Sharemaestro Newsreel

Sony and TSMC to Spend $6.3 Billion on Next-Generation Sensors

This article first appeared on GuruFocus. TSMC (NYSE:TSM) and Sony (NYSE:SONY) plan to spend around 1 trillion yen ($6.3 billion) to jointly produce next-generation image-sensor chips, according to Nikkei Asia. The joint venture would be owned roughly 60% by Sony and 40% by TSMC, …

Sony Stock Jumps on Potential $6.3B TSMC Image Sensor Deal

This article first appeared on GuruFocus. Sony (SONY) shares rose as much as 3% in early Monday trade after reports that the company and Taiwan Semiconductor Manufacturing (NYSE:TSM) are considering a combined 1 trillion ($6.3 billion) investment in a new image-sensor facility in Japan, …

TSMC Sales Jumps 45% as Nvidia-Driven AI Boom Powers Chip Demand

This article first appeared on GuruFocus. Taiwan Semiconductor Manufacturing (TSM) posted a 44.7% increase in July revenue. TSMC generated NT$467.58 billion ($14.5 billion) in July sales, up 5.6% from June. Revenue for the first seven months of the year reached NT$2.87 trillion, representing a …

Micron Stock Rises Despite Apple China Chip Threat

Micron stock was rising despite news that Apple has tested memory chips from China’s ChangXin Memory Technologies. Continue Reading

Taiwan Semiconductor Manufacturing (TSM) Shares Gain Attention After Ark Adds To Position

Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Ark Invest increased its position in Taiwan Semiconductor Manufacturing (NYSE: TSM) after Meta shared …

Intel launches $15 billion share sale as turnaround rally lifts stock

Aug 10 (Reuters) - Intel is planning to raise $15 billion through a share ‌sale, the U.S. chipmaker said ‌on Monday as it looks to fund the ​costly build-out of its chip contract manufacturing business by cashing in on a stock surge fueled by …

Emerging-Market Stock Valuations Sink Below Half of S&P 500’s

(Bloomberg) -- For the first time in at least two decades, emerging-market stock valuations have fallen to less than half those of US equities, a sign to some investors that there are increasingly attractive opportunities in developing economies. Most Read from Bloomberg China Unleashes …

Why Micron Stock Plummeted 28.7% in July But Is Rebounding in August

Micron (NASDAQ: MU) stock got hit with a big pullback in July's trading. The memory-chip leader's share price fell 28.7% in a month that saw the S&P 500 trade roughly flat and the Nasdaq Composite's level fall by 2.6%, according to data from S&P …

TSMC July 2026 revenue jumps 44.7% on AI chip demand

Taiwan Semiconductor Manufacturing Co. disclosed July revenue of NT$467.58 billion ($14.5 billion), up 44.7% year on year, reflecting an accelerating appetite for chips used in artificial intelligence applications. The result puts TSMC ahead of its own full-year guidance. The company said it expects 2026 …

Key Republican urges US to stop any advanced chips from reaching sanctioned Chinese firms

By Alexandra Alper WASHINGTON, Aug 10 (Reuters) - Republican Congressman John Moolenaar, who leads the House Select Committee on China, called on the Trump administration to make ‌sure chip manufacturers don't send advanced logic chips to untrusted Chinese firms. In ‌January 2025, the Biden …

Micron’s Memory Boom Is Heading For A Peak, Analyst Warns

Micron Technology, Inc.(NASDAQ:MU) stock gained about 1% in Monday premarket trading as technology stocks moved higher ahead of the opening bell. Nasdaq futures rose 0.41%, while S&P 500 futures gained 0.17%. The move comes as investors weigh Micron's longer-term growth prospects against expectations for …

Taiwan Semiconductor’s Blockbuster Run Rolls On: July Revenue Surges 45%

Taiwan Semiconductor Manufacturing Company Ltd.(NYSE:TSM) reported a sharp increase in July revenue on Monday, extending strong growth from a year earlier. The chipmaker reported consolidated revenue of approximately 467.58 billion New Taiwan dollars for July, up 44.7% from 323.17 billion New Taiwan dollars in …

Micron Trades at 6 Times Next Year's Earnings. The $38 Billion of Capacity That Ends This Cycle Doesn't Open Until 2028.

