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Satellite reunion creates a bit of breathing space
  + stars: | 2023-08-08 | by ( ) www.reuters.com   time to read: +2 min
Dish Network Chairman Charlie Ergen speaks during Google's annual developers conference in San Francisco, California May 20, 2010. Dish Network Corp, the No. Some 15 years after the 70-year-old billionaire initially cleaved his satellite empire, he unveiled an all-stock deal Tuesday to reunite Dish Network (DISH.O), the $4.5 billion pay-TV operator, with the smaller EchoStar (SATS.O) infrastructure business. Dish shareholders, who will own 69% of the enlarged entity, are issuing stock at a rock-bottom price for the privilege. If nothing else, though, the modest 13% premium they’re offering to EchoStar shareholders buys some valuable time.
Persons: Charlie Ergen, It’s, Jeffrey Goldfarb, Peter Thal Larsen, Sharon Lam Organizations: Dish, Dish Network Corp, Sprint Nextel Corp, Reuters, Nasdaq, Twitter, Siemens, Thomson Locations: San Francisco , California
Obesity drugs take brakes off Big Pharma’s growth
  + stars: | 2023-08-08 | by ( Robert Cyran | ) www.reuters.com   time to read: +4 min
That’s what Eli Lilly (LLY.N) did in the second quarter, thanks to demand for its diabetes and weight loss drug Mounjaro. While doctors are currently free to prescribe Mounjaro for obesity, insurers and governments typically won’t pay for what some still insist is a vanity treatment. Even so a regulatory green light, and clear evidence that these drugs have tangible health benefits, will help loosen purse strings. The brakes are off these firms’ growth, and investors are counting on them remaining so. Mounjaro, the company’s diabetes drug, brought in revenue of $980 million, compared to $16 million a year ago.
Persons: Eli Lilly, LLY.N, Lilly, That’s, David Ricks, Mounjaro, Peter Thal Larsen, Sharon Lam Organizations: Reuters, Novo Nordisk, U.S . Food, Drug Administration, Merck, Investors, Thomson Locations: Danish, U.S, Novo
I had been saving to buy a house, but prices in Southern California have made that unlikely. I decided to stop focusing on trying to buy a house, which means I can put more toward retirement. I'm okay knowing I might be renting for life, as it means I can streamline my finances. Instead of using my HSA contributions toward health-related expenses, I'm investing my HSA funds. Now that I've nulled out savings to buy a home, my financial goals feel more streamlined.
Persons: I've, homeownership, Roth, it's, There's Organizations: Service, realtors Locations: Southern California, Wall, Silicon, Los Angeles
A pedestrian walks past a logo of Credit Suisse outside its office building in Hong Kong, China March 21, 2023. Hong Kong accounts for Credit Suisse's biggest share of investment bankers in Asia. It has since said it would reduce risk in Credit Suisse's investment banking operation. UBS laid off employees from Credit Suisse's investment bank in New York last week, Reuters reported, citing a source familiar with the situation. Besides Hong Kong, other regional markets in which Credit Suisse has investment bankers include China, Singapore, Vietnam, Australia, South Korea, Thailand and India.
Persons: Lam, HONG KONG, Christian Deiss, Deiss, Selena Li, Julie Zhu, Sumeet Chatterjee, Christopher Cushing Organizations: Credit Suisse, REUTERS, UBS Group, Credit Suisse's, Asia . Credit Suisse, UBS, Credit, Reuters, Thomson Locations: Hong Kong, China, HONG, Asia ., Swiss, New York, Houston, Asia, Singapore, Vietnam, Australia, South Korea, Thailand, India, Credit Suisse's Asia, Pacific
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailChinese stocks could benefit as 'US is looking expensive': StrategistDaniel Lam from Standard Chartered Wealth Management says Fitch's downgrade of U.S. credit ratings won't have major market impact but money could trickle out of U.S. and flow into Chinese stocks.
