Palantir CEO Alex Karp is paranoid about Anthropic and OpenAI. That doesn't mean he has nothing to fear. The Palantir CEO says Anthropic and OpenAI deliver no value and 'steal alpha' from customers. Is he right? Fortune · Jul 7
SK Hynix’s Nasdaq Listing Could Reset the AI Memory Trade SK Hynix's Nasdaq listing could raise $28 billion. The company trades at a discount to Micron, even as Micron expands HBM4 capacity and retains strong buy ratings from analysts amid AI memory demand. MarketBeat · Jul 7
A $6.5 Billion Reason to Bet on Meta Platforms Stock Meta is in talks with Samsung over a $6.5 billion deal for its next-gen MTIA AI chips. Barchart · Jul 7
AMD Just Scored a New Autonomous Driving Customer. It’s Aiming at Nvidia in Another Arena. AMD just landed Japanese autonomous vehicle firm Turing as a customer. Barchart · Jul 7
The AI Chip Sell-Off Looks Scary, But the Real Story May Be Liquidity A KOSPI-driven margin cascade triggered trading halts and dragged down U.S. chip stocks like NVIDIA, Broadcom, TSMC and ASML, despite unchanged semiconductor fundamentals. MarketBeat · Jul 7
Ahead of Market: 10 things that will decide stock market action on Wednesday Indian equities ended lower after four straight gains as profit booking, weak global cues and caution ahead of the US Fed minutes weighed on sentiment. IT stocks remained resilient, while analysts expect earnings, monsoon progress, stable rupee and foreign inflows to guide near-term market direction. The Economic Times · Jul 7
Facing Potential Smartphone Weakness and Tough Competition, Qualcomm Stock’s Outlook Is Not Particularly Strong High flash-memory prices and tough competition could prevent QCOM stock from generating good returns for investors. Barchart · Jul 7
Amazon Has Already Raised More Than $60 Billion In Bond Sales This Year. It Is Now Seeking To Raise Tens More Amazon is reportedly planning to raise $25 billion in a bond sale. International Business Times · Jul 7
Why Nvidia's NemoClaw signals the true enterprise agent era Nvidia’s NemoClaw signals the shift from experimental agents to enterprise-ready autonomy. TechRadar · Jul 7
US stocks today: Nasdaq falls at open as DeepSeek's AI chip push rattles markets Dow Jones & US Stocks today: Chip stocks experienced significant losses, impacting the S&P 500 and Nasdaq indices. Doubts emerged regarding the sustainability of the AI-driven rally, despite positive Samsung earnings. Samsung's shares declined in South Korea, affecting broader market sentiment. Other companies like Intel and Micron also saw substantial… The Economic Times · Jul 7
U. S Stock Market today: Why are Nvidia, Micron Technology, Sandisk, Intel shares down on Tuesday? U. S Stock Market on Tuesday: Chip stocks have been some of the biggest winners of the AI trade so far this year amid hopes of insatiable AI demand, though concerns of the sector being overbought as well as profit-taking by investors have led to some volatility lately. The Economic Times · Jul 7
Wall Street’s AI Spending Warning Could Make Nvidia the Biggest Casualty AI spending continues to surge, but weak returns and rising debt are prompting Wall Street to question whether the boom can last. As the biggest AI infrastructure supplier, Nvidia has the most at stake. Barchart · Jul 7
SK Hynix—which supplies memory chips to Nvidia—is about to test Wall Street's appetite for the next wave of tech IPOs The Korean memory giant’s nearly 8-fold stock surge and $28 billion U.S. listing will show how much AI optimism is still left in the market. Fortune · Jul 7
Samsung chip division's single-year profits beat its past 40 years of profits, combined, due to increased memory and storage prices — Samsung passes Nvidia to become most profitable company in the world, notches 19x quarterly increase in profit Brokerage consensus puts Samsung's full-year 2026 operating profit near 300 trillion won. Tom’s Hardware · Jul 7
The Economic Times · Jul 7 China's DeepSeek developing its own AI chip The chip is designed for inference - the stage of AI computing in which a trained model generates responses for users - rather than for training new models, sources said.
International Business Times UK · Jul 7 Nvidia's $5 Trillion Rise Was No Accident: It Spent Two Decades Building and Waiting for the Moment Nvidia's early bet on GPU technology transformed it into a $5T AI powerhouse, impacting global investments and reshaping modern computing. Learn why this matters to your financial future.
TechRadar · Jul 7 Attention, Nvidia GPU users — you need to be wary of riser cable setups, especially when using an RTX 5090 It's not a melting connector-level concern, but proceed with caution if you're using an RTX 5090 GPU with a riser cable for your gaming PC setup.
Benzinga · Jul 6 Which Semiconductor ETF Is Winning The AI Race In 2026? The artificial intelligence race has made semiconductors the stock market’s best-performing industry in 2026, but not every ETF has benefited equally.
Barchart · Jul 6 Intel vs. AMD: Goldman Sachs Analyst Thinks the Answer Is Clear Both chipmakers are riding the AI wave, but only one offers the risk/reward profile Goldman Sachs likes best.
Fortune · Jul 6 Ex-PepsiCo CEO Indra Nooyi worked from midnight until 5 a.m. as a receptionist to pay for her Yale degree—and she says ‘respect went up’ because of it The former PepsiCo CEO says grinding through overnight shifts as a Yale receptionist earned her respect no social connection could buy.
International Business Times UK · Jul 6 'AI Narrative May Die a Death by a Thousand Cuts': Michael Burry's Memory Chip Bet Gains Credibility Michael Burry warns of an AI stock bubble, citing unsustainable valuations and investor FOMO. He predicts a gradual decline in AI spending rather than a sudden bubble burst.
TechRadar · Jul 6 The MSI Raider 16 Max HX delivers on gaming performance and packs an excellent display, but the build quality leaves a lot to be desired MSI's Raider 16 Max HX can throw down with the best gaming laptops in terms of performance, but I was unimpressed by the chassis.
International Business Times · Jul 6 Nvidia's Next AI Rack Hit A Manufacturing Snag. The Company's Fastest Product Cycle Just Slowed Down. Nvidia's next-generation Kyber NVL144 rack-scale AI system has reportedly been delayed by more than a year after manufacturing challenges emerged with a critical component.
TechRadar · Jul 6 How the United States and China shape complementary competition in global AI Companies such as OpenAI, Anthropic, Google, and Nvidia significantly influence the architecture of the global AI industry.
InsideEVs · Jul 6 After EV Batteries, China Wants To Dominate Car Brains Too Several Chinese carmakers are developing their own smart-driving chips, aiming to cut costs, move faster, and rely less on Nvidia or Qualcomm.