CXMT will not catch up to incumbents SK Hynix, Samsung and Micron 'anytime soon': Analyst

Rolf Bulk, Head of Semiconductor & Infrastructure Equity Research at Futurum, says that CXMT's chip performance is "around ...

DFI Retail Group Chief Executive on appealing to cost-consciousness consumers

Scott Price, Group Chief Executive of DFI Retail Group, discusses the group's latest earnings and how their business strategy ...

Fed unlikely to cut rates as ‘letting inflation run away’ is a bigger risk: Strategist

State Street Markets’ Daniel Gerard explains how controlling inflation is important for the liquidity-driven bond and equity ...

Deutsche Bank CFO: Feel good about being European option for AI deals

Raja Akram, CFO at Deutsche Bank, speaks to CNBC's Annette Weisbach on half-year earnings, and discusses how he 'feels good' ...

Localized demand shields China AI from global semiconductor volatility: Morgan Stanley

Morgan Stanley's Laura Wang says China’s AI sector is outperforming global peers as "tech localization" and domestic ...

Offshore customers will determine China's DUV competitiveness: Analyst

Daniel Heyler, Founder and CEO of Revelstoke Advisors, says that China's reported DUV lithography machine manufacturing will ...

India's valuation reset: Why investors are revisiting the market

Anand Gupta, Lead Portfolio Manager of India Equity at Allianz Global Investors, says India's valuation shifts are due to ...

CXMT is a 'long-term play', company will be 'much bigger' in two years: Analyst

David Riedel of Riedel Research Group says China will "pull out all the stops" to challenge ASML in the chipmaking equipment ...

Standard Chartered CFO: Wealth and global banking drivers of strong results

Manus Costello, the CFO of Standard Chartered speaks to CNBC's Europe Early Edition about half-year earnings, the impact of ...
CNBC

UBS CEO says the AI pullback is healthy — but there’s a bigger risk investors should watch

UBS CEO Sergio Ermotti said the bank benefitted from "strong momentum" during the second quarter, as pre-tax profits rose to $3.6 billion. He warned of "temporary headwinds" arising from ongoing ...

Strong domestic demand and policy stimulus will support China's AI growth: UBS

UBS’ Thomas Fang discusses China's AI ambitions and progress. He highlights that the growing interest from global investors ...

Iran launches surprise ballistic missile attack on U.S. forces in the Middle East

Iran targeted American forces in the Middle East with ballistic missiles late Tuesday stateside, U.S. Central Command said, raising tensions in the region again after the warring sides had briefly ...