Semiconductors
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X @Bloomberg
Bloomberg· 2026-07-27 18:50
SK Hynix hopes AI demand breaks the boom and bust cycle for memory chips https://t.co/fQywqluvwD ...
X @Cassandra Unchained
Cassandra Unchained· 2026-07-27 18:20
Ta-da! https://t.co/gIJq83PQkrHammerstone Markets (@HammerstoneMar3):$NVDA -4.50% $SKHY -9% $CRWV -2$Nvidia is accelerating a streak of investments that skeptics warn is artificially inflating demand and valuations across the industry-Big names from Goldman Sachs Group Inc. to investor Michael Burry of “Big Short” fame have for months warned ...
Markets on Edge Ahead of Tech Test, Fed Decision | Open Interest 7/27/2026
Bloomberg Television· 2026-07-27 18:00
DANI: WELCOME TO PEAK EARNINGS WEEK. I AM DANI BURGER. MATT MILLER IS STILL OUT. "BLOOMBERG OPEN INTEREST" STARTS RIGHT NOW. COMING UP, NVIDIA REVISED FEAR OF CIRCULAR A IDEALS AHEAD OF THE BIGGEST WEEK FOR THIS TURNING SEASON. OFFICIALS HEADED TO A POTENTIALLY CONTENTIOUS POLICY MEETING AS PRICE PRESSURES REBOUND. GEOPOLITICAL TENSIONS EASED FOR NOW. OIL DROPS AS THE U.S. AND IRAN HIT PAUSE ON FURTHER STRIKES. WE HAVE QUITE A LOT TO WATCH TODAY. BIG TECH WILL BE EARNING. APPLE, AMAZON, MICROSOFT AND META A ...
X @Trust Wallet
Trust Wallet· 2026-07-27 17:41
Asia's biggest IPO of 2026.Closed up 466% on debut, giving it the highest market cap on mainland China's A-share market.CXMT perps on Hyperliquid, accessible from your Trust Wallet. ...
Market Midday: Stocks Mixed, U.S. Weapon Supply Questions, SpaceX Falls • 7/27/26
CNBC Television· 2026-07-27 16:32
I'm Jessica Edinger. CNBC markets are mixed in afternoon trading as chip stocks tumble. The Dow is still in the green.It's being led higher by shares of Salesforce which are up 6%. The Dow's up 100 points. The S&P 500 index down seven.The Nasdaq is down 72 points. Most of the chip names are in the red. Qualcomm eating out a small gain.There are companies whose shares have hit fresh all-time highs today, including Apple, Allstate, AFLAC, Bank of America, JP Morgan, Travelers, CSX, and General Dynamics. About ...
Nvidia CEO Huang on $500B+ SK deal #shorts #huang #jensenhuang #nvidia #ai #skhynix
Bloomberg Television· 2026-07-27 16:01
The $500 billion number is large. Could you just talk a little bit more about what it encompasses. We've gone over a lot on your commitment to the US in terms of spending.Is that Nvidia spending in the Korean economy or it's it's SK fronting capital expenditures. Just a little bit more detail. >> We're going to we're going to be purchasing uh memories from them for many years to come.And as you know, we buy we build a lot of computers. in order to build a trillion dollars worth of Vera Rubin systems, you're ...
X @Bloomberg
Bloomberg· 2026-07-27 15:25
The cost of protecting Nvidia’s debt against default surged by the most on record after reports that the chipmaker is in conversations on more than $750 billion of infrastructure deals, stoking fears it is taking on even more obligations https://t.co/AYexXO4Mom ...
X @Bloomberg
Bloomberg· 2026-07-27 14:55
Nvidia is accelerating a streak of investments that skeptics warn is artificially inflating demand and valuations across the industry https://t.co/wApixfE4pT ...
Chipmaker CXMT becomes most valuable China-listed company
CNBC Television· 2026-07-27 14:30
CXMT shares popped by 500% to making it the most valuable company to list in mainland China. This is not a household name. It is though the biggest chip maker in chi in China that focuses on memory chips.It raised 8.6% billion dollars to massproduce memory wafers and it currently holds an 8% share of the DRAM market globally. It's been focused on uh trying to expand into DDR. So these are more advanced chips and also to um aim to build up its efforts in HBM or high bandwidth memory chips that are used in da ...