$HY9H (+4,62%) . $SMSD (+1,33%)
$005930
$006400

CALIFORNIA, USA (IT-Times) - Samsung Electronics, SK hynix and OpenAI announce new strategic partnerships as part of OpenAI's Stargate initiative.

The goal of the strategic collaboration is to expand the infrastructure critical to AI development globally and in South Korea.

The announcement was made during a meeting between OpenAI CEO Sam Altman and South Korean President Lee Jae Myung in Seoul, as well as top executives from Samsung and SK hynix.

The partnerships will focus on increasing the supply of advanced memory chips needed for next-generation AI and expanding data center capacity in Korea.

This positions Samsung and SK hynix as key players in the global AI infrastructure and supports Korea's ambition to become one of the top three AI nations in the world, a statement said.

Under the agreement, Samsung Electronics and SK hynix plan to increase production of advanced memory chips, according to a statement issued on October 1, 2025.

The goal is to produce 900,000 DRAM wafer starts per month with accelerated capacity expansion, which is critical to delivering OpenAI's advanced AI models.

OpenAI also signed a series of agreements today to explore the development of next-generation AI data centers in Korea.

These include a Memorandum of Understanding (MoU) with the Korean Ministry of Science and ICT (MSIT), specifically to explore opportunities to build AI data centers outside of the Seoul metropolitan area.

The agreements signed today also include a separate partnership with SK Telecom to explore the construction of an AI data center in Korea and an agreement with Samsung C&T, Samsung Heavy Industries and Samsung SDS to explore opportunities for additional data center capacity in the country.

Samsung Electronics and SK hynix will also deploy ChatGPT Enterprise and API capabilities across their organizations to improve workflows and support new forms of innovation.

https://www.it-times.de/news/die-ki-chip-superallianz-samsung-sk-hynix-und-openai-bauen-die-globale-ki-infrastruktur-174002/

Huawei's top AI chip reportedly uses components from TSMC, Samsung and SK Hynix

http://www.aastocks.com/en/stocks/news/aafn-con/NOW.1474641/

$QCOM (-0,19%)
$SMSD (+1,33%)

It is one of the fastest smartphone SoCs ever, outperforming the Apple A18 Pro in many test scenarios (CPU multicore and GPU benchmarks) and barely throttling under continuous load.

Fresh cell treatment for Samsung Galaxy S25, S25+ and S25 Ultra

Samsung refreshes the S-Class: In the 2025 edition, Qualcomm chips are available for all models. Otherwise, the manufacturer is taking a cautious approach to the hardware and is focusing primarily on AI. Older models should also benefit from this.

Update for the S-Class: Samsung's new flagship smartphones are in the starting blocks. They mark Samsung's departure from its own processors, with all members of the S25 family receiving Qualcomm's Snapdragon 8 Elite as their system-on-chip (SoC). Its predecessor, the Snapdragon 8 Gen3, was only used in the S24 Ultra, while the S24 and S24+ were equipped with the Exynos 2400 developed in-house.

The Qualcomm chip consists of a cluster with two prime cores and another cluster with six performance cores. The prime cores reach a peak of up to 4.32 GHz, the performance cores up to 3.53 GHz. There is no higher clocked version for Galaxy smartphones this time. However, the performance should still be sufficient. We have already been able to test the Snapdragon extensively in the Asus ROG Phone 9: It is one of the fastest smartphone SoCs ever, outperforming the Apple A18 Pro in many test scenarios (CPU multicore and GPU benchmarks) and barely throttling under continuous load. The chip can access at least 12 GB of main memory in all models.

https://www.heise.de/select/ct/2025/3/2435413174610973830

09.10.2024

Samsung disappoints with weak quarterly figures + PepsiCo Inc. outperforms in the third quarter + SHARES IN THE FOCUS: DocMorris turns positive

The latest business figures from Samsung $SMSD (+1,33%) fall short of market expectations. In its quarterly outlook for the months of July to September, the South Korean electronics giant assumes that the operating profit of 9.1 trillion won (around 6.1 billion euros) has increased fourfold year-on-year. However, compared to the previous second quarter of the year, profits fell by almost 13 percent. The markets reacted with disappointment. Samsung's share price fell by more than 1.3 percent immediately after the publication of the quarterly outlook. Experts attribute the comparatively weak quarterly figures to the fact that the market leader for memory chips, smartphones and televisions is currently lagging behind in the development of high-performance semiconductors in the booming AI market. In particular, direct competitors Nvidia and SK Hynix are putting Samsung under heavy pressure. The business figures are only an initial estimate. The Group will only publish more precise figures at a later date, probably at the end of the month.