Persons: Daniel Lam Organizations: Chartered Wealth Management
Coinbase dangerously raises the stakes
  + stars: | 2023-08-04 | by ( ) www.reuters.com   time to read: +2 min
A smartphone with displayed Coinbase logo and representation of cryptocurrencies are placed on a keyboard in this illustration taken, June 8, 2023. REUTERS/Dado RuvicNEW YORK, Aug 4 (Reuters Breakingviews) - Coinbase Global (COIN.O) just showed its hand in a dangerous game. Because trading activity is notoriously volatile, Coinbase boss Brian Armstrong is sensibly seeking new lines of business. After a 170% rise in the company’s share price this year, the legal limbo raises the stakes in a more worrisome way. models beauty’s new look read moreEditing by Jeffrey Goldfarb and Sharon LamOur Standards: The Thomson Reuters Trust Principles.
Persons: Dado, Brian Armstrong, Coinbase, Armstrong, Anita Ramaswamy, headwinds, Jeffrey Goldfarb, Sharon Lam Organizations: REUTERS, Reuters, Ten, U.S . Securities, Exchange Commission, California and, Twitter, Maersk, Adidas, InBev, Thomson Locations: Ten U.S, California, California and New Jersey
Next job-market challenge: the Great Unresignation
  + stars: | 2023-08-04 | by ( Ben Winck | ) www.reuters.com   time to read: +4 min
The U.S. economy has weathered inflation without widespread layoffs so far, but a Great Unresignation could make seemingly healthy job numbers harder to read. But a big input in firms’ hiring plans is “attrition” – the number of workers expected to quit. The so-called quit rate in the finance and insurance sector dropped to 1.1%, well below a peak of 2.4% in April 2022. Wells Fargo flagged “slower than expected” attrition as a driver of higher severance costs during the bank’s July 14 earnings call. The U.S. economy added 187,000 nonfarm payrolls in July, the Bureau of Labor Statistics said on Aug. 4.
Persons: haven’t, Wells, That's, , John Foley, Sharon Lam Organizations: Reuters, Wall, Bureau of Labor Statistics, Companies, of Labor Statistics, Citigroup, payrolls, Thomson Locations: U.S, United States
Hey Siri: Screen iPhone calls on Apple’s valuation
  + stars: | 2023-08-04 | by ( Robert Cyran | ) www.reuters.com   time to read: +3 min
Signage is seen at the Apple Fifth Avenue store for the release of the Apple iPhone 14 range in Manhattan, New York City, U.S., September 16, 2022. REUTERS/Andrew KellyNEW YORK, Aug 3 (Reuters Breakingviews) - The iPhone 15 is probably coming soon, but the handset that anchors Apple (AAPL.O) is losing some of its allure. Apple sold nearly $40 billion of them in the quarter, a 2.5% dip from roughly the same three-month stretch in 2022. In 2017, though, existing U.S. owners waited 2.1 years to replace their iPhone, according to Consumer Intelligence Research Partners. The segment’s revenue reached a record $21 billion in the quarter, or 8% more than the same period a year ago.
Persons: Andrew Kelly NEW, Boss Tim Cook, Cook, Jeffrey Goldfarb, Sharon Lam Organizations: Apple, REUTERS, Andrew Kelly NEW YORK, Reuters, Consumer Intelligence Research Partners, Reuters Graphics Reuters, Apple Watch, Thomson Locations: Manhattan , New York City, U.S
PayPal pays price for prolonged CEO hunt
  + stars: | 2023-08-03 | by ( Anita Ramaswamy | ) www.reuters.com   time to read: +3 min
NEW YORK, Aug 3 (Reuters Breakingviews) - The price of PayPal’s (PYPL.O) CEO hunt just grew by some $9 billion. An e-commerce boom during the pandemic lifted PayPal’s stock price to a record high of about $308 in mid-2021. PayPal fell short of the 22% operating margin forecast it told investors it would deliver in May, and it remains below its pre-pandemic 23% rate. The company’s shares were down 11% around midday New York time on Aug. 3. They do not reflect the views of Reuters News, which, under the Trust Principles, is committed to integrity, independence, and freedom from bias.
