AI
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Huge SK Hynix sell-off. Has the AI bubble just burst? A bargain or a return to reality?
The rise in stock prices on the exchanges, driven by artificial intelligence, resembled an uncompromising, hands-off ride on the world’s…
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Memory as the Foundation of Modern Cars. Micron and General Motors Sign Strategic Agreement
Micron and General Motors have entered into a long-term agreement for the supply of semiconductor memory used in the American…
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AI Can Improve Your Trading – But It Shouldn’t Replace Your Judgment
Artificial Intelligence has become one of the most powerful tools available to traders. From analysing large volumes of market data…
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Will the AI boom force Apple to use memory chips on the Pentagon’s “blacklist”?- A U.S. senator responds
Apple (AAPL.US) has found itself at the center of a serious geopolitical and regulatory dispute—the company is actively lobbying the…
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What’s Next for the AI Play?
Despite momentary optimism, driven by Micron’s strong quarterly results, the majority of semiconductor companies and nearly all hyperscalers closed the…
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AI Power Stocks Could Be a Once-in-a-Generation Trade. Start With the Companies Behind Every Data Center.
When people think of AI, they usually default to the big names like Nvidia (NVDA), AMD (AMD), Broadcom (AVGO), and Marvell (MRVL). The chip producers, the…
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29 Billion Dollars for AI. SK Hynix Opens a New Chapter in the Semiconductor Market
At first glance, the news that SK Hynix plans to raise around 29 billion dollars through a U.S. ADR offering…
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Will Palantir keep declining? Michael Burry weighs in.
Michael Burry, the investor known for correctly predicting the subprime crisis, has pointed to a further deterioration in Palantir’s situation.…
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Meta CEO Zuckerberg directs development of standalone prediction markets app ‘Arena’
Mark Zuckerberg has reportedly tasked a Meta team with developing Arena, a prediction markets app modeled after Polymarket and Kalshi.…
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Is Tech Turning Sour For Markets?
In recent weeks, a clear deterioration in the condition of technology companies has been visible, with the exception of semiconductor…
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