AMD is betting on dirt-cheap AI chips, but financing them is a major question mark
AMD just acquired a company whose chip is fast, inexpensive and a total mystery for lenders. Source：MarketWatch
The chip-stock rally hits a speed bump — but these analysts see reason to be hopeful
Previous instances of shortterm pressure on semiconductor stocks opened up opportunities for investors who bought the dip, according to one analyst.…
Injective receives SEC transfer agent registration for institutional services arm
Injective’s affiliated entity can now maintain securities ownership records, adding regulated market infrastructure to its growing push into tokenized assets.…
Marvell’s stock surges on news of Google chip deal — and Broadcom’s falls
Google will also get the option to purchase about $12 billion worth of Marvell’s stock. Source：MarketWatch
SK Hynix suggests its stock is too cheap as it embarks on $29 billion buyback
Following a sharp selloff in recent months, the South Korean memorychip company says current share prices don’t reflect the business’s “intrinsic value.”…
Solana leads bitcoin and ether higher while Korean chip stocks slide 7%
Bitcoin held near $64,000 and every major except BNB gained, while Korean semiconductor stocks fell more than 7% and Fed minutes are due at 2 p.m. ET.…
Cerebras’s stock has been a post-IPO bust. Its comeback hinges on this new chip.
Cerebras is betting that its specialized chips will outpace traditional graphics processing units as AI agents become more widespread. Source：MarketWatch
Cypherpunk launches Zcash mining fleet controlling 18% of network hashrate
The $33.3 million Winklevoss Capital deal expands Cypherpunk’s ZEC strategy as it targets 5% ownership of the cryptocurrency’s circulating supply.…
AI chip stocks were riding high. Here’s why Micron and others are now pulling back.
Analysts note high expectations, concerns about elevated Treasury yields and a potential letdown surrounding Anthropic’s financial progress, Source：MarketWatch
Compound bets $52 million, new leadership team in switch to institutional focus
The protocol pioneered decentralized finance lending, but assets locked have tumbled from a peak five years ago. Now it's looking to attract institutions after…
Micron, Sandisk and other chip stocks climb as investors get more confident about AI spending
AI companies are seeing improved financial performance, according to reports, and memorychip companies may be able to better fend off Chinese competition with…
Stanley Druckenmiller ditched these chip plays before the selloff. Here’s how he’s playing the tech sector now.
The closely followed investor has beefed up some technology holdings in the second quarter. Source：MarketWatch