Germany's Henkel nears deal for hair care brand Olaplex, Bloomberg News reports | Reuters Skip to main content Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv A logo of consumer goods group Henkel is pictured before its annual news conference in Duesseldorf March 8, 2012. REUTERS/Ina Fassbender/File Photo Purchase Licensing Rights, opens new tab Shares of Olaplex were up over 14% at $1.52 in after hours trading following the report. March 25 (Reuters) - German ...

Shares of Micron. Well, I got to tell you, they've been on fire at more than 320% from a year ago. Stocks pulling back minor today despite results that handily beat Wall Street estimates.And the pullback should not be a determinant of your thinking about the situation. That's why I'm so glad to have Sanjreoce. He's Micron CE CEO first on CBC.Sanjay, thank you for being such a good teacher. Congratulations because you basically taught us that we are so far so early because of what's going on with the Gentics ...

Market Overview - The S&P 500 has traded sideways in 2026, while several international stock markets have achieved double-digit gains, indicating a shift in investor sentiment [1][2] - Uncertainty regarding the economic impact of President Trump's tariffs has led some investors to move funds from U.S. stocks to international markets, contributing to the S&P 500's stagnant performance [2][3] Vanguard FTSE Pacific ETF - The Vanguard FTSE Pacific ETF tracks approximately 2,300 companies in Asia-Pacific, with significant exposure to industrials (20%), financials (20%), and consumer discretionary (15%) sectors [5] - Year-to-date, the Vanguard FTSE Pacific ETF has outperformed the S&P 500 by nearly 18 percentage points, primarily due to its holdings in Samsung and SK Hynix, the largest memory chip manufacturers [5][11] - Despite its strong performance this year, the ETF has underperformed the S&P 500 by about 150 percentage points over the past decade [5] - The ETF has a low expense ratio of 0.07%, making it a cost-effective option for investors seeking exposure to the Asia-Pacific region [7] Vanguard FTSE Developed Markets ETF - The Vanguard FTSE Developed Markets ETF tracks nearly 3,900 companies in developed markets outside the U.S., with a focus on financials (24%), industrials (18%), and consumer discretionary (11%) sectors [10] - Year-to-date, this ETF has outperformed the S&P 500 by nearly 11 percentage points, but like the Pacific ETF, it has underperformed by about 150 percentage points over the past decade [10][12] - The outperformance in 2026 is also attributed to its holdings in Samsung and SK Hynix, although it has not performed as well as the Pacific ETF due to lower exposure to these chipmakers [11] - The ETF has a lower expense ratio of 0.03%, which has historically contributed to its better performance in certain periods [12]

Market Overview - U.S. stocks experienced a significant decline on February 12th, 2026, with the Dow Jones Industrial Average falling 1.03% to 49,605.19, the S&P 500 down 1.13% to 6,862.95, and the Nasdaq Composite dropping 1.61% to 22,695.23, driven by concerns over artificial intelligence's impact on corporate profits and anticipation of inflation data [1][2] Corporate Movers - Cisco Systems (CSCO) saw its stock drop approximately 10% despite exceeding earnings expectations, primarily due to disappointing forward guidance that raised growth concerns [3] - AppLovin (APP) experienced a dramatic sell-off, with shares tumbling around 18.3% despite reporting stronger-than-expected profits, reflecting market anxieties about AI disrupting software business models [4] - Micron Technology (MU) had a positive stock movement following optimistic comments from its CFO regarding next-generation HBM4 memory production, a key component for AI infrastructure [5] - McDonald's (MCD) shares rose after reporting stronger-than-anticipated profits, while Walmart (WMT) also performed well, contributing positively to the S&P 500 [6] - Tenet Healthcare Corporation (THC) surged after a strong earnings report, and T-Mobile US, Inc. (TMUS) rose after beating earnings estimates, while Shopify Inc. (SHOP) and Moderna, Inc. (MRNA) faced declines due to missing earnings expectations and FDA decisions, respectively [7] Sector Movements - In the energy sector, coal stocks like Peabody Energy (BTU) and Hallador Energy (HNRG) gained momentum following executive orders from the Trump administration aimed at supporting the coal industry [8] Economic Outlook - The upcoming U.S. Consumer Price Index (CPI) release is expected to significantly influence market direction, with investors closely monitoring it for signs of inflationary pressures, which will impact the Federal Reserve's interest rate decisions [9]

