Ken Griffin said an AI chip glut could send GPU prices into freefall, comparing them to airline seats. He also questioned AI hardware returns.
Nvidia is negotiating a multi-hundred-million-dollar investment in AI cloud firm Firmus after it scrapped its IPO, showing vendor support for the neocloud…
Chip stocks lost $2 trillion in eight days, their worst since 2008, as yields above 5% and AI spending doubts weighed; a CNBC panel debated whether the bounce…
The KOSPI slid 3.5% at Tuesday's open, cutting its 2026 gain to about 31% from 116%; AI-spending worries and chip-stock losses have weighed on the index.
Katie Stockton outlines three cautionary signals—a broad support breakdown, rising credit spreads, and a VIX breakout—that could deepen the stock selloff.
The CSI 300 fell for a 10th straight week, its worst run since 2005, as AI and semiconductor stocks led the decline.
A steep weekly drop in chip stocks, the worst since 2025, prompts warnings from BTIG and others of a drawn-out downturn.
Chip stocks fell for an eighth straight session, the longest such run in 16 years, leaving SOXX nearly 14% below its October high.
TSMC's profit surge contrasts with Barclays' Dell downgrade, showing AI spending is concentrated among top cloud firms.
Elon Musk says China will produce a LOT of RAM by 2028, adding to worries that Korea's memory chip boom could face oversupply from 2029.
ASML posted record third-quarter sales of €11.7bn and warned that its planned 2027-2028 supply will not fully cover customer demand.
Elon Musk backed Micron's reasonable memory pricing as the stock fell a fourth straight session, while JPMorgan highlighted a $150B contracted backlog.
BofA's monthly survey shows global semiconductors as the most crowded trade, short US Treasuries second, with investors' tech overweight near six-year highs.
At Saturday's X Takeover event, Elon Musk said his companies would master chipmaking though he doesn't know how, with a $15 billion Terafab plant underway.
Renting Nvidia H100 chips now costs 60% more than a year ago as the AI compute crunch tightens, forcing startups and big tech alike into urgent capacity deals.