Featured
Lead report
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
Super Micro targets $65B-$72B FY 2027 revenue as it guides Q1 sales of $14.5B-$15.5B (NASDAQ:SMCI)
SMCI Q4 FY2026 earnings call recap: record revenue, $60B+ orders, AI mix, margin surge and FY2027 outlook ($65B-$72B).
Enterprises focused on ROI, but AI spending remains strong: UBS
UBS said enterprises are optimizing AI tokens for better ROI while spending stays strong.
More Related Articles
Samsung P/E premium over SK Hynix set to rise on HBM share gains (SSNLF:OTCMKTS)
Samsungâs P/E premium vs SK Hynix may rebound as it regains HBM market share, UBS says.
Cathie Wood loads up SpaceX, AI infra names, continues trimming Roblox, Palantir (ARKK:BATS)
Ark Investâs August trades: big buys in SpaceX, Circle, Coinbase, AI/cloud playsâand major sales in Roblox, Shopify, Palantir.
Goldman Sachsâ Pasquariello sees bull market continuing despite post-Labor Day risks
Goldmanâs Tony Pasquariello sees postâLabor Day stock market volatility, but strong S&P 500 earnings and cleaner positioning support the bull trendâread...
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.
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.
Nvidia to fund up to $3B in Blackstone-backed power firm (NVDA)
Nvidia (NVDA) plans to invest up to $3B in Lancium, an energy infrastructure company backed by private equity firm Blackstone (BX). Read more here.
Google pulls AI feature after users create fake satellite images (GOOGL:NASDAQ)
Google paused a new AI feature in Google Earth after it created realistic fake satellite images.
Nvidia âhell bentâ on holding support with key technical indicators up â analyst (NVDA:NASDAQ)
Nvidia (NVDA) defends key $190-$192 support as 200-day MA and Fibonacci levels converge; plus OpenAI data-center backstop talks.
Nvidia in focus as Wedbush sees impact of rising memory prices widening (NVDA:NASDAQ)
Nvidiaâs Vera Rubin GPUs may ship with less memory as prices surge, while consumer GPU prices jump 20â30%.
Nasdaq futures slide on global tech weakness; earnings in focus (SPX:) (SPX:) (SPX:)
Mixed stock index futures: Nasdaq slips as global tech weakens ahead of Amazon, Apple, Meta & Microsoft earnings plus key economic dataâread now.
Evercoreâs AI FOMO barometer not signaling excessive speculation from AI investments (SP500:)
Evercore ISI targets S&P 500 at 7,750 and says AI speculation is muted.
Nvidia, SK Group ink $500B collab amid Korea
SK Group and Nvidia (NVDA) have expanded their collaboration with an over $500B initiative spanning AI data centers and next-generation memory.
Nvidia said to be in talks on $250B backstop for OpenAI data center (OPENAI:Private)
Nvidia is reportedly in talks to backstop $250B for OpenAIâs Ohio data-center projectâpotentially a $500B AI buildout.
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.
Biggest stock movers Wednesday: SMCI, DYN, OKLO, and more (NASDAQ:PEGA)
Stock futures slip as Tesla and Alphabet earnings loom.
Nebius rises as Nvidia discloses 9.3% stake (NBIS:NASDAQ)
Nebius (NBIS) shares rose after Nvidia (NVDA) disclosed a 9.3% stake.
CuspAI: Nvidia, Meta join Bezos-backed alliance for chipmaking materials (AMZN:NASDAQ)
CuspAIâs AI Materials Foundry unites Nvidia, Meta & Hyundai to accelerate chipmaking materials.
Oppenheimerâs âbest of the bestâ momentum list: NVDA, LRCX and more
Oppenheimerâs momentum screen flags top Buy-rated Outperform stocks like Nvidia and Lam Research using MO scores from risk-adjusted returns.
Iran says itâs suspending ceasefire commitments with U.S.
Iran says it is suspending all commitments reached with the U.S. under the Islamabad Memorandum of Understanding a month ago. Read more here.
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.
3 things to look out for on Friday
U.S. equities closed lower on Thursday, as the S&P 500 and Nasdaq Composite retreated from the previous sessionâs gains amid broad weakness across global technology shares.
