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X @The Wall Street Journal
The Wall Street Journal· 2026-05-01 00:34
South Korea’s exports continued to surge in April, led by semiconductor shipments, suggesting the trade-dependent economy remains resilient despite risks from the Middle East conflict. https://t.co/yMXvH0af1i ...
Quanta is the obvious winner when you want to build out the grid, says Jim Cramer
CNBC Television· 2026-04-30 23:39
The data center. The data center. The data center.I mean, you're probably tempted to say enough already. It's the data center. Give me something else.So, on still one more day where the averages roared. The Dow jumping 790 points. S&P 500 advancing 1.02%.By the way, another new alltime high. And NASDAQ gaining 089% to also reach another record high. I got an idea.Why don't we take a look at some of the top performers in the S&P today. Not to the Sandis and the Western Digitals. I know you're sick of all tho ...
Qualcomm CEO Teases Deal with Large Hyperscaler
Bloomberg Technology· 2026-04-30 18:04
Qualcomm shares surged after the company said it was making headway in the lucrative data center market and teased a partnership with a large hyperscaler. Qualcomm CEO Cristiano Amon speaks with Caroline Hyde and Ed Ludlow on “Bloomberg Tech.” -------- Like this video? Subscribe to Bloomberg Technology on YouTube: https://www.youtube.com/channel/UCrM7B7SL_g1edFOnmj-SDKg Watch the latest full episodes of "Bloomberg Technology" with Caroline Hyde and Ed Ludlow here: https://www.youtube.com/playlist?list=PLfAX ...
Fed Shows Division, Earnings Power Asia Tech | The Asia Trade 4/30/2026
Bloomberg Television· 2026-04-30 05:02
SHERY: THIS IS THE ASIA TRADE. I'M SHERY AHN IN TOKYO ALONGSIDE HAIDI STROUD-WATTS AND SYDNEY. THE TOP STORIES THIS HOUR.>>>> THIS IS MY LAST PRESS CONFERENCE AS CHAIR. I WANT TO CONGRATULATE KEVIN. I WON'T CONTINUE TO SERVE AS GOVERNOR FOR SOME TIME, TO BE DETERMINED. I PLAN TO KEEP A LOW PROFILE AS GOVERNOR.SHERY: A DIVIDED FED HOLDS RATES AS JAY POWELL BOWS OUT BUT STOCKS AND BONDS FALL WITH POLICY DIVISION DEEPENING AMID UNCERTAINTY AROUND THE IRAN WAR. THE YEN, SLIDING TO ITS WEAKEST SINCE 2024. ALPHAB ...
X @Bloomberg
Bloomberg· 2026-04-30 01:34
The extraordinary wealth generated from South Korean chipmakers will drive spending and inflation, spurring the nation’s central bank to raise interest rates at least three times over the coming year, according to Mirae Asset https://t.co/U4kYG0DJ9Q ...
Mega-cap earnings + Fed: Sosnick on the week that could move markets
Yahoo Finance· 2026-04-29 22:45
Welcome back. It's me, Kenny Pulkar, and this is Trader Talk at Yahoo Finance. And today we're going to be talking to Steve Sausnik, who's the chief market strategist at Interactive Brokers, along with Brian Sausy, who's the executive editor here at Yahoo Finance.And it's going to be an exciting discussion because it is big tech week. There's a lot happening this week. We got we've got five of the major companies reporting this week.On Wednesday night, we've got Meta, Amazon, Microsoft, and uh Google. And o ...
What’s Driving the Insane Rally in Chip Stocks & ETFs?
Zacks Investment Research· 2026-04-27 19:23
A comprehensive look at trends, fund profiles, and more in exploring ETFs. Hi everyone, welcome to exploring ETFs. I'm Nina Mishra and today we are talking about chip stocks and ETFs which are among the hottest areas of the market currently.So on Friday, the semiconductor EDF posted its 18th conse consecutive gain for 18 consecutive days and that was its longest on record according to the Wall Street Journal. So on Friday the catalyst was Intel's better than expected earnings strong guidance. So Intel surge ...
Can the semiconductor rally last?
CNBC Television· 2026-04-27 19:23
So semis like you guys talked about are just still in the heater but they just may be taking a step back today. Profit taking for the first time in a while. Not only the socks ETF but just the socks Philadelphia indexes was on an 18-day win streak.Intel extending its big run. Nvidia still firm today. Memory names like Micron and SanDisk are both up.You can see Micron up over 4%. Same for SanDisk on the back of renewed AI demand and just really bullish analyst calls. Specifically a few notes that are reinfor ...
X @Bloomberg
Bloomberg· 2026-04-27 18:05
It's a worry that the market seems to be rewarding every chip company, as if a healthy industry backdrop will lift all boats, writes @shuli_ren (via @opinion) https://t.co/2q523sQjsi ...
Mag 7 Earnings Test $16T AI Rally | Open Interest 4/27/2026
Bloomberg Television· 2026-04-27 17:14
MATT: 30 MINUTES UNTIL THE START OF THE CASH TRADE. I AM MATT MILLER. DAB DANI BURGER IS OFF."BLOOMBERG OPEN INTEREST" STARTS RIGHT NOW. THIS IS WHAT WILL LIKELY GIVE US DIRECTION THIS WEEK. A MAKE OR BREAK WEEK FOR EARNINGS.FIVE OF THE MAG SEVEN TOGETHER WORTH $16 TRILLION ARE GOING TO PUT A. I. FUELED GAINS TO THE TEST.AND THE FED TOPS OFF A PACKED WEEK OF CENTRAL BANK DECISIONS AS THE SENATE MOVES TO VOTE ON KEVIN WARSH FOR CHAIR, COULD BE POWELL’S LAST MEETING. PLUS A NEW PROPOSAL IRAN HAS REPORTEDLY OF ...