SMSNN news sentiment

#150Tone

finance.yahoo.comDirect company coverage

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

Semiconductors

Published

12 Aug 2026 12:36

Catalyst

Market update

Evidence role

Direct company coverage

Duplicates

1 consolidated

#251Tone

finance.yahoo.comDirect company coverage

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 of tech giants like Tencent, Samsung, and Qualcomm. The report provides critical intelligence on R&D trends, patent filings, and the strategic positioning of key market players. Dublin, Aug. 12, 2026 (GLOBE NEWSWIRE) -- The "Video Conferencing" has been added to ResearchAn

Digital CollaborationInnovationMarket Research ReportsPatentsTechVideo Conferencing

Published

12 Aug 2026 08:21

Catalyst

Market update

Evidence role

Direct company coverage

Duplicates

1 consolidated

#382Tone

finance.yahoo.comDirect company coverage

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 signal rather than a clear green light. Micron Technology has returned about 12x over the last three years, which puts extra focus on whether the current price already reflects a lot of good news. AI driven demand for advanced memory and storage can support expectations for Micron Technology, while intense com

AIEarningsPrice TargetSemiconductorsShare PriceValuation

Published

12 Aug 2026 05:40

Catalyst

Earnings

Evidence role

Direct company coverage

Duplicates

1 consolidated

#446Tone

finance.yahoo.comDirect company coverage

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% to 67334.94. In South Korea, the Kospi gained 4% to 6,597.90 on renewed buying of computer chipmakers. Samsung Electronics gained 7.7% and memory chipmaker SK Hynix was up 7.1%. Taiwan's Taiex advanced 0.8%. The Shanghai Composite index added 0.3% to 3,946.51, while the Hang Seng in Hong Kong slipped 1.2% to 25,352.13. In Australia, the

Asia MarketsInflationRatesTreasuries

Published

12 Aug 2026 05:20

Catalyst

Macro sensitivity

Evidence role

Direct company coverage

Duplicates

1 consolidated

#562Tone

finance.yahoo.comDirect company coverage

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 Harden Stances Phoebe Gates Knew Phia Shopping App Took Credit for Sales It Didn't Drive Apple's Glass-Centric 20th-Anniversary iPhone Remains on Track for 2027 China Unleashes $28 Trillion Capital Markets to Challenge US in AI Shares of Samsung Electronics Co. and SK Hynix Inc. rallied more than 8%, after Asia B

InvestmentsSemiconductorsShareholderShareholder Return

Published

12 Aug 2026 03:37

Catalyst

Deals and strategy

Evidence role

Direct company coverage

Duplicates

1 consolidated

#675Tone

finance.yahoo.comDirect company coverage

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 Harden Stances China Unleashes $28 Trillion Capital Markets to Challenge US in AI Nvidia Taps Wall Street for $500 Billion Funding Commitment Apple's Glass-Centric 20th-Anniversary iPhone Remains on Track for 2027 SK Hynix Inc. last Friday set a third quarter timeline for unveiling shareholder-return details. Larger peer

BuybacksCapital ReturnsDividendsEarningsEarnings GrowthInstitutional Investors

Published

11 Aug 2026 23:00

Catalyst

Earnings

Evidence role

Direct company coverage

Duplicates

1 consolidated

#767Tone

finance.yahoo.comDirect company coverage

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 initial closing of its Series A, led by the Valor Atreides AI Fund, with additional investment from CME Group, DRW, F-Prime, Samsung, VanEck, Further, Jump, Tectonic and Wintermute. Breed, Hack, Blank VC, Sancus Ventures and SoGal Ventures also participated. The Series A will fund expansion acros

AI EconomyBenchmarkingFutures MarketGpuMarket Intelligence

Published

11 Aug 2026 22:00

Catalyst

Market update

Evidence role

Direct company coverage

Duplicates

1 consolidated

#847Tone

finance.yahoo.comDirect company coverage

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 subscriptions, while giving Amazon another way to make its connected-TV ecosystem more attractive as gaming increasingly shifts toward cloud delivery. Warning! GuruFocus has detected 5 Warning Sign with AMZN. Is AMZN fairly valued? Test your thesis with our free DCF calculator. PHYND, based in Stamford, Connectic

AdvertisingCloud GamingConnected TvFinancial ResultsStreaming

Published

11 Aug 2026 18:39

Catalyst

Earnings

Evidence role

Direct company coverage

Duplicates

1 consolidated

#958Tone

finance.yahoo.comDirect company coverage

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 year of litigation in the ITC, Netlist has now reached a comprehensive settlement with Samsung. A new five-year deal includes a patent cross license agreement between the two companies under which Samsung has a license to Netlist's complete patent portfolio, including its server

