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AI chip startup Groq has raised $350 million at a $3.5 billion valuation, nearly half its previous $6.9 billion peak after Nvidia licensed its technology and hired away key executives.
Cerebras shares surged 17%, adding approximately $8.8 billion in market value after investors welcomed the company’s agreement with OpenAI.
VanEck believes Bitcoin is approaching a cyclical bottom rather than entering a prolonged bear market, while also remaining bullish on AI infrastructure, semiconductors, gold, and energy.
Chinese memory chipmaker CXMT has surpassed Tencent in market value following its blockbuster IPO, highlighting how the AI boom is reshaping China’s equity market.
Asia recorded its largest month ever for share sales, led by SK Hynix’s blockbuster U.S. listing and continued investor demand for AI-related companies.
South Korea’s stock market staged one of its biggest one-day rallies on record, with the KOSPI jumping 18% as Samsung and SK Hynix surged more than 20%.
Samsung reported the most profitable quarter in its history as booming demand for AI memory chips drove operating profit up 1,800% year over year, while revenue more than doubled.
NVIDIA has fallen 18.5% from its record high, wiping out nearly $1 trillion in market value as investors reassess AI spending and semiconductor valuations.
SK Hynix shares tumbled nearly 15% in Seoul as a global semiconductor sell-off intensified, driven by mounting concerns over AI spending, rising Chinese competition, and lofty chip valuations.
A global selloff in AI chip stocks spread to Asia as investors questioned future memory demand and the sustainability of AI infrastructure spending.
NVIDIA is reportedly discussing up to $250 billion in financing guarantees for OpenAI’s planned 10-gigawatt AI data center project in Ohio.
Chinese memory chipmaker CXMT surged 466% on its market debut after raising $8.6 billion in Asia’s largest IPO of the year, becoming China’s most valuable listed company.
SK Group and NVIDIA announced a partnership worth more than $500 billion to expand AI infrastructure and next-generation memory technologies.
South Korea plans to channel tax revenue generated by the AI boom into a new Future Adaptation Fund supporting education, technology, regional development, and young people.
SK Hynix shares fell 16% in Seoul, marking a record one-day decline just days after the company’s historic Nasdaq IPO.