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Temasek investment plans lift Samsung, SK Hynix and KOSPI (SKHY:NASDAQ)
Shares of Samsung Electronics (SSNLF) and SK Hynix (SKHY) rallied about 8% in South Korea on Wednesday after a local media report said Singapore
Enterprises focused on ROI, but AI spending remains strong: UBS
UBS said enterprises are optimizing AI tokens for better ROI while spending stays strong.
Texas moratorium on data centers puts 20% of U.S. pipeline at risk of delay - Bloomberg NEF
The moratorium on Texas data center grid interconnections places 20% of the total US data center pipeline at risk of delay, Bloomberg NEF analysts said.
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16 out of 16 technology stocks deliver EPS wins this week: Earnings Scorecard
Tech sector earnings recap: Palantir, AMD and Sandisk results, beats and guidance moves, plus next weekâs AMAT, Cisco and Coherent reportsâread now.
AMD earnings: Sky-high expectations leave little room for missteps (AMD:NASDAQ)
AMD Q2 earnings Aug. 4: AI chip demand, data center growth, MI400 updates and valuation risks.
Core Scientific lands AMD AI deal as bitcoin mining operation winds down
The deal accelerates Core Scientific’s pivot from bitcoin mining toward AI data centers, following the termination of its ASIC agreement with Block.
Live markets: Bitcoin trades above $65,000 as Alphabet's bigger AI bill props up the chip trade
Alphabet beat on revenue but raised its AI spending forecast again, sending its stock lower after hours. For the chip complex bitcoin tracks, more spending is the bullish read.
Cathie Woodâs ARK Invest adds another $57M to SpaceX, sells $39M stake in AMD
athie Woodâs ARK Investâs largest purchase by value during July 13-17 was Elon Muskâs Space Exploration Technologies (SPCX), with the firm acquiring about $56.9M worth of shares. The purchase marked ARKâs biggest allocation of the week,
Catalyst watch: Farnborough Air Show, Tesla earnings, AMD AI event, and Samsung reveals (SPY)
Catalyst Watch: key earnings, dividends, IPOs, macro data, and events that could move stocks next weekâplan your trades and stay ahead of volatility.
TSMC plans additional $100B U.S. investment: report (TSM:NYSE)
TSMC plans an extra $100B to expand U.S. chipmaking to 10 fabs, adding 2nm capacity under a U.S.-Taipei deal.
Biggest stock movers Thursday: AI chip stocks, WEN, HTZ, and more (MU:NASDAQ)
U.S. stock futures rise on Micron earnings beat as markets await May inflation data.
SK Hynix targets $29.4B raise in historic U.S. listing (HXSCL:OTCMKTS)
SK Hynix plans a $29.4B ADR listing to fund AI memory capacity as HBM demand surges.
Taiwan launches combat readiness drill as military adapts to rising China tensions (PPA:NYSEARCA)
Taiwan launches a 5-day combat readiness drill as China steps up activityâwhat it means for markets, defense spending and semiconductor supply chains.
