Good morning. It is 5 a. m.in New York City, 10 a. m. in London.I'm Matt Miller in for Vonnie Quinn. And I've got a stick mic today because apparently the lav mic isn't working. This is Bloomberg brief.Let's get you set up for the day. We are looking at stock futures that are up as oil fluctuates and US allies rush for a cease fire, a ceasefire deal with Iran that says President Trump's new yet again delayed deadline looms for Tehran to reopen the Strait of Hormuz. If you're following along, it is now 8 p.m ...

🚨JUST IN: ASML REPORTEDLY SUPPLYING TOOLS FOR SAMSUNG'S NEXT MAJOR CHIP FACILITYSamsung is equipping its next major chip facility with roughly 20 ASML EUV systems as the P5 preps for production.Samsung is aggressively pushing to expand advanced memory capacity, with ASML’s tools at the center of that buildout. ...

Micron Technology is having a tough few weeks in the stock market, and the upcoming US listing of South Korean rival SK Hynix will only add to its challenges https://t.co/xTqdxNRJpM ...

RT Ahmed shubber (@ahmedshubber25)Most of the EUV lithography supply chain is European.Key suppliers like ZEISS and TRUMPF that make EUV machines possible are deeply integrated, capacity-constrained, and aligned with ASML,making it extremely hard for a new entrant to access critical components. ...

RT Doge Tipping (@Dogetothemoon)At TERAFAB, everything happens under one roof: full chip design, logic, memory, and advanced packaging.This extreme vertical integration enables insanely rapid iteration — design to fab to test to improvement in days or weeks instead of months — while driving cutting-edge process nodes and custom solutions to the absolute limits of physics.Planetary-scale vertical integration. ...

Core Viewpoint - Tesla, Inc. is recognized as one of the 10 High Growth Mega Cap Stocks to buy and hold for the next decade, despite a Hold rating from Barclays analyst Dan Levy, who set a price target of $360, indicating a 6% downside from current levels [1][3]. Group 1: Financial Outlook - Barclays analyst Dan Levy highlighted that the capital expenditures for Tesla's proposed Terafab semiconductor facility in Austin, Texas, are expected to be significantly high, with a "bull" capex target of over $50 billion potentially being dramatically low compared to Tesla's aspirations [3]. - The facility aims to achieve up to 1 terawatt-hour (TWh) of annual compute power, which is approximately 10% of the current global data center capacity, thereby reducing Tesla's reliance on external chipmakers like TSMC and Samsung [3]. Group 2: Strategic Initiatives - The Terafab facility will be jointly operated with SpaceX and xAI, integrating Elon Musk's initiatives in robotics, AI, and space [3]. - The construction of the Terafab facility is expected to occur in multiple phases, gradually ramping up to the 1 TWh target, with funding contributions anticipated from Tesla, SpaceX, and xAI [3]. Group 3: Company Overview - Tesla, Inc. is involved in the development, manufacturing, design, leasing, and sale of electric vehicles and energy generation and storage systems, operating across China, the United States, and globally [4].

Chinese-American Professor Behind Huawei-Backed Power Chip Wafer Maker Becomes BillionaireZhao Jianhui, the 66-year-old chairman of Epiworld International, joins the billionaire ranks following his company’s $209 million Hong Kong IPO.Read more: https://t.co/BbTIDiJ9wh https://t.co/8XKOJmfM4a ...

US lawmakers unveiled legislation that seeks to crack down on exports of chipmaking tools to China, especially from allies including the Netherlands and Japan, https://t.co/bqt7gpCLbN ...

South Korean memory-chip stocks are still cheap even after the recent rally and are likely to among the biggest gainers on any further signs of deescalation in the Middle East, according to a top-performing fund https://t.co/5sc4twLyoH ...

Whenever the market gets clobbered and then starts crawling back, you always hold out hope that there'll be a broad advance. Lots of different groups powering higher, easily accessible to the masses that might have been blown out by the just endured decline. As we pound our way through our second day of this rally, I can definitively say that well, this is not one of those moves.This one is limited. It's small. It lacks any real leadership that you can hang your hat on.At least a so far. It's worth filling ...