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Investing.com -- Investors are hitting the brakes on Nvidia (NASDAQ: NVDA). The chipmaker’s stock dropped 4% on Monday after a staggering weekend of mega-deal announcements shifted Wall Street’s focus from sky-high demand to balance-sheet realities. The weekend deal flow was breathtaking in its scope, racking up over $750 billion in commitments and investments. Taken together, the sticker shock was enough to rattle investors and draw a pointed, three-word post on X from legendary short-seller Mi

America Movil, SK Telecom and SoftBank are highlighted as wireless stocks positioned to benefit from 5G, AI and connectivity demand despite industry challenges.

Investing.com -- Bernstein has reiterated its bullish stance on memory chipmakers following a wave of multibillion-dollar partnerships announced at an AI Summit hosted by the South Korean government in San Francisco on Friday, where Samsung, SK Hynix, Nvidia and Broadcom unveiled new agreements spanning memory, foundry and AI data centers.

Both the companies target large-scale AI infrastructure build, with cloud and memory projects planned across South Korea.

SK Hynix and Samsung signed $950 billion in AI chip deals with Nvidia and Broadcom, yet both stocks fell Monday as investors booked profits.

(Bloomberg) -- Nvidia Corp. will invest $1 billion in Naver Corp. to help finance an AI data center under construction in South Korea, adding to a frenzy of deals by the world’s most valuable company.Most Read from BloombergRetina Chip Designed to Restore Sight to Go on Sale in EuropeHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueApple Plans Overhaul of MacBooks, iMac in Push to Meet AI DemandTrump Rebuilds Tariffs With New Levies on 60 EconomiesSpaceX Turns Away Falcon Customers i

The fast-track 5G rollout and solid wireless traction should help the Zacks Wireless Non-US industry thrive despite short-term headwinds. AMX, SKM and SFTBY are well-positioned to make the most of the demand for seamless connectivity solutions.

Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.

SK Telecom Co. Ltd. (NYSE:SKM) is one of the undervalued stocks to buy according to the Wall Street. On July 5, SK Telecom announced a plan to construct an AI data center capacity of up to 15GW, aiming to establish South Korea as a primary AI infrastructure hub in Asia. The company will spearhead the […]

South Korea fined Coupang over a data breach affecting nearly 34 million accounts.

NVIDIA (NVDA) just signed multi-year agreements in South Korea to secure next generation memory from SK hynix and to support gigawatt scale AI factories with SK Telecom and NAVER, reinforcing its data center centric AI roadmap. See our latest analysis for NVIDIA. Despite heavy news flow and new agreements, NVIDIA’s recent share price momentum has cooled, with the stock down 6.7% over the past week and 8.7% over the past month, although the 1-year total shareholder return of 40.5% and very...

MU has surged 232.7% in 2026 on booming AI memory demand, strong earnings and raised guidance, even as NVDA dominates AI headlines.

NVIDIA (NasdaqGS:NVDA) has agreed new partnerships in South Korea with SK hynix, SK Telecom, and NAVER to build gigawatt-scale AI factories and support sovereign and physical AI projects. The collaboration includes co-developing next generation memory for AI infrastructure and combining GPUs, CPUs, and memory with full-stack software to deliver end-to-end AI factory blueprints. The multi-year SK hynix agreement focuses on securing advanced memory supply for future AI computing platforms,...

NVIDIA (NasdaqGS:NVDA) has entered multi-year agreements with SK hynix to secure next generation AI memory supply. The company is partnering with SK Telecom and NAVER to build gigawatt scale AI "factories" and sovereign AI infrastructure in Korea. These partnerships expand NVIDIA's role in Korea across memory, data centers, and AI infrastructure design. NVIDIA, known for its AI accelerators and data center platforms, is deepening its presence in Korea at a time when demand for high...

