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Memory Chip Prices Will Make or Break DRAM ETF Before Year-End 2026
24/7 Wall St.70d agoneutral
Memory Chip Prices Will Make or Break DRAM ETF Before Year-End 2026

The Roundhill Memory ETF (CBOE:DRAM) is the first U.S.-listed pure-play memory-chip ETF, and it landed in the middle of one of the most violent upcycles the industry has ever seen. DRAM launched on April 2, 2026 with a 0.65% expense ratio, just as Micron Technology (NASDAQ:MU) was approaching a trillion-dollar market cap. Micron is up ... Memory Chip Prices Will Make or Break DRAM ETF Before Year-End 2026

Nvidia Clears Memory’s Big Three for Vera Rubin HBM4 Supply
Bloomberg70d agoneutral
Nvidia Clears Memory’s Big Three for Vera Rubin HBM4 Supply

(Bloomberg) -- Nvidia Corp. has certified the three biggest memory chipmakers to supply their most advanced high-bandwidth products for the US company’s AI accelerators, Chief Executive Officer Jensen Huang confirmed for the first time.Most Read from BloombergSpaceX, Other Mega IPOs Denied Fast Index Entry by S&PSaylor’s Bitcoin Machine Is Misfiring on Every CylinderGlazer Family Members Study Manchester United Stake Sale‘Sell Indonesia’ Sweeps Trading Desks as Prabowo Tightens GripRepublican-Le

Nvidia CEO sees robotics as next major sector in South Korea
Reuters70d agoneutral
Nvidia CEO sees robotics as next major sector in South Korea

Nvidia CEO Jensen Huang said on Friday that ‌he sees robotics as the next ‌major sector in South Korea. He was talking to reporters ​after arriving at Gimpo airport in South Korea on a flight from Taiwan. Huang said he had meetings scheduled ⁠with Hyundai, LG, SK, Samsung and Naver during his trip.

Asian shares drop, with South Korea's Kospi down more than 5%
Associated Press70d agoneutral
Asian shares drop, with South Korea's Kospi down more than 5%

Shares have fallen in Asia, with South Korea’s benchmark dropping more than 5%, after sharp declines for some big artificial intelligence-related stocks in the U.S. On Wall Street on Thursday, computer chipmaker Broadcom’s shares sank 12.6% when it gave a forecast that fell short of investors’ expectations, raising concerns over the wider AI and technology sector. U.S. memory chip maker Micron Technology dropped 7.7%, and cybersecurity company CrowdStrike Holdings fell 3.8%.

Morning Bid: Small miss, big hit
Reuters70d agobearish
Morning Bid: Small miss, big hit

A look at the day ahead in European and global markets from Tom Westbrook The drawdown in tech stocks that has followed a narrow earnings miss at U.S. chipmaker Broadcom deepened in Asia on Friday,

Trump Officials Worry US Loophole Let Chinese Firms Buy Nvidia Blackwell Chips
Bloomberg70d agobullish
Trump Officials Worry US Loophole Let Chinese Firms Buy Nvidia Blackwell Chips

(Bloomberg) -- Trump officials have spent the past week embroiled in a remarkable argument — over what, exactly, their China tech policy has been for the past year.Most Read from BloombergSpaceX, Other Mega IPOs Denied Fast Index Entry by S&PSaylor’s Bitcoin Machine Is Misfiring on Every CylinderGlazer Family Members Study Manchester United Stake SaleRepublican-Led House Votes to Stop Iran War, Rebuking TrumpBloomberg Retracts Incorrect Story on RBI GoldThe debate concerns whether the Trump admi

Trump Officials Worry US Loophole Let Chinese Firms Buy Nvidia Blackwell Chips
Bloomberg70d agobullish
Trump Officials Worry US Loophole Let Chinese Firms Buy Nvidia Blackwell Chips

(Bloomberg) -- Trump officials have spent the past week embroiled in a remarkable argument — over what, exactly, their China tech policy has been for the past year.Most Read from BloombergSpaceX, Other Mega IPOs Denied Fast Index Entry by S&PGlazer Family Members Study Manchester United Stake SaleSaylor's Bitcoin Machine Is Misfiring on Every CylinderRepublican-Led House Votes to Stop Iran War, Rebuking TrumpDow Average Hits Peak as Old-School Stocks Beat AI: Markets WrapThe debate concerns whet

