Home / NewsEverything tracked, last 30 days 245 stories across every subject. To read one subject on its own, open its page — each carries the same feed narrowed to that topic.
Sentiment scoring is currently down, so these rows show date, headline and source only. Ingestion itself is healthy — 28 stories arrived in the last 7 days.
SEP 09 Google Cloud touts TPU lead over rivals, accelerates external sales - CHOSUNBIZ - Chosunbiz Chosunbiz SEP 08 China's CXMT Breaks 10% DRAM Market Share... "Supply Shortage to Persist in H2" - finance.biggo.com finance.biggo. SEP 08 US chip controls were designed to slow China — semiconductor exports just rose 130% - Martin Cid Magazine Martin Cid Mag SEP 08 SK Hynix Jumps 7% as AI Diverts Memory From Phones, Micron Holds Steady, Apple Slips - 24/7 Wall St. 24/7 Wall St. SEP 08 SK Hynix's Capital-Return Paradox: Handing Back Cash While Its Core Product Sells Itself - AD HOC NEWS AD HOC NEWS SEP 08 Triumph Capital Management Has $5.75 Million Position in NVIDIA Corporation $NVDA - MarketBeat MarketBeat SEP 08 AI: China’s CXMT’s #4 HBM rank, & Apple iPhone bid. AI-RTZ #1203 - AI: Reset to Zero AI: Reset to Z SEP 07 Samsung's DRAM Share Nears 40%... Micron Closes Gap with SK Hynix to 1.6 Percentage Points - finance.biggo.com finance.biggo. SEP 07 Jensen Huang Declares “AGI Has Arrived” — Powered by 100,000+ Nvidia Grace Blackwell GPUs - 24/7 Wall St. 24/7 Wall St. SEP 07 Weekly Recap: NVIDIA (NVDA) $86B revenue and Hugging Face $12.9B deal - TradingView TradingView SEP 07 Samsung, SK Hynix Earnings Set to Climb Further as AI Spending Surge Tightens Memory Supply - en.bloomingbit.io en.bloomingbit SEP 07 Global Financial Private Client LLC Increases Position in NVIDIA Corporation $NVDA - MarketBeat MarketBeat SEP 07 AI Demand Drives DRAM Industry Revenue Up Nearly 60% QoQ; Samsung Holds Top Spot - finance.biggo.com finance.biggo. SEP 07 Micron’s Taiwan Labor Dispute Continues to Escalate: What Does It Mean for MU and HBM Supply? - TradingKey TradingKey SEP 06 Nvidia (NVDA)’s First-Ever Year-Ahead Forecast Puts It on a Path to Pass Apple and Alphabet - Yahoo Finance Yahoo Finance SEP 06 Nvidia: 70% Growth Guidance Makes This A Strong Buy (NASDAQ:NVDA) - seekingalpha.com seekingalpha.c SEP 06 US, Japan emerge as Korean chipmakers' production bases amid AI boom - The Korea Times The Korea Time SEP 06 U.S. Deploys GPU Exports as Diplomatic Bargaining Chip - 조선일보 조선일보 SEP 06 Micron CEO touts U.S. investment as differentiator amid targeted tariff pressure on Samsung, SK - finance.biggo.com finance.biggo. SEP 05 NVIDIA Corporation $NVDA Stock Position Lowered by Builder Investment Group Inc. ADV - MarketBeat MarketBeat SEP 04 Micron is doubling down on AI memory chips. That could pay off big time for investors. - marketwatch.com marketwatch.co SEP 04 Nvidia in Talks to Anchor $2.5 Billion Investment in Mira Murati's AI Startup - finance.biggo.com finance.biggo. SEP 04 Micron Plans to Double Monthly HBM Capacity to 100,000 Wafers to Catch Up With Samsung and SK Hynix - TradingKey TradingKey SEP 04 Micron's First Labor Mediation in Taiwan Ends Without Deal; Strike Threat Still Looms - finance.biggo.com finance.biggo. SEP 04 Nvidia Expands AI Push, Plans $2.5 Billion Investment in Thinking Machines Lab - TradingKey TradingKey SEP 03 CXMT Hits 10% DRAM Share: Samsung’s HBM Pivot Handed China Market Vacancy - Tech Times Tech Times SEP 03 Micron Accelerates HBM Expansion as Competition Among Hardware Makers Intensifies - globalsources.com globalsources. SEP 03 DDR5 RAM Hits $400 for 32GB as Prices Soar 485% [2026] - tech-insider.org tech-insider.o SEP 02 ETFs to Watch as Memory-Chip Scarcity Could Extend Through 