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07-08 17:00
Spot Market Premiums Surge Up To 30%; PC And Datacenter Buyers Compete For Limited Wafer Output
Spot Market Premiums Surge Up To 30%; PC And Datacenter Buyers Compete For Limited Wafer Output
07-08
U.S. Commerce Dept Clears Full Commercial Rollout; Restricted Preview Limited To Vetted Enterprise Partners For Weeks
U.S. Commerce Dept Clears Full Commercial Rollout; Restricted Preview Limited To Vetted Enterprise Partners For Weeks
07-08
Analysts Split On Cycle Trajectory; Summer Pullback Seen Temporary, Not End Of AI Memory Supercycle
Analysts Split On Cycle Trajectory; Summer Pullback Seen Temporary, Not End Of AI Memory Supercycle
07-07
AI Memory Rally Fully Priced In; Profit-Taking Hits Samsung After Earnings Release
AI Memory Rally Fully Priced In; Profit-Taking Hits Samsung After Earnings Release
07-07
BofA Labels Current Selloff A "Summer Reset", Seasonal Pullback Not An End To AI Upcycle
BofA Labels Current Selloff A "Summer Reset", Seasonal Pullback Not An End To AI Upcycle
07-07
Big Tech’s AI Heavy Capex Erodes Long-Term Profitability; Analysts Flag Unsustainable Earnings Surge
Big Tech’s AI Heavy Capex Erodes Long-Term Profitability; Analysts Flag Unsustainable Earnings Surge
07-07
Boosted by Booming AI HBM Demand, SK Hynix US IPO Draws Fervent Interest From Global Tech Capital
Boosted by Booming AI HBM Demand, SK Hynix US IPO Draws Fervent Interest From Global Tech Capital
07-07
AI Datacenter Expansion Sustains Memory Boom, Samsung Optimistic About Upcoming Quarterly Results
AI Datacenter Expansion Sustains Memory Boom, Samsung Optimistic About Upcoming Quarterly Results
07-07
Booming AI Memory Demand Lifts Samsung’s Q2 Revenue and Profit Well Above Consensus Forecasts
Booming AI Memory Demand Lifts Samsung’s Q2 Revenue and Profit Well Above Consensus Forecasts
07-06
Bank Of Korea Warns On Leveraged ETFs In SK Hynix, Samsung Electronics; Tougher Stance Signals Risk Concerns
Bank Of Korea Warns On Leveraged ETFs In SK Hynix, Samsung Electronics; Tougher Stance Signals Risk Concerns
07-06
Semiconductor Boom Generates Massive Tax Revenue For Korea’s Strategic Fund
Semiconductor Boom Generates Massive Tax Revenue For Korea’s Strategic Fund
07-06
Samsung Electronics Set To Post 18-Fold Operating Profit On July 7; Chip Rally Faces Test
Samsung Electronics Set To Post 18-Fold Operating Profit On July 7; Chip Rally Faces Test
07-06
Goldman Sachs Sees 20% KOSPI Upside, Warns Elevated Volatility But Contained Leverage
Goldman Sachs Sees 20% KOSPI Upside, Warns Elevated Volatility But Contained Leverage
07-06
BOK Issues Tough Warning; Single-Stock Leveraged ETFs Amplify Market Volatility
BOK Issues Tough Warning; Single-Stock Leveraged ETFs Amplify Market Volatility
07-06
AI Mania Overheats, Big Short Burry Sounds Doomsday Alarm
AI Mania Overheats, Big Short Burry Sounds Doomsday Alarm
07-06
Solid Mid-Year Lifts Robotics & AI Semiconductors
Solid Mid-Year Lifts Robotics & AI Semiconductors
07-06
HDD Prices Surge, Storage Boom Continues
HDD Prices Surge, Storage Boom Continues
07-06
AI Labor Narrative Flips, Tech Giants Reverse Prior Displacement Warnings
AI Labor Narrative Flips, Tech Giants Reverse Prior Displacement Warnings
07-06
Chasing AI Demand, Seoul Accelerates Large-Scale Chip Projects
Chasing AI Demand, Seoul Accelerates Large-Scale Chip Projects
07-03
Jim Cramer on Anthropic's Reported Samsung AI Chip Plans: 'We Really Don't Have Anything But a Rumor'
Jim Cramer on Anthropic's Reported Samsung AI Chip Plans: 'We Really Don't Have Anything But a Rumor'
07-03
Pared By Cost, OpenAI And Anthropic Push In-House AI Chips; What’S Driving The Shift Beyond Savings?
