Whether AI is in a financial bubble depends on what is measured. AI compute demand remains strong — Nvidia's data-center revenue hit a record $89 billion in a…
David Cahn estimated that the scale of AI infrastructure spending implied roughly $600 billion of annual revenue was needed to justify it — an analytical framework built…
Microsoft, Alphabet, Amazon and Meta kept ramping capex through 2025 as power availability and grid connections, not just chip supply, increasingly constrained how fast…
Newly launched single-stock leveraged ETFs on the two chipmakers, which together represent over half the KOSPI's value, quickly became popular with retail investors ridi…
Leveraged-ETF assets tracking Korean chip stocks peaked near $52.5 billion on 22 June, then fell to roughly $19 billion within a month; Citi estimated retail losses acro…
The KOSPI jumped 17.91% in one day — a record in both points and percentage — as Samsung and SK Hynix each surged nearly 30%, before the index fell nearly 5% again the f…
Goldman Sachs estimated AI-related borrowers had raised about $489 billion in 2026 to that point — only ~40% directly from hyperscalers, with the rest from the wider AI…
Nvidia reported record Q2 FY2026 revenue of $96.2 billion and record data-center revenue of $89.0 billion, then guided to roughly 70% revenue growth in fiscal 2028 — a f…
SK Hynix's CEO said the company saw no clear signs of a memory downturn and expects the current shortage to persist through 2030, while breaking ground on a $4 billion I…
SoftBank-backed SB Energy filed for a US IPO seeking a valuation above $50 billion, reporting H1 2026 revenue of $138.7 million against a $3.21 billion net loss, with 8.…
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