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CHIP RALLY
Global Market: China stocks hit one-week high as chip rally offsets optical module slumpChinese equities climbed to a one-week high, led by semiconductor stocks, while Hong Kong shares edged higher. Improving global risk sentim...- AMD forecasts strong revenue growth on AI chip demand, but investors seek bigger gainsAMD beat quarterly revenue and earnings estimates while forecasting stronger-than-expected Q3 sales, driven by AI chip demand. However, the...
- Global Market: Japan's Nikkei jumps over 3% as AI stocks rally, upbeat earnings lift sentimentJapan’s Nikkei surged over 3%, led by AI-related stocks tracking Wall Street’s overnight rally. Strong corporate earnings and upgraded fore...
- Chip stock rout deepens: SOX in bear mode as Nvidia, Micron, SK Hynix lead lossesSemiconductor stocks have seen a significant market capitalization drop recently. Investors fear an artificial intelligence bubble and Chin...
- Global Market: China stocks rebound on AI, chip rally; Hong Kong shares slipChinese stocks rebounded on Tuesday, led by gains in AI and semiconductor shares, as renewed optimism over the sector and a global technolo...
- Global Market: Japan stocks slide as stronger Yen hits exporters; Nikkei drops Over 2%Japanese stocks tumbled as a sharp rally in the yen weighed on export-oriented companies, with the Nikkei falling over 2%. Auto and chip st...
- South Korea July exports beat forecasts on robust demand for AI investmentsSemiconductor exports jumped 179% as memory chip prices continued to rise despite the issues of Apple's potential use of Chinese memory ch...
- Global Market: Nikkei ends sharply higher as global AI momentum boosts marketsJapan’s Nikkei index surged 4% to 64,362.02 on Friday, boosted by global AI optimism following strong Microsoft earnings. Advantest jumped ...
- Global Market: European shares hit record high as tech rally, earnings lift sentimentEuropean shares hit a record high on Friday as a rally in technology stocks, easing crude oil prices and upbeat corporate earnings lifted i...
- Explained: Why Kospi skyrocketed 18% today after massive selloff and what’s ahead for South Korea’s 'bipolar' stock marketSouth Korea’s Kospi jumped 18% on Friday as US tech earnings triggered a 28% surge in Samsung and SK Hynix. The sharp rebound follows a 40%...
- Largecaps look more attractive after midcap, smallcap rally: HDFC AMC’s Rahul BaijalAt current levels, largecap category remains more attractive on relative valuations, in my view. The broader market indices (both midcap 15...
- Global Market Today: Asian stocks rise on Korean rally, yen holds gainsAsian stocks advanced as chip shares revived artificial intelligence trade confidence. South Korea's Kospi Index surged over fourteen perce...
- Explained: Why Microsoft shares rallied 9% in extended trading after Q4 earnings despite AI worriesMicrosoft shares surged nearly 9% in extended trading after the software giant reported stronger-than-expected Q4 earnings and Azure cloud ...
- Global chip rout: How should investors play India's AI trade that gave up to 400% returns this year?Global AI stocks face a sharp selloff, impacting Indian investor strategies. Indian markets focus on infrastructure like data centers and p...
- China is throwing a 1-2-3 punch at the global AI tradeIn quick succession, China has thrown a powerful 1-2-3 punch at the global AI trade. On July 16, Beijing-based startup Moonshot AI released...
- US stocks: S&P 500 ends higher as investors await tech earningsThe S&P 500 index closed higher on Tuesday, boosted by gains in Boeing and Coca-Cola. Chip stocks experienced a significant decline as inve...
- Global Market: China stocks slide to one-week low as AI valuation concerns hit tech sharesChinese stocks fell to a one-week low on Tuesday, led by a sharp selloff in technology and semiconductor shares as investors questioned AI-...
- Global Market: Samsung, SK Hynix plunge up to 11% as investors reassess AI chip boomSouth Korean chip stocks experienced sharp declines on Tuesday. Major companies like Samsung Electronics and SK Hynix saw significant drops...
- CXMT's 466% listing pop makes it China's most valuable firmCXMT Corp shares surged 466 percent on their Shanghai trading debut. This IPO became Asia's largest this year, boosting the chipmaker's val...
- Explainer: Why investors are betting big on China’s chipmaker CXMTChina's ChangXin Memory Technologies (CXMT) became the country's most valuable listed company after its shares surged 470% on their Shangha...
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