Memory specialist Micron Technology (NASDAQ: MU) trades near $878 as of this writing, at about 20 times its trailing earnings but only about 6 times the earnings analysts expect over the coming year. Earnings are climbing so fast that next year's expected number dwarfs …

Microchip's Data Center Revenue Grew 98% Last Quarter. Here's Why It's Guiding to $1 Billion for the Year.

Key Points Microchip's fiscal first-quarter net sales rose 38% year over year to $1.485 billion, above the high end of guidance. Management expects its total data center portfolio to grow 69.3% to $1 billion in calendar 2026. The company guided for September-quarter sales to …

Micron Stock Gains Even as Apple Looks to China for Memory-Chip Supply

Micron stock was rising despite news that Apple has tested memory chips from China’s ChangXin Memory Technologies. Continue Reading

AMD (ADVANCED MICRO DEVICES) AKTIE: AI-Analysen, Prognose & Kursziel

Siltronic gibt Prognose für das Geschäftsjahr 2026 bekannt

Asian shares are mixed after gains on Wall Street, while oil prices climb

BANGKOK (AP) — Shares were mixed in Asia on Monday, with Japan's Nikkei 225 leading advances after stocks rose on Wall Street, ending last week with gains. Oil prices rose and U.S. futures were little changed. In Tokyo, the benchmark Nikkei 225 jumped 2% …

Prediction: Sandisk Will Reclaim Its All-Time High by the End of the Year

Key Points Sandisk is still gaining market share in the memory chip industry, and its recent results were superb. A 51% sequential revenue growth rate comes as hyperscalers commit to spending capital over multiple years. Sandisk trades at a reasonable valuation, with bearish fears …

TSMC monthly sales jump 45% as AI chip demand stays strong

shih-wei * Taiwan Semiconductor Manufacturing (TSM [https://seekingalpha.com/symbol/TSM]) reported a 44.7% jump in monthly sales on Monday, signaling robust demand for AI hardware despite broader market volatility. * Revenue at the go-to chipmaker for Nvidia (NVDA [https://seekingalpha.com/symbol/NVDA]) and Apple (AAPL [https://seekingalpha.com/symbol/AAPL]) reached NT$467.58B ($14.5B) in …

Emerging-Market Stocks, Currencies Gain After Soft US Jobs Data

(Bloomberg) -- Emerging-market stocks and currencies climbed at the start of a new week as expectations for Federal Reserve rate hikes eased following Friday's unexpectedly weak US employment report. Most Read from Bloomberg Iran Shakes Up Security Team After Saying Oman Deal 'Very Close' …

Sony, TSMC to spend $6.3 billion to jointly make image sensors, Nikkei says

TOKYO, Aug 10 (Reuters) - Sony Group and Taiwan's TSMC plan to spend around ‌1 trillion yen ($6.32 billion) to jointly ‌make next-generation microchips used in image sensors, the Nikkei ​business daily said on Monday. A joint venture owned about 60% by Sony and …

AP Memory Strengthens Global Leadership Team with Appointment of Former Qualcomm Vice President Jian Zhang

HSINCHU, Aug. 10, 2026 /PRNewswire/ -- AP Memory, a leading global design company providing customized memory solutions, today announced the appointment of Jian Zhang to its leadership team. Jian will apply her extensive global semiconductor experience to help strengthen AP Memory's technology development, product …

Micron Technology Just Bounced 10% Off Its Lows. History Reveals What a $5,000 Investment Will Be Worth by Mid-2027.

