Max, we obviously had an at the money offering from from one large hyperscaler, and and there's concerns that the rest will follow just because the equity risk premium is now negative. So it makes sense then for them to tap that, the equity channel. How do you feel about that.Yeah. Overall, I'm not particularly worried, to be honest, because this this whole equity versus debt I mean, let let's be honest. When you look at equity offerings overall, yes, the dollar amounts, sound very, very high.We know that t ...

The other name obviously, is. SK Hynix, Sangmi, biggest ever share sale by a foreign foreign company. Quite some big numbers.I mean, it looks like the underwriters are also going to be getting quite a bit of this, given the reporting that we've seen so far. Walk us through why this matters beyond just the actual deal. Yeah.So we're looking at a $29 billion a share sale here. And, when it comes to payouts, they're looking at about 0.0% to 0.5%. And that again, to banks, it is quite big for an Asian company t ...

Macroeconomic Outlook and Monetary Policy - Morgan Stanley anticipates the Federal Reserve will remain on hold this year due to falling energy prices, peaking tariff inflation, and contained services, which supports equity markets [1] - Treasury yields have reset, declining from approximately 4.2% to 4.1% [7] - The market is currently in an adjustment period characterized by higher volatility as it adapts to a new regime of Fed guidance [4][6] - The administration and the Fed are focused on anchoring the back end of the yield curve to manage significant debt financing requirements [6] Equity Market Trends and Sector Rotation - The "broadening trade" is reigniting as Fed pricing stabilizes, with small-cap stocks on the Russell index delivering a strong quarterly performance of over 20% [10] - Morgan Stanley maintains a year-end target of 8,000+ for the S&P 500, driven by a robust earnings story and operating leverage [28][29] - Semiconductor stocks face a potential correction of 30% to 40% as they are currently extended relative to their 200-day moving averages [24][25] - Earnings revision breadth for semiconductor stocks has reached a peak of approximately 75%, suggesting a likely deceleration [20][21] Capital Expenditure (CapEx) and Tech Sector Dynamics - The CapEx-to-sales factor, which has been a primary driver for stock growth, appears to be peaking as government incentives encourage front-loaded business spending [12][13] - A symbiotic but unstable divergence exists between "spender" companies (hyperscalers) and "beneficiary" companies (semiconductors), necessitating periodic market corrections to rebalance [12][15] - Hyperscaler stocks are expected to stabilize as they demonstrate greater CapEx discipline to protect free cash flow, which had previously trended toward zero or negative levels [15][21][22] Banking and Economic Growth - Regional banks have begun to perform well, though the group may pause due to a flattening yield curve [30][31] - Despite a flattening yield curve, accelerating loan growth is supporting the broader economic expansion strategy favored by the administration [31][32] - Corporate earnings are benefiting from an "operating leverage" trend, where companies achieve revenue growth without the need for aggressive hiring [29][33]

IT'S 5 AM IN NEW YORK CITY, 10:00 LONDON. THIS GET YOU SET UP FOR THE DAY. TECH LEADING STOCK FUTURES HIGHER.A TEST ONCE AGAIN THIS WEEK WITH SK HYNIX LATER. WORLD LEADER SAYS TO TURKEY FOR A NATO SUMMIT AS RUSSIA CARRIES OUT A MASSIVE AIR ATTACK ON UKRAINE. AND OIL DROPS AS FLOWS THE STRAIT OF HORMUZ ON SOME WEEKEND U-TURNS.LETS GET A CHECK ON THE MARKETS AFTER THIS LONG WEEKEND IN THE UNITED STATES. >> WE ARE SEEING THE JAPANESE YEN EXTENDING PAST THAT 160 TWO LEVEL AGAINST THE DOLLAR AS INVESTORS TEND MO ...

Good morning. It is Monday, July the 6th. Here's what's on the agenda.A mixed start for stocks and a week of major tests for the chip trade. The yen falls with Goldman eyeing 165 and fifth time's a charm. Easyjet agrees in principle to Castle Lakes $5.2% billion takeover bid.Okay, Tom, here we go. As you say, massive week for the chip sector. The Cosby choppy session today going into the end of play down by around half of what to say.We are waiting for Samsung. That's the big next metric. We're going to be ...

SK Hynix kicked off its formal marketing process for its US listing, as the South Korean chipmaker looks to capitalize on surging investor demand for the high-flying memory-chip sector https://t.co/SVassqnpgH ...

It's. Newsmakers and market movers. This is the pulse. Good morning, and welcome to the Pulse.Live from London. I'm Anna, I'm Anna Edwards in for Francine. This morning.A US features signaled a mild rebound in technology stocks as the focus this week tends to Samsung's results. And SK Hynix is $29 billion. U.S. stock market listing.Let's bring in Bloomberg's Anthony Stevens. He's been following and continues to follow the tech sector for us from his vantage point over in Asia. And Anthony, the I rally back ...

Dividend Distribution - Micron bStock (MUB) dividend distribution has been completed and credited to user Spot Wallets [1] - Eligible holders must have held MUB tokens prior to 15 June 2026 to qualify for the dividend [1] Financial Details - The dividend payout is set at $0.15 USD per share [2] - Dividends are distributed to shareholders in the form of additional MUB tokens [2]

Anna Edwards, Guy Johnson, Tom Mackenzie and Paul Dobson break down today's key themes for analysts and investors on "Bloomberg: The Opening Trade." -------- More on Bloomberg Television and Markets Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9 Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more. Connect with Bloomberg Television on: X: https:/ ...

Market Impact and Index Weighting - The Japanese memory chipmaker is set to experience a significant increase in its weighting within the Topix index, with the proportion expected to more than triple [1]