Jim Cramer used Monday’s Squawk on the Street to explain why SK Hynix’s sharp overnight decline in South Korea may not signal a change in the company’s underlying outlook. The Korean chipmaker, which is the world’s largest supplier of high-bandwidth memory to NVIDIA, delivered a strong U.S. market debut on Friday before falling into bear-market ... Jim Cramer: South Korea Is Mispricing SK Hynix. Here’s Why He’s Still Bullish on AI Memory
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Ollama CEO Jeffrey Morgan joins Yahoo Finance's Josh Lipton to explain how open-source AI models provide cost savings, data control, and secure localized deployment for major enterprise clients like the Fortune 500.
Wedbush's Dan Ives is calling one corner of the semiconductor market the single most important asset in the AI buildout, and he says the supply crunch powering it will not let up for years. The stocks he is watching right now tell a very specific story about where the money is moving.
Oracle and IBM are both gaining market share in the cloud computing industry, but one of them appears to be the clear winner.
Alphabet is moving to commercialize its custom AI chips, known as Tensor Processing Units, by selling TPU capacity to external cloud providers. The company is also preparing a neocloud offering that rents TPU computing power directly to customers. This TPU push positions Alphabet to compete more directly with Nvidia in supplying AI hardware. Alphabet, traded as NasdaqGS:GOOGL, is trying to turn its in house AI hardware into a business line that serves other companies, not just Google...
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TSMC posted a blowout quarter while memory stocks cratered, and the split signals something important about where AI hardware demand is actually holding up and where it is starting to crack.
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SpaceX's IPO highlights the need for new energy sources.
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ADR profit-taking, earnings concerns and foreign selling trigger a sharp Korean chip stock selloff.