AI chips
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financeKOSPI Index Rebounds 4% Driven by Samsung and SK Hynix
South Korean stocks rebound sharply as chip giants Samsung and SK Hynix stabilize the KOSPI index post-selloff.
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cryptoNvidia's AI Chips Command 50% Premium in China's Black Market
Nvidia's advanced AI processors surging in China's black market reflect extraordinary demand, indicating structural rather than speculative interest.
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techCerebras Systems Reports Mixed Q1 Results Post-IPO; Shares Drop
Cerebras Systems announces Q1 earnings, surpassing revenue expectations but disappointing on earnings, against a challenging AI chip market.
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financeCerebras Reports Near Doubling of Revenue Post-IPO
Cerebras Systems reports a significant revenue increase, fueled by soaring demand for AI processing capabilities.
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financeBernstein Raises AMD Price Target to $600 on AI Growth Outlook
Bernstein analyst Stacy Rasgon raises AMD price target to $600, citing accelerating AI chip demand and projected earnings growth through fiscal year 2028.
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cryptoUS Shelves Blacklisting Over 100 Chinese Tech Firms to Cool Tensions
Washington delays adding AI developer DeepSeek and chipmaker CXMT to its trade restriction list, prioritizing diplomacy with Beijing over immediate escalation.
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techByteDance Pivots from Nvidia, Negotiates for 50,000 AI Chips from Iluvatar CoreX
ByteDance is in talks to acquire over 50,000 AI GPUs from Shanghai-based Iluvatar CoreX, marking a strategic pivot toward domestic chip ecosystems amid tightening US export controls.
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financeGlobal Banks Restrict Hedge Fund Leverage on Samsung and SK Hynix AI Bets
Prime brokers are curbing leverage for hedge funds betting on Samsung and SK Hynix as concentrated AI chip exposure and leveraged ETF volume create systemic market risks.