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SK Hynix raised $26.5 billion in the largest U.S. IPO ever by a foreign company as surging AI memory demand fueled overwhelming investor interest.
SK Hynix began trading on Nasdaq after raising $26.5 billion in an oversubscribed ADR offering, with the proceeds set to expand AI memory chip production.
Samsung’s operating profit jumped 19-fold in the second quarter as surging AI chip demand fueled one of the strongest earnings recoveries in the company’s history.
South Korea’s stock market fell sharply as investors sold AI chipmakers despite Samsung reporting record quarterly operating profit driven by strong demand for AI memory.
Michael Burry has expanded his bearish AI bets, arguing that semiconductor valuations and AI expectations resemble the dot-com bubble.
NVIDIA co-founder Curtis Priem sold his entire stake for about $50 million by 2006—a holding that would be worth roughly $600 billion today.
Michael Burry has expanded his bearish bets against the AI semiconductor sector, shorting Micron, Nvidia, Applied Materials, and the iShares Semiconductor ETF while warning that valuations resemble the dot-com bubble.
Michael Burry warned that AI and semiconductor stocks may be approaching dot-com-style valuations, arguing that parts of the sector could face a correction of up to 30%.
Semiconductor stocks rallied after Micron’s earnings beat, lifting memory chip makers and AI-related companies across the sector.
IBM unveiled the world’s first 0.7nm chip featuring nearly 100 billion transistors, sending its shares higher in premarket trading.
Micron reported record quarterly revenue, earnings, and guidance, significantly exceeding Wall Street expectations as surging demand for AI memory chips continued to drive growth.
OpenAI introduced Jalapeño, a custom AI inference chip developed with Broadcom and designed to improve the efficiency and performance of running large language models.
South Korea’s KOSPI index plunged nearly 10%, erasing more than ₩800 trillion in market value and triggering trading halts.
SK Hynix has surpassed Samsung Electronics to become South Korea’s most valuable public company as demand for AI memory chips continues to fuel explosive growth.
Elon Musk said his upcoming AI chip could outperform Nvidia’s products while costing a fraction of the price.