Pared By Cost, OpenAI And Anthropic Push In-House AI Chips; What’S Driving The Shift Beyond Savings?
07-03
After Two Quarters Of DRAM Price Surges, Samsung Eyes Another 20% Hike; SK Hynix And Micron May Follow
After Two Quarters Of DRAM Price Surges, Samsung Eyes Another 20% Hike; SK Hynix And Micron May Follow
07-03
High-End Optical Chips Stay In Short Supply, Multiple Headwinds Cool Market Sentiment
High-End Optical Chips Stay In Short Supply, Multiple Headwinds Cool Market Sentiment
07-03
Korea’s Leverage ETFs Quadruple In A Year, Parliament Mulls Tighter Rules
Korea’s Leverage ETFs Quadruple In A Year, Parliament Mulls Tighter Rules
07-03
AI Exodus
AI Exodus
07-03
Semiconductors Slide Two Days Running, Big Tech Moves Shake AI Compute Outlook
Semiconductors Slide Two Days Running, Big Tech Moves Shake AI Compute Outlook
07-03
AI Rally Drives Wealth Gains, Nearly A Million New Millionaires In 2025
AI Rally Drives Wealth Gains, Nearly A Million New Millionaires In 2025
07-03
South Korea Bets Trillions On Storage & Datacenters For AI Boom
South Korea Bets Trillions On Storage & Datacenters For AI Boom
07-03
Analyst Backs Palantir’s Unique AI Edge, Stock Rebounds Sharply
Analyst Backs Palantir’s Unique AI Edge, Stock Rebounds Sharply
07-02
Elon Musk Says Optimus Production Will Be 'Extremely Slow' in the Beginning: 'This is Not Like Making a Car'
Elon Musk Says Optimus Production Will Be 'Extremely Slow' in the Beginning: 'This is Not Like Making a Car'
07-02
Nvidia Starts Taking Cut Of AI Cloud Providers' Revenue; Shifts Beyond Chip Sales To Ecosystem Toll
Nvidia Starts Taking Cut Of AI Cloud Providers' Revenue; Shifts Beyond Chip Sales To Ecosystem Toll
07-02
AI Funds Surge In Q2
AI Funds Surge In Q2
07-02
Musk-Altman Judge Enlists Mediator to Resolve AI Titans’ Battle
Musk-Altman Judge Enlists Mediator to Resolve AI Titans’ Battle
07-02
Meta Compute Spooks Hardware, No Sector Overcapacity
Meta Compute Spooks Hardware, No Sector Overcapacity
07-02
Three AI Bubble Fears Unfounded, GS Bullish On Three Sectors
Three AI Bubble Fears Unfounded, GS Bullish On Three Sectors
07-02
Meta Sells AI Compute; Capitulation Or Strategic Pivot? Wall Street Remains Split
Meta Sells AI Compute; Capitulation Or Strategic Pivot? Wall Street Remains Split
07-02
Top Global Economists Issue Broad Warnings On AI’s Labor, Inflation And Financial Bubble Risks
Top Global Economists Issue Broad Warnings On AI’s Labor, Inflation And Financial Bubble Risks
07-02
FTC Warns Over-Corrected AI Bias Controls May Violate Federal Consumer Protection Rules
FTC Warns Over-Corrected AI Bias Controls May Violate Federal Consumer Protection Rules
07-02
FT: US Negotiates Voluntary Safety Standards For Frontier AI Models With Top Tech Labs
FT: US Negotiates Voluntary Safety Standards For Frontier AI Models With Top Tech Labs
07-02
AI Drives Cloud Spending Up 10.1% This Year
AI Drives Cloud Spending Up 10.1% This Year
07-02
OpenAI Proposes Ceding 5% Stake To U.S. Government
OpenAI Proposes Ceding 5% Stake To U.S. Government
07-02
Monetizing AI Compute, Meta Seizes Inference Cloud Opportunities
Monetizing AI Compute, Meta Seizes Inference Cloud Opportunities
07-02
Meta Enters Compute Cloud; Third-Party GPU Lessors’ Shovel Logic Collapses, Hardware Vendors’ Core Demand Remains Intact
Meta Enters Compute Cloud; Third-Party GPU Lessors’ Shovel Logic Collapses, Hardware Vendors’ Core Demand Remains Intact
07-01
Samsung, SK Hynix Demand Second-Half Substrate Price Cuts; Seek To Roll Back Prior 3–4% Hike
Samsung, SK Hynix Demand Second-Half Substrate Price Cuts; Seek To Roll Back Prior 3–4% Hike
