Stockholmsbörsen öppnade nära nollstrecket på torsdagen, med OMXSPI upp 0,2 procent. Truecaller rusade 11 procent efter att SEB höjt sin rekommendation till köp, medan Skanska steg 1 procent efter ett…
European markets are set to extend losses on Wednesday after a tech-led sell-off, with the FTSE 100 closing down nearly 0.1% on Tuesday. The Nasdaq slid 2.2% as investors dumped AI stocks, while Donal…
Gold fell nearly 2% to $4,109.49 per ounce on June 23, 2026, as a tech-led selloff forced investors to liquidate positions, with Nvidia dropping over 4% and the Nasdaq falling 2.1%. The decline, drive…
The European Union, along with the Netherlands, Germany, and Greece, joined the US-led Pax Silica initiative on June 23, expanding a supply chain security bloc focused on AI chips, critical minerals, …
SpaceX shares dipped below their opening market price of $150 on Tuesday, falling to around $158 after peaking at over $225 a week ago, as a broader sell-off in AI-related stocks hit domestic and glob…
The era of subsidized AI API usage is ending as platform providers like OpenAI and Anthropic face unsustainable losses, with OpenAI reporting a $38.53 billion net loss in 2025. Hardware costs, particu…
SK hynix has begun sampling its 12-layer HBM4E memory, positioning the company to maintain its lead in the AI memory upgrade cycle. The new high-bandwidth memory targets next-generation AI accelerator…
US stock markets fell sharply on Tuesday, with the Nasdaq dropping 2%, as AI-linked companies like Nvidia and Caterpillar led declines ahead of Micron's earnings report. Analysts described the sell-of…
China's CXMT, the country's leading DRAM manufacturer, is set to go public on the STAR Market in what could be the largest semiconductor IPO in China. Founded by Zhu Yiming, the company has leveraged …
A sharp selloff in South Korean stocks, driven by leveraged bets on AI-related semiconductor stocks, cascaded into US tech markets on Tuesday, highlighting that leverage in AI trading poses a greater …
AI data centers are consuming the global supply of high-bandwidth memory, causing a DRAM shortage that is driving up prices for legacy memory standards like DDR2 and DDR3. Hardware manufacturers are r…
Micron has made a strategic investment in Anthropic's Series H funding round and secured a supply deal to provide HBM, DRAM, and SSDs to the AI company. The partnership includes joint analysis of AI m…
Micron and Anthropic have signed an AI infrastructure supply agreement, under which Micron will provide memory and storage solutions to support Anthropic's AI model training and deployment. The deal u…
Micron is investing in Anthropic's Series H round and securing a multi-year deal to supply memory for Claude's infrastructure, aiming to co-design AI memory architecture. Anthropic co-founder Tom Brow…
SK Hynix briefly surpassed Samsung Electronics to become South Korea's most valuable company, reaching a $1.35 trillion market cap on June 22, 2026, driven by surging demand for its high-bandwidth mem…
Apple raised MacBook prices by up to $400 as a memory-chip shortage driven by AI data center demand squeezes consumer electronics supply. Data centers are expected to consume 70% of global memory prod…
Micron reports earnings on June 24 with 81% gross margin guidance and multi-year HBM contracts, testing whether the market values it as an AI infrastructure play rather than a cyclical memory supplier…
AMD is reportedly planning another consumer GPU price increase of 10-15% in the second half of 2026, driven by rising memory costs as AI datacenter demand reallocates memory capacity away from consume…
Jim Cramer reported that memory shortages, particularly in high-bandwidth memory (HBM), are causing hyperscale cloud providers like Amazon, Alphabet, Microsoft, and Meta Platforms to underperform memo…
Apple CEO Tim Cook said price hikes across Apple's product lineup are unavoidable due to a global memory chip shortage driven by AI demand. Memory chip costs have surged nearly 300%, pushing the iPhon…