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FORGOTTEN HISTORY: 7 - Caught on Camera

Inflation Date, Earnings Momentum and Other Key Things to Watch this Week

Markets enter a data-heavy week pivoting toward inflation assessment with Wednesday's July CPI report at 8:30am and Thursday's PPI establishing critical price pressure trends as investors evaluate Fed Chair Kevin Warsh's policy trajectory.

Dear SanDisk Stock Fans, Mark Your Calendars for a Fresh Catalyst on August 13

Dear SanDisk Stock Fans, Mark Your Calendars for a Fresh Catalyst on August 13

SanDisk delivered record earnings, but investors remain focused on whether the memory boom can last.

Wall Street Week Ahead: Inflation data to test record-setting US stocks, Fed rate views

Wall Street Week Ahead: Inflation data to test record-setting US stocks, Fed rate views

Upcoming inflation data poses a challenge to the stock market's recent technology-driven surge. Analysts predict a rise in consumer prices, which might sway the Federal Reserve’s monetary policy. Meanwhile, easing geopolitical concerns and dipping oil prices have provided some reprieve to investors. Strong corporate earnings are exceeding forecasts, fostering a…

The Economic Times

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Asian bourses steady as investors weigh data

Asian stocks posted mixed trade at the end of the week, as tech shares in South Korea advanced even as investors weighed a cooling, AI-fuelled semiconductor rally, rising oil prices due to Middle East tensions, and upcoming US jobs data.

SK Hynix Makes a New $38 Billion AI Bet: Memory Plants For South Korea

SK Hynix is making one of its biggest bets yet on the artificial intelligence boom, announcing plans to invest 54 trillion Korean won, or about $38.1 billion, to expand its memory chip manufacturing capacity.

International Business Times

Broadcom Will Survive the AI Bubble, But Everyone Else Won't. Here's Why.

Broadcom may look like another AI chip stock, but its long-term custom-chip contracts give it a level of demand visibility that many rivals lack.

Chip Stocks Find Buyers After Earnings Shock Shakes Out AI Trade

Semiconductor stocks attempted to stabilize in Friday’s session as investors reassessed the artificial intelligence trade and digested recent chip earnings.

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Terrible Jobs Report Sparks Rally In AI and Tech: 10 Stocks Leading Friday's Surge

Terrible Jobs Report Sparks Rally In AI and Tech: 10 Stocks Leading Friday's Surge

Bad news was once again good news for Wall Street.

Here’s The Real Reason Wall Street Cut ON Semiconductor Stock’s Price Target

Analysts' price target cuts say more about the semiconductor sector than ON Semiconductor itself.

Elon Musk's massive Terafab chip-making facility starts to take shape — 100 million square feet of manufacturing space and $16.8B initial capital investment

Elon Musk's massive Terafab chip-making facility starts to take shape — 100 million square feet of manufacturing space and $16.8B initial capital investment

SpaceX and Tesla officially begin to build the massive Terafab facility that will be three times bigger than Samsung's Pyeongtaek campus.

Tom’s Hardware

Trump Targets China's Grip on Global Polysilicon Supply With 15% Tariff— Solar Stocks Climb in Friday Pre-Market (UPDATED)

Trump Targets China's Grip on Global Polysilicon Supply With 15% Tariff— Solar Stocks Climb in Friday Pre-Market (UPDATED)

(Editor’s note: The story has been updated to include Wacker Chemie and Chinese Embassy’s statement and share moves of U.S. solar stocks)

Global Market: SK Hynix approves $38.3 billion investment plan through 2031 to expand AI chip production

Global Market: SK Hynix approves $38.3 billion investment plan through 2031 to expand AI chip production

SK Hynix approved investments of 54.3 trillion won through 2031 to expand semiconductor production, targeting rising AI-driven demand. Funds will support new DRAM facilities in Yongin and NAND flash capacity in Cheongju. The company also plans additional shareholder return measures, with details expected during the third quarter, strengthening growth prospects.

The Economic Times

Global Market: China’s July exports top forecasts as AI boom and pre-tariff rush fuel trade growth

Global Market: China’s July exports top forecasts as AI boom and pre-tariff rush fuel trade growth

China's July exports rose 23.9%, beating forecasts as strong global AI-related demand and pre-tariff shipments boosted trade. High-tech and semiconductor exports remained key growth drivers despite fresh U.S. restrictions. Robust exports supported markets, but weak domestic demand, slowing investment and escalating trade tensions continue to cloud China's broader economic outlook.