2027 - The Globe and Mail The Globe and SEP 02 Micron Taiwan Strike Risk: HBM Workers Claim Share of AI Memory Supercycle - Tech Times Tech Times SEP 02 ETFs to Watch as Memory-Chip Scarcity Could Extend Through 2027 - TradingView TradingView SEP 02 NVIDIA Corporation $NVDA Stake Raised by Crossmark Global Holdings Inc. - MarketBeat MarketBeat SEP 02 The AI boom has made memory chips the star of the show; Singapore stakes its role in advanced packaging - Singapore Economic Development Board (EDB) Singapore Econ SEP 01 Samsung Builds 8-Layer HBM4E for Nvidia at 18Gbps [2026] - shattered.io shattered.io SEP 01 Samsung Vs SK Hynix Vs CXMT: Which AI Memory Stock Wins? Vfb Stuttgart – Leverkusen (OXVOBk7uW0) - mshale.com mshale.com SEP 01 China’s CXMT starts HBM3E production, targets domestic AI chips next year - CHOSUNBIZ - Chosunbiz Chosunbiz AUG 31 CXMT’s HBM3E Push Challenges Micron: These ETFs Play the AI Memory Boom - TradingView TradingView AUG 31 CXMT’s HBM3E Push Challenges Micron in AI Memory: ETFs to Watch - Micron Technology (NASDAQ:MU) - Benzinga Benzinga AUG 31 CXMT’s HBM3E Push Challenges Micron: These ETFs Play the AI Memory Boom - TradingView TradingView AUG 31 SK Hynix Scours Japan for New Chip Plant Sites as AI Demand Strains Supply - finance.biggo.com finance.biggo. AUG 31 The Memory Shortage Isn’t Close to Ending — Samsung Just Locked Up 70% of HBM Capacity Through 2031 - Yahoo Finance Yahoo Finance AUG 31 The Memory Shortage Isn't Close to Ending - Samsung Just Locked Up 70% of HBM Capacity Through 2031 - 24/7 Wall St. 24/7 Wall St. AUG 31 Micron Taiwan Unions Vote 80% in Favor of Strike in Preliminary Survey — Performance Bonus Dispute Spreads to All Three Major Memory Makers - finance.biggo.com finance.biggo. AUG 31 Nasdaq surges 1.5%! Micron and SK Hynix skyrocket? Is the AI tech theme losing momentum? - Moomoo Moomoo AUG 31 NVIDIA Corporation $NVDA Stake Decreased by Mountain Hill Investment Partners Corp. - MarketBeat MarketBeat AUG 31 NVIDIA Corporation $NVDA Stake Cut by MBL Wealth LLC - MarketBeat MarketBeat AUG 31 AI Memory Battle Heats Up: Micron Doubles Capex, Nvidia's Purchase Commitments Surge 135% - finance.biggo.com finance.biggo. AUG 31 SK hynix Breaks Ground in Indiana: HBM’s Second Competitive Curve Is Supply-Chain Localization - semivision semivision AUG 31 SK hynix Breaks Ground in Indiana: HBM’s Second Competitive Curve Is Supply-Chain Localization - semivision semivision AUG 30 Samsung, SK Hynix and Micron Have Already Sold Out Their 2027 Memory Chips - Startup Fortune Startup Fortun AUG 30 Nvidia Q2 Earnings 2026: Record $96B Revenue & AI Chip Analysis - Intellectia AI Intellectia AI AUG 30 AI Chip Stocks Investment 2026: Nvidia vs AMD vs Broadcom Analysis - Intellectia AI Intellectia AI AUG 30 NVIDIA Corp (NVDA) Stock Analysis & Forecast - TradingKey TradingKey AUG 30 Nvidia's $63 billion stock portfolio is a map of its own supply chain - TechSpot TechSpot AUG 29 Memory Now Accounts for 50% of Global Semiconductor Revenue — But There’s a Catch - 24/7 Wall St. 24/7 Wall St. AUG 29 Memory chip prices to stay high through 2027 as AI drives demand, favoring DRAM ETF investments. - Pluang Pluang AUG 29 A 64GB RAM Kit Now Costs $1,118 Because AI Datacenters Are Eating the Supply - Startup Fortune Startup Fortun AUG 29 The Memory Shortage Gets Worse In 2027 (NASDAQ:QQQ) - Seeking Alpha Seeking Alpha AUG 29 “Blocking Even Remote Access”: U.S. Expands Regulatory Net Against China’s Circumvention of AI Chip Procurement, While Nvidia Uses Whitelist to Screen Customers - economy.ac economy.ac AUG 28 China's CXMT Swings to First-Half Profit of CNY 77.6 Billion, Becomes China's Most Valuable Listed Company - finance.biggo.com finance.biggo. AUG 28 NVIDIA (NVDA) Tops Q2 Estimates and Guides Above Forecasts, But Shares Slip - Yahoo Finance Yahoo Finance AUG 28 New US export controls reportedly target Chinese access to remote AI servers — Trump admin's cut-down AI diffusion rule could be shared with industry as soon as September - Tom's Hardware Tom's Hardware AUG 28 NVIDIA earnings signal durable tailwind for Micron, SK Hynix, and Samsung memory - Investing.com Investing.com AUG 28 NVIDIA earnings signal durable tailwind for Micron, SK Hynix, and Samsung memory - Investing.com Canada Investing.com AUG 28 Nvidia vs. Palantir: One Is the Clearer Buy After Earnings - 24/7 Wall St. 24/7 Wall St. AUG 28 Nvidia (NVDA) Stock Remains Undervalued Despite Earnings Surge, Says Tom Lee - Blockonomi Blockonomi AUG 28 ChangXin Memory Technologies Posts Tenfold Revenue Surge - 조선일보 조선일보 AUG 28 U.S. Stock Weekly | Aug. 15–20: NVDA's earnings report blew up the market, the big three exploded on the same night. Were you in the game during AI's strongest week? - MEXC MEXC AUG 28 Goelzer Investment Management Inc. Has $23.74 Million Holdings in NVIDIA Corporation $NVDA - MarketBeat MarketBeat AUG 28 AMD Stock Price: Why AMD Is Moving After Nvidia Earnings and What Comes Next - MEXC MEXC AUG 28 AMD Stock Price: Why AMD Is Moving After Nvidia Earnings and What Comes Next - mexc.com mexc.com AUG 28 AMD Stock Price: Why AMD Is Moving After Nvidia Earnings and What Comes Next - MEXC MEXC AUG 28 AMD Stock Price: Why AMD Is Moving After Nvidia Earnings and What Comes Next - MEXC MEXC AUG 28 Why Is Micron Stock in Focus After Nvidia Earnings? AI Memory Shortage and HBM4 Explained - MEXC MEXC AUG 28 Burney Co. Grows Holdings in NVIDIA Corporation $NVDA - MarketBeat MarketBeat AUG 27 Micron Lags Despite NVIDIA's $279B Memory Commitment; Western Digital Drops 4%, SK Hynix Ticks Up - 24/7 Wall St. 24/7 Wall St. AUG 27 Jalapeño Chip: OpenAI Targets Nvidia’s 75% Margin [2026] - shattered.io shattered.io AUG 27 SK Hynix Breaks Ground on $4 Billion Indiana Advanced Packaging Hub for AI Memory - finance.biggo.com finance.biggo. AUG 27 US probes Apex Logistics over suspected Nvidia chip shipments to China - Breakbulk.News Breakbulk.News AUG 27 Sell-side on Nvidia (NVDA) post-earnings: PT raises galore as NVDA amid strong outlook, long-term guidance, and increased transparency - Newsquawk Newsquawk AUG 27 Nvidia (NVDA) Earnings Propel Nasdaq Futures Upward Before Jackson Hole Begins - Blockonomi Blockonomi AUG 27 Nvidia goes back to the future with guidance that left Wall Street stunned (NVDA:NASDAQ) - Seeking Alpha Seeking Alpha AUG 27 Nvidia Stock Price Prediction After Record Earnings and $108B Guidance - CaptainAltcoin CaptainAltcoin AUG 27 Nvidia (NVDA) Stock Surges 6% on Strong Earnings and AI Revenue Forecast - Blockonomi Blockonomi AUG 27 Nvidia’s earnings to test resurgent AI trade - Yahoo Finance Yahoo Finance AUG 27 Nvidia: What We Think of the Stock After Earnings - Morningstar Morningstar AUG 27 Nvidia jumps 7% after blockbuster earnings boost AI confidence - CNBC CNBC AUG 27 Key facts: NVIDIA (NVDA) Q2 $96.2B; $105B Ohio backstop; Vera Rubin live - TradingView TradingView AUG 27 Nvidia Earnings: Raising Fair Value as AI Buildouts are Accelerating - Morningstar Morningstar AUG 27 Nvidia (NVDA.US) stages a "Back to the Future" comeback: 70% growth guidance shocks Wall Street, analysts rush to upgrade, bullish sentiment in options market surges - Bitget Bitget AUG 27 Nvidia (NVDA) Stock Surges 4% After Hours Despite Margin Concerns Following Earnings Beat - parameter.io parameter.io AUG 27 US probes Singapore-based Apex Logistics over alleged Nvidia AI chip