LitigationPatent InfringementSemiconductorsSettlement

Published

11 Aug 2026 14:14

Catalyst

Deals and strategy

Evidence role

Direct company coverage

Duplicates

1 consolidated

#1033Tone

finance.yahoo.comDirect company coverage

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. Brent crude oil was unchanged at $87.72 a barrel, while U.S. benchmark crude also was flat at $82.13 a barrel. Brent surged 5% on Monday. It swung between $72 and $102 last month as hopes rose and fell that the United States and Iran could reach an agreement that would allow oil tankers to freely exit the Middle East again to deliver crude

EarningsEarnings Per ShareInflationInterest RatesM A

Published

11 Aug 2026 05:25

Catalyst

Macro sensitivity

Evidence role

Direct company coverage

Duplicates

1 consolidated

#1179Tone

finance.yahoo.comDirect company coverage

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 reports strong early demand, with pre orders for the new devices surpassing previous records for its foldable and wearable lines. The products feature expanded Galaxy AI tools, including Google AI Pro, and deeper integration across phones and watches for smoother switching between devices. The la

AIConsumer ElectronicsMobile DevicesSemiconductorsWearables

Published

11 Aug 2026 03:20

Catalyst

Macro sensitivity

Evidence role

Direct company coverage

Duplicates

1 consolidated

#1235Tone

finance.yahoo.comDirect company coverage

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. A sell they say. 00:05 Speaker A The analyst saying supply chain checks suggest the company has canceled that all-glass iPhone model due to poor production yield. If that is true, if it is true, Dan, how big a deal is that for Apple? 00:15 Dan I think it would be a huge deal. This is, y

DowngradePrice TargetTech

Published

10 Aug 2026 20:29

Catalyst

Analyst action

Evidence role

Direct company coverage

Duplicates

1 consolidated

#1331Tone

finance.yahoo.comDirect company coverage

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 won, roughly $3.52 billion, fund for chip-material, equipment and fabless companies, plus another 5 trillion won of trade financing for suppliers. But those numbers almost look small beside the main event. Samsung, SK Hynix (HXSCL), suppliers and local governments are expected to invest more t

AICapexSemiconductorsSouth Korea

Published

10 Aug 2026 20:06

Catalyst

Market update

Evidence role

Direct company coverage

Duplicates

1 consolidated

#1472Tone

finance.yahoo.comDirect company coverage

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 lucrative AI-memory market, expand supply for Nvidia's (NASDAQ:NVDA) next-generation accelerators and put added competitive pressure on SK hynix (NASDAQ:SKHY) and Micron (NASDAQ:MU). Warning! GuruFocus has detected 3 Warning Signs with SSNLF. Is SSNLF fairly valued? Test your thesis with our free

AI MemoryCompetitionSemiconductors

Published

10 Aug 2026 15:33

Catalyst

Analyst action

Evidence role

Direct company coverage

Duplicates

1 consolidated

#1550Tone

finance.yahoo.comDirect company coverage

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 detected 3 Warning Signs with SSNLF. Is SSNLF fairly valued? Test your thesis with our free DCF calculator. That is a meaningful improvement from below 60% when mass production began in February. Better yields mean Samsung can produce more usable chips from the same manufacturing capacity, potentially lowering cos

AIMarket ShareMemory ChipsSemiconductors

Published

10 Aug 2026 15:10

Catalyst

Analyst action

Evidence role

Direct company coverage

Duplicates

1 consolidated

#1677Tone

finance.yahoo.comDirect company coverage

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 record closes in 2026. Video Transcript 00:00 Speaker A And as I know you've been digging into this JP Morgan uh note on the memory chips uh and two things stood out to me. one, they think the correction is over and then number two, this crisis looks like it will continue to roll on for two years. And let's be clear, this is a

Bullish SentimentPrice IncreaseSemiconductorsSupply Chain

Published

10 Aug 2026 14:34

Catalyst

Macro sensitivity

Evidence role

Direct company coverage

Duplicates

1 consolidated

#1770Tone

finance.yahoo.comDirect company coverage

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 $28 Trillion Capital Markets to Challenge US in AI Iran Shakes Up Security Team After Saying Oman Deal 'Very Close' Stocks Waver Near Record Highs, Crude Oil Advances: Markets Wrap Trump Amps Up Pressure on Billionaire Sargeant to Exit Venezuela Iran Says Hormuz Deal Close But Its Conditions Must Be Met After p

AIEconomic ReformsEmerging MarketsTechValuation

Published

10 Aug 2026 11:52

Catalyst

Deals and strategy

Evidence role

Direct company coverage

Duplicates

1 consolidated

#1873Tone

finance.yahoo.comDirect company coverage

Campaign Asia Agency of the Year Awards 2026 Unveils Its Most Extensive Regional Judging Panel as Final Entry Deadline Nears