Persons: Dan Schulman, It’s, Gabrielle Rabinovitch, Russell Reynolds, Schulman, Jeffrey Goldfarb, Sharon Lam Organizations: Reuters, Nasdaq, PayPal, Apple Pay, Braintree, Thomson Locations: New York
Adidas and AB InBev influencer hangover may return
  + stars: | 2023-08-03 | by ( ) www.reuters.com   time to read: +3 min
LONDON, Aug 3 (Reuters Breakingviews) - Adidas (ADSGn.DE) and Anheuser-Busch InBev (ABI.BR) are showing some unexpected resilience in the face of influencer trouble. Belgium beer producer AB InBev, meanwhile, grappled with a different influencer headache. The world's largest brewer experienced an April consumer boycott after picking transgender influencer Dylan Mulvaney to promote its popular Bud Light brew. And while AB InBev say 80% of its consumers still look favourably or are neutral on Bud Light, the brand was dethroned as the top selling U.S. beer in May. Still, Adidas trades at 10 times its forecast 2025 EBITDA, below its peer Nike's (NKE.N) 16 times, and AB InBev trails Heineken (HEIN.AS) by an even larger margin.
Persons: Kanye West, Ye, influencer Dylan Mulvaney, Bud Light, Karen Kwok, Lisa Jucca, Sharon Lam Organizations: Adidas, LONDON, Reuters, Anheuser, Busch InBev, InBev, Heineken, Twitter, Thomson Locations: Garden City , New York, U.S, Belgium, North America, Mexico
Robinhood swaps meme-green tights for duller look
  + stars: | 2023-08-03 | by ( ) www.reuters.com   time to read: +2 min
Robinhood logo is seen on a smartphone in front of a displayed stock graph in this illustration taken, July 2, 2021. REUTERS/Dado Ruvic/NEW YORK, Aug 3 (Reuters Breakingviews) - Robinhood Markets (HOOD.O) is looking more grown-up - and more boring. The problem: Users are still fleeing, and nearly half of revenue comes from interest that is destined to fade. Robinhood warned last quarter that a 100 basis-point drop in interest rates would lead to a hit equivalent to an 11% fall in revenue. When the Federal Reserve eventually turns to cutting rates, Robinhood will need more users to fill that hole.
Persons: Dado Ruvic, Vlad Tenev, ” That’s, Robinhood, Ben Winck, Jonathan Guilford, Sharon Lam Organizations: REUTERS, Reuters, Stock, Federal Reserve, Twitter, Adidas, InBev, Thomson
TikTok trendsetter e.l.f. models beauty's new look
  + stars: | 2023-08-02 | by ( ) www.reuters.com   time to read: +2 min
cosmetic products are seen for sale in a store in Manhattan, New York City, U.S., June 29, 2022. REUTERS/Andrew KellyNEW YORK, Aug 2 (Reuters Breakingviews) - Social-media savvy makeup brand e.l.f. Boss Tarang Amin has chased this growth through heavy online advertising, including collaborations with TikTok influencers. While not necessarily cheaper than the old guard’s approach - sales, general and administrative spend is a similar share of revenue at both e.l.f. With Amin promising to ramp up marketing spending even further, the pressure for older peers to touch up their look grows.
