AI’s Hype Men Face a Credibility Test as Investors Demand Delivery
Technology

AI’s Hype Men Face a Credibility Test as Investors Demand Delivery

From Elon Musk’s slipping timelines to Google’s DeepMind shake-up and safety lapses at frontier labs, the AI industry is...

Eitan Shapiro 👁 45 💬 0
Morgan Stanley Predicts 25% Memory Price Jump, Chip Stocks Rally
Markets

Morgan Stanley Predicts 25% Memory Price Jump, Chip Stocks Rally

A Morgan Stanley analyst says memory chip prices will surge at least 25% in Q3, fueling a rebound in Micron, Sandisk and...

Yael Ben-David 👁 54 💬 0
SK Hynix Record Quarter Misses Lofty AI Forecasts, Shares Tumble 15%
Companies

SK Hynix Record Quarter Misses Lofty AI Forecasts, Shares Tumble 15%

SK Hynix posted record Q2 revenue and profit but fell short of sky-high analyst estimates, reigniting fears of a slowdow...

Declan Byrne 👁 59 💬 0
Dow Surges 600 Points as Investors Abandon Chips; Consumer Confidence Misses
Markets

Dow Surges 600 Points as Investors Abandon Chips; Consumer Confidence Misses

A sharp rotation out of semiconductor shares pushed the Dow up more than 600 points while the Nasdaq clawed back losses....

Yael Ben-David 👁 40 💬 0
China's CXMT IPO and AI Spending Fears Deepen Chip Stock Rout
Markets

China's CXMT IPO and AI Spending Fears Deepen Chip Stock Rout

Semiconductor stocks extend losses as Chinese memory maker CXMT's blockbuster debut and doubts over AI data-center retur...

Yael Ben-David 👁 47 💬 0
After 50% Crash, SK Hynix Trades at 4.5 Forward P/E — Is the Memory Cycle Misread?
Companies

After 50% Crash, SK Hynix Trades at 4.5 Forward P/E — Is the Memory Cycle Misread?

SK Hynix stock plunged nearly 50% after a fourfold rally, compressed to a forward P/E of 4.5. But wafer-capacity math an...

Declan Byrne 👁 71 💬 0
Kospi Plunges Over 10% as Chip Stocks Crater on China AI Competition Fears
Markets

Kospi Plunges Over 10% as Chip Stocks Crater on China AI Competition Fears

South Korea's Kospi index suffered its sharpest one-day drop in years after Samsung and SK Hynix shares tumbled, trigger...

Yael Ben-David 👁 49 💬 0
South Korea’s KOSPI Plunges 7.4% as Global Chip Selloff Intensifies; Japan’s Nikkei Tumbles Over 3%
Markets

South Korea’s KOSPI Plunges 7.4% as Global Chip Selloff Intensifies; Japan’s Nikkei Tumbles Over 3%

A sharp selloff in semiconductor stocks, fueled by AI spending worries and rising Chinese competition, sent South Korea’...

Yael Ben-David 👁 43 💬 0
$950 Billion AI Chip Bonanza Fails to Rally SK Hynix, Samsung Shares
Technology

$950 Billion AI Chip Bonanza Fails to Rally SK Hynix, Samsung Shares

SK Hynix and Samsung signed supply deals worth $950 billion with Nvidia and Broadcom for AI memory chips, yet both stock...

Eitan Shapiro 👁 33 💬 0