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24.08.26 - 14:36
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Futures Slide Ahead Of "Pivotal Week" With Nvidia Earnings. Warsh Speech On Deck (ZeroHedge)
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Futures Slide Ahead Of "Pivotal Week" With Nvidia Earnings. Warsh Speech On Deck
Futures are lower with Tech underperforming as the market focuses on NVDA / MRVL earnings this week; while the AI theme is pressured globally and memory stocks slump driven by a slide in the Kospi. Futures got a boost just after 7am when CNBC reported that the Treasury could use the General Account ($935BN as of today) to fund bond buybacks. As of 8:00am ET, S&P futures are down 0.2%, rising from a session low hit this morning around -0.4%. Nasdaq futures are down 0.4% with Mag7 names mixed and Software up. In premarket trading, Memory/Semis are weaker, dragging down the Tech tape. Defensives are leading Cyclicals ex-Materials as Metals/Miners look to extend their bullish run. European stocks are lower, dragged down by tech while\South Korea's Kospi was once again Asia's top loser, sliding 3.1%. Shares of SK Hynix also lost more than 3%. Bond yields are lower, down 3-4bp as the curve shifts lower ...
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11.08.26 - 01:06
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South Korean minister warns about CXMT capex as semiconductor profits debate heats up (Digitimes)
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South Korean Minister of Trade, Industry and Resources Jung-kwan Kim has warned that the country should not rush to redistribute semiconductor profits throughout society just as AI-driven memory demand is lifting earnings at Samsung Electronics and SK Hynix to record highs. Instead, he said South Korea must help companies reinvest in facilities and R&D to protect its edge as China speeds up semiconductor investment....
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30.07.26 - 06:06
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Samsung Q2 results: Tech giant posts record high $62 billion profit on AI chip boom (Times of India)
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Samsung Electronics achieved its highest-ever quarterly operating profit, fueled by strong AI chip demand. Rival SK Hynix also reported record revenue, reflecting industry strength. However, investor sentiment declined due to expansion plans and Chinese competition. Both companies are investing heavily in new chipmaking facilities and data centers. Global partnerships are strengthening to secure memory chip supplies for AI....
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29.07.26 - 12:24
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SK Hynix schockt die Börse: 557 Prozent mehr Gewinn ist zu wenig (Ariva)
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SK Hynix steigert den Betriebsgewinn massiv. Trotzdem stürzt die Aktie ab. Die Börse fürchtet, dass der Milliardenboom bei Künstlicher Intelligenz kippt. SK Hynix will seine Investitionen in diesem Jahr auf ein Rekordniveau erhöhen. Der südkoreanische Chiphersteller plant Kapitalausgaben von mindestens 45 Billionen Won. Das entspricht rund 31 Milliarden US-Dollar und einem Anstieg um etwa 50 Prozent. Der Konzern reagiert damit auf die ......
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