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07.07.26 - 21:54
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Samsung Just Out-Earned Apple and Nvidia, and the Stock Tanked 7% (24/7 Wall St.)
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Samsung Electronics just did something no company has done before. Its operating profit last quarter came in roughly 19 times what it was a year ago, revenue more than doubled to a record, and the bottom line landed above both NVIDIA (NASDAQ:NVDA) and Apple (NASDAQ:AAPL). The stock, as CNBC's Kristina Partsinevelos flagged Tuesday morning, fell ... Samsung Just Out-Earned Apple and Nvidia, and the Stock Tanked 7%...
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07.07.26 - 21:36
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Chip Stocks Just Flashed a Warning Even Wall Street’s Bulls Can’t Ignore (24/7 Wall St.)
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The chip trade is having one of those days where every bull's favorite narrative and every bear's favorite chart are both correct at the same time. On Tuesday's CNBC Morning Call Sheet segment, Steve Grasso, Warren Pies, and Doug Boneparth all zeroed in on the same signal. Samsung posted blowout earnings yet its stock fell ... Chip Stocks Just Flashed a Warning Even Wall Street's Bulls Can't Ignore...
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07.07.26 - 20:24
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Samsung Soars as Chip Stocks Slide | Open Interest 7/7/2026 (Bloomberg)
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Get a jump start on the US trading day with Dani Burger on "Bloomberg Open Interest." Samsung posts record profits, but chip stocks slide as investors demand even more from the AI trade. SpaceX heads for the Nasdaq 100, while some look for ways to avoid the name. Rising Strait of Hormuz tensions add fresh risk as President Trump arrives at NATO. Plus, BlackRock's Jean Boivin on AI's biggest winners, Amazon's AI spending debate, and the $14.5 billion chip chemicals deal reshaping M&A. (Source: Bloomberg)...
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07.07.26 - 19:12
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Börsenradio Schlussbericht Di. 07.07.26 - KI Rallye bekommt Kratzer - Heiko Thieme erwartet Sommerloch (BRN)
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Die Börse legte eine Verschnaufpause ein. Der DAX verlor 1,4 % auf 25.465 Punkte. Der EuroStoxx50 schloss 1,1 % tiefer bei 6.326 Punkten. Auslöser war vor allem die Nervosität rund um KI-Aktien. Samsung überzeugte zwar mit starken Quartalszahlen, trotzdem trennten sich Anleger von der Aktie. Das belastete weltweit Halbleiterwerte. Zusätzlich sorgte die Aufnahme von SpaceX in den Nasdaq-100 für Umschichtungen großer Indexfonds. Stabil zeigte sich dagegen DHL nach starken Quartalszahlen und einer erhöhten Prognose. Diehl meldete kräftiges Wachstum bei Umsatz und Gewinn. Im Podcast: Heiko Thieme erwartet weiter 27.500 DAX-Punkte zum Jahresende, rechnet zuvor aber mit einem Sommerloch. Michael Türk stellt einen spannenden Silberwert aus Kolumbien vor. Allin Gasparian spricht über das Potenzial des Kiribaums. Marc Friedrich warnt eindringlich vor KI-gestützten Finanzbetrügern.
Hör-Tipp: Erfolgreich zeitlos investieren - der Director's Cut des Hörbuchs von Heiko Thieme, gesprochen von Heiko Th...
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07.07.26 - 19:06
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Samsung′s Record Profit Fails to Impress After AI Chip Rally (Bloomberg)
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For years, the Magnificent Seven tech giants commanded investors' attention, dominating the S&P 500 Index and determining which way the overall stock market was headed. Those days are over.
While the technology-heavy Nasdaq 100 Index is up 16% in 2026 and the S&P 500 has climbed 10%, an index of the Mag 7 has gained just 1.7%.
Ed Ludlow, BTech Anchor, addresses the top tech stories, including the Mag 7 struggling to keep a hold on the markets and Samsung's profit failing to impress. (Source: Bloomberg)...
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