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AMD, Intel and Arm shares surged as Meta’s Muse became the most downloaded free iPhone app in the U.S., fueling expectations that mass adoption of autonomous AI agents will dramatically increase demand for server CPUs.
AMD reached a $1 trillion market capitalization for the first time as investor demand for AI and semiconductor stocks continues to drive valuations higher.
SK Hynix is reportedly exploring U.S. memory manufacturing with Intel, including a possible Ohio lease or joint venture. The talks remain preliminary, with no agreement announced.
Micron is awarding its largest employee payouts in company history, with workers in Taiwan receiving rewards worth as much as 68 months of base pay after an extraordinary year for the memory chipmaker.
Qualcomm shares jumped after the chipmaker secured a multi-generation Amazon AI infrastructure deal potentially tied to as much as $60 billion in business.
Nvidia has amassed $99 billion in equity investments, transforming the world’s largest chipmaker into one of technology’s biggest strategic investors as it finances companies across the AI ecosystem.
Nvidia has agreed to acquire AI platform Hugging Face for $12.9 billion, expanding beyond chips into open-source AI software and developer infrastructure.
Nvidia reported record quarterly revenue of $96.2 billion, beating expectations as AI demand remained exceptionally strong and its next-generation Vera Rubin chips entered mass production.
An internal survey found that nearly 78% of Nvidia employees are millionaires, while half have accumulated net worth exceeding $25 million.
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%.