07-01
OpenAI Cuts Inference Costs 50%; Escalates Pricing War While Tightening Secrecy
OpenAI Cuts Inference Costs 50%; Escalates Pricing War While Tightening Secrecy
07-01
Behind Chip Stock Rally: Key Risk Gauge Hits 10-Year Peak
Behind Chip Stock Rally: Key Risk Gauge Hits 10-Year Peak
07-01
Chip Exports Surge Nearly 200% On AI Demand; Korea’s Monthly Exports Top $100B, Hit 50-Year Fastest Growth
Chip Exports Surge Nearly 200% On AI Demand; Korea’s Monthly Exports Top $100B, Hit 50-Year Fastest Growth
07-01
SemiAnalysis Founder: AI Inference Market To Surpass Oil; Space Datacenters Dominate Global Compute By 2040
SemiAnalysis Founder: AI Inference Market To Surpass Oil; Space Datacenters Dominate Global Compute By 2040
07-01
Anthropic Integrates Claude Tag Into Microsoft Teams, Challenging Microsoft Copilot & Reshaping Enterprise SaaS Ecosystem
Anthropic Integrates Claude Tag Into Microsoft Teams, Challenging Microsoft Copilot & Reshaping Enterprise SaaS Ecosystem
07-01
Downside Risks for Chip Rally Hit Highest Level Since 2015
Downside Risks for Chip Rally Hit Highest Level Since 2015
07-01
Bloom Energy & Brookfield Boost AI Power Partnership To $25B
Bloom Energy & Brookfield Boost AI Power Partnership To $25B
07-01
Post-Token Mania Reality: Firms Tighten Budgets As AI Investment Momentum Holds
Post-Token Mania Reality: Firms Tighten Budgets As AI Investment Momentum Holds
06-30
Easing Fears Of An AI Bubble Do Not Stop BIS From Sounding Risk Alarms
Easing Fears Of An AI Bubble Do Not Stop BIS From Sounding Risk Alarms
06-30
South Korea Unveils KRW 800 Trillion Memory Bet; How Big Is The Impact?
South Korea Unveils KRW 800 Trillion Memory Bet; How Big Is The Impact?
06-30
DA Davidson: AI Cycle Valuations Greatly Distorted, Microsoft More Worthy of AI Crown Than Google
DA Davidson: AI Cycle Valuations Greatly Distorted, Microsoft More Worthy of AI Crown Than Google
06-30
VC Paradigm Shift: Benchmark Partner Rolls Out New AI Startup Valuation Model
VC Paradigm Shift: Benchmark Partner Rolls Out New AI Startup Valuation Model
06-30
Anthropic Expands Commercial Push; Claude Lands On Azure, Powered By Nvidia Blackwell
Anthropic Expands Commercial Push; Claude Lands On Azure, Powered By Nvidia Blackwell
06-30
Claude Fully Available on Azure as Anthropic Ramps Commercialization, Powered by NVIDIA Blackwell
Claude Fully Available on Azure as Anthropic Ramps Commercialization, Powered by NVIDIA Blackwell
06-30
AI Limited in Aviation: Honeywell Aerospace Chief Rules Out Cockpit Deployment for Now
AI Limited in Aviation: Honeywell Aerospace Chief Rules Out Cockpit Deployment for Now
06-30
Cost Crunch Changes AI Picks: Businesses Now Favor Cheaper AI Models
Cost Crunch Changes AI Picks: Businesses Now Favor Cheaper AI Models
06-29
AI Data Centers Face “Heat Stress” Test; Insurers, Microsoft And Nvidia Adjust Strategies
AI Data Centers Face “Heat Stress” Test; Insurers, Microsoft And Nvidia Adjust Strategies
06-29
AI Bull Market Faces Looming Risk; Leverage Concerns Extend Beyond Korea Into U.S. Equities
AI Bull Market Faces Looming Risk; Leverage Concerns Extend Beyond Korea Into U.S. Equities
06-29
Samsung, SK Hynix And Micron Face U.S. Class Action Lawsuit; HBM Shift Alleged To Mask DRAM Price Manipulation Claims
Samsung, SK Hynix And Micron Face U.S. Class Action Lawsuit; HBM Shift Alleged To Mask DRAM Price Manipulation Claims
06-29
Micron Secures $100B In Long-Term Deals; Locks Profits While Capping Upside Imagination
Micron Secures $100B In Long-Term Deals; Locks Profits While Capping Upside Imagination
06-29