The shares of DocMorris $DOCM (+3,25%) turned clearly positive on Tuesday morning in a weak market environment. The shares of the Swiss competitor of Redcare Pharmacy $RDC (+0,54%) gained over 6 percent, while Redcare remained rather inconspicuously in the red. An article in "Apotheke Adhoc" entitled "Is Redcare going after DocMorris?" generated demand for DocMorris. According to the article, Redcare has now "left DocMorris far behind - and could even absorb it sooner or later".

PepsiCo Inc. $PEP (-0,09%) outperformed analysts' estimates of USD 2.29 with earnings per share of USD 2.31 in the third quarter.

• Sales of USD 23.32 billion below expectations of USD 23.9 billion.
• Due to product recalls and geopolitical tensions, Pepsico expects a slower increase in sales in the current financial year and only anticipates low single-digit growth.
• Pepsico is sticking to its earnings forecast and expects adjusted earnings per share of at least eight percent excluding currency effects and at least seven percent including currency effects to USD 8.15.
• Pepsico reported sales of USD 23.3 billion in the third quarter, down 0.6 percent year-on-year, while organic sales increased by 1.3 percent.
• In the third fiscal quarter, Pepsico earned USD 2.9 billion, five percent less than in the same period last year, due to product recalls at Quaker Foods and lower earnings at the snack division Frito-Lay.

Wednesday: Stock market dates, economic data, quarterly figures

Stock exchange holiday in South Korea

ex-dividend of individual stocks

Mastercard Registered (A) USD 0.66

Gap USD 0.15

Quarterly figures / company dates Europe

08:15 Traton Pre-Close Call 3Q

No time specified: Bechtle Capital Markets Day

Economic data

• 08:00 DE: Trade balance August trade balance calendar and seasonally adjusted PROGNOSE: +18.5bn euros previous: +16.8bn euros Exports PROGNOSE: -1.0% yoy previous: +1.7% yoy Imports PROGNOSE: -2.8% yoy previous: +5.4% yoy
• 14:00 US: Atlanta Fed President Bostic to speak at Greater Atlanta Home Builders Association event
• 16:00 US: Wholesale sales 8/24
• 16:30 US: EIA crude oil inventories previous week
• 20:00 US: Fed, minutes of FOMC meeting Sept. 17/18

Correction used for additional purchases. Recently delivered very solid quarterly figures and available at a reasonable price.

#boersengehandelteralltag

Hi, somewhere in the feed there was a story...

It was about which listed companies you come into contact with in everyday life.

Somehow that appealed to me, and I thought to myself, that would be something where I could actively participate....

So....

After the morning bath visit with among other things products of $UN or $PG (-0,26%) are used, comes directly already a hot drink from $NESTS.

Then I pack my service laptop of $HPQ (+0,09%) with $INTC (-1,64%) inside, as well as my tablet and cell phone $SMSD (+1,33%) and $AAPL (-0,07%) in the bag and make me on the way.

Then I realize schei.... what forgotten, and run back to the bathroom again and mount my wristwatch from $UHRN (+2,8%) and the glasses from $FIE (-0,69%)

The way to work I do relatively comfortably in a $F (+2,98%), the ride is secured by $ALV (-0,22%).

On the way I get me depending on my mood still a croissant from $ARZTY. On the about 50km long distance on the highway I meet of course all other manufacturers $BMW (-0,08%)
$VOW3 (+0,19%)
$DTG (+0,79%)
$MBG (+1,52%)
$N/A and in Switzerland drive relatively many $TSLA (-2,01%) and of course many more...

Shortly before I then in my Bude $CARL A (-0,4%) arrive, I still drive at the headquarters of $ROG (+1,56%) and $NOVN (+1,58%) headquarters...

