Analysts expect Samsung Electronics' quarterly profit to jump roughly nine-fold, even though chip margins are likely to stay flat.
The expected jump is tied to a broader recovery in the chip market, but profitability on semiconductors may not improve, pointing to a limited pricing benefit for the company itself.
For beginners Quarterly profit and margin show how efficiently a company turns revenue into net income; strong profit growth with flat margins means the gains are coming mostly from higher sales volumes rather than higher prices.
Chipmaker Marvell's shares popped after the company not only delivered on its financial guidance but also showcased a more diversified mix of customers and products.
Investors took the report as a sign that the company is less dependent on a narrow set of customers.
For beginners Diversifying revenue across customers and products lowers a company's risk: if it doesn't depend on one large buyer, earnings become more predictable, which tends to boost investor confidence.
Shares of tokenization platform Securitize rose 8% after a partnership with LG CNS that gives the company a foothold in South Korea's market.
Seoul regulators are preparing new rules for tokenized stocks, bonds and funds set to take effect in February 2027.
For beginners Tokenization turns ownership of traditional assets — stocks, bonds, funds — into a digital form on a blockchain; new regulatory frameworks in major economies open up new markets and customers for companies like Securitize.
Citadel Securities strategist Rubner sees a stronger setup for US stocks in the fourth quarter.
The call concerns the final quarter of the year, which traders traditionally view as an important period for stock market momentum.
For beginners Large trading firms regularly assess investor positioning and capital flows to gauge how strong demand for stocks might be in the coming months.
Google struck a deal with Constellation Energy for an amount of power equivalent to a new nuclear reactor, sending Constellation's stock sharply higher.
The deal comes as the AI energy crunch intensifies.
For beginners AI data centers consume enormous amounts of electricity, so tech companies sign long-term contracts with power producers to secure reliable supply and lock in prices.
DeepSeek and Moonshot are attracting fresh funding ahead of planned listings, while OpenAI in the US courts major investors.
The race to fund leading AI developers is intensifying amid the two countries' competition for leadership in the technology.
For beginners Companies raise money before an IPO (initial public offering) to fund growth and show the market they have backing from major investors, which can boost the company's valuation when it goes public.
Sources say Blackstone, Bain Capital and Warburg Pincus are preparing final bids for Fuji Media's property unit.
Deal details have not been disclosed.
For beginners Private equity funds often buy non-core assets from large companies to develop them separately; competition among several funds for one asset usually pushes up the sale price.
Schneider Electric, the electrical equipment maker that has thrived from the AI build-out, struck a $23 billion deal to buy industrial-design software company PTC at a decade-low valuation.
Following the deal announcement, RBC Capital downgraded its rating on PTC stock.
For beginners The price paid in an acquisition reflects the buyer's expectations for the target's future profits; a low valuation can signal weak growth prospects or strong bargaining power on the buyer's side.
Intel shares fell after Elon Musk hinted that besides Intel, another company may join the Terafab chip manufacturing project, with discussions underway with TSMC.
This suggests Intel may not be the only semiconductor company tapped to help with manufacturing for the project.
For beginners When a company risks losing exclusivity in a major contract, investors lower their estimate of its future revenue from that deal, which shows up in the share price.
As third-quarter earnings season kicks off, more companies than ever have expressed optimism about their future profits.
This is one of the indicators of business sentiment ahead of quarterly results.
For beginners Company guidance and comments about future profits shape investor expectations and can move stock prices even before actual results are reported.
OpenPayd plans to list on Nasdaq by year-end to fund its U.S. expansion and acquisitions.
CEO Iana Dimitrova said OpenPayd aims to launch in the U.S. by April 2027 and is eyeing deals to add licenses and technology.
For beginners An IPO lets a company raise capital directly from public investors in exchange for shares, funding growth plans such as market expansion or acquisitions.
Investor Cathie Wood says smart investors need to start watching where AI agents spend money.
According to Wood, AI agents are evolving from answering questions to spending real money, and investors along with tech giants are competing to control the financial networks powering this machine-driven commerce.
For beginners Emerging technology trends, such as autonomous transactions by AI agents, create new investment themes around the infrastructure that supports them.
On Tuesday the S&P 500 traded within two percentage points of its record close, but a deeper look paints a far less rosy picture.
A significant share of index constituents are trading well below their own highs.
For beginners A broad index can rise mainly because of a handful of large companies, even as most other stocks are falling — a pattern known as weak market breadth.
The US is reportedly set to lend energy company Vistra $4.2 billion to expand its nuclear power output.
Details of the loan's terms were not disclosed.
For beginners Government financing for energy companies can speed up the construction of new capacity, which energy-hungry sectors like AI data centers increasingly need.
A weak US jobs report on Friday initially cheered stock buyers, sending the Nasdaq 100 to a record close.
Payroll growth missed expectations and earlier months were revised lower, prompting traders to cut bets on an October Fed rate hike. Treasury yields initially fell but reversed higher by day's end.
For beginners Weak economic data can sometimes support stocks if investors think it lowers the chance of a central bank rate hike, but the bond market's reaction can be less one-sided and reverse within the same day.
Airline group International Airlines Group (IAG) launched the final phase of its €500 million share buyback program.
Details of the program remain limited.
For beginners A share buyback reduces the number of shares outstanding, so the company's profit is spread across fewer shares, typically raising earnings per share.
Tesla shares surged 5% after the company reported third-quarter vehicle deliveries above Wall Street expectations.
It was Tesla's best quarterly sales period this year, though the total still trailed year-ago levels.
For beginners Delivery numbers act as an early indicator of a company's future revenue, so investors react to them even before full earnings are published.
Shares of drive makers Western Digital and Seagate fell on worries that Toshiba will boost production of a key AI data-storage product.
Investors worry that increased supply from Toshiba could weaken the strong pricing power Western Digital and Seagate currently hold in this market.
For beginners A new major competitor increases market supply and can reduce incumbents' ability to set prices, directly affecting their future profits.
Twilio will join the S&P 500 index, replacing Warner Bros Discovery, which is set to merge with Paramount.
The change follows the index's regular review of company eligibility.
For beginners Joining a major index like the S&P 500 typically brings automatic buying from index funds, while removal can trigger selling as those funds adjust their holdings.
Nike shares are on track for what could be one of the company's worst years ever, as sales continue to fall.
The company has faced struggles in China and in its sneaker business.
For beginners A company's share price tends to reflect expectations about its future profits, so persistent sales declines weigh on investor sentiment.
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