AI Arms Race Hits Crossroads; Goldman Warns “Payers” Face Valuation Stretch While “Receivers” Still See Upside
AI Arms Race Hits Crossroads; Goldman Warns “Payers” Face Valuation Stretch While “Receivers” Still See Upside
06-26
Micron Results Lead BofA: Memory Supercycle May Extend to 2030
Micron Results Lead BofA: Memory Supercycle May Extend to 2030
06-26
Micron Becomes Next Nvidia, Reshaping AI Competition
Micron Becomes Next Nvidia, Reshaping AI Competition
06-25
Micron Earnings Surge, SK Hynix IPO Draws Strong Demand; Memory Chips Emerge As AI Hotspot
Micron Earnings Surge, SK Hynix IPO Draws Strong Demand; Memory Chips Emerge As AI Hotspot
06-25
An AI Price War Could Steal The Thunder From Pending Anthropic, OpenAI IPOs
An AI Price War Could Steal The Thunder From Pending Anthropic, OpenAI IPOs
06-24
Qualcomm Accelerates Shift Beyond Smartphones; Reportedly In Talks With ByteDance On Custom Chip Design Services
Qualcomm Accelerates Shift Beyond Smartphones; Reportedly In Talks With ByteDance On Custom Chip Design Services
06-24
Anthropic’S Mythos Model Uncovers US Intelligence Vulnerabilities Within Hours; Demonstrates Potent Cyber Defense And Offense Capabilities
Anthropic’S Mythos Model Uncovers US Intelligence Vulnerabilities Within Hours; Demonstrates Potent Cyber Defense And Offense Capabilities
06-24
Goldman Sachs Sees Strong Earnings Outweighing Valuation Concerns In AI Boom; Volatility Rising Before Cycle Peak
Goldman Sachs Sees Strong Earnings Outweighing Valuation Concerns In AI Boom; Volatility Rising Before Cycle Peak
06-24
SoftBank’s Son Calls AI Bubble Talk Blasphemy Against Artificial Intelligence
SoftBank’s Son Calls AI Bubble Talk Blasphemy Against Artificial Intelligence
06-24
Anthropic and OpenAI’s Killer App Might Not Be Enough
Anthropic and OpenAI’s Killer App Might Not Be Enough
06-24
Anthropic launches Claude Tag in Slack with plans for wider rollout
Anthropic launches Claude Tag in Slack with plans for wider rollout
06-24
AI Demand Secure Till 2028: No Memory Glut, Semiconductor Equipment to Boom
AI Demand Secure Till 2028: No Memory Glut, Semiconductor Equipment to Boom
06-24
Top AI Large Model Companies Shift From Blind Scale Growth To Profitability, Ushering In A New Earnings Era
Top AI Large Model Companies Shift From Blind Scale Growth To Profitability, Ushering In A New Earnings Era
06-24
Wall Street Ends Lower On Semiconductor Selloff As AI Spending Concerns Mount
Wall Street Ends Lower On Semiconductor Selloff As AI Spending Concerns Mount
06-24
Goldman Sachs Lifts Global AI Server Demand Outlook, Raises ASIC Proportion; Cloud Giants Boost Capex Driven By Costly Memory & Strong AI Demand
Goldman Sachs Lifts Global AI Server Demand Outlook, Raises ASIC Proportion; Cloud Giants Boost Capex Driven By Costly Memory & Strong AI Demand
06-24
South Korea's Government Discussing Major New Chip Investments With Samsung, SK Hynix
South Korea's Government Discussing Major New Chip Investments With Samsung, SK Hynix
06-24
Goldman Sachs Reassesses AI Investment Frenzy: Strong Earnings to Outweigh Valuation Concerns Until Cycle Peaks, with Volatility Set to Rise
Goldman Sachs Reassesses AI Investment Frenzy: Strong Earnings to Outweigh Valuation Concerns Until Cycle Peaks, with Volatility Set to Rise
06-24
Advanced Micro Devices (AMD) Stock Could Be 15.5% Overvalued As AI Growth Questions Build
Advanced Micro Devices (AMD) Stock Could Be 15.5% Overvalued As AI Growth Questions Build
06-23
Doomsday Call from Wall Street Bears: AI Rally Fading, U.S. Market Facing 30%-50% Slump After Q3 Peak, Treasury Crisis May Trigger YCC and Private Credit Meltdown