Persons: Andrew Kelly NEW, Boss Tarang Amin, TikTok, Nielsen, Estee Lauder, Amin, Anita Ramaswamy, Aston Martin, Jonathan Guilford, Sharon Lam Organizations: REUTERS, Andrew Kelly NEW YORK, Reuters, Jefferies, Twitter, Thomson Locations: Manhattan , New York City, U.S, e.l.f
Carlyle’s big fee strain comes into sharper view
  + stars: | 2023-08-02 | by ( ) www.reuters.com   time to read: +2 min
The logo for Carlyle is seen at the company’s offices in New York City, U.S., June 28, 2022. REUTERS/Brendan McDermidNEW YORK, Aug 2 (Reuters Breakingviews) - Private equity veteran Carlyle (CG.O) is behind the buyout times. Carlyle and Blackstone kicked off the latest results season at opposite ends of the valuation spectrum. Carlyle trades at about 10 times expected earnings for 2023, according to Refinitiv, the lowest among major peers. And yet, Carlyle’s primary business of doing deals held up relatively better: Proceeds from asset sales declined 36%, versus an 82% slump at Blackstone.
Persons: Carlyle, Brendan McDermid, Harvey Schwartz, Blackstone, Steve Schwarzman, Schwartz, Jonathan Guilford, Aston Martin, Jeffrey Goldfarb, Sharon Lam Organizations: REUTERS, Reuters, Blackstone, Twitter, Thomson Locations: New York City, U.S, Japan
One-two punch barely fazes Uncle Sam
  + stars: | 2023-08-02 | by ( Ben Winck | ) www.reuters.com   time to read: +4 min
Former U.S. President and Republican presidential candidate Donald Trump speaks at a campaign event in Council Bluffs, Iowa, U.S., July 7, 2023. Fitch Ratings knocked the U.S. government from its perfect AAA grade, becoming the second major ratings agency to demote the country’s debt. Just minutes later, Donald Trump was indicted for his attempts to overturn the 2020 election. Yet despite the latest one-two punch, a resilient economy and the dollar’s global standing make it hard to bet against Uncle Sam. Former U.S. president Donald Trump was indicted on Aug. 1 for his sweeping efforts to overturn the results of the 2020 presidential election.
Persons: Donald Trump, George Washington’s “, It’s, Treasury Department ., Uncle Sam, Trump, Peter Thal Larsen, Sharon Lam Organizations: U.S, Republican, Reuters, Fitch, AAA, Bank for International, Treasury Department, Treasury Department . Fitch reckons, Former U.S, Trump, Thomson Locations: Bluffs , Iowa, U.S, WASHINGTON, Washington, American
Republicans struggle to diverge from Bidenomics
  + stars: | 2023-08-01 | by ( Ben Winck | ) www.reuters.com   time to read: +4 min
Florida Governor and Republican U.S. presidential candidate Ron DeSantis attends a barbecue hosted by former diplomat Scott Brown, as part of his "No B.S. WASHINGTON, Aug 1 (Reuters Breakingviews) - Republicans with ambitions to move into the White House have a love-hate relationship with Bidenomics. A continued push for true “energy independence” probably would look more like Biden’s strategy than anything else. The agenda includes 10 core tenets, including greater independence from China, energy independence and promoting domestic investment. He called for “aggressive new restrictions” on Chinese ownership of U.S. infrastructure in a Jan. 18 campaign video and emphasized domestic energy independence in a Feb. 9 video.
Persons: Ron DeSantis, Scott Brown, Bidenomics, Donald Trump, Joe Biden’s, DeSantis, , Biden, Trump, , Jeffrey Goldfarb, Sharon Lam Organizations: Republican U.S, Reuters, Economic, Federal Reserve, Trump, Energy Information Administration, , Florida, Former U.S, Thomson Locations: Florida, Rye , New Hampshire, U.S, WASHINGTON, , Ukraine, Beijing, China, Bidenomics, New Hampshire
Apple, Microsoft remain world's top 2 companies by market cap
  + stars: | 2023-08-01 | by ( ) www.reuters.com   time to read: +2 min
REUTERS/Mike Segar/File PhotoAug 1 (Reuters) - Tech giants Apple (AAPL.O) and Microsoft (MSFT.O) remained the top two global companies by market capitalisation at the end of July after riding this year's rally in technology shares. Strong quarterly earnings from companies such as Alphabet (GOOGL.O), Meta Platforms (META.O), chipmaker Intel (INTC.O) and chip equipment maker Lam Research (LRCX.O) lifted overall market sentiment last month. Facebook-owner Meta's market cap jumped more than 10% in July, thanks to the company's rosy revenue forecast and robust ad revenue growth in the second quarter. Its market cap stood at $2.49 trillion at the end of July. Refinitiv data shows 69% of large- and mid-cap U.S. companies have surpassed analysts' Q2 earnings estimates so far, with the tech sector accounting for 82% of these positive surprises.
