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11.07.26 - 18:15
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Was SK Hynix′s US Debut The AI Bubble Top? BNP Says It′s Still 1998 (ZeroHedge)
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Was SK Hynix's US Debut The AI Bubble Top? BNP Says It's Still 1998
With SK Hynix's American depositary receipts now trading under the temporary ticker SKHYV as of late Friday morning, the seven-times-oversubscribed offering highlights Wall Street's rush for more direct exposure to high-bandwidth memory amid the AI infrastructure boom.
Against the backdrop of mounting concerns about an AI infrastructure bubble, Roth Capital Partners' sales trading team asked clients earlier Friday: "How will investors, looking back two years from now, view the timing and significance of SK Hynix's US offering?"
Taking a look at the GS TMT Memory Exposed Index (GSTMTMEM Index), Goldman Sachs' thematic basket tracking companies with high exposure to the memory chip cycle, the trade appears to have peaked in mid-June.
Zooming in on the recent price action in the GSTMTMEM Index:
That rollover has since spread into the broader South Korean market, with the Kospi entering a bear market this week as...
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11.07.26 - 16:42
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Apple Sues OpenAI Over AI Talent Fight (Bloomberg)
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Bloomberg Tech host Ed Ludlow says Apple's lawsuit against OpenAI reflects an intensifying battle for AI talent and hardware leadership, with Apple alleging former employees improperly took trade secrets as OpenAI expands its device ambitions. He also says SK Hynix expects AI memory demand to outpace supply, plans to increase US investment beyond $35 billion, and sees the next test for the AI boom coming as technology companies report earnings and investors assess whether spending is translating into profits. (Source: Bloomberg)...
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11.07.26 - 16:01
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KI-Boom ohne Blase!? Diese Argumente sprechen dafür (Ariva)
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Viele Anleger fürchten eine KI-Blase. Der Vermögensverwalter Jennison widerspricht: Bewertungen seien niedriger als zur Dotcom-Zeit, die Nachfrage real und der Investitionszyklus mehrjährig. Doch nicht alle Aktien profitieren. Die Debatte über künstliche Intelligenz wird an den Märkten kritischer. Viele Anleger sorgen sich um Bewertungen, steigende Investitionen, Engpässe beim Ausbau der Infrastruktur und mögliche Folgen für andere Branchen. Mark Baribeau, Head of Global Equity bei Jennison, ......
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11.07.26 - 15:30
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Techgiganten: Apple verklagt Open AI (FAZ)
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Der Elektronikkonzern wirft dem Entwickler von ChatGPT Diebstahl von Geschäftsgeheimnissen vor. Der Klage zufolge beschäftigt Open AI heute mehr als 400 frühere Apple-Mitarbeiter. Auch Elon Musk hat etwas zu dem Rechtsstreit zu sagen....
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11.07.26 - 15:00
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In China, parents turn to AI to help children select a university degree (SCMP)
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Zhang Qi, a ride-hailing driver based in Guangzhou, has turned to artificial intelligence this year to help his son make one of the most important decisions of his young life: choosing a university degree programme.
Like millions of 18-year-olds across China, Zhang's son recently received his university entrance exam results and had to navigate the country's labyrinthine admissions system – choosing from thousands of programmes at hundreds of schools.
Many middle-class families hire expensive......
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