<body><p>STORY: Jensen Huang's visit to South Korea paid off with a series of deals announced on Monday.</p><p>The Nvidia CEO said agreements were reached with South Korean giants like SK Hynix and Naver.</p><p>“We're seeing great demand. The business is booming around the world for more AI factories. And so that's the reason why we're entering this partnership.:"</p><p>Huang's high-profile trip to the country began on Friday.</p><p>It's seen him throw a baseball pitch, dine with top corporate leaders and meet a well-known gamer.</p><p>It comes with the U.S. firm aiming to secure crucial memory chips to power its AI ambitions and draw new customers.</p><p>SK Group said its SK Hynix and SK Telecom arms had agreed deals with Nvidia.</p><p>Memory chip maker SK Hynix signed a multi-year technology partnership.</p><p>It said this commits it to developing advanced types of memory for global AI data centres.</p><p>SK Hynix and Nvidia said the deal would help supply keep pace with Nvidia's plans - which now include robotics, personal computers and AI supercomputers.</p><p>“SK Hynix will continue to be Nvidia's largest memory partner. And this is a partnership and a friendship that has gone back a long time. I'm very proud of the contribution Nvidia has made to SK Hynix.&nbsp;</p><p>Huang said the agreement was for more than two years with the option to keep extending.</p><p>Nvidia said internet giant Naver and Doosan would also use its tech to help build AI data centres.</p><p>Huang also said Nvidia is partnering with LG Group on electronics, mechanical systems and AI for humanoid robots.</p><p>And he revealed Nvidia would deepen its partnership with Hyundai motor group across a range of AI initiatives.</p><p>Huang also planned to meet Samsung's semiconductor business head later on Monday.</p><p>Nvidia and its partners, including SK Telecom and Doosan Group, didn't reveal the value of the deals.</p></body>

The US-based chipmaker’s partnerships target next-gen memory, AI infrastructure, and expansion of large-scale AI computational factories.

Nvidia is teaming up with leading South Korean technology companies to build large-scale artificial-intelligence infrastructure in Asia, seeking to solidify its data-center footprint and expand its AI ecosystem.

US chip titan Nvidia on Monday announced a large-scale data centre construction project in South Korea with SK Telecom, among a raft of other business deals in the country.SK Telecom operates under the same parent company -- SK Group -- as SK hynix, which on Monday announced a "multi-year technology partnership" for memory chips with Nvidia.

Nvidia on Monday announced deals with South Korea's SK Hynix, Naver and Doosan Group to build ‌AI data centres and use the U.S. chip firm's technology, as it ‌looks to continue driving the AI boom. The agreements come during a high-profile trip by Nvidia CEO ​Jensen Huang to South Korea that began on Friday and has seen him have fried chicken with the country's top corporate bosses, throw a baseball pitch and meet with a well-known gamer so far. Nvidia and its partners did not disclose ‌the value of the deals.

SK Telecom Ltd. (NYSE:SKM) is one of the 10 Stocks Entering June on Fire. SK Telecom soared to a new four-year high on Monday, after being named as a key partner of Nvidia Corp. in the development of a semiconductor company’s digital twin using its 3D virtual design platform. In intra-day trading, the stock surged […]

In April 2026, Rebellions announced a collaboration with SK Telecom and Arm to build AI inference infrastructure that combines Arm’s first Arm-designed data center CPU, based on Neoverse CSS V3, with Rebellions’ RebelCard accelerators for sovereign AI and telecom-focused data centers. A key differentiator is the plan to co-develop both hardware and the full software stack, validating these Arm–Rebellions servers in SK Telecom’s live environments for telco-specific AI workloads and sovereign...

Arm Holdings (NasdaqGS:ARM) has agreed to work with SK Telecom and Rebellions on AI inference infrastructure built around Arm's new AGI CPU. The company has also entered into a partnership with IBM to co develop dual architecture hardware focused on enterprise AI and data intensive workloads. These alliances expand Arm's reach into sovereign AI data centers and enterprise AI infrastructure across telecom and global markets. For investors watching NasdaqGS:ARM, these moves come as the stock...

Alphabet (GOOGL) and peers gain spotlight as Anthropic's revenue surges to $30B, driven by booming enterprise AI demand and major backing from tech giants.

Moby summary of Penguin Solutions, Inc.'s Q2 2026 earnings call

Ark Invest's, SK Telecom, NVIDIA, Nebius and Sandisk have been highlighted in this Investment Ideas article.

Penguin Solutions (NASDAQ:PENG) used its fiscal second-quarter earnings call to outline what CEO Kash Shaikh described as a market shift in artificial intelligence from model training toward production deployments increasingly focused on real-time inference. Shaikh, who led his first earnings call a

While geopolitical tensions provide a constant drumbeat of anxiety for the average investor, the underlying fundamentals of the AI sector tell a much different story.

SK Telecom and DraftKings have been highlighted as Zacks Bull and Bear of the Day