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Newswire briefs, filings, valuation notes, options flow and technical charts — organized as a market front page instead of a raw archive.
Morgan Stanley’s latest warning is that public opposition to the craze for artificial intelligence infrastructure (data centers) will have an impact on the market. Data center construction has been part of the market driver for years, but as power- and water-h…
Tickers appearing most often in the latest published notes.
Morgan Stanley’s latest warning is that public opposition to the craze for artificial intelligence infrastructure (data centers) will have an impact on the market. Data center construction has been part of the market driver for years, but as power- and water-h…
Japanese retail investors' net short position on the U.S. dollar surged to the highest level in nearly two decades last month, amid widespread speculation that Japanese officials may intervene again to boost the yen's exchange rate. According to data from the…
ASML's U.S. stocks rose more than 7% in overnight trading. The company's Q2 performance exceeded expectations and it raised its full-year performance guidance.
China Financial News Agency reported on July 15 that ASML's U.S. stocks rose more than 7% in overnight trading. The company's Q2 performance exceeded expectations and it raised its full-year performance guidance.
As concerns about investor losses and market volatility caused by Samsung Electronics and SK Hynix leveraged exchange-traded funds (ETFs) intensify, South Korea's securities industry is considering launching a series of investor protection measures, including…
Intel has risen rapidly in the chip foundry field, and technology giants are paying attention to the company's advanced processes to solve the supply dilemma of TSMC's insufficient production capacity. According to reports from KeyBanc and FactSet, Intel's nex…
On Wednesday (July 15), South Korea’s Financial Services Commission (FCS) announced a plan to promote “financial structural reform” in its second quarter presidential work report. FCS Chairman Lee Eog-weon said, "We will promote financial structural reform wit…
According to the latest Reuters Tankan survey, sentiment among Japanese manufacturers remained relatively optimistic in July, driven by strong demand for semiconductors, while confidence among non-manufacturing companies declined as conflicts in the Middle Eas…
The J.P. Morgan report confirmed that TSMC’s 2Q26 sales reached the high end of guidance, and gross profit margin is expected to exceed the upper limit of guidance. The growth drivers come from data center AI demand and N3/N5 capacity utilization exceeding 100…
Goldman Sachs predicts that Nine Company's second-quarter revenue growth will increase year-on-year compared with the first quarter, and the growth of robotic lawn mowers and 2B scooters will accelerate. Profit margins are still under pressure year-on-year, bu…
Morgan Stanley found through a survey of channel dealers that the overall sentiment in the European luxury goods industry is polarized. Consumers are becoming more picky, and consumption by high-net-worth customers is increasing, but entry-level customers cont…
Nomura and Goldman Sachs both pointed out that China's June trade data significantly exceeded expectations. Exports increased by 27.0% year-on-year, imports increased by 36.0% year-on-year, and the trade surplus expanded to a record monthly level of US$125.6 b…
Payment start-up Stripe and private equity firm Advent International have jointly launched an acquisition offer and plan to acquire PayPal, a company listed on the New York Stock Exchange. The transaction values PayPal at approximately US$53 billion. Stripe, r…
South Korea's Kospi rose for a second consecutive trading day; chip stocks resumed gains. The Korea Composite Stock Price Index (Kospi) closed up 6.2% at 7,284.41 points. Asian emerging stock markets rose on Wednesday as U.S. inflation unexpectedly slowed, red…
Morgan Stanley released a research report on TSMC, highlights investors to increase their holdings. The stock price is bullish by 3-5% under an optimistic scenario. The core logic is that AI demand cannot be met until the end of this century. One sentence conc…
Financial News Agency, July 15th, SK Hynix will release its second quarter financial report on July 29th.
SK hynix will announce its second-quarter financial results on July 29