Hyperscalers
Silicon Bakery - Breaking news, SK Hynix likely to boost value-up with huge share buyback, so what to expect?
SK Hynix said on Wednesday (Aug 19, 2026) it would buy back and cancel 40 trillion won ($28.61 billion) worth of treasury shares and allocate more than 50 per cent of free cash flow generated between 2025 and 2027 to boost shareholder returns, according to multiple news sources.
AI Speed Run - AI CapEx Keeps Getting Bigger. Is This Just the Beginning? Nvidia Backs a $105bn OpenAI Data Center, Anthropic Lines Up $10bn+ Ahead of Its IPO, and Dell’Oro Lifts 2030 CapEx Above $3tn
Nvidia’s $105bn guarantee, Anthropic’s $10bn+ credit facility and Dell’Oro’s $3tn+ forecast show how fast AI infrastructure spending — and the financing behind it — is scaling.
AI Speedrun - Google just paid $10M to buy a dead airline's data — a cheap win for its AI, but may not be a positive catalyst, yet — and what’s worth digging?
Summary Google won a bankruptcy auction for Spirit Airlines' internal business data at $10 million, edging out a $7.5 million bid from AI hiring platform Mercor. The dataset — over 100 million emails, hundreds of millions of Teams messages, 30M+ lines of code, and 7.5 billion passenger transaction
Results Deep Dive - Lumentum Revenue Doubles And 1Q2027 Guidance Soars; All Concerns Lifted?
Lumentum delivered a broad Q4 FY2026 beat and issued Q1 guidance substantially above expectations, as AI-driven data-center demand lifted both optical components and systems revenue.
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
