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CXMT expects January–September net profit of 131 billion–132.5 billion yuan, versus a 5.28 billion yuan loss a year earlier, and revenue of 265 billion–270 billion yuan. Counterpoint Research estimates its Q3 2026 global DRAM revenue share at 10%, up from 5% a year earlier. CXMT shares fell 6.5% Monday.
PepsiCo said it cut its profit outlook. The update is a factual company guidance change but appears as part of a broader market wrap rather than a standalone breaking release.
Global stocks and bonds declined as rising oil prices triggered renewed selling, overshadowing record profits from Samsung. Brent crude surged more than 4% to above $104 a barrel following reports challenging expectations that Trump would delay escalating the conflict with Iran until after next month's midterm election
US Treasury yields jumped as plans for $6bn buybacks disappointed investors. The market wrap also cited analysts saying there is a surge in construction at a suspected Iranian nuclear site.
BlackRock’s IBIT added over $117 million on Friday, helping lift Bitcoin ETF inflows as the funds drew $770 million this month and held $101 billion in assets under management.
SanDisk, Micron and Western Digital have rallied sharply this year, but the story says they still screen cheap on forward valuation metrics despite AI and cyclical concerns.
US Widens Strikes On Iran As Both Sides Downplay Diplomacy More Ships Change Course In Red Sea After Houthi Threats Trump Approves Landmark Nuclear Deal With Saudi Arabia Sec State Rubio: Open To Negotiations, But Iran Not Serious EU Envoys Meet To Negotiate 21st Russia Sanctions Package UK Inflation At 15M Low In Temp
US Military Launches New Wave Of Strikes Against Iran - US Revokes Waiver Allowing Iran Oil Sales After Tanker Attacks - Oil Surges As US Strikes Targets In Iran Following Ship Attacks - Fed Proposes Changes To Anti-Money Laundering Rules For Banks - Japan Weighs Revising Monetary Policy Wording Over BoJ Hike Concerns
The Roundhill Memory ETF (CBOE: DRAM) continued its strong rally last week and reached a record high of $77.63, up by 173% from its lowest point in April, when it was launched. It has recorded inflows every week since its launch, with assets under management reaching $21 billion. This makes it the fastest ETF eve
Samsung shares rise after shipping next-gen AI memory chip samples to customers, potentially boosting tech sector
Samsung Electronics shares rise as the company begins shipping next-generation AI memory chip samples to customers. The move is expected to boost the company's semiconductor business.