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Tech shares in focus as investors eye latest filings from funds

FACTBOX-Tech shares in focus as investors eye latest filings from funds Recasts top of story, adds Bridgewater Associates and Soros Fund Management By Carolina Mandl and David Randall NEW YORK, Aug 14 (Reuters) - Tech stocks once again grabbed the attention of the world's biggest funds in the second quarter, regulatory filings showed, as the S&P 500 .SPX rallied to a series of record highs that preceded more recent turmoil in U.S.
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Tech stocks in focus as investors eye latest filings from funds

FACTBOX-Tech stocks in focus as investors eye latest filings from funds Updates with Light Street, Maverick By Carolina Mandl and David Randall NEW YORK, Aug 14 (Reuters) - Investors are watching quarterly filings on Wednesday to get a glimpse at how some of the world’s biggest money managers were positioned at the end of the second quarter, a period marked by a series of record highs in the S&P 500 that preceded more recent turmoil in U.S.
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Tech stocks in focus as investors eye latest filings from funds

FACTBOX-Tech stocks in focus as investors eye latest filings from funds Updates with more funds By Carolina Mandl and David Randall NEW YORK, Aug 14 (Reuters) - Investors are watching quarterly filings on Wednesday to get a glimpse at how some of the world’s biggest money managers were positioned at the end of the second quarter, a period marked by a series of record highs in the S&P 500 that preceded a more recent bout of turmoil in U.S.
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Tiger Global Reports Stake In Qualcomm; Cuts in Zoominfo Technologies

BRIEF-Tiger Global Reports Stake In Qualcomm; Cuts in Zoominfo Technologies Aug 14 (Reuters) - TIGER GLOBAL MANAGEMENT LLC REPORTS SHARE STAKE OF 1.86 MILLION SHARES IN QUALCOMM INC - SEC FILING TIGER GLOBAL MANAGEMENT LLC CUTS SHARE STAKE IN ZOOMINFO TECHNOLOGIES BY 19.2% TO 9.36 MILLION SHARES - SEC FILING TIGER GLOBAL MANAGEMENT LLC - CHANGE IN
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AI PCs made up 14% of quarterly personal computer shipments, Canalys says

AI PCs made up 14% of quarterly personal computer shipments, Canalys says Aug 13 (Reuters) - AI PCs accounted for 14% of all personal computers shipped in the second quarter with Apple AAPL.O leading the way, research firm Canalys said on Tuesday, as added artificial intelligence capabilities help reinvigorate demand. WHY IT'S IMPORTANT PC providers and chipmakers have pinned high hopes on devices that can perform AI tasks directly on the system, bypassing the cloud, as the industry slowly emerg
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India's L&T Semiconductor to sign first clients by September, CEO says

India's L&T Semiconductor to sign first clients by September, CEO says By VarunVyas Hebbalalu BENGALURU, Aug 13 (Reuters) - India's L&T Semiconductor Technologies will sign contracts with six automobile companies by the end of September, making them its first clients, the company's chief executive said on Tuesday. The total value of the contracts is $150 million per year, CEO Sandeep Kumar told Reuters in an interview.
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Dated alerts from Evercore ISI on 10 companies withdrawn

ADVISORY-Dated alerts from Evercore ISI on 10 companies withdrawn Aug 12 (Reuters) - The alerts on Evercore ISI's price target action on 10 companies are dated and have been withdrawn. There will be no substitute. These companies are: Allegro MicroSystems ALGM.O , Arm ARM.O , KLA KLAC.O , Micron MU.O , Nova NVMI.O , ON Semiconductor ON.O , Impinj PI.O , Qualcomm QCOM.O , Teradyne TER.O and Texas Instruments TXN.O .
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Qualcomm Says Entered Into Credit Agreement For $4.0 Bln For Senior Unsecured Revolving Loans

BRIEF-Qualcomm Says Entered Into Credit Agreement For $4.0 Bln For Senior Unsecured Revolving Loans Aug 9 (Reuters) - Qualcomm Inc QCOM.O : QUALCOMM -ON AUG 8, ENTERED INTO CREDIT AGREEMENT FOR $4.0 BILLION FOR SENIOR UNSECURED REVOLVING LOANS WHICH WILL MATURE ON AUGUST 8, 2029 QUALCOMM -TERMINATED ALL REMAINING COMMITMENTS OF LENDERS UNDER EXISTI
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Slumping US tech stocks tempt some buyers to brave rocky market

ANALYSIS-Slumping US tech stocks tempt some buyers to brave rocky market Nasdaq 100 down over 13% from July record high Tech sector's valuation remains above 10-year average Economic concerns may boost case for megacap stocks By Lewis Krauskopf NEW YORK, Aug 8 (Reuters) - Investors are tiptoeing back into shares of U.S. tech stocks following a sharp tumble, even as some still-elevated valuations threaten to punish dip buyers if markets stumble again.
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Chipmaker stocks plummet on U.S. recession fears

BUZZ-Chipmaker stocks plummet on U.S. recession fears ** Shares of chipmakers tumble premarket as investors shun risk globally on U.S. recession fears ** Many AI beneficiary semiconductors stocks, which powered U.S. stocks to record levels this year, are leading declines on Monday ** Nasdaq 100 NQcv1 down 4.6% and S&P futures EScv1 falls 2.5% ** Shares of largest chipmaker Nvidia NVDA.O fall 10% after report of delay in launch of its AI chip ** No.2 U.S.
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U.S. STOCKS Intel, Guardant, Ventas

