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China's sanction-hit tech industry puzzles over impact of Trump, Harris presidencies

ANALYSIS-China's sanction-hit tech industry puzzles over impact of Trump, Harris presidencies U.S. seeks to curb Chinese technological advancement citing national security Chinese tech executives say Trump could undermine U.S. cooperation with allies Executives expect Harris to continue Biden's more predictable policies By Eduardo Baptista, Anne Marie Roantree BEIJING, Nov 1 (Reuters) - Donald Trump winning the U.S.
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Stocks slip as Big Tech gloom mixes with pre-election jitters

GLOBAL MARKETS-Stocks slip as Big Tech gloom mixes with pre-election jitters US futures fall as Meta, Microsoft slide after earnings All eyes on Apple and Amazon earnings updates Updates with US inflation data, comment; refreshes prices at 1245 GMT By Amanda Cooper LONDON, Oct 31 (Reuters) - Global shares fell on Thursday, after Facebook owner Meta Platforms META.O and Microsoft MSFT.O both warned of rising costs for artificial intelligence, while evidence of strong U.S.
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Stocks droop as Big Tech gloom offsets upbeat economy

GLOBAL MARKETS-Stocks droop as Big Tech gloom offsets upbeat economy US futures fall as Meta, Microsoft slide after earnings BOJ holds rates as expected, yen a fraction firmer All eyes on Apple and Amazon earnings updates Updates prices at 1142 GMT By Amanda Cooper LONDON, Oct 31 (Reuters) - Global shares fell on Thursday, after Facebook owner Meta Platforms META.O and Microsoft MSFT.O both warned of rising costs for artificial intelligence, while evidence of strong U.S.
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Stocks fall as Big Tech overshadows upbeat economy

GLOBAL MARKETS-Stocks fall as Big Tech overshadows upbeat economy US futures fall as Meta, Microsoft slide after earnings BOJ holds rates as expected, yen a fraction firmer All eyes on Apple and Amazon earnings updates Updates throughout; refreshes prices at 0905 GMT By Amanda Cooper LONDON, Oct 31 (Reuters) - Global shares slid on Thursday, after Facebook owner Meta Platforms META.O and Microsoft MSFT.O both warned of accelerating costs for artificial intelligence, while evidence of strong U.S.
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Besi eyes 2025 surge in hybrid bonding demand after Q3 orders miss estimate

UPDATE 3-Besi eyes 2025 surge in hybrid bonding demand after Q3 orders miss estimate Adds share move in paragraph 2, detail on sales and margin in paragraph 8, analyst comment in paragraph 11 By Dagmarah Mackos Oct 24 (Reuters) - BE Semiconductor Industries BESI.AS (Besi) expects a rise in demand for its hybrid bonding systems in 2025 following shipment delays in the fourth quarter, the chipmaking parts supplier said on Thursday, after third-quarter new orders missed estimates.
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Lam Research forecasts quarterly revenue above estimates on AI chip demand

Lam Research forecasts quarterly revenue above estimates on AI chip demand Oct 23 (Reuters) - Lam Research LRCX.O forecast revenue for the December quarter above Wall Street expectations on Wednesday, as chipmakers ordered more of its equipment used to manufacture semiconductors for artificial intelligence applications. Shares of the Fremont, California-based company rose 5% in trading after the bell.
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Adecco, Bodycote, LVMH

EUROPE RESEARCH ROUNDUP-Adecco, Bodycote, LVMH Oct 23 (Reuters) - Securities analysts revised their ratings and price targets on several European companies, including Adecco, Bodycote and LVMH, on Wednesday. HIGHLIGHTS * Adecco ADEN.S : Deutsche Bank raises to buy from hold * Bodycote Plc BOY.L : JP Morgan cuts target price to 670p from 750p * DNB Bank ASA DNB.OL : JP Morgan raises target price to NOK 230 from NOK 220 * Fabege AB FABG.ST : Kepler Cheuvreux raises to buy from hold * LVMH LVMH.PA
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ASML expects growth in 2026, China row to continue, CEO says

UPDATE 1-ASML expects growth in 2026, US-China row to continue, CEO says Updates in paragraphs 2-10 with quotes, share price ASML expects slower growth in 2025 due to weak electronics markets CEO Fouquet anticipates continued U.S. pressure on ASML's China exports Sees 2026 growth, shares up 1.8% LONDON, Oct 22 (Reuters) - The CEO of leading computer chip equipment maker ASML ASML.AS said on Tuesday he expects that 2026 will be a growth year for the company and that the U.S.
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ASML CEO says US pressure for export restrictions will continue

ASML CEO says US pressure for export restrictions will continue LONDON, Oct 22 (Reuters) - The CEO of leading computer chip equipment maker ASML ASML.AS said on Tuesday he expects the United States government will continue to push for further restrictions on its exports to China. Christophe Fouquet said he believes that governments in the Netherlands and Europe are starting to question whether restrictions on older tech the company still ships to China are part of security or trade policy, and w
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U.S. stocks weekly: Triple sixes

RPT-BUZZ-U.S. stocks weekly: Triple sixes Repeats from Friday with no changes to text. Updates chart ** S&P 500 .SPX extends winning streak to six weeks, adds 0.9%, nears 6k milestone .N ** This as all three major Wall Street benchmarks have risen six weeks in a row ** Though will this echo from the past haunt the S&P 500, just as it faces hurdles stacked up around 6k ?
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Barratt Redrow, Genuit Group, Munich Re