Key Points The massive demand wave from AI is pushing Micron's stock higher. Micron could deliver huge returns over the next year. 10 stocks we like better than Micron Technology › Micron Technology(NASDAQ: MU) has had an odd year. It started off red-hot, and …

1 Nasdaq 100 Stock for Long-Term Investors and 2 We Question

1 Nasdaq 100 Stock for Long-Term Investors and 2 We Question The Nasdaq 100 (^NDX) is home to some of the biggest success stories in tech and growth investing. However, certain stocks in the index face challenges like profitability concerns, rising costs, or shifts …

5-star analyst resets AMD stock price target

Advanced Micro Devices just got a fresh vote of confidence from one of Wall Street's most accurate stock pickers, even as the chip giant's shares took a beating after earnings. JPMorgan analyst Harlan Sur raised his price target on AMD (AMD) to $550 from …

Unpacking the Latest Pullback in Micron Stock

Key Points Some investors are worried that Micron and other semiconductor stocks won't enjoy the AI spending boom for long. But there's little evidence right now that large tech companies are backing away from massive AI capex spending.10 stocks we like better than Micron …

A $10,000 Investment in Taiwan Semiconductor Today Will Be Worth This Much by 2028

Key Points TSMC doesn't care which company wins the AI revolution, as long as it buys chips from it. Taiwan Semiconductor is heavily investing in capabilities to ensure it can meet demand. 10 stocks we like better than Taiwan Semiconductor Manufacturing › Taiwan Semiconductor(NYSE: …

If You Had Bought $10,000 of Apple Stock When Steve Jobs Handpicked Tim Cook as the Next CEO, Here's How Much You'd Have Today

Steve Jobs is regarded as one of the most visionary corporate leaders in recent history, but his handpicked successor, Tim Cook, may have been even more important to Apple's (NASDAQ: AAPL) success. Jobs resigned as CEO in August 2011, recommending Cook as his replacement. …

Marvell (MRVL) vs. AVGO and NVDA: Can AI Interconnect Growth Deliver the Earnings Its Premium Valuation Demands?

Is MRVL a good stock to buy? We came across a bullish thesis on Marvell Technology, Inc. on Compounding Your Wealth's Substack by Sergey. In this article, we will summarize the bulls' thesis on MRVL. Marvell Technology, Inc.'s share was trading at $211.02 as …

Micron Has Surged 207% This Year. Brace for a Steep Pullback.

Key Points AI-driven demand for HBM and tight memory supply have powered Micron’s exceptional earnings growth. Slower DRAM and NAND price increases could make current growth expectations harder to sustain. Micron’s low forward valuation may soon change if earnings upgrades begin to fade.10 stocks …

Nvidia and Micron Have Driven the S&P 500’s 2026 Rally to Record Highs. History Says It’s Not Over

Quick Read The S&P 500's 25 all-time highs in 2026 mark its seventh-best start in 33 years, fueled by 29% year-over-year earnings growth. Micron's 208% YTD return generated nearly as much S&P 500 index impact as Nvidia despite holding just a fraction of Nvidia's …

Scott Galloway warned the US stock market could crash within 24 months thanks to AI. Protect your nest egg while you can

Moneywise and Yahoo Finance LLC may earn commission or revenue through links in the content below. Earlier in 2026, economic commentator and professor Scott Galloway, or Prof G, warned that with about 40% of the S&P 500 tied to AI-focused businesses, investors may need …

Top Semiconductor Stock Outpacing Nvidia With a 36% Gain Over 6 Months

Key Points Broadcom's positioning in the ASIC chip industry has helped it outperform Nvidia over the past six months. AI semiconductor revenue more than doubled year over year, and it's projected to more than triple year over year. Broadcom's AI semiconductor segment is growing …

Micron (MU) Secures Strategic Auto Deals and AI Momentum to Offset Cyclical Pressures

Micron Technology (NASDAQ:MU) has experienced strong AI-driven demand through 2026, helping offset its historical exposure to cyclical market downturns. Earlier, on July 16, Micron completed Strategic Customer Agreements with a group of automotive Tier 1 suppliers, a smaller but telling sign that its customer …

SpaceX Lost $2 Billion in the First Half of 2026. Micron Made $28 Billion in Profits in Its Latest Quarter. But the Better Stock Pick Isn't as Obvious as Those Numbers Suggest.

Key Points SpaceX is a cash-burning furnace, while Micron is a cash-printing machine. SpaceX has an astronomical valuation compared to Micron's bargain valuation However, there are reasons why Wall Street is more bullish about SpaceX than Micron.10 stocks we like better than Space Exploration …