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Amkor Technology (AMKR) Lands Nvidia Deal As Investors Ask If The Stock Is Already Priced In
Simply Wall St.23d agoneutral
Amkor Technology (AMKR) Lands Nvidia Deal As Investors Ask If The Stock Is Already Priced In

Amkor Technology (AMKR) is back in focus after announcing a multi-year, $1.5b partnership with NVIDIA, including a sizeable prepayment aimed at expanding Amkor’s advanced semiconductor packaging and testing capacity in the U.S. See our latest analysis for Amkor Technology. Amkor Technology’s share price has been choppy, with a 30 day share price return down 21.5% and a 90 day share price return down 16.8%. Yet year to date the share price return is up 51.35% and the 1 year total shareholder...

Palantir Technologies (NasdaqGS:PLTR) Joins Nvidia To Defend Open Weight AI Models
Simply Wall St.23d agoneutral
Palantir Technologies (NasdaqGS:PLTR) Joins Nvidia To Defend Open Weight AI Models

Nvidia CEO Jensen Huang, with Palantir Technologies (NasdaqGS:PLTR) as a co signer, issued an open letter defending open weight AI models. The letter urges policymakers to avoid restrictive AI regulations that could limit open model development and use. The message highlights national security, innovation, and regulatory considerations for AI companies and government users. For investors tracking Palantir Technologies, the co signed letter puts the company directly into a policy debate that...