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29.07.26 - 17:42
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TAGESVORSCHAU: Termine am 30. Juli 2026 (DPA-AFX)
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FRANKFURT (dpa-AFX) - Wirtschafts- und Finanztermine am Donnerstag, den 30. Juli^TERMINE UNTERNEHMEN02:00 KOR: Samsung Electronics, Q2-Zahlen (detailliert)06:30 FRA: Societe Generale, Q2-Zahlen07:00 DEU: Siltronic, Q2-Zahlen07:00 ......
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29.07.26 - 17:42
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WOCHENVORSCHAU: Termine bis 12. August 2026 (DPA-AFX)
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FRANKFURT (dpa-AFX) - Wirtschafts- und Finanztermine bis Mittwoch, den 12. August^---------------------------------------------------------------------------------------DONNERSTAG, DEN 30. JULITERMINE UNTERNEHMEN02:00 KOR: Samsung Electronics, ......
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29.07.26 - 11:12
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Magnificent Seven sind am Start (MarktEinblicke)
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Anleger schauen auf die Zahlen bei Biogen, PG, Vertiv, ARM, Chipotle, Carvana, Fortinet, Robinhood, Meta Platforms, Microsoft, Qualcomm, Samsung und Starbucks.
The post Magnificent Seven sind am Start first appeared on marktEINBLICKE....
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29.07.26 - 10:42
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SK Hynix: Gewinn versechsfacht, Aktie bricht nach Rekordquartal ein (Manager-Magazin)
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Trotz Rekordgewinns hat SK-Hynix-CEO Kwak Noh-Jung die Erwartungen verfehlt. Die Anleger befürchten offenbar, dass die Nachfrage der Techkonzerne nach Speicherchips nachlässt und verkaufen reihenweise Papiere der Hersteller... --- SK-Hynix-CEO Kwak Noh-Jung (60) teilte mit, dass der operative Gewinn im abgelaufenen Quartal zwar um mehr als das Sechsfache auf den Rekordwert von umgerechnet 36,73 Milliarden Euro gesteigen sei. Damit verfehlte der Konzern jedoch die Prognose der Analysten, die LSEG-Daten zufolge mit knapp 39 Milliarden Euro gerechnet hatten. Der Umsatz kletterte um 257 Prozent auf 48,15 Milliarden Euro, blieb damit jedoch ebenfalls unter den Schätzungen..
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29.07.26 - 03:06
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Samsung and SK Hynix hold back on 3D IC; CXMT and Winbond gain (Digitimes)
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AI demand is driving a sharp rise in inquiries about 3D IC, but some in South Korea say the new technology is unlikely to become a fresh growth engine for Samsung Electronics and SK Hynix. Because 3D DRAM is closer to customized memory, mass production could clash with the scale-based business model that underpins the two memory leaders....
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28.07.26 - 15:21
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Korea Barbeque′d: Kospi Crashes As Chip Stocks Tank, AI Token Index Spirals Lower (ZeroHedge)
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Korea Barbeque'd: Kospi Crashes As Chip Stocks Tank, AI Token Index Spirals Lower
South Korean stocks plunged on Tuesday as concerns over circular AI financing and China's expanding DUV lithography capabilities (read here) were top of mind among investors. Adding to the pressure, chipmakers may not have found a floor just yet because Silicon Data's LLM Token Expenditure Index continues to slide, suggesting that companies are shifting toward cheaper models, particularly open-source alternatives from China.
Top Overnight News
The Kospi index follows a weak US session lower, falling as much as 10.7% heading for the worst session since early March as both Samsung Electronics and SK Hynix slid more than 12%. Korea Exchange triggered a circuit breaker for the benchmark, marking its…
— zerohedge (@zerohedge) July 28, 2026
The Kospi tumbled nearly 11%, with Samsung Electronics and SK Hynix dropping more than 13% each, prompting the Korea Exchange to temporarily halt both cash and program tradin...
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28.07.26 - 13:54
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AI sell-off intensifies as investors ditch chip stocks (The Guardian)
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Samsung and SK Hynix fall by more than 10% amid renewed fears over AI spending and Chinese competitionBusiness live – latest updatesThe sell-off in AI stocks has intensified, driving South Korea's stock market down to its lowest level in three months.Investors continued to ditch chip stocks on Tuesday, amid rising concerns about the huge amount of borrowing among AI companies to fund their datacentre expansion plans. Continue reading......
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