When I arrive at the desk, I see the keyboard of $LOGN (+0,15%) ...

How should it be different na of course we work with $SAP (-0,74%).

So that I do not freeze runs in the Bude ne heating from $MTG (+1,42%)

After I have worked hard, my hands need a break and a bit of care $BEI (-0,01%).

I look then with pleasure also times in my depot which does itself at the stock market so $CBK (-0,39%).

Every now and then I have to do some research. $GOOG (-0,5%). Our IT runs of course not without $CSCO. (-0,67%)

During the break I like to have a drink with colleagues $PEP (-0,09%) with colleagues, or we serve ourselves on the 2nd floor $SCHP (-0,31%) at the inhouse vending machine of $SBUX (-0,84%).

After the coffee a visit to the toilet may not be missing, surely pipes of $GEBN (-0,48%) installed.

Professionally I call a lot, our provider $SCMN (+0,16%)

Not directly in my job, but in the gaff drive insanely many devices from $JUN3 (+1,16%) and $KGX (-1,61%) which I can observe from the break room.

In my department we also have many products from $MMM (+0,44%) in use.

In the afternoons, I test products and their flow properties from $DGE as part of my job. In the past, I also tested $BUD products, but we stopped working together.

On the way home I fill up with gas at $SHEL (+1,6%) and because life is so good, I get a little cash at $CSGN

Oh yes I forgot to mention my shoes from $ADS (+0,5%) on which I am comfortable all day on the road ...

Well, and when I'm back home, my wife has me a little luck something delicious from $GIS (-0,3%) maybe even with a sauce from $KHC (-0,05%) cooked...

With a little less luck she shows me the latest purchases made by you at$AMZN (-1,27%) :-)

Then I go to the basement and start the washing machine from $VZUG with products from $HEN (+0,2%)

To the end of the day I treat myself then if necessary still a cool $KO (+0,55%) ....

So far a little insight...

I hope you could follow me :-) Surely still forgotten many companies with which I am in daily contact...

Thanks for the comment with the $ have that still adjusted and the one or other company which I still thought of added...

Greetings Jo

Now also a stock exchange traded everyday life from the view of a gynecologist.

When I get up in the morning, I first take my Dreamlens from MPG&E out of my eyes. These are hard contact lenses that you have to wear at night and then during the day WITHOUT ANYTHING have a visual acuity of 110% (in my case). I usually have minus 5.5 - and glasses and mask - you know the fuss. Unfortunately, I have found no share at all, but still did not want to withhold MY discovery of 2021.

But now really further... with my $MBG (+1,52%) V-Class I drive half an hour to the MVZ practice in Berlin-Lichtenberg.

Arrived there my consultation nurse already has the $DELL PC and my bluetooth $LOGN (+0,15%) Keyboard + mouse up.

My ultrasound machine is leased from $SMSD (+1,33%) Samsung and makes really good pictures. I love ultrasound almost as much as laparoscopy, but since currently only the former is possible in the outpatient area, I greet my sono every morning with a hug.

My gynecological chair and colposcope manufacturers (the lamp for the gynecological examination) have unfortunately not yet made it to the stock market; but I have a sharp view thanks to the table microscope from the good Carl Zeiß. $AFX. (+3,24%)

To get results from the examination, smear systems are needed. One of them is the "ThinPrep" a fine rubber brush, manufactured by Hologic $HOLX (+0,87%) and is said to be particularly good at finding precancerous lesions.

Then it's on to the medications, because you have to deal with the pharmaceutical industry here, the range of contraceptives alone is almost endless, closely followed by the little helpers in the menopause.

The Gardasil vaccine against cervical cancer is manufactured by Sanofi-Pasteur. $SAN (+1,88%) manufactured. If I have a choice in creams and tinctures, I like to use German manufacturers like e.g. $BAYN (-0,82%) (Bayer / Jenapharm) and I often tell the patients that there is not ALWAYS something from Ratiopharm $TEVA (-0,44%) and that many complaints should first be tackled with lifestyle changes.

That's it for now - thanks for the attention!

#börsengehandelteralltag

Companies traded on the stock exchange in everyday professional life

Since I am @Simpson nominated, I now grant an insight into listed companies in my daily professional life.

