD Holdings Inc PDD.OQ +13.4% Applied Materials Inc AMAT.OQ +6.7% Lam Research Corp LRCX.OQ +6.2% Microchip Technology Inc MCHP.OQ +5.8% Bottom Performers Percent Change Super Micro Computer Inc SMCI.OQ -12.2% Diamondback Energy Inc FANG.OQ -6.7% Baker Hughes Co BKR.OQ -4.1% Constellation Energy Corp CEG.OQ -3.0% MongoDB Inc MDB.OQ -2.0% The Nas
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Reuters - 3周前

China, South Korea, Taiwan to spend most on chip equipment 2025-2027, industry body says

China, South Korea, Taiwan to spend most on chip equipment 2025-2027, industry body says AMSTERDAM, Sept 26 (Reuters) - Semiconductor manufacturers will spend a record $400 billion on computer chip-making equipment in 2025-2027, global industry association SEMI said in estimates published on Thursday, with China, South Korea and Taiwan leading the way.
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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

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 - 4周前

ASML supplier NTS Group opens Singapore plant

ASML supplier NTS Group opens Singapore plant AMSTERDAM, Sept 20 (Reuters) - NTS Group, a Dutch-based maker of "mechatronic" equipment used by semiconductor firms including neighbouring giant ASML ASML.AS , on Friday opened a major new assembly and manufacturing plant in Singapore. Mechatronics integrate mechanical, electronics and software systems. NTS is known as a supplier of highly complex systems used in metrology, where top names include Lam Research, Applied Materials AMAT.O , Thermo Fish
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Reuters - 4周前

ASML faces bigger problems than China

BREAKINGVIEWS-ASML faces bigger problems than China The author is a Reuters Breakingviews columnist. The opinions expressed are her own. By Karen Kwok LONDON, Sept 16 (Reuters Breakingviews) - Clouds are gathering for ASML ASML.AS , though the nearest ones are not necessarily the most threatening. The fear that the U.S. and Dutch governments may curb exports to China has hurt the shares of the 290 billion euro group, whose lithography machines are used to fashion high-precision microchips.
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Reuters - 2个月前

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 First Solar Inc FSLR.OQ +4.6% Warner Bros Discovery Inc WBD.OQ +4.2% Dayforce Inc DAY.N +3.3% Enphase Energy Inc ENPH.OQ +2.4% Nucor Corp NUE.N +2.3% Bottom Performers Percent Change Super Micro Computer Inc SMCI.OQ -7.5% Broadcom Inc
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