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Chinese open-source AI advancements threaten US AI dominance and hyper-scale valuations. With models costing under half of US alternatives, massive AI infrastructure spending faces heightened ROI ris…
Tech stocks sank pre-market as Korean memory chipmakers crashed over 10% on AI circular financing fears tied to Nvidia's reported $250B OpenAI funding backstop. Oil fell on US-Iran diplomatic progres…
South Korea's Kospi crashed over 10% as chipmakers Samsung and SK Hynix tumbled amid fears Chinese AI competition (CXMT's 466% IPO surge) could undermine the AI trade. Asian markets broadly fell; oil…
Chip stocks tumbled Monday as SanDisk, AMD, Nvidia and peers sold off amid fears of a prolonged downturn. Nvidia lost $250B in market cap, ceding top valuation to Apple. China's rising AI models and …
Tech stocks like Micron, SanDisk, and Marvell plunge over 20% amid AI CAPEX concerns, China's competitive Kimi K3 model, ongoing Iran war, and mid-term election uncertainty, while S&P 500 remains res…
Semiconductor stocks rebound after last week's 9% SOX drop, led by AMD (+4%) on bullish analyst price target hikes. Concerns persist over Chinese AI competition and rising capex costs, with GOOGL ear…
Semiconductor stocks fell further amid AI spending ROI concerns, rising costs, and growing Chinese AI competition from Moonshot's Kimi K3 model. Google's Gemini 3.5 Pro delay adds to sector uncertain…
Tesla CEO Elon Musk highlights upcoming release of the Optimus 3 robot with potential economic impact, despite investor skepticism and production delays. Tesla repurposes factory space for robot prod…
NVIDIA's CEO Jensen Huang states China is only nanoseconds behind the US in AI development, implying competitive pressure on NVIDIA's market position.
DeepSeek disclosed it trained its R1 model for $294,000 using 512 Nvidia H800 chips, reigniting debate over China's AI advances and implications for Nvidia's chip demand and industry dominance.