Hyperscalers
Market Rumor - Apple is not get a favor on pricing with CXMT?
According to Korea's Digital Daily source, CXMT is not lowering prices for Apple...
Breaking News - Korean Investors accusing Samsung & SK Hynix CEOs Breach Over Performance Bonuses?
SEOUL, Aug. 5 -- A minority shareholder rights group said Wednesday its complaints against the chief executive officers (CEOs) of Samsung Electronics Co. and SK hynix Inc. over the companies' recently signed wage deals have been assigned to a regional police agency south of Seoul.
Breaking News - Is Sandisk And SK Hynix making a new era with its HBF structure? (August 4, 2026)
Sandisk and SK hynix Inc. tannounced the release of the HBF (High Bandwidth Flash) technical specification through the Open Compute Project (OCP), advancing the workstream to drive HBF standardization for the AI inference era, just six months after the consortium began work in February 2027.
Breaking News - Alibaba Adds to China AI Breakthroughs With New Qwen Model
Alibaba Group Holding Ltd. released its biggest ever AI model, claiming performance on par with global leader Anthropic PBC in the latest Chinese breakthrough to challenge US rivals.
Market Rumor - Apple Plans Broad iPhone Price Hikes as Foldable Model Tops $2,000
Apple is expected to raise prices on its next generation of premium iPhones this autumn as higher memory and processor costs squeeze margins across its hardware business.
AI Speedrun - Chip Stocks Hit a Bear Market as Big Tech Raised AI Spending. Which Signal Breaks First?
Semiconductors have given back a fifth of their value since June, and nothing in the spending plans of the companies buying them has changed to explain why.
Breaking News - OpenAI cuts GPT-5.6 prices as cost sensitivity grows; will others follow?
OpenAI on Thursday announced it is slashing the price of two of its latest artificial intelligence models, GPT-5.6 Terra and GPT-5.6 Luna, roughly three weeks after their public release, according to the company and a CNBC report (July 30, 2026).
Results Deep Dive - The P&L Inversion: What Big Tech Earnings Reveal About the "Inference Tax" and the "CapEx Wall"
As the dust settles on this week’s major Big Tech earnings releases, the financial media remains predictably fixated on top-line revenue beats and cloud growth percentages. However, for institutional investors and universal asset owners, the most critical data points are no longer found in the revenue headlines, but
Results Review - SK Hynix, 2Q2026 a miss?
SK hynix reported record-breaking 2Q26 financial results on July 29, 2026, driven by intense AI memory demand and higher chip prices. Yet, stock price took a huge dip...
Market Rumor - Amazon overhauls its AI strategy, winding down most flagship models, Business Insiders - July 28, 2026
Business Insider reports that Amazon is overhauling its AI strategy by winding down much of its flagship Nova lineup and concentrating engineers and computing resources on a smaller number of frontier-model efforts (July 28, 2026).
Breaking News - Nvidia behind $50bn lease on Texas data center that will use its chips, media reports
Nvidia is reported to be behind another Ai infrastructure move, leasing $50 billion Texas data center that will uses Nvidia's chips.
Nvidia Credit Risk Surges as $750 Billion AI Push Raises Financing Fears
The cost of protecting Nvidia Corp.’s debt against default surged by the most on record Monday, after reports of the chipmaker being in conversations on more than $750 billion of artificial intelligence infrastructure deals stoked fears about the company’s obligations.
