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29.07.26 - 01:51
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′Pray For Kospi′: SK Hynix Earnings Miss, Sending Stock Reeling (ZeroHedge)
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'Pray For Kospi': SK Hynix Earnings Miss, Sending Stock Reeling
Things are not going to be fun in South Korea tonight...
Good news first...
SK Hynix's net income surged a bigger-than-expected 1,242% (though admittedly on one-time investment gains) with the ginat chipmaker bragging that it won multiyear contracts with around 10 customers.
Ok, now the bad news...
SK Hynix's quarterly profit rose a smaller-than expected 557%.
The key supplier of Nvidia reported operating profit of 60.5 trillion won ($42 billion) in the June quarter, well below analysts' average projection for 64.2 trillion won.
Revenue came to 79.3 trillion won, significantly below the consensus 83.9 trillion won.
All further raising fears that the hyperbolic nature of the AI-driven boom that has suspended reality from the cyclical chipmakers, may be starting to decelerate...
“When you're the dominant supplier of the high-bandwidth memory that powers Nvidia's chips, the AI boom lands directly on your bottom line,” s...
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28.07.26 - 22:00
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Nvidia′s Taipei Office Raided As Taiwan′s AI Chip-Smuggling Dragnet Results In Arrests (ZeroHedge)
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Nvidia's Taipei Office Raided As Taiwan's AI Chip-Smuggling Dragnet Results In Arrests
Taiwanese prosecutors have detained an Nvidia employee and searched the chipmaker's Taipei office, the first time the island's criminal investigation into the diversion of restricted AI hardware to China has reached inside the company whose processors sit at the center of it.
The Keelung District Prosecutors Office said Tuesday it had detained a man surnamed Chang on suspicion of falsifying business documents under the Criminal Code, after investigators searched his home and his workplace on July 24. Prosecutors said Chang is "strongly suspected of having committed the offences, and that there is a risk of flight, destruction of evidence, and collusion with accomplices or witnesses." A court granted the detention request.
The statement did not name Nvidia. Bloomberg first reported that Chang works for the company and that the search covered his desk at Nvidia's Taipei office, and Bloomberg's sources sa...
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22.07.26 - 14:09
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Futures Slide Ahead Of Google Earnings As Brent Surges Above $95 (ZeroHedge)
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Futures Slide Ahead Of Google Earnings As Brent Surges Above $95
US futures are lower following a chipmaker-powered jump in Tuesday's session, with Nasdaq 100 futures falling by 0.8%, which appears to be more of a retracement to yesterday's strength than a move tied to oil or de-risking into today's Tech earnings. Alphabet earnings are coming after the close. As of 7:00am ET, S&P futures are down 0.3% and Nasdaq futures slide 0.6%. In premarket trading, Mag 7 stocks are mixed ahead of key earnings from Alphabet, Tesla and IBM due later in the afternoon. Nvidia is underperforming the group as chipmakers declin; GOOG leads. Defensives and Energy are leading; within Cyclicals Financials are outperforming. Today's macro focus is wholly on GOOG and the AI trade. Crude is leading the commodity complex with WTI at $88/bbl and Brent above $95/bbl for the fist time in 6 weeks, so far Equities have not been derailed as investors continue to think that Trump pivots back to a deal. In metals, P...
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17.07.26 - 08:18
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Chinese Nvidia alternatives project massive sales as AI chip demand surges (SCMP)
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Chinese chip designers Moore Threads Technology and Hygon Information Technology – both positioning themselves as home-grown alternatives to Nvidia – have projected double- to triple-digit revenue growth for the first half of the year, fuelled by surging domestic demand for AI computing power.
Beijing-based Moore Threads, a graphics processing unit (GPU) developer, stated in a stock exchange filing on Thursday that it expected revenue for the period to jump 135.1 per cent to 149.4 per cent year......
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16.07.26 - 16:09
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Nvidia-Aktie verkaufen? Diese Zahlen sprechen eine klare Sprache (Der Aktionaer)
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Während viele KI-Aktien in den vergangenen Wochen massiv gefallen sind, zeigt Nvidia relative Stärke. Der Titel hat die 200-Dollar-Marke hinter sich gelassen und nimmt so langsam Kurs Richtung Rekordhoch. Die absolute Nummer 1 in Sachen KI-Chips liefert den Bullen nach wie vor jede Menge positive Argumente....
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