Group 1 - The surge in memory chip prices has created a significant divide in the stock market, with memory producers experiencing unprecedented gains while companies reliant on these chips face profitability concerns [1][2] - A Bloomberg gauge of global consumer electronics makers has decreased by 10% since the end of September, while memory makers, including Samsung Electronics, have surged approximately 160% [3] - Industry experts believe that the current valuations may not fully account for the duration of supply tightness, which could persist through the rest of the year [4] Group 2 - Companies like Honda Motor Co. are highlighting supply risks related to memory components in their earnings reports, indicating widespread concern across various sectors [5] - Qualcomm Inc. saw its shares drop over 8% after signaling that memory constraints would limit smartphone production, while Nintendo's shares fell significantly due to margin pressure from shortages [6] - PC manufacturers such as Lenovo Group Ltd. and Dell Technologies Inc. have experienced declines of over 25% from their October peaks, with concerns about higher chip prices dampening demand [7] Group 3 - The conversation around memory prices has shifted from a background topic to a central issue in earnings discussions, with the market now questioning the timeline of supply tightness [8]

Japanese flash memory maker Kioxia says it will promote Executive Vice President Hiroo Oota to the roles of CEO and president, changing leadership at a time it’s working to expand its presence in the booming memory chip market https://t.co/gct6AonUnA ...

Group 1 - The lifting of uncertainty regarding a potential military strike on Iran by President Trump has positively influenced market sentiment [1] - Futures markets stabilized after Trump indicated a possible halt to military action, contributing to a more optimistic outlook [2] - Strong jobs data did not deter investor enthusiasm, with initial claims data better than expected and reduced odds for an interest rate cut in early April [2] Group 2 - Sector performance showed improvement, with eight sectors in positive territory, indicating broadening market strength [3] - Technology sector led gains with a 1.38% increase, while energy sector showed signs of stabilization after earlier losses [3] - ASML Holding experienced a significant gain of over 6% following TSM's announcement of larger-than-expected capital spending [4] Group 3 - TSM's earnings beat led to a rally in memory chip stocks, with notable increases in shares of SanDisk (8%), Western Digital (over 6%), Micron Technology (more than 2%), and Seagate Technology (over 4%) [5]

Market Trends & AI Trade - AI 交易在今年表现强劲后，投资者可能会锁定部分收益 [2][7] - Micron 认为其需求超过供应，主要由于 AI 的发展 [3] - 服务业通胀率目前为同比增长 2.3% [4] - 预计到 2026 年，科技行业的盈利增长率仍将达到 28% [6] - 材料行业的盈利增长率预计也将超过 20%，工业行业预计超过 15% [6] Investment Opportunities & Risks - 尽管 AI 股票可能面临短期阻力，但人工智能的采用和货币化仍在朝着正确的方向发展，因此可以考虑买入，并期望在 2026 年继续保持强势 [4][5] - 建议投资者分散投资组合，因为科技和通信服务占标准普尔 500 指数的 45% 以上，存在集中风险 [5][7] - 市场开始转向今年表现不佳但出现转机的公司，例如 Lululemon [8][9] - 芯片制造商仍然可以盈利，但最终可能会变得更加商品化，因此可以关注能从 AI 中受益的软件公司 [10]

Group 1: Cruise Industry Performance - Cruise spending remains strong, with a year-over-year increase of 11.2% in November, while total travel spending fell by 2.0% [2] - Major cruise lines such as Royal Caribbean Cruises (RCL), Norwegian Cruise Line Holdings (NCL), and Carnival (CCL) saw stock increases of 5.5%, 5%, and 4.5% respectively, indicating positive market sentiment [1] Group 2: Oracle's Financial Performance - Oracle's stock dropped nearly 14% after reporting fiscal second-quarter revenue of $16.06 billion, which, despite being a 14% increase from the previous year, fell short of analysts' expectations [5][28] - The company achieved a record backlog of $523 billion due to new agreements with AI companies like Meta Platforms (META) and Nvidia (NVDA), but concerns about reliance on a few large customers persisted [4][28] Group 3: Micron Technology's Growth - Micron Technology's shares have surged over 200% this year, reaching record highs as analysts raise their price targets, driven by increasing demand for advanced memory chips used in AI applications [15][16] Group 4: Eli Lilly's Drug Trial Results - Eli Lilly's shares rose 2.5% following positive Phase 3 trial results for its obesity drug retatrutide, which showed significant weight loss and improvements in physical function for patients with knee osteoarthritis [24][25][26]

Shares of Micron Technology have surged to record highs this week as analysts continue to raise their targets for the memory chip maker ahead of next week's earnings report https://t.co/A2I6sTOmLR ...