Persons: Mike Segar, Rush, Dan Ives, JP Morgan Chase's, Patturaja Murugaboopathy, Gaurav Dogra, Susan Fenton Organizations: Apple, Grand Central, REUTERS, Tech, Microsoft, Intel, Lam Research, Facebook, Reuters Graphics Microsoft, Wall, First Republic Bank, Thomson Locations: New York City, U.S, Bengaluru
Uber drives further up the road to redemption
  + stars: | 2023-08-01 | by ( ) www.reuters.com   time to read: +2 min
Uber branding is seen on private hire vehicle parking rank at Chopin Airport in Warsaw, Poland, March 22, 2023. NEW YORK, Aug 1 (Reuters Breakingviews) - Uber Technologies (UBER.N) Chief Executive Dara Khosrowshahi is shifting the ride-hailing company into a higher gear, but investors are lagging behind. Uber shares fell almost 6% on Tuesday morning, taking some of the shine off a stock that has almost doubled since the beginning of the year. Khosrowshahi remains some way from his destination on the road to redemption. They do not reflect the views of Reuters News, which, under the Trust Principles, is committed to integrity, independence, and freedom from bias.
Persons: Dara Khosrowshahi, Lyft, Tony Xu, Jennifer Saba, Aston Martin, Steve Cohen, Peter Thal Larsen, Sharon Lam Organizations: Chopin, NEW, Reuters, Technologies, Twitter, Thomson Locations: Warsaw, Poland, DoorDash, Khosrowshahi, Japan, India
[1/3] Traders work on the floor of the New York Stock Exchange (NYSE) in New York City, U.S., July 26, 2023. European shares gained modestly after euro zone inflation fell further in July seeing that most measures of underlying price growth also eased. "Data out this week should remain superficially consistent with the 'soft landing' narrative," Citi market strategists wrote in a note. Japanese 10-year yields surged to a nine-year high up to 0.6% on Monday, and toward the new cap of 1.0%. U.S. crude rose 1.63% to $81.89 per barrel and Brent was at $85.56, up 0.67% on the day.
Persons: Brendan McDermid, Florian Ielpo, Paul Christopher, Christopher, Austan Goolsbee, Sterling, Brent, Lawrence Delevingne, Nell Mackenzie, Nick Macfie, Will Dunham, Deepa Babington Organizations: New York Stock Exchange, REUTERS, Dow Jones, Nasdaq, Apple Inc, Caterpillar Inc, Starbucks Corp, Devices, Markets, European Central Bank, Lombard, U.S, Citi, Intel, Lam Research, Wells Fargo Investment, Chicago Federal Reserve Bank, Bank of England, Bank of, Federal Reserve, Bank of Japan, Treasury, Thomson Locations: New York City, U.S, Wells Fargo, Boston, London
Second-quarter earnings for S&P 500 companies are estimated to have fallen 6.4% year-over-year, Refinitiv data through Friday showed. Citigroup raised its 2023-end and mid-2024 S&P 500 targets to 4,600 and 5,000, respectively, to reflect a higher possibility of a soft landing. According to preliminary data, the S&P 500 (.SPX) gained 7.64 points, or 0.17%, to end at 4,589.15 points, while the Nasdaq Composite (.IXIC) gained 29.37 points, or 0.21%, to 14,348.50. Nearly half of the top 11 S&P 500 sectors posted gains, led by a rise in energy stocks (.SPNY). Adobe (ADBE.O) stocks rose, outperforming tech peers, after Morgan Stanley raised its rating to "overweight" on the photoshop maker.