BUZZ-U.S. STOCKS ON THE MOVE-Intel, Guardant, Ventas Eikon search string for individual stock moves: STXBZ The Day Ahead newsletter: https://refini.tv/3LI4BU7 The Morning News Call newsletter: https://refini.tv/3dKUyB8 The Nasdaq Composite was on track to fall into a correction in a Wall Street battering after Friday's weak jobs numbers deepened worries of a slowdown in the U.S.
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U.S. STOCKS Morgan Stanley, Intel, Guardant

BUZZ-U.S. STOCKS ON THE MOVE-Morgan Stanley, Intel, Guardant Eikon search string for individual stock moves: STXBZ The Day Ahead newsletter: https://refini.tv/3LI4BU7 The Morning News Call newsletter: https://refini.tv/3dKUyB8 The Nasdaq Composite was set to plunge into a correction on Friday, falling more than 10% from its July peak after weak employment numbers aggravated worries of a slowdown in the U.S.
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U.S. STOCKS Intel, Nvidia, Chevron

BUZZ-U.S. STOCKS ON THE MOVE-Intel, Nvidia, Chevron Eikon search string for individual stock moves: STXBZ The Day Ahead newsletter: https://refini.tv/3LI4BU7 The Morning News Call newsletter: https://refini.tv/3dKUyB8 Wall Street's main indexes were poised to slump at the open on Friday after weak employment numbers exacerbated worries of a slowdown in the U.S.
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Wall St set to fall at open after weak jobs data; Amazon, Intel tank

US STOCKS-Wall St set to fall at open after weak jobs data; Amazon, Intel tank For a Reuters live blog on U.S., UK and European stock markets, click LIVE/ or type LIVE/ in a news window US job growth misses expectations; unemployment rate rises Bets up on a half-percentage-point Fed rate cut in September Chevron down after Q2 profit miss Futures down: Dow 1.17%, S&P 500 1.69%, Nasdaq 2.49% Updated at 8:46 a.m.
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U.S. STOCKS MercadoLibre, DoorDash, Coinbase

BUZZ-U.S. STOCKS ON THE MOVE-MercadoLibre, DoorDash, Coinbase Eikon search string for individual stock moves: STXBZ The Day Ahead newsletter: https://refini.tv/3LI4BU7 The Morning News Call newsletter: https://refini.tv/3dKUyB8 Futures fell sharply on Friday after Amazon and Intel presented downbeat forecasts as concerns over the health of the U.S.
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Futures drop after dismal Amazon, Intel forecasts; jobs data in focus

US STOCKS-Futures drop after dismal Amazon, Intel forecasts; jobs data in focus For a Reuters live blog on U.S., UK and European stock markets, click LIVE/ or type LIVE/ in a news window Amazon slides after posting revenue forecasts below estimates Intel tumbles on downbeat Q3 revenue forecast Chevron down after Q2 profit miss Block rises after annual forecast uplift Futures down: Dow 0.88%, S&P 500 1.03%, Nasdaq 1.52% Updated at 6:56 a.m.
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Rethinking recession risks and AI, markets take fright

MORNING BID AMERICAS-Rethinking recession risks and AI, markets take fright A look at the day ahead in U.S. and global markets from Mike Dolan August looks anxious already - as stock markets take fright at Big Tech earnings and start to reconsider 'hard landing' scenarios for the world economy just as central banks ease and bond yields plummet. It's been a frantic week's trading in all corners of the financial world.
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Futures slide as Amazon, Intel forecasts disappoint; jobs data awaited

US STOCKS-Futures slide as Amazon, Intel forecasts disappoint; jobs data awaited For a Reuters live blog on U.S., UK and European stock markets, click LIVE/ or type LIVE/ in a news window Futures down: Dow 0.57%, S&P 500 0.96%, Nasdaq 1.58% Aug 2 (Reuters) - U.S. index futures fell sharply on Friday following downbeat forecasts from Amazon and Intel, with investors awaiting a crucial jobs report for further clues on the labor market amid lingering concerns over an economic slowdown.
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US chip stocks fall after Intel's downbeat rev forecast, dividend suspension

BUZZ-US chip stocks fall after Intel's downbeat rev forecast, dividend suspension ** Shares of U.S. chip stocks fall in premarket trading after Intel INTC.O suspends dividend, plans to cut 15% of workforce ** The chipmaker also forecasts Q3 revenue between $12.5-$13.5 bln, while analysts were expecting $14.35 bln - LSEG data ** INTC's downbeat forecast sent its shares down 22% in premarket trading ** Networking chipmakers Broadcom AVGO.O and Marvel Technology MRVL.O slide 1.9% and 1.5%, respecti
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China's stuttering recovery darkens global corporate growth outlook

ANALYSIS-China's stuttering recovery darkens global corporate growth outlook By Medha Singh Aug 2 (Reuters) - Global burger chains to car manufacturers are increasingly feeling the pinch from a faltering recovery in the world's No. 2 economy , China, and are strapping in for a bumpy ride ahead. A protracted downturn in the property market and high levels of job insecurity have knocked the wind out of a fragile recovery in China, a global trading powerhouse, and the effects of its slowdown can be
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