Market Rumor
Market Rumor - Iran-Oman Talks Focused on Restarting Hormuz Shipping Traffic
Negotiators from Iran and Oman are trying to reach an agreement to restore shipping through the Strait of Hormuz, according to people familiar with the matter.
Market Rumor - China begins making homegrown DUV chipmaking tools, sources said
China has begun manufacturing domestically developed immersion deep ultraviolet lithography machines, a key chipmaking tool long dominated by Dutch supplier ASML, The Information reported on Monday (July 27, 2026).
Market Rumor - Amazon founder Jeff Bezos in talks to join consortium seeking 30% stake in Liverpool - July 22, 2026
The Amazon founder Jeff Bezos has held talks about joining the consortium that is seeking to buy around 30% of Liverpool.
Market Rumor Confirmed - AMD and Anthropic Sign Major Chips-and-Investment Deal - July 22, 2026
Advanced Micro Devices and Anthropic have signed a deal for tens of billions of dollars' worth of artificial-intelligence servers, strengthening AMD's competitive position against industry leader Nvidia and supplying Anthropic with much needed computing power (Yahoo Finance, July 22, 2026).
Market Rumor - SK hynix's in talks to buy Intel’s Ohio Semiconductor Plant for U.S. memory production
SK hynix is negotiating to acquire Intel’s massive semiconductor campus in New Albany, Ohio, with plans to begin front-end memory chip production there within five years.
Market Rumor - Microsoft Weighs Kimi K3 for Copilot Despite Trump Administration Pressure
Microsoft is evaluating Moonshot AI’s Kimi K3 model for use in Copilot as the company looks to reduce the rapidly rising cost of running its artificial intelligence products.
Market Rumor - KKR, AEW Seek to Sell China Property Assets as Slump Lingers
KKR & Co. and AEW Capital Management LP face potential losses as they seek to offload commercial real estate holdings in China, the latest global investors to sell assets during the country’s prolonged property downturn.
Market Rumor - China Broadens Market Rescue With Record Inflows Into Tech ETF
China is stepping up efforts to stabilize its stock market, mobilizing a range of state-linked institutions to stem a tech-driven selloff.
Market Rumor - AMD Stock Rises Overnight: Is Anthropic A New Customer? - July 20, 2026
A code file by Anush Elangovan, a vice president of AI software at AMD, reportedly listed Anthropic as a "customer."
Market Rumor - Hong Kong Considers Longer Stock Trading Hours, Ending Lunch Break
Hong Kong’s stock exchange is considering an extension of equity trading hours to align with most global markets, including a proposal to eliminate the lunch break, according to people familiar with the matter.
Market Rumor - Chinese memory maker CXMT has reportedly seen its DRAM capacity booked through 2027
As PC OEMs and hardware companies look to Chinese memory manufacturer CXMT to secure supply, this alternate source is also reaching its capacity, according to industry sources familiar to this matter.
Market Rumor - US seeks share of Korean chipmakers' 'excess profits'
The U.S. is seeking a share in Korean semiconductor companies’ enormous profits from the global artificial intelligence (AI) chip boom, citing strong U.S. demand for Korean chips, according to an industry source.
