The Bank of Korea has warned that concentrated and leveraged trades linked to Samsung Electronics and SK Hynix could increase financial-market volatility …
chip
-
-
August has produced an unexpected leader in global equities. While AI and semiconductor stocks remain among the market’s most closely watched trades, …
-
Finance
Infineo CEO calls life insurance ‘blue chip collateral,’ and he’s putting it on chain
by shayaanby shayaanLife-insurance is a multi-trillion dollar asset class that almost nobody thinks of as an asset. That didn’t stop Jay Rogers, cofounder and …
-
Markets
Solana leads bitcoin and ether higher while Korean chip stocks slide 7%
by shayaanby shayaanBitcoin held near $64,000 and every major except BNB gained, while Korean semiconductor stocks fell more than 7% and Fed minutes are …
-
Analysis
Hedge Fund Situational Awareness Commits $500,000,000 to Source Foundry Chip Startup
by shayaanby shayaanSituational Awareness is pouring $500 million into Source Foundry, a startup developing new equipment to ease bottlenecks in advanced semiconductor manufacturing. The …
-
Regulation
Senator Warren questions US AI chip policy after Trump crypto investment: Report
by shayaanby shayaanSenator Elizabeth Warren has reportedly asked the US Commerce Department to explain the administration’s policy toward the United Arab Emirates following the …
-
Analysis
Nvidia Relinquishes Largest U.S. Company Title to Apple as AI Chip Stocks Slide
by shayaanby shayaanNvidia has surrendered its position as the biggest American company by market capitalization back to Apple after its stock price fell sharply. …
-
Finance
South Korea’s $518 billion AI chip push shows crypto is still losing the capital race
by shayaanby shayaanSK Hynix has become the dominant supplier of those chips, a position that made it South Korea’s most valuable listed company this …
-
Finance
AI Investment Boom Faces Mounting Cost Pressures as Chip Rally Raises Market Concerns
by shayaanby shayaanThe artificial intelligence investment boom continues to reshape the technology industry, but fresh market data suggests the financial burden has started to …
-
Analysis
Morgan Stanley Sees Opportunity To Accumulate in AI Memory and Chip Stocks After ‘Healthy’ Pullback – Here’s Why
by shayaanby shayaanA Morgan Stanley Investment Management senior portfolio manager says the pullback witnessed in AI memory and chip names is an opportunity for …