Briefly about me: I am a mathematician and work in the semiconductor industry in a listed company.

Starting with the software: pretty much all computers in the office run Windows and Office from $MSFT (-0,15%). The PC's and the monitors themselves are all from $HPQ (+0,09%) with keyboard and mouse from $LOGN (+0,15%). The telephone system is WebEx from $CSCO (-0,67%) and the work phones are from $AAPL (-0,07%) with $DTE (-0,22%) contract (and that although next door $VOD (-0,81%) sits). In addition, there are large monitors in each conference room from $DELL (-4,59%).

In the production of the semiconductors itself there are of course many machines from $ASML (-0,29%), $CAJ (+4,08%) and $7731 (-0,6%). The many industrial gases needed come from $LIN , $AI (-3,36%) and $4091 (+0,75%). The basic material and chemicals come among others also from $WCH (-0,38%) and $BAS (+1,38%).

The purchasers of the finished chips then include, for example. $VOW3 (+0,19%) , $BMW (-0,08%) , $MBG (+1,52%) and $TM (+1,84%). But also $V (+0,99%), $AAPL (-0,07%) and $SMSD (+1,33%) are customers.

I have certainly forgotten a lot, but as an insight it should be enough I think.

I nominate @DonkeyInvestor , @GoDividend and @Divmann (sorry if someone has already been nominated, I don't have an overview anymore).

#boersengehandelteralltag

Thanks to the @Der_Dividenden_Monteur for the nomination in the series Exchange-traded companies in everyday professional life.

I (still) work in the construction industry for Deutsche Bahn. 🛤

My typical workday starts with a walk to the company car, a $F (+2,98%). If I'm not talking on my employer's $SMSD (+1,33%) cell phone ☎️ of my employer, I like to listen to podcasts or audiobooks about $SPOT (-3,82%). However, this is only via my personal phone from $AAPL (-0,07%). 📱

Since the distances to the railroad construction sites in Germany can be very long, I have to refuel every now and then, of course. With the fuel card it goes then to Aral, which as you know a company of the $BP (+0,69%) is. Recently, however, one can also fill up at $TTE (+0,49%) fill up. ⛽️

Work equipment includes the $TOSYY laptop 💻 and Office365 from $MSFT (-0,15%) 📧. On the construction site itself, of course, the personal protective equipment (PPE), partly from $MMM (+0,44%), cannot be missing. 🦺

My job is to coordinate the various companies on large construction sites. The rails come from $VOS (-2,63%), the signaling technology from $SIE (-0,19%) or $HO (-0,51%), $HON (-1,64%) manufactures track vacancy detection systems, to name just a few examples. All kinds of construction companies are of course also bustling about on the construction sites: e.g..$STR (-0,57%), $BFLBY (-1,04%) or $HOT (+3,48%).

For a good coffee ☕️ or a burger 🍔 it goes now and then to $MCD (-0,16%)if there is a branch in the vicinity. Unfortunately, it is all too often the gas station Bockwurst or the brought stulle. If the workday is really long, it also goes times in the supermarket to a can of $SBUX (-0,84%) or $MNST (-0,87%) to buy.

I nominate @godividend and @tim1 in the hope that they haven't had their turn yet.

#boersengehandelteralltag

Servus my dears ✌️☺️

Since the @InvestmentPapa for "Companies traded on the stock exchange in everyday professional life" Nominated, thank you for it ☺️👍Will I summarize it for you 😁

Well some already know, but some may still be disappointed😂, this Homer doesn't work as a safety inspector at Mr Burns and also the supervisory board position at $UKW (+0%) is only a part-time job 😂.

My main job is working practically since I left school at the $DPW (+0,32%) as a parcel delivery person, meanwhile 17 years 💪😁

Vehicles

Drive either Iveco $IVG (-0,85%) or a Sprinter from $DTG (+0,79%)

Scanner

Since 2 years we have the new ones from $ZBRA (+2,87%) the old ones were from $HON (-1,64%)

Navi

To let you know when your packages are coming, I have a cheap cell phone from $SMSD (+1,33%) where I set my route.