Persons: Dow, Ross Mayfield, Austan Goolsbee, Jay Hatfield, Johnson, Morgan Stanley, Echo Wang, Johann M Cherian, Vinay Dwivedi, Richard Chang Organizations: Citigroup, Nasdaq, Amazon.com, Apple, Baird, Intel, Lam Research, Chicago Fed, Dow Jones, Infrastructure Capital Advisors, SoFi Technologies, ON Semiconductor, Dow, Johnson, Adobe, Thomson, & & ' Locations: Louisville , Kentucky, New York, U.S, Bengaluru
Second-quarter earnings for S&P 500 companies are estimated to have fallen 6.4% year-over-year, Refinitiv data through Friday showed. The tech-heavy Nasdaq led Wall Street higher last week as megacap growth companies such as Alphabet (GOOGL.O), Meta Platforms (META.O) as well as chipmakers Intel (INTC.O) and Lam Research (LRCX.O) posted strong quarterly earnings. Citigroup raised its 2023-end and mid-2024 S&P 500 targets to 4,600 and 5,000, respectively, to reflect a higher possibility of a soft landing. Eight of the top 11 S&P 500 sectors posted gains, led by a 2% rise in energy stocks (.SPNY). The S&P 500 posted 27 new 52-week highs and one new low; the Nasdaq Composite recorded 95 new highs and 57 new lows.
Persons: Ross Mayfield, Austan Goolsbee, Jay Hatfield, Johnson, Morgan Stanley, decliners, Echo Wang, Johann M Cherian, Vinay Dwivedi, Richard Chang Organizations: Citigroup, Dow, Nasdaq, Amazon.com, Apple, Baird, Intel, Lam Research, Chicago Fed, Dow Jones, Infrastructure Capital Advisors, Financial, SoFi Technologies, ON Semiconductor, Johnson, Adobe, NYSE, Thomson, & & ' Locations: Louisville , Kentucky, New York, U.S, Bengaluru
Second-quarter earnings for S&P 500 companies are now estimated to have fallen 6.4% year-over-year, according to Refinitiv data. Citigroup raised its 2023-end and mid-2024 S&P 500 targets to 4,600 and 5,000, respectively, to reflect a higher possibility of a soft landing. Seven of the top 11 S&P 500 sectors gained, led by a 2.0% rise in energy stocks (.SPNY). The S&P index recorded 25 new 52-week highs and no new low, while the Nasdaq recorded 71 new highs and 37 new lows. Reporting by Johann M Cherian and Bansari Mayur Kamdar in Bengaluru Editing by Vinay DwivediOur Standards: The Thomson Reuters Trust Principles.
Persons: Chris Zaccarelli, Austan Goolsbee, Johnson, Morgan Stanley, Johann M Cherian, Vinay Dwivedi Organizations: Citigroup, Dow, Nasdaq, Apple, AMD, Independent, Alliance, Microsoft, Intel, Lam Research, Chicago Fed, Dow Jones, Financial, SoFi Technologies, ON Semiconductor, Johnson, UBS, Adobe, NYSE, Thomson, & & ' Locations: U.S, Xpeng, Bengaluru
Dish Network enters dangerous financial orbit
  + stars: | 2023-07-31 | by ( Robert Cyran | ) www.reuters.com   time to read: +3 min
Billionaire Charlie Ergen staked Dish Network’s (DISH.O) future on wireless spectrum, a decision looking worse by the day. The satellite operator has spent some $25 billion since 2008 acquiring the finite resource used to carry data. In January, Dish issued $1.5 billion of senior notes, secured by spectrum, with an 11.75% coupon. The satellite operator said on July 17 that its 5G network covered nearly three-quarters of the U.S. population. Dish must meet additional thresholds in 2025 or it could face up to $2.2 billion in fines and might be forced to forfeit wireless spectrum.
