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Chip titan SK hynix to set price for mega US listing
AFP83d agoneutral
Chip titan SK hynix to set price for mega US listing

South Korean chip giant SK hynix is expected on Thursday to set the price for its mega US listing that could be one of the world's largest stock sales.SK hynix has said proceeds from the offering will be used to fund new chip factories to ease shortages.

Navitas Semiconductor (NVDA) Faces A Valuation Test Following Wolfspeed Patent Lawsuit
Simply Wall St.83d agobearish
Navitas Semiconductor (NVDA) Faces A Valuation Test Following Wolfspeed Patent Lawsuit

Wolfspeed’s patent infringement lawsuit against Navitas Semiconductor (NVTS) has quickly become a key focus for investors, with allegations centered on gallium nitride and silicon carbide products that sit at the heart of both companies’ power chip offerings. See our latest analysis for Navitas Semiconductor. Recent trading in Navitas Semiconductor reflects this tension, with the share price at $13.36 after a 1-day share price return that declined 4.5% and a 30-day share price return that...

Nvidia’s CEO Just Predicted a New Blue-Collar Millionaire Class. Here Are 5 Stocks Worth Watching.
24/7 Wall St.83d agoneutral
Nvidia’s CEO Just Predicted a New Blue-Collar Millionaire Class. Here Are 5 Stocks Worth Watching.

NVIDIA (NASDAQ:NVDA) CEO Jensen Huang has a way of turning things to gold. He has spent much of 2026 explaining that the AI buildout needs hands, not just chips. On a recent The Shawn Ryan Show podcast, the host put trade guru Mike Rowe on the spot: “Jensen Huang keeps saying the tradesman is going ... Nvidia’s CEO Just Predicted a New Blue-Collar Millionaire Class. Here Are 5 Stocks Worth Watching.

Elon Musk’s AI jobs prediction gets harsh reality check
TheStreet84d agoneutral
Elon Musk’s AI jobs prediction gets harsh reality check

Tesla CEO (TSLA) Elon Musk is back again, pushing one of his boldest claims about the AI boom, in which the technology might eventually make work optional. Musk first made that prediction at the U.S.-Saudi Investment Forum. Sitting alongside Nvidia CEO Jensen Huang, Musk told the crowd, “My ...

SpaceXAI launches Grok 4.5 model for coding, agentic tasks
Reuters84d agoneutral
SpaceXAI launches Grok 4.5 model for coding, agentic tasks

SpaceXAI on Wednesday launched the Grok 4.5 AI model, calling it the company's most intelligent offering to date designed ‌for coding and agentic tasks. Here are some details: • SpaceXAI said Grok 4.5 ‌was trained across tens of thousands of Nvidia GB300 graphics processing units, with a focus ​on meticulous data filtering, deduplication and quality scoring. "We've partnered with SpaceXAI to train Grok 4.5," popular AI coding agent Cursor said.

Jim Cramer Sees Tech Rebound And Oracle Upside as Data Center Spending Reshapes Market
24/7 Wall St.84d agoneutral
Jim Cramer Sees Tech Rebound And Oracle Upside as Data Center Spending Reshapes Market

On CNBC’s Squawk on the Street, Jim Cramer made a call that resonated across chip and cloud names: the tech tape is bouncing. And that Oracle may be the most interesting contrarian setup in the group. Alongside Carl Quintanilla and David Faber, Cramer framed Monday’s rally as “revenge of that” Friday selloff, arguing “we’re seeing ... Jim Cramer Sees Tech Rebound And Oracle Upside as Data Center Spending Reshapes Market