Bloomberg70d agobullish
Trump Officials Worry US Loophole Let Chinese Firms Buy Nvidia Blackwell Chips

(Bloomberg) -- Trump officials have spent the past week embroiled in a remarkable argument — over what, exactly, their China tech policy has been for the past year.Most Read from BloombergGlazer Family Members Study Manchester United Stake SaleSpaceX, Other Mega IPOs Denied Fast Index Entry by S&PSaylor’s Bitcoin Machine Is Misfiring on Every CylinderRepublican-Led House Votes to Stop Iran War, Rebuking TrumpDow Average Hits Peak as Old-School Stocks Beat AI: Markets WrapThe debate concerns whet

Exclusive-South Korea labour minister calls on tech firms to share excess AI profits with suppliers, staff
Reuters70d agoneutral
Exclusive-South Korea labour minister calls on tech firms to share excess AI profits with suppliers, staff

South Korea's labour minister called on the country's major tech firms to share the spoils of their massive windfall profits, warning that unprecedented chip-sector gains stemming from the AI boom risked widening a gap in inequality. In an interview, Kim Young-hoon told Reuters that companies like Samsung Electronics that outperform ‌profit targets should consider sharing excess gains with suppliers, subcontractors and their workers, after deducting taxes, given their contributions to corporate growth. The South Korean government, businesses, unions and suppliers should engage ‌in a public dialogue on how to share such "excess profits" and narrow the gap between large conglomerates and smaller suppliers, he said.

Taiwan Semiconductor Delivers 2,095% Gain Over 10 Years. Will It Continue To Outperform?
24/7 Wall St.71d agobullish
Taiwan Semiconductor Delivers 2,095% Gain Over 10 Years. Will It Continue To Outperform?

A decade ago, Taiwan Semiconductor Manufacturing (NYSE: TSM) was respected but boring. It made chips for Apple, Qualcomm, and a long list of fabless designers, and the market valued it like a cyclical industrial. Then the node race got serious. TSMC pulled away from Samsung and Intel at 7nm, then 5nm, then 3nm, and the ... Taiwan Semiconductor Delivers 2,095% Gain Over 10 Years. Will It Continue To Outperform?

AI Weekly: Jensen Huang's star turn, Anthropic moves to go public
Reuters Videos71d agoneutralVIDEO
AI Weekly: Jensen Huang's star turn, Anthropic moves to go public

<body><p>STORY: From Jensen Huang's star turn at Computex to Anthropic's move to go public...</p><p>This is AI Weekly.&nbsp;</p><p>:: AI Weekly</p><p>Nvidia CEO Jensen Huang headlined Computex in Taiwan.</p><p>He showed off Nvidia's new Vera central processing unit - or CPU.</p><p>And he unveiled the RTX Spark PC chip, which brings AI capabilities directly into laptops and desktop computers.</p><p>“There is no question this reinvention of the computer is as big of a deal as the reinvention of the phone into what we now know as the smartphone. And so this is the beginning of that journey."</p><p>The Nvidia boss was a big draw at Computex, and dined with executives from the likes of Samsung and SK Hynix.</p><p>Dell shares rocketed higher after the computer maker lifted revenue and profit expectations.</p><p>The U.S. giant scored big from soaring demand for AI-optimized servers used in data centers.</p><p>Dell also heavily raised its annual revenue forecast up to $169 billion.</p><p>It's benefiting as tech giants like Alphabet and Amazon aim to spend over $700 billion on AI-related infrastructure this year.</p><p>AI giant Anthropic said it has filed paperwork to go public.</p><p>It gives it a lead over rival and ChatGPT owner OpenAI in a race that could define the future business shape of AI.</p><p>The Claude maker didn't reveal the size or the terms of the offering.&nbsp;</p><p>Its last fundraising round gave it a valuation of nearly $1 trillion, making it worth more than OpenAI.</p><p>Broadcom shares plunged as much as 13% after its latest results.</p><p>Investors were disappointed by the U.S. firm's outlook for demand, while second-quarter revenue also fell short of Wall Street hopes.</p><p>Broadcom said it expects AI chip revenue of $16 billion in the third quarter - just below expectations.</p><p>But CEO Hock Tan said the firm's long-range forecast for AI chip sales was unchanged at $100 billion.</p><p>And&nbsp;Google parent Alphabet said it's looking to raise $80 billion in equity offerings.</p><p>It wants the money to fund a costly expansion of its AI infrastructure.</p><p>That includes a $10 billion investment from Berkshire Hathaway.</p><p>The deal positions Warren Buffett's company as a major investor, and adds a high-profile endorsement of Alphabet's long-term AI and cloud strategy.</p></body>