Persons: Charlie Ergen, Morgan Stanley, Semafor, Jeffrey Goldfarb, Sharon Lam Organizations: YORK, Reuters, Dish, New, Research, Dish Network, Amazon.com, U.S . Federal Communications Commission, Thomson Locations: EBITDA
Sequoia picks the right moment to ditch deadwood
  + stars: | 2023-07-31 | by ( ) www.reuters.com   time to read: +2 min
The $85 billion venture firm downsized the commitments it expects its investors to make to vehicles targeting cryptocurrency and its own peers, the Wall Street Journal reported. With those investors, known as limited partners, now less pressed to flee private markets, it’s a smart time for Sequoia to help them shift into more promising opportunities. As last year's downturn tanked their public investments, LPs found themselves relatively overinvested in still-highly-valued private markets, forcing them to pull back from the likes of venture funds. As public markets recover – the S&P 500 Index (.SPX) is up almost 20% this year – this “denominator effect” is fading, a Capstone Partners survey suggests. And with LPs once again keen on private markets, they may be more likely to stick around, despite Sequoia’s self-admitted mistakes on investments like now-bankrupt FTX.
Persons: Sequoia’s, Anita Ramaswamy, , Jeffrey Goldfarb, Sharon Lam Organizations: YORK, Reuters, Wall Street Journal, Capstone Partners, Twitter, Walmart, BT boss’s, Thomson Locations: Sequoia
Even with alpha strikeout, Steve Cohen scores
  + stars: | 2023-07-31 | by ( ) www.reuters.com   time to read: +2 min
NEW YORK, July 31 (Reuters Breakingviews) - Hedge fund mastermind Steve Cohen is best known for his savvy trades, but it doesn’t take an investing whizz to make money in baseball. His New York Mets are one of the worst teams in the league despite a record-setting $364 million payroll. Cohen bought full ownership of the club in 2020 for $2.4 billion and spent lavishly on the roster. Even so, the Mets are already worth $500 million more than Cohen paid, according to Forbes, a nice uplift for substandard performance. Dan Snyder just sold his woeful Washington Commanders for $6 billion; Snyder paid $800 million for the team and its stadium in 1999.
Persons: Steve Cohen, Cohen, Max Scherzer, Dan Snyder, Snyder, Michael Jordan, Jennifer Saba, , Jeffrey Goldfarb, Sharon Lam Organizations: YORK, Reuters, New York Mets, Mets, Forbes, SAC Capital Advisors, Charlotte Hornets, Twitter, Sequoia, Walmart, BT boss’s, Thomson
"Demand is recovering very gradually," Woohyun Kim, chief financial officer at SK Hynix, said on an earnings call this week. "The recent improvement in PC shipments has been mainly led by promotions and low-end models, meaning it provided limited impact on chip demand recovery," he said, adding that shipment forecasts for PCs and smartphones this year have been downgraded from earlier predictions. Chipmakers are also increasing production of the high-end chips used to support AI related chips. SK Hynix said demand for AI server memory had more than doubled in the second quarter compared to the first quarter. The company leads the market in high bandwidth memory (HBM) DRAM used in generative AI.
Persons: Florence Lo, Canalys, Woohyun Kim, ChatGPT, Pat Gelsinger, SK Hynix, Logan Purk, Edward Jones, Lam, Tim Archer, 1,278.7400, Joyce Lee, Akash Sriram, Akshita, Chavi Mehta, Tanya Jain, Max A, Cheney, Stephen Nellis, Miyoung Kim, Miral Organizations: REUTERS, Intel, Samsung, SK Hynix, SK, chipmaker Texas, Wall, Manufacturers, KLA Corp, Lam Research, Thomson Locations: SEOUL, China, HBM, Seoul, Bengaluru, Max, San Francisco
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