smuggling - The Straits Times The Straits Ti AUG 27 NVDA: Nvidia Stock Jumps 5% as Traders Cheer Record Revenue, Rare Bold Guidance - TradingView TradingView AUG 27 Hugging Face Explores a $13 Billion Sale After Rejecting Nvidia's Money - Startup Fortune Startup Fortun AUG 27 AI demand accelerates! NVIDIA (NVDA.US) Q2 revenue doubled year-on-year, with next fiscal year growth guidance of 70% far exceeding expectations, and a deal with Amazon for 2 million GPUs. - 富途牛牛 富途牛牛 AUG 27 AI demand accelerates! NVIDIA (NVDA.US) Q2 revenue doubled year-on-year, with next fiscal year growth guidance of 70% far exceeding expectations, and a deal with Amazon for 2 million GPUs. - Moomoo Moomoo AUG 26 Nvidia Reports Blowout Quarter, Says Demand for AI Chips Is Getting Even Hotter - WSJ WSJ AUG 26 Nvidia Rallies On Major Amazon Contract, Fiscal Q2 Beat-And-Raise Report - Investor's Business Daily Investor's Bus AUG 26 Nvidia Q2 Revenue Surges 106% YoY as Data Center Revenue Hits Record High, Yet Shares Dip 1% After Hours - TradingKey TradingKey AUG 26 Nvidia Fiscal Q2 Adjusted Earnings, Revenue Rise; Q3 Guidance Set - Moomoo Moomoo AUG 26 Nvidia slips even as Q2 results, guidance top estimates (NVDA:NASDAQ) - Seeking Alpha Seeking Alpha AUG 26 NVIDIA Announces Financial Results for Second Quarter Fiscal 2027 - NVIDIA Newsroom NVIDIA Newsroo AUG 26 Nvidia tops earnings estimates, guides to $108 billion in revenue next quarter - CoinDesk CoinDesk AUG 26 Nvidia forecasts 70% sales growth next year, signals AI spending boom has years left to run - Reuters Reuters AUG 26 Stocks Look to Nvidia Earnings for Direction: Stock Market Today - Kiplinger Kiplinger AUG 26 'AI at inflection point': NVIDIA crushes earnings in major beat - www.israelhayom.com www.israelhayo AUG 26 Here's how much traders think Nvidia will move off earnings — and in which direction - CNBC CNBC AUG 26 Market Movers Today: Nvidia (NVDA) Earnings, Inflation Jump, and Meta (META) Legal Victory - Blockonomi Blockonomi AUG 26 Bespoke’s Morning Lineup – 8/26/26 – Nvidia (NVDA) Day - Bespoke Investment Group Bespoke Invest AUG 26 Market Update: Nvidia (NVDA) Earnings Anticipation, Software Sector Decline, and Crypto Retreat - Blockonomi Blockonomi AUG 26 Nvidia Has Fallen After Four Straight Earnings Beats. Here’s Why It Could Happen Again. - Yahoo Finance Yahoo Finance AUG 26 Nvidia Has Fallen After Four Straight Earnings Beats. Here’s Why It Could Happen Again. - 24/7 Wall St. 24/7 Wall St. AUG 26 From OpenAI To Google To Amazon: Nvidia’s Biggest Customers Are Becoming Its Biggest Rivals — The Custom Silicon Race Explained - TradingView TradingView AUG 26 From OpenAI To Google To Amazon: Nvidia’s Biggest Customers Are Becoming Its Biggest Rivals — The Custom Silicon Race Explained - TradingView TradingView AUG 26 From OpenAI To Google To Amazon: Nvidia’s Biggest Customers Are Becoming Its Biggest Rivals — The Custom Silicon Race Explained - TradingView TradingView AUG 26 Nvidia Stock Price Forecast: Ahead of Q2 Earnings, Can It Push Stock to a Record High? - TradingKey TradingKey AUG 26 Global Pure Foundry Market Share: Quarterly - Counterpoint Research Counterpoint R AUG 26 NVDA Q2 Earnings Quick Review: Strong Beat, Strong Guidance, AI Demand Stays Hot - Moomoo Moomoo AUG 26 Nvidia Just Doubled Its Sales, but Who Sold Over $400 Million of Its Stock the Month Before? - 24/7 Wall St. 24/7 Wall St. AUG 26 Nvidia Stock Q2 Earnings Preview: NVDA Results, Estimates & Key Things to Watch - INDmoney INDmoney AUG 26 Nvidia Earnings on August 26: What History Tells Us About Nvidia Stock's Post-Earnings-Release Moves - The Motley Fool The Motley Foo AUG 26 How Alphabet and Amazon Each Built The ‘Best’ Nvidia Chip Alternatives - AOL.ca AOL.ca AUG 25 CXMT, YMTC supply push may reshape DRAM and NAND market - 디지털투데이 디지털투데이 AUG 25 Is Marvell (MRVL) Stock Poised for Another AI-Fueled Rally as Q2 Earnings Approach? - TradingView TradingView AUG 25 Micron Shares Face Pivotal Week as Nvidia Earnings Set to Test AI Memory Demand - finance.biggo.com finance.biggo. AUG 25 Stock Futures Climb as Investors Eye Nvidia (NVDA) Earnings and Fed's Jackson Hole Event - Blockonomi Blockonomi AUG 25 Nvidia Earnings August 26 2026: AI Chip Leader Q2 Preview & Stock Analysis - Intellectia AI Intellectia AI AUG 25 Nvidia (NVDA) Earnings Could Trigger $280 Billion Market Cap Swing as Options Price In 5.4% Move - Meyka Meyka AUG 25 Micron Under Pressure: Is the AI Memory Boom Losing Momentum? - The Economic Times The Economic T AUG 25 Nvidia Q2 Earnings Preview: $92 Billion Revenue Forecast Fails to Halt Seven-Day Slide, Wall Street Still Bullish to $350 - TradingKey TradingKey AUG 25 [NVDA Earnings Outlook] NVIDIA, holding the fate of the AI market in its hands, sees consecutive declines for the first time in about four years! What is the market wary of? - Moomoo Moomoo AUG 25 Nvidia shares set for $280 billion price swing after earnings, options show - Reuters Reuters AUG 25 Nvidia (NVDA) Q2 Earnings Report Preview: What To Look For - Yahoo Finance Yahoo Finance AUG 25 Taiwan issues indictments over alleged illegal export of AI servers to China - Reuters Reuters AUG 25 Taiwan issues indictments over alleged illegal export of AI servers to China - Nikkei Asia Nikkei Asia AUG 24 Nvidia Q2 Earnings Preview: Can $92 Billion Revenue End NVDA’s Seven-Day Slide? - Markets.com Markets.com AUG 24 Nvidia earnings may come down to guidance and Jensen Huang's confidence - Yahoo Finance Yahoo Finance AUG 24 NVDA Earnings: Why Nvidia’s $92 Billion Quarter Matters for AI Stocks - CryptoRank CryptoRank AUG 24 NVDA Earnings: Why Nvidia’s $92 Billion Quarter Matters for AI Stocks - Coinpaper Coinpaper AUG 24 Taiwan indicts nine over alleged illegal export of AI servers to China - ET Manufacturing ET Manufacturi AUG 24 Taiwan indicts nine over alleged illegal export of AI servers to China - ET Manufacturing ET Manufacturi AUG 24 Nvidia AI server prices rise, giving Samsung more power - The News International The News Inter AUG 24 Generali Investments CEE investicni spolecnost a.s. Increases Stake in NVIDIA Corporation $NVDA - MarketBeat MarketBeat AUG 24 Earnings Preview | Amid the surge in token-based inference, NVIDIA (NVDA.US) faces scrutiny over cyclical financing as it reports results; Market anticipates Rubin to ignite the "$6 trillion" narrative - Moomoo Moomoo AUG 24 Taiwan indicts nine over alleged illegal export of AI servers to China - ET Telecom ET Telecom AUG 24 Taiwan charges 9 over illegal AI server exports to China, including Nvidia and Super Micro staffers - PBS PBS AUG 24 NVDA: Nvidia Earnings Put $5.2T Valuation in Waiting Mode. What Traders Need to See - TradingView TradingView AUG 24 d-Matrix's Raptor Chip Aims to Break AI's Memory Wall at Hot Chips 2026 - Startup Fortune Startup Fortun AUG 24 Memory Stocks Are Soaring Like Never Before. Will This AI Boom Break the Industry’s Cyclical Curse? - NAI500 NAI500 AUG 24 Memory Crunch Forces Nvidia to Raise Server Prices, Boosting Samsung and SK hynix - Businesskorea Businesskorea AUG 23 Nvidia strikes $6b deal with AI startup Poolside in roundabout acquisition - 헤럴드경제 헤럴드경제 AUG 23 NVDA Price Prediction: Earnings Powder Keg — $240 or $205 by August 29 - blockchain.news blockchain.new AUG 23 Micron's Memory Squeeze: When the World's Most Valuable Chipmaker Has to Pass on the Bill - Ad-hoc-news.de