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Why the Pure Bitcoin-Miner Fund Crushed the Blockchain Basket, Up 184%
24/7 Wall St.81d agoneutral
Why the Pure Bitcoin-Miner Fund Crushed the Blockchain Basket, Up 184%

The Amplify Transformational Data Sharing ETF (NYSEARCA:BLOK) is the go-to actively managed vehicle for investors who want one ticker that covers the entire blockchain economy. BLOK owners get miners, exchanges, treasury holders, payment processors, and enterprise adopters bundled together, which is exactly the pitch: diversified exposure to a volatile theme without the risk of picking ... Why the Pure Bitcoin-Miner Fund Crushed the Blockchain Basket, Up 184%

SK hynix surges on first day of trading on Wall Street
AFP81d agobullish
SK hynix surges on first day of trading on Wall Street

South Korean chip giant SK hynix soared 13 percent on its first day of trading on Wall Street on Friday, capping one of the world's biggest ever stock sales as it takes advantage of the AI boom.Tech stocks have tumbled in recent weeks on fears of overheated valuations -- although SK hynix has soared more than 220 percent this year in Seoul -- and questions about when enormous global AI spending will reap returns.

A $28 Billion AI IPO Trading at Just 7x Earnings: Too Cheap or Too Cyclical to Trust?
24/7 Wall St.81d agoneutral
A $28 Billion AI IPO Trading at Just 7x Earnings: Too Cheap or Too Cyclical to Trust?

John Coogan spent Wednesday’s TBPN segment arguing that the largest AI hardware IPO no US retail investor can buy yet might also be the cheapest name in the entire complex. SK Hynix, the South Korean memory giant, is preparing what could be a $28 billion NASDAQ listing, potentially ranking among the largest ever New York ... A $28 Billion AI IPO Trading at Just 7x Earnings: Too Cheap or Too Cyclical to Trust?

Kyverna Therapeutics Sinks 13%: Here’s Why
24/7 Wall St.81d agoneutral
Kyverna Therapeutics Sinks 13%: Here’s Why

A single analyst note sent Kyverna Therapeutics tumbling despite a clinical milestone that had investors cheering just weeks ago, and the question now is whether the selloff marks a buying opportunity or the start of a painful unwind.

Citi sends strong signal to Nvidia investors amid rumors
TheStreet81d agoneutral
Citi sends strong signal to Nvidia investors amid rumors

Nvidia stock hit an all-time high on May 14, 2026. Since then, it has lost roughly $1 trillion in market value. The stock is down about 16% from that peak, trading around $204, while the broader market has mostly moved higher. For investors who bought in during the spring run-up, it has been a ...

Does AI Rebound and China Chip Access Shift Change The Bull Case For Lam Research (LRCX)?
Simply Wall St.81d agoneutral
Does AI Rebound and China Chip Access Shift Change The Bull Case For Lam Research (LRCX)?

In recent days, Lam Research has been swept up in a broader rebound in semiconductor and AI infrastructure stocks, helped by reports that China may ease restrictions on advanced Nvidia AI chip imports and by strong institutional interest in AI-focused chip offerings such as SK Hynix’s oversubscribed US ADR. This sector-wide enthusiasm, reinforced by analysts tying Lam’s tools to the buildout of AI data center capacity and custom chips at hyperscalers like Meta, highlights how macro policy...