Sharemaestro Newsreel

Korean Stocks Rise 22% in 10 Days as Chip Rally Regains Steam

(Bloomberg) -- South Korean stocks climbed, putting the benchmark index on track to enter a technical bull market, as a global rebound in the AI trade fueled a rapid reversal from last month's historic rout. Most Read from Bloomberg Phoebe Gates Knew Phia Shopping …

Hanwha Life surges after profit doubles and outlook lifts in South Korea - CHOSUNBIZ

Morgan Stanley Names Samsung Electro-Mechanics Top Korea Tech Pick

Google’s Pixel 11 isn’t the story; Gemini AI is

Yahoo Finance Tech Editor joins Josh Lipton on Market Domination Overtime to discuss Google's (GOOG, GOOGL) new Pixel 11 smartphone lineup and its deeper integration of Gemini AI. Video Transcript 00:00 Speaker A This is their kind of, you know, big push that they're …

Apple’s CXMT Bet Could Strengthen Its Memory Supply, But Risks Remain

Apple Inc. (NASDAQ:AAPL) is testing DRAM chips from China's ChangXin Memory Technologies (CXMT) across several product lines, including iPhones and MacBooks. The move comes as Apple deals with a tight memory supply market driven by strong demand from the artificial intelligence industry. At the …

Samsung Sends Fresh Signal to Micron Investors

This article first appeared on GuruFocus. Samsung (SSNLF) Electronics retained the top spot in the global NAND market during the second quarter, but SK Hynix (NASDAQ:SKHY) is closing the gap as artificial-intelligence workloads rapidly reshape demand for high-performance storage. The shift matters for investors …

CloudSEK Identifies More than 2,500 Organisations Potentially Impacted by AI Supply Chain Exposure Affecting 434,000 Software Pipelines

Global companies across the technology, finance, telecom, cybersecurity, manufacturing, and logistics sectors are among the organisations linked to the exposure JERSEY CITY, N.J., Aug. 12, 2026 /PRNewswire/ -- CloudSek, an AI-native predictive cyber-intelligence company, today announced that it has identified more than 2,500 organisations …

Samsung Stock Surges 6.7% as Korea Accelerates Chip Megaproject

This article first appeared on GuruFocus. Samsung Electronics (SSNLF), the global giant behind memory chips, processors and consumer electronics, surged approximately 6.7% in Wednesday's South Korean trading as money rushed into the country's semiconductor heavyweights. The catalyst is bigger than one trading session. Seoul …

Norway's Wealth Fund Reveals $1.2 Billion SpaceX Stake

This article first appeared on GuruFocus. Elon Musk's space and artificial intelligence company, Space Exploration Technologies Corp. (SPCX, Financials), has a new high-profile shareholder.Norway's $2.3 trillion sovereign wealth fund declared a 0.05% investment in SpaceX valued at just over $1.2 billion, the first time …

Samsung Electronics (KOSE:A005930) Stock Looks Cheap Even After A 304% Run

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. Samsung Electronics stock has posted very strong gains over the last three years, yet …

Why Micron Stock Is Being Outpaced by Memory Chip Rival SK Hynix

Micron stock was rallying alongside other chip names on Wednesday but Korean standouts SK Hynix and Samsung Electronics outperformed following a report of a massive investment. Continue Reading

Merit Financial Advisors Acquires $900M Commonwealth Team

Matthew Dupon You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Merit Financial Advisors, an Alpharetta, Ga.-based hybrid registered investment advisor overseeing $30.1 billion in client assets, has added another former Commonwealth Financial Network team since the LPL Financial …

Amid Polycom's 2026 End-of-Life Shift and Cisco's Hardware Upgrades, New Patent Landscape Report Identifies Key IP Holdings in the Video Conferencing Market

Company Logo Amid a wave of technological shifts in 2026 including Cisco's rollout of Webex AI Agents, Microsoft Teams' enterprise security overhauls, Apple's iOS 26 FaceTime enhancements, and major hardware transitions away from legacy Polycom platforms—this comprehensive IP study analyzes the foundational patent portfolios …

Micron (MU) Stock Looks Cheap Even After A Huge Run

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Micron Technology stock has delivered extremely strong gains over the past three years, yet the current valuation checks give a more cautious, mixed …

Shares are mostly higher in Asia, with Kospi up 4%, while oil prices gain

BANGKOK (AP) — Asian shares were mostly higher Wednesday after U.S. stocks slipped a bit further from their records, while oil prices advanced as doubts persisted over when the war with Iran will allow crude to flow freely again. Tokyo's Nikkei 225 gained 0.6% …

SK Hynix, Samsung Extend Gains After Report Temasek to Invest

(Bloomberg) -- South Korean chipmakers extended gains following a local media report that Singapore's Temasek Holdings Pte plans to invest in their stocks. Most Read from Bloomberg Five Takeaways From Zuckerberg's 6,500-Word Manifesto on AI Pakistan Says Deal Is Close Even as Iran, US …

Peak Memory Fears Put Focus on Samsung, SK Hynix Cash Returns

(Bloomberg) -- Memory-chip makers may have found a new defense against the inevitable cooling of their boom: giving more cash back to shareholders. Most Read from Bloomberg Five Takeaways From Zuckerberg's 6,500-Word Manifesto on AI Pakistan Says Deal Is Close Even as Iran, US …