EUROPE RESEARCH ROUNDUP-Barratt Redrow, Genuit Group, Munich Re Oct 21 (Reuters) - Securities analysts revised their ratings and price targets on several European companies including Barratt Redrow, Genuit Group and Munich Re, on Monday. HIGHLIGHTS * Barratt Redrow Plc BTRW.L : Morgan Stanley raises to overweight from equal-weight * Genuit Group Plc GENG.L : JP Morgan initiates coverage with neutral rating; PT 535p * Intertek ITRK.L : RBC cuts to sector perform from outperform * Munich Re MUVGn.
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Wall St Week Ahead-Wall Street zeroes in on semiconductors after turbulent week

RPT-Wall St Week Ahead-Wall Street zeroes in on semiconductors after turbulent week Repeats with no changes By Lewis Krauskopf NEW YORK, Oct 18 (Reuters) - U.S. semiconductor companies will get a closer look from investors in coming weeks, after diverging reports from two industry leaders abroad set off a volatile few days of trading. Because semiconductors are key components in a broad array of products, chipmakers and related equipment companies are closely followed for insight into the econom
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Hedge funds snap up tech stocks at fastest pace in five months

HEDGE FLOW-Hedge funds snap up tech stocks at fastest pace in five months By Carolina Mandl NEW YORK, Oct 18 (Reuters) - Global hedge funds this week bought U.S. information technology stocks, such as semiconductors and hardware, at the fastest in five months amid the start of the third-quarter earnings season, according to Goldman Sachs on Friday . Outside the U.S., diverging reports from chipmaker Taiwan Semiconductor Manufacturing 2330.TW and chipmaking equipment supplier ASML Holding ASML.AS
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U.S. stocks weekly: Triple sixes

BUZZ-U.S. stocks weekly: Triple sixes ** S&P 500 .SPX extends winning streak to six weeks, adds 0.9%, nears 6k milestone .N ** This as all three major Wall Street benchmarks have risen six weeks in a row ** Though will this echo from the past haunt the S&P 500, just as it faces hurdles stacked up around 6k ? ** Indeed, record highs have felt good, but maybe too good ?
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Wall St Week Ahead-Wall Street zeroes in on semiconductors after turbulent week

Wall St Week Ahead-Wall Street zeroes in on semiconductors after turbulent week By Lewis Krauskopf NEW YORK, Oct 18 (Reuters) - U.S. semiconductor companies will get a closer look from investors in coming weeks, after diverging reports from two industry leaders abroad set off a volatile few days of trading. Because semiconductors are key components in a broad array of products, chipmakers and related equipment companies are closely followed for insight into the economy.
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Europe's STOXX 600 ends week higher as tech stocks rebound

UPDATE 2-Europe's STOXX 600 ends week higher as tech stocks rebound For a Reuters live blog on U.S., UK and European stock markets, click LIVE/ or type LIVE/ in a news window. Luxury stocks aid gains on France's CAC 40 Elisa slumps on unexpected Q3 revenue fall Goldman Sachs slashes STOXX 600 2024 earnings growth forecast STOXX 600 up 0.2% Updated at 1602 GMT By Paolo Laudani, Ankika Biswas and Johann M Cherian Oct 18 (Reuters) - Europe's STOXX 600 ended higher on Friday, as tech stocks made a s
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Adidas, Bellway, Nestle

EUROPE RESEARCH ROUNDUP- Adidas, Bellway, Nestle Oct 18 (Reuters) - Securities analysts revised their ratings and price targets on several European companies including Adidas, Bellway, and Nestle, on Friday. HIGHLIGHTS * Adidas AG ADSGn.DE : Baader Helvea raises to add from reduce * Bellway Plc BWY.L : Peel Hunt cuts to hold from add * Danone DANO.PA : Morgan Stanley cuts to equal weight from overweight * Greencore GNC.L : Deutsche Bank raises to hold from sell * Nestle SA NESN.S : Jefferies cut
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Stifel cuts SUSS MicroTec, Jenoptik in light of ASML's guidance cut for 2025

BUZZ-Stifel cuts SUSS MicroTec, Jenoptik in light of ASML's guidance cut for 2025 ** Stifel cuts German semiconductor company SUSS MicroTec SMHNn.DE to "hold" from "buy" in light of ASML's ASML.AS guidance cut for 2025 ** The broker says ASML's lower than expected outlook for the next year would impact Suss's photomask business ** The photomask seg
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Samsung delays taking deliveries of ASML chip gear for its new US factory, sources say

EXCLUSIVE-Samsung delays taking deliveries of ASML chip gear for its new US factory, sources say Taylor, Texas project is central to Samsung chairman's growth ambitions Analysts see potential further delays for $17 bln Taylor project Samsung's foundry market share drops, widening gap with TSMC, says research firm Adds comments from analysts, data on Samsung foundry market share, industry background, and bullet points By Heekyong Yang, Hyunjoo Jin and Toby Sterling SEOUL, Oct 18 (Reuters) - Samsu
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Samsung delays taking deliveries of ASML's chip gear for its new US factory, sources say

EXCLUSIVE-Samsung delays taking deliveries of ASML's chip gear for its new US factory, sources say By Heekyong Yang, Hyunjoo Jin and Toby Sterling SEOUL, Oct 18 (Reuters) - Samsung Electronics 005930.KS has postponed taking deliveries of ASML ASML.AS chipmaking equipment for its upcoming factory in Texas as it has yet to win any major customers for the project, three people familiar with the matter said.
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