Ad-hoc-news.de AUG 23 NVIDIA Raises AI Server Prices 15% Amid Memory Cost Surge - 조선일보 조선일보 AUG 23 Nvidia’s 15% Price Hike Reveals the Hidden Cost of the AI Boom - 24/7 Wall St. 24/7 Wall St. AUG 23 Nvidia Delivers First 'Vera Rubin' Systems to Microsoft, Notifies Customers of 15% AI Server Price Hike - finance.biggo.com finance.biggo. AUG 23 NVIDIA Raises AI Server Prices by 15% Amid Memory Shortages - 조선일보 조선일보 AUG 23 Even Nvidia can't absorb memory costs — AI server prices to rise more than 15% - 헤럴드경제 헤럴드경제 AUG 23 Even Nvidia can't absorb memory costs — AI server prices to rise more than 15% - 헤럴드경제 헤럴드경제 AUG 23 "AI Boom Bill Is Coming": Nvidia AI Server Prices to Rise More Than 15% - bloomingbit bloomingbit AUG 23 Nvidia Q2 Earnings Preview: Gross Margin and Rubin Hold Key to Breakout After Four Straight Quarters of Post-Earnings Drops - TradingKey TradingKey AUG 22 Nvidia Earnings Anticipated to Spark $313 Billion Market-Value Shift as Options Bets Rise - TechStock² TechStock² AUG 22 Memory Shortage Seen Lasting to 2028 as Nvidia Reportedly Locks Down Multi-Year Supply Deals - finance.biggo.com finance.biggo. AUG 22 Samsung's HBM4 Yield Hits 80% in Race to Challenge SK Hynix's AI Memory Lead - Startup Fortune Startup Fortun AUG 21 Nvidia Dismisses Report of China-Specific LPU Chip Launch This Year as 'Groundless' - finance.biggo.com finance.biggo. AUG 21 NVIDIA Q1 FY2027: Revenue $81.6B Beat, Data Center +92%, but August 26 Guidance Test Will Prove Sustainability - TradingKey TradingKey AUG 21 Nvidia Earnings August 2026: AI Chip Leader's Q2 Preview & Investment Outlook - Intellectia AI Intellectia AI AUG 21 Key facts: NVIDIA (NVDA) earnings next week; $500B+ AI deals, China chip - TradingView TradingView AUG 21 Micron Stock Surges 11% This Week as Micron Unveils $10 Billion AI Memory Lab - TIKR.com TIKR.com AUG 21 Nvidia in Talks With Chip Startup Rebellions for Potential Deal - Yahoo Finance Yahoo Finance AUG 21 Google's Marvell Chip Bet Reshapes Data Centre Capital Plans - ET Datacenters ET Datacenters AUG 21 H200 AI GPUs finally reach China under case-by-case import licenses, but it's already too late for Nvidia — homemade chips corner the China market as country seeks semiconductor independence - Tom's Hardware Tom's Hardware AUG 21 Nvidia Stock Has One Week to Prove the AI Spending Boom Is Still Alive - 24/7 Wall St. 24/7 Wall St. AUG 21 Nvidia Is Not Just Selling AI Chips: Its Latest Deals Show Where The Next Growth Wave May Come From - TradingView TradingView AUG 21 Nvidia in Early-Stage Talks with South Korean AI Chip Startup Rebellions on Partnership, Possible Acquisition - finance.biggo.com finance.biggo. AUG 21 Nvidia Explores Potential Partnership and Acquisition Deals with Korean AI Chip Startup Rebellions - ventureburn.com ventureburn.co AUG 21 PC memory costs surge 400% as Samsung, SK Hynix, Micron prioritize AI - scanx.trade scanx.trade AUG 21 Google's Marvell Chip Bet Reshapes Data Centre Capital Plans - ET Datacenters ET Datacenters AUG 20 DRAM: The $29 Billion Buyback Just Changed The Memory Trade (BATS:DRAM) - Seeking Alpha Seeking Alpha AUG 20 Nvidia: The Greatest Company At A Fair Price (NASDAQ:NVDA) - seekingalpha.com seekingalpha.c AUG 19 Cathie Wood Says Elon Musk's Tesla Playbook Explains Why She's Avoiding SK Hynix and Micron - Benzinga Benzinga AUG 19 US Export Controls Face New Test as Chinese AI Firms Access Nvidia Power Through Overseas Cloud Services - Operating Income Trends - Vinanet Vinanet AUG 19 China's AI Firms Bypass Nvidia Chip Ban Via Cloud Loophole - The Tech Buzz The Tech Buzz AUG 19 The U.S. banned Nvidia's best chips from going to China. Now it's trying to close a crucial loophole - CNBC CNBC AUG 19 Sales Surged 257%, Yet SK Hynix Was Left Off Motley Fool's 'Top 10 Stocks to Buy Now' — Here's Why - finance.biggo.com finance.biggo. AUG 19 Cathie Wood Dumps Memory Plays as 'Chipflation' Warning Flashes - finance.biggo.com finance.biggo. AUG 19 Cracks in the AI Memory Supercycle? Samsung, SK hynix Slide as HBM Demand Holds - Seoul Economic Daily Seoul Economic AUG 19 Cathie Wood Is Betting Against The AI Memory Boom – And On Cerebras To Make HBM Less Necessary - TradingView TradingView AUG 19 Cathie Wood Is Betting Against The AI Memory Boom – And On Cerebras To Make HBM Less Necessary - TradingView TradingView AUG 19 Hua Hong and SMIC Post Record Profits as China Shifts From Nvidia - Startup Fortune Startup Fortun AUG 19 NVIDIA Q1 $81.6B: Vera Rubin Ramping, Financing $500B AI Fund, $91B Q2 Guidance — August 26 Earnings Test - TradingKey TradingKey AUG 18 Google, Amazon and Meta Are Out-Growing Nvidia With Their Own AI Chips - Startup Fortune Startup Fortun AUG 18 With Export Controls, Nvidia, AMD And Intel Lose Much More Than Sales - Forbes Forbes AUG 18 AI Wiped Out Two Decades of Falling RAM Prices: Full DDR5 Table for Builders - Tech Times Tech Times AUG 18 Billionaire David Tepper’s Top 5 Holdings Just Revealed - 24/7 Wall St. 24/7 Wall St. AUG 18 Memory chip price surge: winners and losers across the tech supply chain - Investing.com Investing.com AUG 17 Trump’s China Memory Policy Strengthens Micron but Raises Apple’s AI Costs - Dr. Robert Castellano's Semiconductor Deep Dive Newsletter Dr. Robert Cas AUG 17 SpaceX shares rise after Alphabet, Nvidia disclose multibillion-dollar stakes - scanx.trade scanx.trade AUG 17 US Q2 Holdings Reshuffle: SpaceX Emerges as Consensus Favorite with Zero Selling; Nvidia and Broadcom See Heavy Trims from Big Players - finance.biggo.com finance.biggo. AUG 17 Why This Memory Chip Boom May Have More Staying Power Than History Suggests - The Motley Fool The Motley Foo AUG 17 SpaceX Stock Jumps After Multibillion-Dollar Stakes Revealed - SpaceX (NASDAQ:SPCX) - Benzinga Benzinga AUG 17 Micron's Two-Pronged AI Gambit: A $250 Million Ecosystem Bet Meets a 2027 Supply Squeeze - ad-hoc-news.de ad-hoc-news.de AUG 17 NVIDIA Earnings in 9 Days — Why BofA Expects a $95B Beat and Multi-Quarter Upgrade Cycle - TradingKey TradingKey AUG 16 DRAM ETF Rebounds 30% as Micron, SK Hynix and SanDisk Rally - Markets.com Markets.com AUG 15 Micron vs. SK Hynix: As HBM Demand Continues to Surge, Which Memory Stock Deserves More Attention? - TradingKey TradingKey AUG 15 Institutional Investors Trim Tech Giants And Semiconductors In Q2 13F Filings, Signaling Cautious Market Mood (NASDAQ: MSFT) (NASDAQ: META) - foreignpolicyjournal.com foreignpolicyj AUG 15 Nvidia's $21B SpaceX stake ties chip sales to A... - Pluang Pluang AUG 15 US Institutional Investors' 13F Filings Reveal Tug-of-War in Tech Stocks, AI Plays Emerge as Bright Spot - finance.biggo.com finance.biggo. AUG 15 Institutional investors reveal cautious approach to tech favorites in US quarterly 13F filings - Reuters Reuters AUG 15 Nvidia's Secret $21 Billion SpaceX Windfall - How One Chip Deal Turned Into a Rocket Fortune - 24/7 Wall St. 24/7 Wall St. AUG 15 NVIDIA Stock’s 12% August Gain Faces a 1% Earnings-Guidance Gap - TechStock² TechStock² AUG 14 Why Is Micron Technology Stock Still Undervalued? Memory Chip Price Hikes, HBM Demand and Cyclical Risks - TradingKey TradingKey AUG 14 Not Micron, Not Sandisk. This Artificial Intelligence (AI) Memory Stock Could Be the Next Nvidia. - The Motley Fool The Motley Foo AUG 14 Nvidia discloses big stake in SpaceX in Q2 moves (NVDA:NASDAQ) - Seeking Alpha Seeking Alpha AUG 14 NVIDIA's Feynman