More than 80 senior marketing leaders from leading brands across Asia-Pacific to evaluate the region's best agencies. HONG KONG, Aug. 10, 2026 /PRNewswire/ -- Campaign Asia-Pacific, Haymarket Media Asia's leading media, marketing and advertising title, has unveiled its most extensive regional judging panel for the Campaign Agency of the Year Awards 2026, bringing together more than 80 senior marketing leaders from some of the world's most respected brands to recognise and evaluate the region's leading agencies.Campaign Asia-Pacific Agency of the Year Awards 2026 Representing Australia/New Zeal

Published

10 Aug 2026 03:00

Catalyst

Market update

Evidence role

Direct company coverage

Duplicates

1 consolidated

#1980Tone

finance.yahoo.comDirect company coverage

Netlist (NLST) Reframes Its Story With Samsung As Valuation Questions Linger

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Netlist (NLST) is in focus after announcing a wide ranging alliance with Samsung, including a five year patent cross license, memory product supply arrangements, technology cooperation, and a mutual settlement of ongoing legal actions. See our latest analysis for Netlist. The Samsung alliance appears to have coincided with a sharp shift in sentiment toward Netlist, with a 7 day share price return of 66.81% and a year to date share price return of 295.36%.

AlliancesMemory ChipsPrice TargetSemiconductorsShare PriceShareholder

Published

08 Aug 2026 09:11

Catalyst

Analyst action

Evidence role

Direct company coverage

Duplicates

1 consolidated

#2082Tone

finance.yahoo.comDirect company coverage

Why Apple’s 10% Drop Fails to Tell the Whole Story

On July 30, Apple Inc. (NASDAQ:AAPL) released its fiscal third-quarter 2026 report, and the company's shares dropped as much as 10% in the sell-off. This was a striking reaction to a quarter that produced record earnings per share and beat Wall Street's revenue estimates. The drop says less about what Apple just did and more about what investors think comes next: a memory chip shortage squeezing costs, and guidance that fell short of what analysts wanted to see.Why Apple's 10% Drop Fails to Tell the Whole Story Bull Case: iPhone Demand Keeps Defying The Skeptics Start with the iPhone, still Ap

EarningsEarnings Per ShareFourth QuarterGuidanceRevenue EstimatesRevenue Growth

Published

07 Aug 2026 20:38

Catalyst

Earnings

Evidence role

Direct company coverage

Duplicates

1 consolidated

#2150Tone

finance.yahoo.comDirect company coverage

SK Hynix invests $38B in new plants amid AI memory shortages

Yahoo Finance Tech Editor Dan Howley discusses SK Hynix (SKHY) committing $38 billion to build new chip manufacturing facilities in an effort to scale up production of high-bandwidth memory (HBM) and DRAM amid persistent AI supply shortages. Video Transcript 00:00 Speaker A SK Hyx is announcing a $38 billion investment in two new chip plants as demand for high bandwidth memory continues to outpace supply. 00:06 Speaker A For more, we are bringing in Yahoo Finance tech editor Dan Howley. Dan, all right, so we know SK Hyx's margins are out of sight here, but $38 billion is a lot of money and uh,

AIManufacturingSemiconductors

Published

07 Aug 2026 20:08

Catalyst

Macro sensitivity

Evidence role

Direct company coverage

Duplicates

1 consolidated

#2245Tone

finance.yahoo.comDirect company coverage

SK Hynix Drops $38 Billion on AI Chips. Here's Why Investors Are Watching

This article first appeared on GuruFocus. SK Hynix (NASDAQ:SKHY) is about to invest 54 trillion won ($38.1 billion) to build two new memory chip fabrication plants in South Korea as it expands production capacity to meet rising artificial intelligence-driven demand. SK Hynix said 35.2 trillion won will fund the Y2 fabrication plant in Yongin, while 19.1 trillion won will be invested in the M17 facility in Cheongju. The Yongin site will manufacture high-bandwidth memory (HBM) and next-generation DRAM chips, while the Cheongju plant will focus on NAND flash memory. Construction is scheduled to b

AIMemory ChipsSemiconductors

Published

07 Aug 2026 19:31

Catalyst

Macro sensitivity

Evidence role

Direct company coverage

Duplicates

1 consolidated

#2350Tone

finance.yahoo.comDirect company coverage

Samsung Stock Edges Higher as Investors Demand $32 Billion Buyback

This article first appeared on GuruFocus. Samsung Electronics (SSNLF), the world's biggest memory-chip and consumer-electronics maker, delivered the small gain of 0.2% in Friday's Seoul trading. The earnings were a clear reminder that the AI boom is pouring cash into Samsung's business, but investors are already looking beyond the numbers. The real question has shifted to how aggressively management will reward shareholders after another quarter of surging profits and cash generation. Warning! GuruFocus has detected 3 Warning Signs with SSNLF. Is SSNLF fairly valued? Test your thesis with our

EarningsSemiconductorsShare PriceShare BuybackShareholder

Published

07 Aug 2026 19:19

Catalyst

Capital return

Evidence role

Direct company coverage

Duplicates

1 consolidated