The Economic Times

Global Market: China, Hong Kong stocks rise as strong trade data and AI demand lift sentiment

Global Market: China, Hong Kong stocks rise as strong trade data and AI demand lift sentiment

China and Hong Kong equities advanced on Friday after stronger-than-expected July trade data reinforced confidence in the country's export resilience. Robust demand for AI-related technologies, particularly semiconductors, lifted investor sentiment, while Morgan Stanley reiterated its preference for Hong Kong equities amid improving earnings prospects.

The Economic Times

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Global Market: Japan stocks fall over 1% as chip shares tumble, SoftBank declines despite earnings beat

Japan's Nikkei fell over 1% on Friday, dragged down by a selloff in AI and semiconductor stocks, even as the broader Topix stayed roughly flat. SoftBank Group was a key laggard, dropping 4.3% despite posting a smaller-than-expected 18% profit decline for the quarter, investors weren't convinced the results were strong…

Elon Musk Says SpaceX Will Consume Three Times More Terafab AI Compute Than Tesla

Tesla Inc. (NASDAQ:TSLA) and Space Exploration Technologies Corp. (NASDAQ:SPCX) CEO Elon Musk says that the new Terafab semiconductor manufacturing facility in Grimes County, Texas, will serve both the Optimus robot and SpaceX’s “AI spacecraft”.

The Economic Times

Trump rolls out trade measures to counter China on solar and chips, slaps 15% tariff on polysilicon

The White House has established price floors and a fifteen percent tariff on polysilicon products. This action aims to bolster domestic chip and solar supply chains for national security. The new trade protections will officially take effect on December fourth this year. Minimum import prices are set for polysilicon, ingots,…

China declares it is now the leading global chipmaking power — mainly because it just changed the definition of what a semiconductor is

China struck the word "semiconductor" from a 25-year-old chip law to cover photonic and quantum designs, and it is being seen as a potential leadership claim

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SpaceX, Tesla Confirm Terafab Site as Chip Demand Outruns Global Supply

SpaceX (NASDAQ:SPCX) and Tesla Inc. (NASDAQ:TSLA) on Thursday confirmed Grimes County, Texas as the permanent home for Terafab, the companies’ giant semiconductor manufacturing venture.

The Economic Times

AI boom reshapes emerging markets, but surging volatility tests investor nerves

Artificial intelligence has powered a strong rally in emerging-market technology stocks, led by semiconductor giants in South Korea and Taiwan. However, soaring valuations have triggered sharp volatility, foreign investor outflows and concentration risks. Despite recent corrections, investors remain optimistic about the long-term AI-driven growth story, according to Reuters.

The Economic Times

Explained: How AI-led Kospi, Nikkei selloff sparked record 15% drawdown in Asian funds in July

Asia’s major multi-strategy funds suffered sharp July losses as an AI-linked stock selloff across Japan, South Korea and China erased much of their 2026 gains. Concerns over AI spending and Middle East tensions hit semiconductor stocks, with some funds losing 3%-9%, while Goldman Sachs estimated a record 15.2% monthly decline…

European stocks hit record highs: The 10 best performers of 2026

The STOXX Europe 600 has reached record highs. Meet the 10 best-performing European stocks of 2026 and what is fuelling their gains.

The Economic Times

Global Market: Japan's Nikkei slips 2% as tech selloff offsets gains in broader market

Japan's Nikkei 225 fell nearly 2% on Thursday as a global technology selloff weighed on heavyweight semiconductor stocks, overshadowing gains across much of the broader market. While weakness in AI-linked shares dragged the benchmark lower, lower crude oil prices and strength in non-technology sectors helped limit losses in the broader…

The measurement challenge behind the shift to GaN in high-frequency semiconductors

As the RF industry shifts to GaN, advanced measurement becomes the ultimate tool for competitive advantage.

Infineon hits revenue record: AI data centres drive growth

Once the problem child of the chip industry, Infineon has reinvented itself. Its semiconductors are now key components for electric cars, data centres and the energy transition.

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