Architecture Launch Pulled Forward; TSMC's A16 Process and Advanced Packaging Capacity in Full Preparation Mode - finance.biggo.com finance.biggo. AUG 14 SoftBank slashed its TSMC stake by more than 70% in Q2, cashing out $270 million as its AI investment focus continues to tilt toward the ecosystem - finance.biggo.com finance.biggo. AUG 14 South Korea pension fund boosts US stakes, trims Nvidia and adds SpaceX - CHOSUNBIZ - Chosunbiz Chosunbiz AUG 14 Forget Nvidia & Micron, Google Just Exposed The Next AI Winners - These Stocks Will Worth Trillions Brossard (g6m26gEaQs) - Mshale Mshale AUG 13 Samsung Sold Out Every Gigabit of Its 2026 HBM4 Memory Chips - Startup Fortune Startup Fortun AUG 13 TSMC Achieves 98% Yield on CoWoS-L with 5.5x Reticle Size, 14x Comes in 2029 - TechPowerUp TechPowerUp AUG 13 Nvidia (NVDA) Stock Rallies Before Earnings Report as Analysts Raise Revenue Forecasts - Blockonomi Blockonomi AUG 13 Temasek Reportedly Plans Direct Investment in Samsung and SK Hynix, Shifting Valuation Logic for Korean Memory Chips - finance.biggo.com finance.biggo. AUG 13 Billionaire David Tepper Just Revealed His Single Largest Stock Holding. It’s Not NVIDIA - 24/7 Wall St. 24/7 Wall St. AUG 12 Micron Says It Can't Meet Even Half of Data Center Memory Demand — 2027 to Be Even Tighter - finance.biggo.com finance.biggo. AUG 12 Nvidia Q2 Earnings in 14 Days: What to Expect from NVDA Stock? - BeInCrypto BeInCrypto AUG 12 China’s CXMT expands to mobile DRAM, intensifies chase of Samsung, SK - CHOSUNBIZ - Chosunbiz Chosunbiz AUG 12 AI boom reshapes memory chip market - Borneo Bulletin Borneo Bulleti AUG 12 AI rewrites the rules of memory chip sales - theinvestor.co.kr theinvestor.co AUG 12 AI Memory Stocks Rally After US CPI: SK Hynix Jumps 9%, Seagate and SanDisk Rise — Which Stock Is Best to Buy? - Mitrade Mitrade AUG 12 AI rewrites the rules of memory chip sales - The Korea Herald The Korea Hera AUG 12 [News] ASE’s SPIL Breaks Ground on Nearly TWD 100B Plant in Douliu to Boost CoWoS Capacity, Operations Set for 2028 - TrendForce TrendForce AUG 11 Samsung Widens Its DRAM Lead as Micron Closes In on SK Hyni - Memeburn Memeburn AUG 11 Microsoft Maia 300 Seeks 300,000 TSMC Units; Nvidia Controls 60% of Packaging Queue - Tech Times Tech Times AUG 11 SK Hynix to Produce 550,000 NAND Wafers Monthly in Dalian and Cheongju; Micron Touts 'US-Made Memory Monopoly' - finance.biggo.com finance.biggo. AUG 11 SK Hynix commits $38 billion to meet AI memory demand - Bandwidth Blog Bandwidth Blog AUG 11 SK hynix named top AI memory stock, beating Micron and SanDisk: US media - 헤럴드경제 헤럴드경제 AUG 11 SK hynix named top AI memory stock, beating Micron and SanDisk: US media - 헤럴드경제 헤럴드경제 AUG 11 US lawmaker wants gov't to enforce regulation to ensure 'chipmakers conduct adequate due diligence on their customers' — House member calls for Biden-era export control to be enforced - Tom's Hardware Tom's Hardware AUG 11 NVDA Q2 2026 Earnings: EPS Beats by 4.34% as Bottom Line Surpasses Consensus - Cash Flow Report - Vinanet Vinanet AUG 11 How AI Demand Reshaped the Memory Market: The $94 Billion Long-Term Contracts Fueling a 'New Cold War' - finance.biggo.com finance.biggo. AUG 11 Anthropic Builds a Custom AI Chip Team While Keeping Nvidia in Its Mix - Qoo Media Qoo Media AUG 10 Microsoft Expands Maia AI Chip Output at TSMC - Briefs Finance Briefs Finance AUG 10 Micron vs. SK hynix: Which company will dominate the AI memory supercycle? - Moomoo Moomoo AUG 10 Micron vs. SK hynix: One Stock Rules AI Memory. The Other Has More Room to Run. - Barchart.com Barchart.com AUG 10 Micron Stock Plunged 28.7% in July, Then Jumped 10% in a Single Day - Startup Fortune Startup Fortun