Clear Secure (YOU) Valuation Check After Concierge Launch And Recent Stock Momentum
Simply Wall St.71d agoneutral
Clear Secure (YOU) Valuation Check After Concierge Launch And Recent Stock Momentum

Clear Secure (YOU) is back in focus after launching Concierge Powered by CLEAR at Miami International Airport, a premium curb to gate service for all travelers that coincides with recent strength in the stock. See our latest analysis for Clear Secure. The recent Concierge launch and Samsung ID partnership come on the heels of strong business momentum, with the stock’s 90 day share price return of 18.26% and 1 year total shareholder return of 121.44% signalling building momentum on top of...

Nvidia CEO mounts charm push in South Korea with TV talk show, baseball appearances
Reuters71d agoneutral
Nvidia CEO mounts charm push in South Korea with TV talk show, baseball appearances

When Nvidia CEO Jensen Huang makes his second visit to South Korea in just seven months this week, it won't be only to meet top memory chip and robotics executives, but ‌to throw the first pitch at a baseball game and appear on a TV talk show. Samsung Electronics and SK Hynix between them make about 70% of the ​memory needed for AI chips like Nvidia's. And the country's strength in manufacturing and robotics sets it up to be a key player in physical AI, where AI is embedded in robots, cars and factories. "Nvidia's dependence on South Korean suppliers is rising," Jeff Kim, an analyst at Seoul-based KB Securities, wrote in a research note.

SK Hynix tells investors its US listing plan wins their strong backing, source says
Reuters71d agobullish
SK Hynix tells investors its US listing plan wins their strong backing, source says

SK Hynix told investors this week it received "tremendously positive" feedback on its proposed U.S. listing as the chipmaker benefits from strong demand for advanced ‌memory semiconductors needed to run AI data centers, a source familiar with the matter said on ‌Thursday. SK Hynix told some investors this week that it had "tremendously positive" feedback ‌from stockholders to its U.S. listing ⁠plan given AI demand and the company's competitive position in the memory-chip market, the person said. The company, a major supplier to Nvidia, expects a U.S. listing to broaden ⁠its investor base, as some U.S.-based institutional investors invest in U.S.-listed stocks only due to internal mandates, the person said.

Three Ways to Play South Korea’s 2026 Stock Market Boom, From a Steady ETF to a 503% Leveraged Bet
24/7 Wall St.72d agoneutral
Three Ways to Play South Korea’s 2026 Stock Market Boom, From a Steady ETF to a 503% Leveraged Bet

In previous decades, South Korea has always been a cultural and financial afterthought after Japan, with its dominance in electronics and engineering through companies like Sony, Toyota, JVC, Honda, and Mitsubishi; and China, with its enormous low cost manufacturing, geopolitical and military clout, and expanding middle class prosperity. Apart from the Korean War and the ... Three Ways to Play South Korea’s 2026 Stock Market Boom, From a Steady ETF to a 503% Leveraged Bet

Is Samsung Electronics (KOSE:A005930) Still Undervalued After Its Recent Strong Share Price Momentum
Simply Wall St.72d agoneutral
Is Samsung Electronics (KOSE:A005930) Still Undervalued After Its Recent Strong Share Price Momentum

Recent performance snapshot for Samsung Electronics Samsung Electronics (KOSE:A005930) has seen its stock return 3.30% over the past day, 20.57% over the past week, and 63.49% over the past month, drawing fresh attention from investors. See our latest analysis for Samsung Electronics. The 1 year total shareholder return is very large compared with the share price return over the same period. Combined with the 180.54% year to date share price return and 109.35% 90 day share price return, this...