Doomsday Call from Wall Street Bears: AI Rally Fading, U.S. Market Facing 30%-50% Slump After Q3 Peak, Treasury Crisis May Trigger YCC and Private Credit Meltdown
06-23
Micron, Anthropic Sign AI Infrastructure Supply Agreement
Micron, Anthropic Sign AI Infrastructure Supply Agreement
06-23
Three Ways Trump Could Get A Stake In AI Firms For The US
Three Ways Trump Could Get A Stake In AI Firms For The US
06-22
Strategic Metals Rally on Combined AI Demand & Policy Backing, Investment Prospects Stand Out
Strategic Metals Rally on Combined AI Demand & Policy Backing, Investment Prospects Stand Out
06-22
Massive $1192B Capital Rush into U.S. Equities — AI Rally Gathers Greater Momentum
Massive $1192B Capital Rush into U.S. Equities — AI Rally Gathers Greater Momentum
06-22
BofA Warns: AI Bubble Flashes Historic Danger Signals
BofA Warns: AI Bubble Flashes Historic Danger Signals
06-17
Cash Burn and Revenue Triple in Lockstep: OpenAI's Q1 Numbers Expose the AI Profitability Bind
Cash Burn and Revenue Triple in Lockstep: OpenAI's Q1 Numbers Expose the AI Profitability Bind
06-16
Micron's stock takes off! A Wall Street bank makes a bold call: "memory will top 70% of the market!"
Micron's stock takes off! A Wall Street bank makes a bold call: "memory will top 70% of the market!"
06-16
First time in five years! Nvidia joins the "AI debt-raising rush"...
First time in five years! Nvidia joins the "AI debt-raising rush"...
06-10
Anthropic Flexes Before IPO: Fable 5 Unleashes Mythos-Class AI With Safety Guardrails
Anthropic Flexes Before IPO: Fable 5 Unleashes Mythos-Class AI With Safety Guardrails
06-10
Is Apple's AI Underpriced? New Siri Could Be the Ultimate Upgrade Engine
Is Apple's AI Underpriced? New Siri Could Be the Ultimate Upgrade Engine
06-09
New Siri, Falling Stock — Wall Street Unconvinced by Apple's AI Play
New Siri, Falling Stock — Wall Street Unconvinced by Apple's AI Play
06-08
Secret Talks, Forced Exit, Gemini Gamble — Will New Siri Save Cook's Legacy?
Secret Talks, Forced Exit, Gemini Gamble — Will New Siri Save Cook's Legacy?
06-08
Nvidia & Doosan Expand AI Partnership: Robots, Factories, Physical AI
Nvidia & Doosan Expand AI Partnership: Robots, Factories, Physical AI
06-08
Cook's Final WWDC: Apple's Big AI Reveal Tonight — Beyond Siri
Cook's Final WWDC: Apple's Big AI Reveal Tonight — Beyond Siri
06-08
Goldman: AI Rally Has Froth, but Not at Historic Bubble Extremes
Goldman: AI Rally Has Froth, but Not at Historic Bubble Extremes
06-08
AI Rally Fuels Bubble Fears — Goldman Says Enthusiasm Still Short of Historic Peaks
AI Rally Fuels Bubble Fears — Goldman Says Enthusiasm Still Short of Historic Peaks
06-08
Nvidia & SK Hynix Lock In Multi-Year Memory Deal — Huang: Shortages to "Last a Long Time"
Nvidia & SK Hynix Lock In Multi-Year Memory Deal — Huang: Shortages to "Last a Long Time"

User Discussion

avatarEnson78
07-09 08:59
This guy just want to cover his axx. AI development just in junior to mid lever. Not even middle stage yet. AI software will improve alot this two year. After that will slow down, it is just started. This guy just investors not doing any AI involvement. 
AI Mania Overheats, Big Short Burry Sounds Doomsday Alarm
avatarEnson78
07-09 08:53
Bullshit. Only three years later or even more year doom will come. AI robot will improve alot this two year. Only after two year will slow down.
AI Mania Overheats, Big Short Burry Sounds Doomsday Alarm
Sell sell. 
Anthropic’S Mythos Model Uncovers US Intelligence Vulnerabilities Within Hours; Demonstrates Potent Cyber Defense And Offense Capabilities