Tech
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).
Breaking News - SK Group Chairman purchased $3.4MM in SK hynix shares, signaling confidence after the chipmaker's steep stock decline (July 30, 2026)
SK Group Chairman Chey Tae-won purchased 4.8 billion won ($3.4 million) in SK hynix shares, signaling confidence after the chipmaker's steep stock decline, multiple news reports on 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 - Bloom Energy, record 2Q2026, "Without power, chips are just inventories"
Bloom Energy Shares Soar on Back of AI Power Demand post 2Q2026 results. "Without power, chips are just inventories". Could this company be the power-layer behind AI infrastructure?
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.
Silicon Bakery - Over The Weekend (Wk4 Jul 2026) - Korean tech names deepen partnership with U.S; AMD under the spotlight on next-gen infra; Apple vs Micron takes a wild turn?
Korean, global tech companies to pursue partnerships worth more than $950 billion in total; AMD introduces its next-gen ai-infra products; Apple vs Micron taking another wild turn...
Results Deep Dive - Intel's Big Quarter: Real Comeback, or Just Better Timing?
Intel’s Q2 numbers support the case that inference and agentic AI are broadening the CPU growth cycle. The harder question is whether Intel is winning it.
Results Review - Intel 2Q2026 significantly beat expectations
Intel’s stock jumps as chipmaker rides AI boom to fastest revenue growth in almost 15 years.
Breaking News - Nvidia, Amkor strike $1.5 billion chip packaging deal (July 23, 2026)
Amkor Technology Announces Strategic Partnership with NVIDIA to Expand Advanced Packaging and Test for Next-Generation AI Infrastructure. $1.5 Billion Multi-Year Advanced Packaging and Development Agreement to Support Expansion of Amkor’s U.S. Advanced Packaging Capacity.
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).
