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• AMZN
• GOOG
• GOOGL
• META
• MSFT
• NVDA

Nvidia stock 'set up well to sustain its outperformance' says Goldman Sachs

Goldman Sachs maintains a Buy rating on Nvidia, anticipating strong AI-driven demand and growth, despite potential risks in the GPU market and supply chain.

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• 005930
• MU
• NVDA

Nvidia asked SK Hynix to speed up HBM4 chip production amid soaring AI demand

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• 005930
• NVDA
• TSM

Samsung to focus on high-end chips to improve earnings after disappointing results

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• AXJO
• CSI300
• GOCP
• HK50
• ITC
• KS11
• NSEI
• SSEC
• TOPX

Asia stocks fall as rising yields dent tech, weak data weighs

Asian stocks fell due to rising U.S. Treasury yields, weak economic data, and profit-taking, while specific tech firms showed positive earnings and IPO gains in an otherwise muted market.

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• 005930
• MU
• NVDA

Nvidia supplier SK Hynix clocks record Q3 profit on AI boom

SK Hynix reported strong Q3 profits driven by AI chip sales, posting 7.03 trillion won profit and doubling revenue, benefiting significantly from the AI boom and demand from NVIDIA.

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Nvidia supplier SK Hynix posts record Q3 profit, beats forecasts

SK Hynix reports record profit of $5.07 billion, driven by significant HBM chip sales, outperforming competitors Samsung and Micron amid growing demand for advanced AI memory products.

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• 005930
• AXJO
• CSI300
• HK50
• KS11
• SSEC
• TOPX

Asian stocks fall amid rate, tech jitters; China shares return with a bang

Most Asian markets fell, except China, boosted by stimulus measures. Tech stocks suffered losses due to U.S. market trends. Investors awaiting further Chinese fiscal stimulus.

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• 005930
• MU

Samsung sees weaker-than-expected Q3 profit

Samsung's Q3 profit estimate of 9.1 trillion won is below expectations, signaling reduced AI demand and challenges from competitors in the memory chip market.

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• 005930
• AAPL
• MU
• NVDA
• TSM

Samsung's profit recovery seen weakening in Q3

Samsung Electronics anticipates a significant quarterly profit increase but struggles with AI chip competition, leading to concerns about demand and market share amid geopolitical risks.

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• NVDA
• TSM

NVIDIA 2025 GPU unit forecast raised at Mizuho

Mizuho's analysts have increased Nvidia's 2025 AI GPU shipment forecast due to improved supply chain capacity and production plans, expecting 6.5-7 million units to be shipped.