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Anthropic IPO tests AI demand as SpaceX frenzy fades
Anthropic IPO preparations put a $965 billion private valuation in front of public investors just as SpaceX slips below its $135 debut price.
ASML sales forecast raised again as AI chip demand holds
ASML sales forecast rose to €43bn-€45bn after Q2 beat estimates, suggesting AI chip spending is still flowing into the toolmakers at the top of the chain.
TSMC’s June revenue surge sets the tone for AI chip earnings
TSMC June revenue rose 67.9 per cent to NT$442.68 billion, giving investors an early read on AI chip demand and packaging constraints.
SK Hynix US listing demand tops 7x as AI-memory trade holds
SK Hynix US listing demand topped seven times the shares on offer, signaling investors still want AI-memory exposure after the chip selloff.
DeepSeek AI chip push hits Nvidia, sharpens China race
DeepSeek AI chip plans pushed Nvidia shares lower and signalled that China's top model builders are moving faster toward domestic silicon.
Samsung's record quarter tests faith in the AI memory boom
Samsung Q2 profit hit a record on AI memory demand, but the share sell-off showed investors are already testing how long pricing power can last.
Nvidia AI server delay to 2028 hits Asian supplier stocks
Nvidia AI server delay hit Asian supplier stocks after a report said its Kyber rack could slip to 2028, reviving hardware bottleneck fears.
SK Hynix's Nasdaq debut tests the next leg of the AI trade
SK Hynix Nasdaq listing gives U.S. investors direct access to the AI memory boom while testing the won, valuations and chip appetite.
Baidu Kunlunxin Hong Kong IPO targets $50bn valuation
Baidu Kunlunxin Hong Kong IPO reports sent Baidu shares up 7 per cent, sharpening the test of whether investors will back a $50 billion AI-chip price tag.
Why the BIS sees the AI capex boom as a debt-market risk
AI capex debt risk is shifting from a tech valuation story to a credit-market story as the BIS warns opaque financing could amplify any slowdown.
Micron’s $22bn commitments show AI memory is still tight
AI memory demand is still outrunning supply as Micron pairs a blowout fourth-quarter outlook with $22 billion of customer commitments.
Cerebras’ revenue surge cannot hide AI-chip margin math
Cerebras earnings showed 94% revenue growth, but a 36%-38% margin guide explained why investors sold the stock after its IPO debut.
Ambiq Micro files U.S. IPO to test edge-AI chip demand
Ambiq Micro IPO filing seeks about $152.3 million and gives investors an early read on whether edge-AI chip names can win public-market demand.
Nvidia’s $25 billion bond sale shows AI’s cash king joining the borrowing spree
Nvidia raised $25bn in June, upsized from an initial $20bn, as investors piled in — a sign the AI winners are financing expansion with debt not just cash.
Rumble Northern Data deal adds 22,000 Nvidia chips
Rumble Northern Data deal gives the company 22,000 Nvidia GPUs, 250 MW of power and a Tether-backed financing structure.
Oil surges 5.1pc to $93 as US strikes Iran for second night; stock futures slide
Oil surged 5.1 per cent to $93.15 a barrel and US stock futures fell after the American military launched a second consecutive night of strikes on Iran, putting further strain on a fragile ceasefire.
Anthropic $35bn chip deal puts private credit in AI
Anthropic $35bn chip deal makes private credit a core buyer of AI infrastructure, shifting risk into leases, SPVs and chip collateral.
The petrochemical bottleneck making electronics inflation sticky
The Jubail petrochemical shutdown knocked out ~70% of the world's high-purity PPE resin, sending PCB prices up 40% in a month. The Iran supply shock has reached electronics.
Hedge fund crowding raises forced-unwind risk after rout
Hedge fund crowding may turn Friday’s Nasdaq rout into a forced unwind as AI share supply tests Wall Street’s capacity for risk.
UK AI chip buys test state demand against US capital
UK AI chip buys would turn procurement into capital support, as ministers try to keep British firms from chasing US scale.
SpaceX Google deal: $30bn AI cash-flow test for IPO
SpaceX Google deal gives the IPO a $30bn AI revenue pillar, but cancellation terms make the cash-flow story harder to price.
Marvell (MRVL), Flex (FLEX) join S&P 500 in AI shift
Marvell and Flex join the S&P 500 on June 22, showing how AI chips and contract manufacturing are gaining benchmark weight.
Broadcom AI outlook tests chip rally’s perfection trade
Broadcom AI outlook disappointed investors because strong growth was no longer enough after a $280bn run-up in the chipmaker’s shares.
Micron stock jumps 14.2% after UBS lifts target to $1,625
Micron shares rose 14.2 per cent after UBS lifted its target to $1,625, saying AI-driven memory demand could support a richer valuation.
Lenovo's 15% jump says the AI trade has reached hardware
Lenovo stock jumped 15% after a revenue beat, showing how AI PCs, servers and tighter memory supply are remaking hardware earnings.