Silicon Data Raises $30.5 Million Series A to Build the Independent Benchmark Layer for the AI Compute Economy

Funding led by the Valor Atreides AI Fund will expand the pricing and performance benchmarks behind CME Group's planned GPU futures market NEW YORK, August 11, 2026--(BUSINESS WIRE)--Silicon Data, the independent benchmark and verification layer for the compute economy, today announced a $30.5 million …

Amazon Makes Surprise Push Into Free Gaming

This article first appeared on GuruFocus. Amazon (NASDAQ:AMZN) is adding another cloud-gaming option to Fire TV as startup PHYND launches its free, ad-supported gaming service on the platform in beta. The move gives Fire TV users access to streamed games without consoles, downloads or …

Universal Display Q2 Earnings Beat as Material Sales Weigh on Growth

Universal Display Corporation OLED delivered second-quarter earnings above the Zacks Consensus Estimate, but revenues fell short as material sales weakened. Earnings of $1.06 per share topped the $1.04 consensus estimate by 1.9%, while revenues of $152.2 million missed the $158 million estimate by 3.9%. …

Universal Display Stock Buy, Hold, or Wait on Growth and Valuation

Universal Display Corporation OLED combines a relatively moderate forward valuation with a large OLED technology opportunity, but declining 2026 growth expectations complicate the investment case. The stock trades at 19.78X forward 12-month earnings, below the cited industry, sector and S&P 500 comparisons, while projected …

Universal Display Stock Climbs 19.7% in a Month: Is it Sustainable?

Universal Display Corporation OLED has gained 19.7% in the past month, even as second-quarter and first-half results reflected weaker material volumes. Second-quarter revenues fell 11.4% year over year to $152.2 million, while first-half revenues declined 12.9% to $294.4 million. Net income fell 26.6% to …

Sterne Kessler Client Netlist Negotiates Five-Year Patent Alliance with Samsung

WASHINGTON, August 11, 2026--(BUSINESS WIRE)--A cross-practice team at Sterne, Kessler, Goldstein & Fox served as lead U.S. International Trade Commission (ITC) counsel to Netlist, Inc. (OTCQB: NLST) in a patent infringement case against Samsung Electronics Co., Ltd. involving advanced memory technology. After nearly a …

Top 1% Investors Dump SK Hynix, Samsung Electronics; Pile Into Daeduck Electronics

Oil prices hold steady after jumping 5%, while Asian shares are mixed

BANGKOK (AP) — Shares were mixed in Asia, while oil prices were holding steady Tuesday after jumping the day before as uncertainty persisted over when the Strait of Hormuz could reopen and get the global flow of crude going again. U.S. futures edged higher. …

What Is Samsung Electronics (KOSE:A005930) Signaling With Record Foldable Preorders?

Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Samsung Electronics (KOSE:A005930) has launched its new Galaxy Z Fold8 Ultra, Fold8, Flip8, Watch Ultra2 and Watch9 globally, introducing its latest foldable phones and smartwatches. The company …

Apple downgraded at Jefferies over iPhone yields and growth concerns

Yahoo Finance Tech Editor Dan Howley breaks down Jefferies' downgrade of Apple (AAPL) to 'underperform' following reports of a canceled all-glass iPhone, while evaluating potential price increases for upcoming models. Video Transcript 00:00 Speaker A Jeffreys downgrading Apple to underperform, Dan. It's a sell. …

Samsung's $576 Billion Chip Push Gets New Government Backing

This article first appeared on GuruFocus. Samsung Electronics (SSNLF), the global heavyweight in memory chips, smartphones and consumer electronics, stepped into an even bigger semiconductor spending cycle Monday as South Korea put more financial muscle behind its chip ambitions. Seoul plans a 5 trillion …

Samsung Just Raised Pressure on Micron

This article first appeared on GuruFocus. Samsung Electronics (SSNLF) is closing the gap in the high-bandwidth memory race faster than expected, with its HBM4 production yield reportedly reaching about 80% months ahead of its year-end target. The improvement could strengthen Samsung's position in the …

Samsung's HBM4 Push Just Got Much Stronger

This article first appeared on GuruFocus. Samsung Electronics Co. (SSNLF, Financials), the South Korean memory-chip giant, has reportedly pushed its HBM4 production yield to about 80%, reaching a target it originally expected to hit only by the end of the year. Warning! GuruFocus has …

Asian Equities Traded in the US as American Depositary Receipts Decline in Monday Trading

Asian equities traded in the US as American depositary receipts opened the week slightly lower Monday morning, declining 0.14% to 3,019.02 on the S&P Asia 50 ADR Index.From North Asia, the gainers were led by brand platform 36Kr (KRKR) and video display maker LG …

Memory chip crunch could last 2 more years, JPMorgan says

Yahoo Finance Senior Business Reporter Ines Ferre joins Opening Bid to discuss JPMorgan's (JPM) latest note, warning that the memory chip shortage could continue for at least two more years. Ferre also breaks down the S&P 500's (^GSPC) bullish run, which has produced 26 …

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 …