Nvidia is looking more like the central bank of AI
Nvidia made its fortune selling the AI boom. Now it’s helping finance the next chapter. Nvidia (NVDA) shares…
Opinion: The Best AI Memory Stock to Buy Isn’t Micron or Sandisk — It’s This Korean Giant
The artificial intelligence (AI) memory supercycle has transformed semiconductor investing, fueled by explosive demand for high-bandwidth memory (HBM)…
Asian chip stocks slide as China competition fears rattle AI trade
By Heekyong Yang and Gregor Stuart Hunter SEOUL/SINGAPORE, July 28 (Reuters) – Asian semiconductor stocks tumbled on Tuesday,…
Warren Buffett’s Successor, Greg Abel, Tripled Berkshire’s Stake in This Megacap AI Stock (Hint: Not Apple)
Under Warren Buffett, Berkshire Hathaway built a substantial stake in Apple. It still ranks as the company’s largest…
AI Is Keeping DRAM Prices High — Here’s Exactly When the Market Finally Loosens Up
Quick Read HBM will consume 30% of total DRAM wafer capacity by 2027, leaving supply able to meet…
‘Earnings need to be strong’: Wall Street assesses next catalyst for AI trade
Wall Street will need strong earnings to shake off recent market jitters around AI. This season is expected…
Price Hikes Trigger Smartphone Sales Slump
Global smartphone sales dropped to their lowest second-quarter level in 13 years as manufacturers passed on to consumers…
SK Hynix cashes in on AI boom with historic Nasdaq listing
SK Hynix’s American Depositary Receipts will begin trading on the Nasdaq on Friday in the largest-ever US listing…
Why the AI Boom Is About to Break the U.S. Power Grid
The American power grid is about to fail the most important industry it has ever been asked to…
AI’s Next Bottleneck Isn’t Compute
SAN JOSE, CALIFORNIA – MARCH 16: Nvidia’s CEO Jensen Huang speaks during a keynote address at Nvidia’s GTC…
Samsung flags 19-fold jump in profit, but shares slump on jitters AI boom may stall
By Heekyong Yang, Hyunjoo Jin and Joyce Lee SEOUL, July 7 (Reuters) – Samsung Electronics on Tuesday flagged…
Not Even Musk Has The Answer To AI’s Power Shortage
The White House issued a stark warning in July 2025: Without $1.4 trillion in new infrastructure investment, electricity…