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South Korea just promised free, unlimited AI to 51 million citizens, and the chipmakers supplying the hardware are already booking it as a win. But the gap between that promise and the compute reality behind it exposes something investors are missing.
During these busy times, it pays to stay on top of the latest profit opportunities. And today’s blog post should be a great place to start. After taking a close look at the latest data on institutional buying pressure and each company’s fundamental health, I decided to revise my Stock Grader recommendations for 98 big blue chips. Chances are that you have at least one of these stocks in your portfolio, so you may want to give this list a skim and act accordingly. This Week’s Ratings Changes: Upg
SKM's SK Horizon spin-off targets AI data center growth with KRW 3.08 trillion from KKR and IMM, reshaping its infrastructure strategy.
SK Telecom said the move “strengthen[s] its AIDC [AI data centre] operational expertise”.
KKR and a consortium of South Korean firms are investing $2.2 billion in an AI data-center company being created by telecommunications firm SK Telecom through a spinoff.
Over the past week, trade negotiations between the U.S. and Canada broke down; U.K.-Russia tensions mounted after U.K. Prime Minister Andy Burnham reaffirmed his support for Ukraine; and the U.S. unveiled new sanctions on Iran in what President Donald Trump called an “Economic D-Day.” Recent fluctuations in long-duration bonds are shaking up the way global bond managers are thinking about capital allocations.
By dominating the high-margin enterprise sector, Anthropic has become the leading AI lab ahead of its late 2026 public market debut.
SK Telecom (NYSE:SKM) reported second-quarter 2026 consolidated revenue of KRW 4.36 trillion, up 0.5% from a year earlier, as continued data-center growth supported its top line. Consolidated operating income rose 67.3% year over year to KRW 566 billion, reflecting a comparison against cybersecurity
SK Telecom Co Ltd (SKM) reports robust profit growth fueled by AI data center momentum, while outlining a strategic 5-gigawatt expansion plan through its new subsidiary SK Hyper.
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
The deal should greatly benefit both companies -- and their stocks.
Investing.com -- Investors are hitting the brakes on Nvidia (NASDAQ: NVDA). The chipmaker’s stock dropped 4% on Monday after a staggering weekend of mega-deal announcements shifted Wall Street’s focus from sky-high demand to balance-sheet realities. The weekend deal flow was breathtaking in its scope, racking up over $750 billion in commitments and investments. Taken together, the sticker shock was enough to rattle investors and draw a pointed, three-word post on X from legendary short-seller Mi
Nvidia (NVDA) has agreed to expand its partnership with South Korean conglomerate SK Group with a mo
America Movil, SK Telecom and SoftBank are highlighted as wireless stocks positioned to benefit from 5G, AI and connectivity demand despite industry challenges.
Investing.com -- Bernstein has reiterated its bullish stance on memory chipmakers following a wave of multibillion-dollar partnerships announced at an AI Summit hosted by the South Korean government in San Francisco on Friday, where Samsung, SK Hynix, Nvidia and Broadcom unveiled new agreements spanning memory, foundry and AI data centers.
Both the companies target large-scale AI infrastructure build, with cloud and memory projects planned across South Korea.
SK Hynix and Samsung signed $950 billion in AI chip deals with Nvidia and Broadcom, yet both stocks fell Monday as investors booked profits.
(Bloomberg) -- Nvidia Corp. will invest $1 billion in Naver Corp. to help finance an AI data center under construction in South Korea, adding to a frenzy of deals by the world’s most valuable company.Most Read from BloombergRetina Chip Designed to Restore Sight to Go on Sale in EuropeHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueApple Plans Overhaul of MacBooks, iMac in Push to Meet AI DemandTrump Rebuilds Tariffs With New Levies on 60 EconomiesSpaceX Turns Away Falcon Customers i
The fast-track 5G rollout and solid wireless traction should help the Zacks Wireless Non-US industry thrive despite short-term headwinds. AMX, SKM and SFTBY are well-positioned to make the most of the demand for seamless connectivity solutions.
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
NTAP expands its AI infrastructure portfolio with DataPelago, bringing GPU-accelerated processing to storage and aiming to boost enterprise AI efficiency.
SK Telecom Co. Ltd. (NYSE:SKM) is one of the undervalued stocks to buy according to the Wall Street. On July 5, SK Telecom announced a plan to construct an AI data center capacity of up to 15GW, aiming to establish South Korea as a primary AI infrastructure hub in Asia. The company will spearhead the […]
NVIDIA Corporation (NASDAQ:NVDA) is one of the top high-conviction stocks to buy according to hedge funds. Reuters reported on June 8 that NVIDIA Corporation (NASDAQ:NVDA) announced a series of deals in South Korea with tech giants, which included SK Hynix and Naver, building on its attempts to secure crucial memory chips for powering its AI […]
Penguin Solutions is in position to accelerate its business and stock price as AI demand accelerates. The enterprise shift is paying off.
NVIDIA Corporation (NASDAQ:NVDA) is one of the best forever stocks to buy according to analysts. On June 8, South Korean SK Telecom announced it will leverage NVIDIA Corporation (NASDAQ:NVDA)’s DSX platform to build a gigawatt-scale AI cloud infrastructure. The AI factory is poised to come online next year and will support AI services for enterprises […]
Is SKM a good stock to buy? We came across a bullish thesis on SK Telecom Co., Ltd. on Bullseye Research’s Substack by Bullseye Investing. In this article, we will summarize the bulls’ thesis on SKM. SK Telecom Co., Ltd.’s share was trading at $41.21 as of June 9th. SKM’s trailing and forward P/E were 63.33 and […]
South Korea fined Coupang over a data breach affecting nearly 34 million accounts.
NVIDIA (NVDA) just signed multi-year agreements in South Korea to secure next generation memory from SK hynix and to support gigawatt scale AI factories with SK Telecom and NAVER, reinforcing its data center centric AI roadmap. See our latest analysis for NVIDIA. Despite heavy news flow and new agreements, NVIDIA’s recent share price momentum has cooled, with the stock down 6.7% over the past week and 8.7% over the past month, although the 1-year total shareholder return of 40.5% and very...
MU has surged 232.7% in 2026 on booming AI memory demand, strong earnings and raised guidance, even as NVDA dominates AI headlines.
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