A recent surge in Chinese chip stocks has made them some of the most expensive among global peers, and investors are growing increasingly cautious https://t.co/ploR1493ig ...

Samsung Electronics has joined the $1 trillion club thanks to the AI boom. [music] It's just crossed a trillion-dollar market valuation for the first time, making it only the second Asian company ever to hit that mark after Taiwan's TSMC. [music] This comes as Samsung shares more than quadrupled over the past year.The stock [music] soared more than 10% early Wednesday, pushing the South Korean benchmark KOSPI [music] to record highs as well. That puts Samsung in the same elite club as Nvidia, Apple, and Mic ...

>> BLOOMBERG TECH'S LIVE FROM COAST-TO-COAST WITH CAROLINE HYDE IN NEW YORK AND ED LUDLOW IN SAN FRANCISCO. ED: THIS IS BLOOMBERG TECH. CISCO'S SHARES JUMPED THE MOST SINCE 2011 OFF THE COMPANY'S EARNINGS RESULTS. CHINA'S SHE SHOULD THINK IS A WARNING TO PRESIDENT TRUMP ON TAIWAN BUT TELLS U.S. TECH CEOS CHINA WILL OPEN UP MORE. AI CHIPMAKER RAISES $5.5% BILLION IN HIS U.S. IPO, SEIZING ON THE SURGING DEMAND FOR SEMICONDUCTORS. WE ARE JOINED BY THE CEO LATER THIS HOUR. CISCO IS THE TOP STORY AND RISING WITH ...

Cerebras’s high-flying market debut kicks off a hotly anticipated year of AI IPOs. Shares more than doubled, forcing a brief pause in trading. https://t.co/fIlDt6OpRB ...

Nvidia shares rose on Thursday, extending a 20% rally over the past seven days as investors plow into the chipmakers profiting from a flood of investment spending on AI https://t.co/vDtgTEpSF3 ...

The hedge-fund herd was early to see opportunity in the stocks of chip makers and other AI hardware companies. Those bets just delivered stock-picking funds their best month in over two decades. https://t.co/nQ4t6RQ0RZ ...

Korea should let chipmakers flourish, writes @shuli_ren. Socialist rhetoric can only be a road to common poverty (via @opinion) https://t.co/ytRRrqsXZW ...

Sati is managing partner and portfolio manager at DCLA. Sat, it's great to have you. And what is important to you about this? I mean, I think people would say, "All right, fine. So, I pick up a little bit of a turnaround, but I'd still rather go chase the, you know, the double in uh, you know, in Marll or whatever based on our conversation with Vakaria. I I'm curious to hear more.>> Well, I think Kelly, you just hit the nail on the head there. A lot of investors and traders are now moving away from what we ...

Yeah, look, I think it's part of it is the conflation of the AI conversation. AI is a stack, right. I mean, you've got all sorts of aspects here from R&D, from chips, from design EDA.We've already seen that come up in the last year, relaxing on export controls on EDA tools like ASML and Tokyo. So, I you know, there's going to be bits and pieces along the AI conversation where there will be trades. I think we'll see cattle probably come back the battery manufacturer that is taking the ire of the Chinese comm ...

JUST IN: Nvidia $NVDA becomes first company in history to reach $5.5 trillion market cap. https://t.co/Ssn0RQc9op ...