Running shoes

There are extra shoes from $ADS (+0,5%) for the post office you get something cheaper.

Packages

Of course still much of $AMZN (-1,27%) although significantly less than before and now more heavy and large.

Also continues to be much at $EBAY (+4,04%) auctions

Not to forget electronics and smartphones from $Ceconomy

(Media Markt, Saturn) $DTE (-0,22%) , $FNTN (-1,6%) , $VOD (-0,81%)

Also much clothing from

$ZAL (-1,18%) , $ASC, (-4,59%)
$YOU, (+0,23%)
$HNNMY , $ADS (+0,5%) , $PUM (-0,53%)

Fun Fact

Should ever what happen with the female sex e.g. aliens would abduct all at once, then my job would be massively endangered, also the returns business would go down the drain and my employer a good short candidate 😂 .

Since the post has massive problems staff zubekommen (for 15 € the hour, you can now for the job hardly inspire one for it) and also by the high sick leave rate, my employer offers for a few months 50 € fuel voucher of $BP. (+0,59%) extra if you come on your day off.

Me would times "stock exchange-traded enterprises in the vocational everyday life" from our $UKW (+0%) CEO @MScottInvesting interested

😁

PS. If you want to know how a low earner like me can invest 2 to 3K per month I will tell you a lifehack at the next earnings from me 😁.

Thanks a lot ✌️☺️

#börsengehandelteralltag

getquin Daily Summary 17.10.2022

Hello getquin,

have a nice monday to all of you!

America🌏:

1. Beyond Meat lays off 19% of employees

Beyond Meat plans to cut 19% of its workforce, or about 200 employees, the company said in a regulatory filing Friday. The company also said several executives will be leaving the company. The current layoffs follow initial layoffs in August. The cuts are expected to be completed by the end of the year and aim to be cash flow positive in the second half of 2023.

Read more: https://cnb.cx/3ELNhMo

🟥 $BYND (+9,05%) 13,85€ (🔽 -2,82%)

2. nikola founder Trevor Milton was found guilty

Trevor Milton, the founder and former chief executive officer of electric truck maker Nikola, was found guilty Friday in federal court on three of four counts of fraud for making false statements to inflate the value of Nikola stock. The sentence will be announced Jan. 27.

Read more: https://cnb.cx/3S4gDIR

🟩 $NKLA 3,14€ (🔼 +4,11%)

3. Goldman Sachs plans reorganization

Goldman Sachs chief executive David Solomon is again imposing a major reorganization on the Wall Street house. Central to Solomon's plan is to combine the investment banking and trading businesses into one division. Asset and wealth management are also to be combined.

Read more: https://on.wsj.com/3MCQlwc

🟥 $GS (+0,94%) 312,00€ (🔽 -1,55%)

Asia🌏:

4. U.S. government launches investigations against Samsung, TSMC and Qualcomm.

The USITC will investigate certain semiconductors manufactured by Samsung and TSMC, as well as certain integrated circuits manufactured by Samsung and Qualcomm, after New York-based Daedalus Prime LLC filed a complaint last month.

Read more: https://reut.rs/3yOak5z

🟩 $SMSD (+1,33%) 1.005,00€ (🔼 +0,50%)

🟥 $TSM (+1,22%) 65,80€ (🔽 -0,45%)

🟥 $QCOM (-0,19%) 113,28€ (🔽 -0,93%)

Stocks of the day:

🟩 TOP $NET (-4,06%) 52,37€ (🔼 +12,62%)

👍 Cloudflare shares rise to "Overweight" after Wells Fargo upgrade

🟥 FLOP Borussia Dortmund 3,41€ (🔽 -2,68%)

👎 Defeat against Union Berlin is also punished by investors

🟩 Most searched $UKW (+0%) , 1,67€ (🔼 +3,74%)

🟩 Most traded $TSLA (-2,01%) , 222,40€ (🔼 +2,49%)

🟩 S&P500, 3,677.69 (🔼 +2.64%)

🟩 DAX, 12,654.24 (🔼 +1.74%)

🟩 bitcoin ₿, 19,885.21€ (🔼 +0.50%)

Time: 17:50 CEST

#MarketNews
#MarketNewsUpdate