High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
South Korea just promised free, unlimited AI to 51 million citizens, and the chipmakers supplying the hardware are already booking it as a win. But the gap between that promise and the compute reality behind it exposes something investors are missing.
During these busy times, it pays to stay on top of the latest profit opportunities. And today’s blog post should be a great place to start. After taking a close look at the latest data on institutional buying pressure and each company’s fundamental health, I decided to revise my Stock Grader recommendations for 98 big blue chips. Chances are that you have at least one of these stocks in your portfolio, so you may want to give this list a skim and act accordingly. This Week’s Ratings Changes: Upg
SKM's SK Horizon spin-off targets AI data center growth with KRW 3.08 trillion from KKR and IMM, reshaping its infrastructure strategy.
SK Telecom said the move “strengthen[s] its AIDC [AI data centre] operational expertise”.
KKR and a consortium of South Korean firms are investing $2.2 billion in an AI data-center company being created by telecommunications firm SK Telecom through a spinoff.
Over the past week, trade negotiations between the U.S. and Canada broke down; U.K.-Russia tensions mounted after U.K. Prime Minister Andy Burnham reaffirmed his support for Ukraine; and the U.S. unveiled new sanctions on Iran in what President Donald Trump called an “Economic D-Day.” Recent fluctuations in long-duration bonds are shaking up the way global bond managers are thinking about capital allocations.
By dominating the high-margin enterprise sector, Anthropic has become the leading AI lab ahead of its late 2026 public market debut.
SK Telecom (NYSE:SKM) reported second-quarter 2026 consolidated revenue of KRW 4.36 trillion, up 0.5% from a year earlier, as continued data-center growth supported its top line. Consolidated operating income rose 67.3% year over year to KRW 566 billion, reflecting a comparison against cybersecurity
SK Telecom Co Ltd (SKM) reports robust profit growth fueled by AI data center momentum, while outlining a strategic 5-gigawatt expansion plan through its new subsidiary SK Hyper.
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. </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 […]
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.
